THE WILLIAM AND EMMA AVERY MEMORIAL TRUST

Charity number: 215104
Charity reporting is overdue by 177 days

Charity overview

Activities - how the charity spends its money

Established to restore the XV century screen in Welby Church in memory of Wm & Emma Avery. Income from capital remaining to be used for:- (1) Maintaining the Rood screen. (2) Welfare of those living in the parish in particular the elderly and children, (3) General Church Purposes

Income and expenditure

Data for financial year ending 31 December 2022

Total income: £400
Total expenditure: £0

People

4 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:
  • General Charitable Purposes
  • Religious Activities
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Other Charitable Activities
Where the charity operates:
  • Lincolnshire

Governance

Registration history:
  • 19 February 1963: 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:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
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
Michelle Marie Wardlaw Chair 30 March 2017
None on record
The Revd Canon Anthony Tucker Trustee 21 October 2020
None on record
Rosemary De la Bedoyere Trustee 21 October 2020
None on record
Rev Georgina Machell Trustee 22 September 2017
LINCOLN DIOCESAN BOARD OF EDUCATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Total gross income £431 £3.55k £362 £366 £400
Total expenditure £208 £3.51k £0 £0 £0
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 December 2023 Overdue Charity reporting is overdue by 177 days
Accounts and TAR 31 December 2023 Overdue Charity reporting is overdue by 177 days
Annual return 31 December 2022 23 November 2023 23 days late
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 23 November 2023 388 days late
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 11 November 2021 11 days late
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 02 October 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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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.

WILL OF 28 MAY 1924 AND SCHEME OF THE HIGH COURT OF CHANCERY OF 16.10.1944 AS AMENDED BY RESOLUTION DATED 16 APR 2019

Charitable objects

PRIMARILY FOR THE REPAIR AND MAINTENANCE OF THE ROOD SCREEN AT THE PARISH CHURCH OF ST BARTHOLOMEW AND FOR GENERAL ECCLESIASTICAL PURPOSES WITH AN EMPHASIS ON PROVIDING ACTIVITIES AND COMMUNITY SUPPORT TO THE ELDERLY AND FAMILIES OF THE PARISH OF WELBY.

Area of benefit

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

PARISH OF WELBY.

Linked charities

Linked charities
Linked charity 215104-2 POOR'S MONEY
Governing document
PRINTED REPORT VOLUME 32 PART 4 PAGE 257
Charitable objects
GENERAL BENEFIT OF THE POOR OF THE PARISH OF WELBY
Area of benefit
PARISH OF WELBY
Registration history
  • 19 February 1963 : Standard registration

Contact information

Address:
Lincoln Diocesan Trt & Bd Fin Ltd
Edward King House
Minster Yard
LINCOLN
LN2 1PU
Phone:
01522 504050
Email:
michelletuckerlowe@hotmail.co.uk
Website:

No information available