ALBERT CASANOVA BALLARD DECEASED
Charity number: 201759
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Grants can only be made to individuals and organisations living or operating within the city of Plymouth.
Income and expenditure
Data for financial year ending 31 January 2024
Total income: £39,840
Total expenditure: £48,858
People
6 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
One or more trustees receive payments or benefits from the charity for being a trustee.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- Children/young People
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Plymouth City
Governance
Registration history:
- 26 February 1962: Standard registration
Organisation type:
Other
Other names:
- A C BALLARD DECEASED TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- Financial reserves policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
6 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| RACHEL CONFUE | Chair | 11 July 2023 |
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| Lucy-Hannah Hayes | Trustee | 01 January 2023 |
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| Robert Lippett | Trustee | 01 January 2023 |
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| David Jones | Trustee | 31 March 2015 |
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| LYNN SMITH | Trustee | 12 March 2008 |
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| DAVID LEONARD NORRIS MBE | Trustee | 12 March 1998 |
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Financial history
Financial period end date
| Income / Expenditure | 31/01/2020 | 31/01/2021 | 31/01/2022 | 31/01/2023 | 31/01/2024 | ||
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Total gross income | £47.51k | £41.25k | £38.83k | £40.24k | £39.84k | |
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Total expenditure | £47.63k | £49.60k | £40.77k | £57.54k | £48.86k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 January 2024 | 19 October 2024 | On Time | |
| Accounts and TAR | 31 January 2024 | 19 October 2024 | On Time | Download Open in new window |
| Annual return | 31 January 2023 | 21 April 2024 | 143 days late | |
| Accounts and TAR | 31 January 2023 | 21 April 2024 | 143 days late | Download Open in new window |
| Annual return | 31 January 2022 | 08 November 2022 | On Time | |
| Accounts and TAR | 31 January 2022 | 08 November 2022 | On Time | Download Open in new window |
| Annual return | 31 January 2021 | 07 November 2021 | On Time | |
| Accounts and TAR | 31 January 2021 | 07 November 2021 | On Time | Download Open in new window |
| Annual return | 31 January 2020 | 22 November 2020 | On Time | |
| Accounts and TAR | 31 January 2020 | 22 November 2020 | On Time | Download Open in new window |