ANDREW ANDERSON TRUST

Charity number: 212170
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust provides financial support for a wide range of charitable causes.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £355,393
Total expenditure: £620,607

People

4 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

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Religious Activities
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Bristol City

Governance

Registration history:
  • 06 December 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard West Trustee 01 August 2024
None on record
David Rosser Trustee 01 August 2024
None on record
Fiona Claire West Trustee 31 March 2015
None on record
Colleen Elaine Rosser Trustee 31 March 2015
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 31/03/2024
Total gross income £550.08k £477.30k £418.06k £382.87k £355.39k
Total expenditure £635.86k £561.37k £543.36k £522.60k £620.61k
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
Income - Donations and legacies £0 N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £550.08k N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £559.74k N/A N/A N/A N/A
Expenditure - Raising funds £76.12k N/A N/A N/A N/A
Expenditure - Governance £5.39k N/A N/A N/A N/A
Expenditure - Grants institution £418.70k N/A N/A N/A N/A
Expenditure - Investment management £76.12k N/A N/A N/A N/A
Expenditure - Other £0 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 06 December 2024 On time
Accounts and TAR 31 March 2024 06 December 2024 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 06 January 2023 On time
Accounts and TAR 05 April 2022 06 January 2023 On time Download Open in new window
Annual return 05 April 2021 30 December 2021 On time
Accounts and TAR 05 April 2021 30 December 2021 On time Download Open in new window
Annual return 05 April 2020 09 December 2020 On time
Accounts and TAR 05 April 2020 09 December 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.

DECLARATION OF TRUST DATED 1ST NOVEMBER, 1954.

Charitable objects

PROVISION FOR CHARITABLE SOCIETIES, OBJECTS, OR PURPOSES AT TRUSTEES' DISCRETION.

Area of benefit

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

NATIONAL AND OVERSEAS

Contact information

Address:
PJE Chartered Accountants
2 Oakfield Road
Clifton
BRISTOL
BS8 2AL
Phone:
079833559127
Email:
admin@andrewandersontrust.co.uk
Website:

No information available