THE ESTATES CHARITY

Charity number: 221724
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Relief for those in need and educational help in our Parish.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £3,946
Total expenditure: £3,083

People

7 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:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Norfolk

Governance

Registration history:
  • 20 August 1963: Standard registration
Organisation type:
Other
Other names:
  • SOUTH LOPHAM ESTATES CHARITY (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PATRICIA MILLER Chair
None on record
Rona Reeder Trustee 04 October 2022
None on record
David Bouchard Trustee 04 October 2022
None on record
Rebecca May Bouchard Trustee 14 February 2017
None on record
ANDREW PHILIP TEBBLE Trustee 10 February 2015
None on record
Roy Clark Trustee 28 October 2014
None on record
PETER NELSON REEDER Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £3.17k £4.54k £4.35k £4.00k £3.95k
Total expenditure £4.36k £2.53k £5.04k £4.25k £3.08k
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 24 August 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 06 November 2023 6 days late
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 30 November 2022 30 days late
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 01 October 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 22 August 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.

SCHEME OF 7 SEPTEMBER 1982, AMENDED BY SCHEME OF 23 SEPTEMBER 2009.

Charitable objects

RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF SOUTH LOPHAM WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILLITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS. (FOR FURTHER DETAILS SEE SCHEMES).

Area of benefit

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

PARISH OF SOUTH LOPHAM

Contact information

Address:
Fen Farm
Low Common
South Lopham
Diss
IP22 2JR
Phone:
01379687645
Email:
k.chapman@chapmansurveyors.co.uk
Website:

No information available