EDWARD'S TRUST LTD

Charity number: 1105370
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Edward's Trust supports children and families who are facing loss and surviving bereavement.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£638,488

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £632.17k
Charitable activities £840
Other trading activities £143
Investments £5.34k
Other £0

Total expenditure:
£671,108

Text alternative for this canvas graphic is in the data table below.
Raising funds £100.82k
Charitable activities £570.29k
Other £0

£0 investments gains (losses)

Total income includes £28,886 from 1 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £100.82k
Charitable expenditure £570.29k

People

17 Employee(s)

5 Trustee(s)

40 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

One or more of the employees were formerly trustees

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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Birmingham City
  • Coventry City
  • Shropshire
  • Solihull
  • Staffordshire
  • Walsall
  • Warwickshire
  • Wolverhampton

Governance

Registration history:
  • 06 August 2004: Standard registration
  • 11 January 2021: Funds received from 1123978 BRAVE BEN'S SUPERSTARS FUND
Organisation type:
Charitable company
Other names:
  • EDWARD'S TRUST (Working name)
Company number:
03487577 Open in new window
Gift aid:
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
  • Investment
  • Paying staff
  • 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
  • Volunteer management
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Chris Hurley Trustee 28 July 2021
None on record
Aine Gallagher Trustee 28 July 2021
None on record
Peter Dent Trustee 28 July 2021
None on record
Christine Bodkin Trustee 16 July 2018
None on record
Peter Anthony Barrett Trustee
KALEIDOSCOPE THEATRE
Received: On time

Financial history

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

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £662.88k £704.01k £602.08k £591.32k £638.49k
Total expenditure £523.71k £480.59k £590.22k £702.18k £671.11k
Income from government contracts N/A N/A N/A N/A £28.89k
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £646.13k £693.05k £598.33k £588.14k £632.17k
Income - Other trading activities £2.64k £0 £321 £849 £143
Income - Charitable activities £13.43k £10.96k £1.82k £360 £840
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £680 £0 £0 £1.18k £5.34k
Income - Other £0 £0 £1.61k £794 £0
Income - Legacies £41.00k £0 £15.26k £48.70k £7.16k
Expenditure - Charitable activities £415.42k £396.90k £495.19k £605.88k £570.29k
Expenditure - Raising funds £108.28k £83.69k £95.03k £96.30k £100.82k
Expenditure - Governance £69.68k £63.62k £0 £159.70k £87.07k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £2.80k £2.27k £3.84k £2.86k £578
Long-term investments £0 £0 £0 £0 £0
Other assets £514.27k £735.88k £751.78k £621.56k £664.16k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £33.69k £31.34k £36.96k £16.63k £89.56k

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 December 2023 28 October 2024 On Time
Accounts and TAR 31 December 2023 28 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 30 September 2022 On Time
Accounts and TAR 31 December 2021 30 September 2022 On Time Download Open in new window
Annual return 31 December 2020 29 September 2021 On Time
Accounts and TAR 31 December 2020 29 September 2021 On Time Download Open in new window
Annual return 31 December 2019 31 October 2020 On Time
Accounts and TAR 31 December 2019 31 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 23 DECEMBER 1997 AS AMENDED BY SPECIAL RESOLUTION DATED 23 JULY 2004 AND CERTIFICATE OF INCORPORATION ON CHANGE OF NAME 24 DECEMBER 2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06 OCT 2022 AS REGISTERED AT COMPANIES HOUSE ON 20 OCT 2022

Charitable objects

1.1.1 THE PREVENTION AND RELIEF OF THE EMOTIONAL, MENTAL AND PHYSICAL SUFFERING OF THOSE EXPERIENCING, OR PREPARING FOR, BEREAVEMENT OR LOSS, INCLUDING, BUT NOT LIMITED TO, A PARENT, SIGNIFICANT CARER, SIBLING, CHILD OR OTHER FAMILY MEMBER THROUGH THE PROVISION OF ADVICE, COUNSELLING AND SUPPORT OR OTHER ASSISTANCE; 1.1.2 THE ADVANCEMENT OF EDUCATION OF THE PUBLIC BY PROVIDING INFORMATION AND PROMOTING AWARENESS OF ISSUES SURROUNDING BEREAVEMENT AND LOSS; 1.1.3 THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION OF TRAINING FOR THOSE INVOLVED OR WORKING WITH THOSE SUFFERING BEREAVEMENT OR LOSS; 1.1.4 THE ADVANCEMENT OF EDUCATION THROUGH THE PROMOTION AND SUPPORT OF RESEARCH WITHIN THE FIELD OF BEREAVEMENT OR LOSS AND TO DISSEMINATE AND PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH; 1.1.5 SUCH OTHER CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Area of benefit

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

NOT DEFINED. IN PRACTICE NATIONAL ( WEST MIDLANDS)

Contact information

Address:
Edwards Trust Ltd
37 Calthorpe Road
Edgbaston
BIRMINGHAM
B15 1TS
Phone:
01214541705
Email:
admin@edwardstrust.org.uk
Website:

www.edwardstrust.org.uk Open in new window