THE ELIZABETH CASSON TRUST

Charity number: 227166
Charity reporting is up to date (12 days late)

Charity overview

Activities - how the charity spends its money

The furtherance of the profession of Occupational Therapy through education, training and research

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £277,552
Total expenditure: £475,353

People

13 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 01 October 1963: Standard registration
Organisation type:
Trust
Other names:

No other names

Company number:
00456587 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Helen Elizabeth Roberts Trustee 23 October 2024
STOCKPORT, EAST CHESHIRE, HIGH PEAK, URMSTON & DISTRICT CEREBRAL PALSY SOCIETY
Received: On time
CHRISTIAN LIFE FELLOWSHIP
Received: On time
Phillip Jasper James Lennon Trustee 23 October 2024
None on record
Dr Charles Song Yau Chung Trustee 23 October 2024
None on record
Adetokunbo Odutayo Trustee 18 October 2023
None on record
Sharon Louise Tuppeny Trustee 19 October 2022
None on record
Dr Rebecca Emily Khanna Trustee 18 October 2022
THE MAKATON CHARITY
Received: On time
Caroline Lane Trustee 13 October 2021
None on record
Edward Olaniyi Vera-Cruz Trustee 13 October 2021
None on record
Professor Jane Melton Trustee 21 October 2020
None on record
Professor Avril Elizabeth Roberta Drummond Trustee 21 October 2020
None on record
Catherine Bennett Trustee 20 November 2019
None on record
Denise Joan Christie Trustee 17 July 2019
None on record
Naomi Eve Fletcher-Hankinson Trustee 21 November 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £250.65k £213.85k £260.33k £266.97k £277.55k
Total expenditure £212.85k £440.73k £303.27k £362.79k £475.35k
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 August 2023 12 July 2024 12 days late
Accounts and TAR 31 August 2023 12 July 2024 12 days late Download Open in new window
Annual return 31 August 2022 12 January 2023 On Time
Accounts and TAR 31 August 2022 12 January 2023 On Time Download Open in new window
Annual return 31 August 2021 24 May 2022 On Time
Accounts and TAR 31 August 2021 24 May 2022 On Time Download Open in new window
Annual return 31 August 2020 07 January 2021 On Time
Accounts and TAR 31 August 2020 07 January 2021 On Time Download Open in new window
Annual return 31 August 2019 04 December 2019 On Time
Accounts and TAR 31 August 2019 27 November 2019 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.

TRUST DECLARATION DATED 04 NOVEMBER 1949 AMD MEMORANDUM AND ARTICLES OF ASS. OF 30 JUNE 1948 AS AMENDED BY SPECIAL RESOLUTION OF 20 AUGUST 1992 AND 04 NOVEMBER 1993 as amended on 21 Oct 2020 as amended on 14 Oct 2021

Charitable objects

The objects for which the Trust is established intend to further the profession of occupational therapy through education and scholarship activity, and to develop the provision of occupational therapy services through evidence informed practice, but without prejudice to the generality of the foregoing: a) To support the participation of registered occupational therapists, both in the United Kingdom and internationally, in higher education and professional development activities through the provision of funding awards. b) To provide support in the provision of occupational therapy services, wheresoever the service is being delivered, to improve the health and wellbeing of individuals, groups and communities experiencing occupational disruption, with a view to the dissemination of knowledge, both within and beyond the profession, to further the profession of occupational therapy. c) To establish sustainable centres for the study and research into occupational therapy and occupation focussed interventions with a view to improving all aspects of the occupational therapy process through the implementation and adoption of new evidence and knowledge. d) To generally raise the profile of and promote the profession of occupational therapy and its benefits to the health and wellbeing of individuals, groups and communities through the activities of the Trust and Trustees. e) To offer scholarships, grants and awards to registered occupational therapists on such terms and conditions and in such amounts as the Trustees agree at their absolute discretion.

Area of benefit

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

NATIONAL AND FOREIGN

Contact information

Address:
Bronsens Accountants Ltd
Eden House
Two Rivers Ind Est
Station Lane
WITNEY
Oxfordsh
Phone:
+441993 776593
Email:
secretary@elizabethcasson.org.uk
Website:

www.elizabethcasson.org.uk Open in new window