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 GRANTS EACH CHRISTMAS TO THOSE IN NEED IN PLYMPTON ST MAURICE FOR ANY AGE GROUP INCLUDING CHILDREN . ALSO TO OFFER ONE OFF GRANTS TO SUPPORT AN EXPENDITURE FOR SOMEONE IN NEED IN THE AREA OF ST MAURICE ONLY
Income and expenditure
Data for financial year ending 31 March 2025
Total income: £1,460
Total expenditure: £1,000
People
8 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- Children/young People
- 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
8 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Paul Ellison Lewis Evans | Trustee | 18 November 2025 |
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| Linda Else | Trustee | 23 September 2025 |
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| Suzannah OTTEWELL | Trustee | 23 September 2025 |
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| Lynn Everett | Trustee | 23 September 2025 |
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| Andrea Loveridge Councillor | Trustee | 26 October 2021 |
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| COUNCILLOR TERRI BEER | Trustee |
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| MANDY BERNADETTE NEILL | Trustee |
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| SHARON TYLER | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £1.24k | £16.99k | £413 | £1.86k | £1.46k | |
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Total expenditure | £0 | £1.48k | £1.48k | £1.50k | £1.00k | |
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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 March 2025 | 29 October 2025 | On time | |
| Accounts and TAR | 31 March 2025 | Not required | ||
| 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 |