THE ERICA LEONARD TRUST

Charity number: 291627
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trustees prefer a policy of making donations to smaller charities in Surrey where a donation of about £1,000 would make a difference to the charitable organisation. They also prefer to give donations to those charities that have a proven record with ongoing financial needs.

Income and expenditure

Data for financial year ending 22 August 2024

Total income: £12,896
Total expenditure: £78,000

People

4 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
  • Other Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 29 April 1985: 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:
  • Investing charity funds 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RICHARD CHARLES EDWARD GREY Chair
None on record
NICHOLAS CHARLES MAURICE DE CAESTECKER Trustee 28 April 2021
None on record
RICHARD BEESTON Trustee
FOOTSTEPS
Received: On time
Andrew John Lodge Trustee
LIONS INTERNATIONAL BLOOD RESEARCH APPEAL
Received: On time
THE FARNHAM INSTITUTE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 22/08/2020 22/08/2021 22/08/2022 22/08/2023 22/08/2024
Total gross income £15.91k £15.33k £14.57k £14.32k £12.90k
Total expenditure £44.25k £43.33k £58.00k £72.50k £78.00k
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 22 August 2024 24 December 2024 On time
Accounts and TAR 22 August 2024 Not required
Annual return 22 August 2023 04 April 2024 On time
Accounts and TAR 22 August 2023 Not required
Annual return 22 August 2022 13 February 2023 On time
Accounts and TAR 22 August 2022 Not required
Annual return 22 August 2021 03 February 2022 On time
Accounts and TAR 22 August 2021 Not required
Annual return 22 August 2020 30 November 2020 On time
Accounts and TAR 22 August 2020 Not required
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 7TH MARCH 1985 AS VARIED BY SUPPLEMENTAL DEED DATED THE 7TH FEBRUARY 1990

Charitable objects

TO OR FOR THE BENEFIT OF SUCH DULY REGISTERED CHARITABLE INSTITUTION OR INSTITUTIONS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT WITH POWER TO APPLY THE WHOLE OR ANY PART OR PARTS OF THE TRUST FUND IN OR TOWARDS THE ESTABLISHMENT OF ANY CHARITABLE INSTITUTION OR ORGANISATION.

Area of benefit

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

NOT DEFINED

Contact information

Address:
THE OLD FARM HOUSE
FARNHAM ROAD
ELSTEAD
GODALMING
GU8 6DB
Phone:
01252702230
Email:
No information available
Website:

No information available