THE NORMAN FAMILY CHARITABLE TRUST

Charity number: 277616
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Norman Family Charitable Trust is a grant making charity. Grants are given at the Trustees' discretion to any charitable causes within the South West with preference for Devon, Cornwall and Somerset. No grants are given to charities which involve using live animals for research or experimental purposes, to overseas projects, or for the maintenance of buildings used for religious purposes.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £434,824
Total expenditure: £575,637

People

9 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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Armed Forces/emergency Service Efficiency
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Cornwall
  • Devon
  • Somerset

Governance

Registration history:
  • 23 May 1979: 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:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mr Christopher Davis Chair 26 June 2018
None on record
Chris Boorman Trustee 11 February 2025
None on record
Brian Eastwood Trustee 07 May 2024
None on record
Fiona Ross Trustee 10 May 2022
None on record
John Bain Trustee 10 December 2019
None on record
Stephen Green Trustee 22 March 2019
None on record
Liz Low Trustee 14 September 2018
None on record
Cathy Houghton Trustee 01 September 2001
None on record
SARAH GILLINGHAM Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £482.36k £447.43k £428.39k £488.53k £434.82k
Total expenditure £452.70k £431.48k £919.20k £584.51k £575.64k
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 March 2024 06 August 2024 On time
Accounts and TAR 31 March 2024 06 August 2024 On time Download Open in new window
Annual return 31 March 2023 09 October 2023 On time
Accounts and TAR 31 March 2023 09 October 2023 On time Download Open in new window
Annual return 31 March 2022 05 July 2022 On time
Accounts and TAR 31 March 2022 05 July 2022 On time Download Open in new window
Annual return 31 March 2021 10 August 2021 On time
Accounts and TAR 31 March 2021 10 August 2021 On time Download Open in new window
Annual return 31 March 2020 18 August 2020 On time
Accounts and TAR 31 March 2020 18 August 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.

TRUST DEED DATED 19TH MARCH 1979 AS VARIED BY SCHEME DATED 10TH JANUARY 1990

Charitable objects

SUCH CHARITABLE PURPOSE OR PURPOSES AND SUCH CHARITABLE INSTITUTION OR INSTITUTIONS (INCLUDING NOT ONLY EXISTING CHARITIES BUT ALSO SUCH NEW CHARITIES AS THE TRUSTEES MAY DECIDE TO ESTABLISH) AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Unit 11
South Farm Court
South Farm Road
BUDLEIGH SALTERTON
Devon
EX9 7AY
Phone:
00000000000
Email:
INFO@NFCT.ORG
Website:

www.nfct.org Open in new window