THE A F WALLACE CHARITY TRUST

Charity Number: 207110
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The activities of the charity are mainly the provision of housing, welfare and pension facilities for senior citizens who have been associated with the Wallace family and to assist wherever possible with general good causes.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £38,914
Total expenditure: £46,161

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 Advancement Of Health Or Saving Of Lives
  • Accommodation/housing
  • Environment/conservation/heritage
  • Economic/community Development/employment
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
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Scotland

Governance

Registration history:
  • 22 September 1962: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GEORGE FALCONER WALLACE Chair
None on record
ROBERT CHARLES WALLACE Trustee
None on record
FALCONER ALEXANDER WALLACE Trustee
None on record

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 £41.17k £36.06k £40.56k £43.57k £38.91k
Total expenditure £70.25k £43.73k £39.35k £50.26k £46.16k
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 23 January 2025 On Time
Accounts and TAR 05 April 2024 23 January 2025 On Time Download Open in new window
Annual return 05 April 2023 26 January 2024 On Time
Accounts and TAR 05 April 2023 26 January 2024 On Time Download Open in new window
Annual return 05 April 2022 28 November 2022 On Time
Accounts and TAR 05 April 2022 28 November 2022 On Time Download Open in new window
Annual return 05 April 2021 21 December 2021 On Time
Accounts and TAR 05 April 2021 21 December 2021 On Time Download Open in new window
Annual return 05 April 2020 03 September 2020 On Time
Accounts and TAR 05 April 2020 03 September 2020 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 SETTLEMENT DATED 25TH AUGUST 1912, AND DEEDS POOL DATED 21ST APRIL 1914, 1ST APRIL 1916

Charitable objects

FOR GENERAL CHARITABLE PURPOSES.

Area of benefit

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

NOT DEFINED

Contact information

Address:
The Cedars
The Dene
Hurstbourne Tarrant
ANDOVER
Hampshire
SP11 0AG
Phone:
07799475948
Email:
val@buzzards.accountant
Website:

No information available