HELEN ALLISON ALLENDALE TRUST

Charity number: 1142136
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Charitable trust fund making donations to charitable institutions in the Parish of Allendale, Northumberland.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £14,135
Total expenditure: £28,747

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:
  • Northumberland

Governance

Registration history:
  • 26 May 2011: Standard registration
Organisation type:
Other
Other names:
  • THE ALLISON CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
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
Robert Henry E Forster Trustee 17 February 2025
None on record
James Thomas Harrold Forster Trustee 17 February 2025
None on record
William Andrew Drummon Forster Trustee 17 February 2025
None on record
Jane Elizabeth Smith Trustee 01 January 2022
None on record
CHRISTOPHER BULMAN Trustee 26 May 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £12.28k £11.71k £13.45k £13.27k £14.14k
Total expenditure £1.22k £1.76k £14.87k £15.54k £28.75k
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 2025 11 July 2025 On time
Accounts and TAR 05 April 2025 Not required
Annual return 05 April 2024 19 November 2024 On time
Accounts and TAR 05 April 2024 Not required
Annual return 05 April 2023 18 October 2023 On time
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 08 November 2022 On time
Accounts and TAR 05 April 2022 Not required
Annual return 05 April 2021 08 November 2022 276 days late
Accounts and TAR 05 April 2021 Not required
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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.

WILL PROVED ON 03/07/2006 AS AMENDED BY DEED DATED 01/09/2010

Charitable objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE CHARITABLE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES IN THE PARISH OF ALLENDALE NORTHUMBERLAND AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS IN THE PARISH OF ALLENDALE AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR OWN ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR OWN ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY ONE YEARS FROM THE DATE OF MY DEATH INSTEAD OF APPLYING THE INCOME IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND RESULTING INCOME IN ANY INVESTMENT AUTHORISED BY MY WILL OR BY LAW AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME ARISING IN THE THEN CURRENT YEAR.

Area of benefit

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

NORTHUMBERLAND, TYNEDALE

Contact information

Address:
East Greenridge
HEXHAM
Northumberland
NE46 2NX
Phone:
07775 773235
Email:
No information available
Website:

No information available