SIR JOHN AND LADY HEATHCOAT AMORY'S CHARITABLE TRUST

Charity number: 203970
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £72,951
Total expenditure: £77,845

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Devon
  • Somerset

Governance

Registration history:
  • 25 January 1962: Standard registration
Organisation type:
Trust
Other names:
  • THE SIR JOHN AND LADY HEATHCOAT AMORY'S CHARITABLE TRUST (Previous name)
  • THE SIR JOHN HEATHCOAT AMORY TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR IAN HEATHCOAT AMORY Chair
LORD AMORY TRUST ICW THE TIVERTON HEATHCOAT SECONDARY MODERN SCHOOL
Received: On time
SIR JOHN AMORY'S OLD PEOPLE'S TRUST
Received: On time
CALVERLEIGH CHARITABLE TRUST
Received: On time
VISCOUNT AMORY'S CHARITABLE TRUST
Received: On time
THE TWYFORD TRUST
Received: On time
LADY AMORY Trustee
CALVERLEIGH CHARITABLE TRUST
Received: On time
MR WF HEATHCOAT AMORY Trustee
AMORY WESTEXE GARDEN TRUST
Received: On time
ANGLO ROMANIAN TRUST FOR TRADITIONAL ARCHITECTURE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £70.48k £57.01k £62.38k £67.37k £72.95k
Total expenditure £61.51k £63.52k £61.66k £72.81k £77.85k
Income from government contracts N/A N/A N/A N/A N/A
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 05 April 2024 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time Download Open in new window
Annual return 05 April 2022 23 January 2023 On Time
Accounts and TAR 05 April 2022 23 January 2023 On Time Download Open in new window
Annual return 05 April 2021 09 December 2021 On Time
Accounts and TAR 05 April 2021 09 December 2021 On Time Download Open in new window
Annual return 05 April 2020 18 January 2021 On Time
Accounts and TAR 05 April 2020 18 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DEED OF TRUST DATED 10TH NOVEMBER 1961, AS AMENDED 1ST MARCH 1992

Charitable objects

ANY CHARITABLE PURPOSES (AT THE TRUSTEES DEISCRETION).

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
The Island
Lowman Green
TIVERTON
Devon
EX16 4LA
Phone:
01884254899
Email:
charities@lowman.co.uk
Website:

No information available