THE LISTER CHARITABLE TRUST

Charity Number: 288730
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

It is the objective of the trustees to restrict the number of different charities helped through donations in order to achieve focus, optimum effect and the close personal interest and involvement of the trustees in the areas selected.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £147,309
Total expenditure: £244,415

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Morocco
  • Romania
  • United States
  • Zimbabwe

Governance

Registration history:
  • 28 February 1984: 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 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
  • Serious incident reporting 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
JOE HARVEY HORNE Trustee 17 October 2016
None on record
TOMAS ROBERT HORNE Trustee 16 October 2016
None on record
Benjamin Barclay Horne Trustee 20 January 2015
None on record
SAMUEL CHARLES HORNE Trustee 15 October 2011
None on record
PENNY HORNE Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £77.30k £121.17k £128.77k £156.78k £147.31k
Total expenditure £187.66k £182.16k £298.23k £191.31k £244.42k
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 05 April 2024 24 January 2025 On Time
Accounts and TAR 05 April 2024 24 January 2025 On Time Download Open in new window
Annual return 05 April 2023 25 March 2024 49 days late
Accounts and TAR 05 April 2023 25 March 2024 49 days late Download Open in new window
Annual return 05 April 2022 27 January 2023 On Time
Accounts and TAR 05 April 2022 27 January 2023 On Time Download Open in new window
Annual return 05 April 2021 04 February 2022 On Time
Accounts and TAR 05 April 2021 04 February 2022 On Time Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 2021 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 20TH OCTOBER 1981

Charitable objects

TO PAY OF APPLY THE SAID INCOME AND (IF AND SO OFTEN AS THE TRUSTEES THINK FIT) THE WHOLE OR SUCH PART OR PARTS OF THE CAPITAL OF THE TRUST FUND AS THEY SHALL IN THEIR DISCRETION THINK FIT TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES (WHICH WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING TERMS SHALL INCLUDE ANY CHARITABLE TRUSTS INSTITUTIONS FOUNDATIONS OR OTHER ORGANISATION) IN THE UNITED KINGDOM OR IN ANY PART OF THE WORLD AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT.

Area of benefit

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

UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD

Contact information

Address:
Apperley Ltd
45 Welbeck Street
LONDON
W1G 8DZ
Phone:
02074860800
Email:
info@apperleylimited.co.uk
Website:

No information available