THE ERLE TRUST FUND

Charity number: 204217
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

DISTRIBUTING VOUCHERS EACH CHRISTMAS

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £1,863
Total expenditure: £1,500

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Plymouth City

Governance

Registration history:
  • 30 April 1962: Standard registration
Organisation type:
Other
Other names:
  • PLYMPTON ST MAURICE UNITED CHARITIES (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity owns and/or leases 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrea Loveridge Councillor Trustee 26 October 2021
None on record
Rev JANET MARY COLLIS Trustee
None on record
MANDY BERNADETTE NEILL Trustee
None on record
SHARON TYLER Trustee
None on record
COUNCILLOR TERRI BEER Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.14k £1.24k £16.99k £413 £1.86k
Total expenditure £880 £0 £1.48k £1.48k £1.50k
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 31 March 2024 18 January 2025 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 17 May 2024 107 days late
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 08 January 2023 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 17 November 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 08 February 2021 8 days late
Accounts and TAR 31 March 2020 Not Required
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.

SEE INDIVIDUAL CONSTITUENTS

Charitable objects

SEE INDIVIDUAL CONSTITUENTS

Area of benefit

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

PARISH OF PLYMPTON ST. MAURICE

Linked charities

Linked charities
Linked charity 204217-1 CHARLES REGINALD BULLER
Governing document
SCHEME OF 26/11/1909 AS VARIED BY SCHEME OF 06/11/1951
Charitable objects
FOR THE GENERAL BENEFIT OF THE POOR
Area of benefit
PLYMPTON ST. MAURICE
Registration history
  • 30 April 1962 : Standard registration

Contact information

Address:
65 FORE STREET
PLYMPTON
PLYMOUTH
PL7 1NA
Phone:
01752344857
Email:
luscombe.stmaurice@btinternet.com
Website:

No information available