THE VALLEY TRUST

Charity number: 293983
Charity reporting is up to date (16 days late)

Charity overview

Activities - how the charity spends its money

The Valley Trust provides counselling services to schools in Surrey and bordering counties, through the work of fully qualified and experienced counsellors and therapists.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £463,261
Total expenditure: £452,615

People

8 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

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Croydon
  • Hampshire
  • Kingston Upon Thames
  • Richmond Upon Thames
  • Surrey

Governance

Registration history:
  • 04 April 1986: 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
  • 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
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RICHARD FERNIE FCMI, FRSA Chair
None on record
Shaun Macdonald Trustee 19 February 2025
None on record
Carol Horlock Trustee 01 May 2024
None on record
Fiona Henderson Trustee 30 January 2024
None on record
Anjula Sharma-Smith Trustee 11 August 2022
None on record
Amanda Kirkpatrick MSc Trustee 23 November 2018
None on record
BEN ELGER Trustee 14 September 2016
None on record
PETER STANSFIELD Trustee 05 January 2012
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 31/03/2020 31/03/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £249.92k £199.57k £508.09k £419.10k £463.26k
Total expenditure £249.45k £202.23k £521.23k £420.85k £452.62k
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 £0 N/A N/A
Income - Other trading activities N/A N/A £0 N/A N/A
Income - Charitable activities N/A N/A £507.52k N/A N/A
Income - Endowments N/A N/A £0 N/A N/A
Income - Investment N/A N/A £575 N/A N/A
Income - Other N/A N/A £0 N/A N/A
Income - Legacies N/A N/A £0 N/A N/A
Expenditure - Charitable activities N/A N/A £517.86k N/A N/A
Expenditure - Raising funds N/A N/A £3.37k N/A N/A
Expenditure - Governance N/A N/A £3.30k N/A N/A
Expenditure - Grants institution N/A N/A £25.40k N/A N/A
Expenditure - Investment management N/A N/A £616 N/A N/A
Expenditure - Other N/A N/A £0 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 July 2024 31 May 2025 On Time
Accounts and TAR 31 July 2024 16 June 2025 16 days late Download Open in new window
Annual return 31 July 2023 02 February 2024 On Time
Accounts and TAR 31 July 2023 02 February 2024 On Time Download Open in new window
Annual return 31 July 2022 01 February 2023 On Time
Accounts and TAR 31 July 2022 01 February 2023 On Time Download Open in new window
Annual return 31 March 2021 17 November 2021 On Time
Accounts and TAR 31 March 2021 17 November 2021 On Time Download Open in new window
Annual return 31 March 2020 28 October 2020 On Time
Accounts and TAR 31 March 2020 28 October 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.

CONSTITUTION DATED 24TH FEBRUARY 1986 AND AMENDED 7TH APRIL 2005.

Charitable objects

TO RELIEVE SICKNESS AMONGST ADULTS AND CHILDREN WHO SUFFER FROM THE CONSEQUENCES OF PHYSICAL AND EMOTIONAL TRAUMA

Area of benefit

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

NOT DEFINED

Contact information

Address:
2 Norfolk Farm Close
WOKING
Surrey
GU22 8LL
Phone:
07931 094095
Email:
valleytrustoffice@gmail.com
Website:

www.valleytrust.org Open in new window