SIR JOHN PERROT TRUST

Charity number: 213879
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The improvement of the town and architectural facilities of Haverfordwest. Provision of low cost housing to individuals in Haverfordwest.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £152,528
Total expenditure: £60,217

People

10 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:
  • Accommodation/housing
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Pembrokeshire

Governance

Registration history:
  • 07 January 1963: Standard registration
Organisation type:
Other
Other names:
  • SIR JOHN PERROT (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Welsh Government (Social Landlords And Housing Associations)
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events 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 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER ALLAN STOCK Chair
None on record
Pat Barker Trustee 01 January 2024
None on record
Gill Hill Trustee 01 January 2024
None on record
Robert Simister Trustee 01 January 2024
WILLIAM VAWER
Received: On time
PORTFIELD RECREATION GROUND
Received: On time
Jill Owens Trustee 01 January 2024
WILLIAM VAWER
Received: On time
PORTFIELD RECREATION GROUND
Received: On time
Arthur Brooker Trustee 01 January 2024
WILLIAM VAWER
Received: On time
PORTFIELD RECREATION GROUND
Received: On time
Shane Pearce Trustee 01 January 2024
WILLIAM VAWER
Received: On time
Martin Lewis Trustee 01 January 2024
WILLIAM VAWER
Received: On time
Derek Rees Trustee 01 January 2024
WILLIAM VAWER
Received: On time
Nicola Howells Trustee 01 January 2024
WILLIAM VAWER
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £132.44k £134.14k £139.32k £138.02k £152.53k
Total expenditure £96.88k £32.79k £39.44k £109.70k £60.22k
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 04 December 2024 On Time
Accounts and TAR 05 April 2024 04 December 2024 On Time Download Open in new window
Annual return 05 April 2023 17 January 2024 On Time
Accounts and TAR 05 April 2023 17 January 2024 On Time Download Open in new window
Annual return 05 April 2022 25 January 2023 On Time
Accounts and TAR 05 April 2022 25 January 2023 On Time Download Open in new window
Annual return 05 April 2021 14 January 2022 On Time
Accounts and TAR 05 April 2021 14 January 2022 On Time Download Open in new window
Annual return 05 April 2020 04 February 2021 On Time
Accounts and TAR 05 April 2020 04 February 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.

CHARITY COMMISSION SCHEME DATED 14 FEBRUARY 1996

Charitable objects

THE IMPROVEMENT OF THE TOWN OF HAVERFORDWEST.

Area of benefit

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

HAVERFORDWEST

Contact information

Address:
THE TITHE EXCHANGE
9 VICTORIA PLACE
HAVERFORDWEST
DYFED
SA61 2JX
Phone:
01437762538
Email:
No information available
Website:

No information available