THE SIMON TRUST (AUTISM) CIO

Charity number: 1163069
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

(1) To assist in the planning, establishment, construction, provision and running of appropriate living accommodation and long-term adult life care services for vulnerable adults with autism and severe learning difficulties. (2) To advance the education of the general public in areas relating to autism.

Income and expenditure

Data for financial year ending 30 April 2024

Total income: £20,275
Total expenditure: £29,231

People

8 Trustee(s)

Employees with total benefits over £60,000

No information available

One or more of the employees were formerly trustees

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:
  • Disability
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Surrey
  • West Sussex

Governance

Registration history:
  • 10 August 2015: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investment
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SALLY EDWINA LAWRENCE Chair 10 August 2015
None on record
Rev JAMES RICHARD WESLEY FORWARD Trustee 10 June 2024
Loxwood and Alfold Medical Transport
Received: On time
Amanda Louise Perrin Trustee 02 July 2021
None on record
PETER LAWRENCE Trustee 10 August 2015
None on record
ANTHONY JOHN LAWRENCE Trustee 10 August 2015
None on record
GILLIAN MARY GILLARD Trustee 10 August 2015
None on record
SIMON DAVID SLATER MA OXON Trustee 10 August 2015
None on record
ANNETTE KATHARINE LANAGHAN Trustee 10 August 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 30/04/2020 30/04/2021 30/04/2022 30/04/2023 30/04/2024
Total gross income £35.25k £4.32k £25.19k £27.25k £20.27k
Total expenditure £32.00k £21.13k £47.37k £59.79k £29.23k
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 30 April 2024 28 January 2025 On time
Accounts and TAR 30 April 2024 28 January 2025 On time Download Open in new window
Annual return 30 April 2023 26 January 2024 On time
Accounts and TAR 30 April 2023 16 February 2024 On time Download Open in new window
Annual return 30 April 2022 24 August 2022 On time
Accounts and TAR 30 April 2022 31 January 2023 On time Download Open in new window
Annual return 30 April 2021 14 February 2022 On time
Accounts and TAR 30 April 2021 14 February 2022 On time Download Open in new window
Annual return 30 April 2020 01 October 2020 On time
Accounts and TAR 30 April 2020 17 February 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.

CIO - Foundation Registered 10 Aug 2015

Charitable objects

THE OBJECTS (‘OBJECTS’) OF THE CIO ARE: (1) TO RELIEVE THE NEEDS OF ADULTS WITH AUTISM AND SEVERE LEARNING DIFFICULTIES IN SURREY AND WEST SUSSEX PARTICULARLY BUT NOT EXCLUSIVELY BY: A) UNDERTAKING OR ASSISTING IN THE PLANNING, ESTABLISHMENT, CONSTRUCTION, PROVISION AND RUNNING OF APPROPRIATE LIVING ACCOMMODATION AND LONG-TERM ADULT LIFE CARE SERVICES FOR SUCH PERSONS. B) ASSISTING IN THE SUPPORT, CARE AND TREATMENT OF SUCH PERSONS BY PROVIDING OR ASSISTING IN THE PROVISION OF APPROPRIATE LIVING ACCOMMODATION, EQUIPMENT, FACILITIES, SERVICES, SUPPORT, EDUCATION AND PRACTICAL ADVICE. (2) TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC IN AREAS RELATING TO AUTISM.

Area of benefit

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

LOCAL

Contact information

Address:
GAIRHOLM
LITTLEWORTH ROAD
THE SANDS
FARNHAM
GU10 1JW
Phone:
01252783704
Email:
thesimontrust.org@gmail.com
Website:

www.thesimontrust.org Open in new window