THE ALAN AND SHEILA DIAMOND CHARITABLE TRUST

Charity number: 274312
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Is to provide benefits for charitable institutions and foundations

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £381,613
Total expenditure: £196,150

People

5 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

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Overseas Aid/famine Relief
  • Religious Activities
  • Arts/culture/heritage/science
  • Armed Forces/emergency Service Efficiency
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 30 September 1977: 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:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr ALAN DIAMOND Chair
None on record
Nicky Goldman Trustee 20 January 2019
None on record
Nicholas Edmunds Trustee 01 November 2017
None on record
Jerrold Bennett Trustee 06 January 2014
None on record
JONATHAN KROPMAN Trustee
BRAIN RESEARCH TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £360.02k £364.45k £312.50k £537.92k £381.61k
Total expenditure £135.55k £99.25k £148.93k £195.36k £196.15k
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
Income - Donations and legacies N/A N/A N/A £372.35k N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £165.57k N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £195.36k N/A
Expenditure - Raising funds N/A N/A N/A £0 N/A
Expenditure - Governance N/A N/A N/A £1.32k N/A
Expenditure - Grants institution N/A N/A N/A £0 N/A
Expenditure - Investment management N/A N/A N/A £0 N/A
Expenditure - Other N/A N/A N/A £0 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 05 April 2024 14 August 2024 On Time
Accounts and TAR 05 April 2024 14 August 2024 On Time Download Open in new window
Annual return 05 April 2023 27 November 2023 On Time
Accounts and TAR 05 April 2023 27 November 2023 On Time Download Open in new window
Annual return 05 April 2022 15 June 2022 On Time
Accounts and TAR 05 April 2022 15 June 2022 On Time Download Open in new window
Annual return 05 April 2021 03 August 2021 On Time
Accounts and TAR 05 April 2021 03 August 2021 On Time Download Open in new window
Annual return 05 April 2020 07 September 2020 On Time
Accounts and TAR 05 April 2020 07 September 2020 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.

SETTLEMENT DATED 19/07/1977 AS AMENDED BY DEED OF VARIATION DATED 07/06/2011

Charitable objects

TO PAY OR APPLY HE INCOME FOR THE BENEFIT OF SUCH CHARITABLE PURPOSES, CHARITABLE INSTITUTIONS, CHARITABLE FOUNDATIONS AS THE TRUSTEES MAY DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Morris Lane
31 Commercial Road
POOLE
BH14 0HU
Phone:
01202 715950
Email:
carla.hobby@morrislane.co.uk
Website:

No information available