THE ALDE & ORE ESTUARY TRUST

Charity number: 1155115
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE CHARITY HAS BEEN ESTABLISHED TO RAISE AND ADMINISTER FUNDS TO HELP PRESERVE IMPROVE AND MAINTAIN LOCAL FLOOD DEFENCES IN SO FAR AS GOVERNENT FUNDING IS NOT AVAILABLE.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £62,684
Total expenditure: £102,422

People

6 Trustee(s)

20 Volunteer(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

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:
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Other Finance
Where the charity operates:
  • Suffolk

Governance

Registration history:
  • 23 December 2013: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sue Solomons Trustee 14 October 2024
None on record
Meryl Smith Trustee 19 April 2024
None on record
Lindsay Keswick Trustee 19 April 2024
None on record
Prof Jane Elizabeth Lisa Maxim Trustee 09 May 2017
None on record
Elizabeth Stanton Trustee 14 September 2016
THRIVE AT FIVE
Received: On time
Michael Guy Hilliard Heald Trustee 13 November 2013
HEALD FAMILY TRUST
THE ST MARY ABBOTS SCHOOL TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £633.11k £62.19k £118.96k £105.26k £62.68k
Total expenditure £149.10k £159.21k £155.21k £99.82k £102.42k
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 £633.11k N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £0 N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £100.31k N/A N/A N/A N/A
Expenditure - Raising funds £48.79k N/A N/A N/A N/A
Expenditure - Governance £20.16k N/A N/A N/A N/A
Expenditure - Grants institution £80.15k N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £0 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 31 December 2023 23 October 2024 On Time
Accounts and TAR 31 December 2023 23 October 2024 On Time Download Open in new window
Annual return 31 December 2022 11 October 2023 On Time
Accounts and TAR 31 December 2022 11 October 2023 On Time Download Open in new window
Annual return 31 December 2021 25 October 2022 On Time
Accounts and TAR 31 December 2021 25 October 2022 On Time Download Open in new window
Annual return 31 December 2020 22 October 2021 On Time
Accounts and TAR 31 December 2020 22 October 2021 On Time Download Open in new window
Annual return 31 December 2019 13 July 2020 On Time
Accounts and TAR 31 December 2019 13 July 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.

CIO - Association Registered 23 Dec 2013 as amended on 03 Dec 2019

Charitable objects

THE OBJECTS OF THE CIO ARE TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PRESERVATION AND PROTECTION OF HUMAN LIFE AND PROPERTY AND THE PROTECTION OF THE ENVIRONMENT BY PROVIDING, PRESERVING, MAINTAINING, RESTORING AND OR IMPROVING SEA DEFENCES AND FLOOD PROTECTION MEASURES AND FLOOD DAMAGE REMEDIATION IN THE ALDE AND ORE ESTUARY AND THE IMMEDIATE SURROUNDING AREA, PROVIDED ALWAYS THAT IN PROMOTING THIS PURPOSE THE CONSERVATION AND PROTECTION OF THE PHYSICAL AND NATURAL ENVIRONMENT AND THE FLORA AND FAUNA AND FEATURES AND LANDSCAPE OF BEAUTY AND HISTORIC INTEREST IN AND AROUND THE ALDE AND ORE ESTUARY ARE TAKEN INTO ACCOUNT.

Contact information

Address:
The Alde & Ore Estuary Trust
C/O The Administrator
The Crown & Castle
Market Hill
Orford
Suffolk
Phone:
07796847470
Email:
FINANCE@AOETRUST.ORG
Website:

aoetrust.org