SHERBURNE HEATLEY TRUST
Charity number: 234409
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The Charity administers the income which becomes available through investments and rents. The Beneficiarires of the Charity are the Diocesan Priests Training Funds.
Income and expenditure
Data for financial year ending 31 December 2023
Total income: £21,456
Total expenditure: £21,473
People
7 Trustee(s)
1 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- Religious Activities
Who the charity helps:
- Other Charities Or Voluntary Bodies
- Other Defined Groups
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England
Governance
Registration history:
- 06 May 1965: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
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 | ||||
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| Rev BERNARD HIGHAM | Chair |
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| Anthony Kelly | Trustee | 01 March 2023 |
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| Rev Joseph Kendall | Trustee | 03 November 2018 |
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| Rev Canon John Gorman | Trustee | 03 November 2018 |
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| Rev Canon KEVIN MCLOUGHLIN | Trustee |
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| Rev Canon PETER GREGORY STANLEY | Trustee |
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| Rev Canon Aidan Prescott | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Total gross income | £34.42k | £25.91k | £1.13k | £28.72k | £21.46k | |
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Total expenditure | £27.03k | £0 | £2.86k | £2.68k | £21.47k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 29 June 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | Not Required | ||
| Annual return | 31 December 2022 | 14 October 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | 14 October 2023 | On Time | Download Open in new window |
| Annual return | 31 December 2021 | 15 August 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | Not Required | ||
| Annual return | 31 December 2020 | 06 November 2021 | 6 days late | |
| Accounts and TAR | 31 December 2020 | 06 November 2021 | 6 days late | Download Open in new window |
| Annual return | 31 December 2019 | 13 November 2020 | 13 days late | |
| Accounts and TAR | 31 December 2019 | 13 November 2020 | 13 days late | Download Open in new window |