THE UNITED CHARITY OF WILLIAM AVERY AND OTHERS

Charity Number: 215515
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Makes grants to individuals for the relief of poverty.

Income and expenditure

Data for financial year ending 24 June 2024

Total income: £42,639
Total expenditure: £21,374

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 13 October 1972: 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:
  • Internal risk management policy and procedures
  • Risk 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Timothy Jerrard-Dinn Chair 01 December 2018
None on record
Lynne Rachel McKeown Trustee 15 April 2025
None on record
Lois Ann Brough Trustee 15 April 2025
None on record
Rev STEVE MEDLEY Trustee 13 November 2023
THE EDUCATIONAL FOUNDATION OF WILLIAM AVERY
Received: On time
FILLONGLEY EDUCATIONAL FOUNDATION
Received: On time
Catherine ann Mary France Trustee 13 November 2023
None on record
Mark Robert Greenaway Trustee 12 November 2018
None on record
SUZANNE MARY WHITING Trustee 23 November 2011
None on record
ALFRED ROBERT PARGETTER Trustee 23 November 2011
FILLONGLEY EDUCATIONAL FOUNDATION
Received: On time
CHARLES WILLIAM ANTROBUS Trustee 23 November 2011
None on record
GRAHAM HARGREAVES Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 24/06/2020 24/06/2021 24/06/2022 24/06/2023 24/06/2024
Total gross income £38.39k £38.18k £38.74k £40.77k £42.64k
Total expenditure £24.12k £37.23k £17.63k £18.65k £21.37k
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 24 June 2024 23 April 2025 On Time
Accounts and TAR 24 June 2024 23 April 2025 On Time Download Open in new window
Annual return 24 June 2023 23 April 2024 On Time
Accounts and TAR 24 June 2023 23 April 2024 On Time Download Open in new window
Annual return 24 June 2022 21 April 2023 On Time
Accounts and TAR 24 June 2022 21 April 2023 On Time Download Open in new window
Annual return 24 June 2021 14 April 2022 On Time
Accounts and TAR 24 June 2021 14 April 2022 On Time Download Open in new window
Annual return 24 June 2020 09 April 2021 On Time
Accounts and TAR 24 June 2020 09 April 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.

SCHEME OF 13 OCTOBER 1972 AS VARIED BY SCHEME OF 13 JULY 1978 AS AMENDED BY RESOLUTION DATED 02 MAY 2025

Charitable objects

1. TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF FILLONGLEY WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. 2. TO BE PAID OUT OF THE YEARLY INCOME OF THE CHARITY A SUM OF Ú1.93 TO THE VICAR FOR THE PURCHASE OF BOOKS FOR THE POOR PEOPLE RESIDENT IN PARISH OF FILLONGLEY. 3. BUTT FIELDS MAY BE USED TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF THE PARISH OF FILLONGLEY THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS.”

Area of benefit

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

PARISH OF FILLONGLEY

Contact information

Address:
Riversley House
Coton Road
Nuneaton
Warwickshire
CV115TX
Phone:
02476641642
Email:
m.jones@cockslloyd.co.uk
Website:

http://www.cockslloyd.co.uk/ Open in new window