THE MATTHEW HEATHCOAT AMORY TRUST

Charity number: 1093072
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £24,008
Total expenditure: £31,275

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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 July 2002: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • 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
  • Risk management
  • Trustee conflicts of interest 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
MR D P HEATHCOAT AMORY Chair
None on record
FLORENCE RACHEL DE WALDEN Trustee 13 July 2016
None on record
MRS L M L HEATHCOAT AMORY Trustee
None on record
MR J HEATHCOAT AMORY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £26.39k £23.25k £20.02k £21.08k £24.01k
Total expenditure £28.30k £32.00k £27.64k £23.13k £31.28k
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 03 February 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 23 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 10 December 2021 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 18 January 2021 On Time
Accounts and TAR 05 April 2020 18 January 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.

DECLARATION OF TRUST DATED 22 MARCH 2002 as amended on 31 Jul 2019

Charitable objects

1. To promote for the benefit of young people under the age of 30 by advancing education to develop their physical mental and spiritual capacities that they may grow to full maturity as individuals and members of society and that their conditions of life be improved; 2. The relief of mental illness and the promotion of good mental health in particular of persons under the age of 30 including (without limitation) by supporting medical research, the provision of treatment and preventative therapies; 3. To advance the education of the general public in relation to mental health issues; and 4. The promotion of such other purposes exclusively charitable in the law of England and Wales as the trustees may from time to time decide.

Area of benefit

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

UNITED KINGDOM

Contact information

Address:
THE ISLAND
LOWMAN GREEN
TIVERTON
EX16 4LA
Phone:
01884254899
Email:
charities@lowman.co.uk
Website:

No information available