THE EARL OF SOUTHAMPTON TRUST

Charity Number: 1195619
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

a. the provision of almshouse accommodation and ancillary equipment, services and financial relief for almspersons appointed from the class of beneficiaries; and b. making grants of money or providing or paying for items, services or facilities that either generally or individually will relieve financial hardship.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £160,473
Total expenditure: £150,394

People

11 Trustee(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

What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 24 August 2021: CIO registration
  • 14 August 2024: Funds received from 238549 THE EARL OF SOUTHAMPTON TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not 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
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Amanda Sheona McKinnon Trustee 11 June 2025
None on record
Lynne Barrett Trustee 05 November 2024
None on record
Rosie Cassidy Trustee 05 November 2024
THE FRIENDS OF ST PETER'S CHURCH
Received: On time
Rev Penelope Ann Thatcher Trustee 02 July 2024
None on record
Colin WIlton-Smith Trustee 14 November 2023
None on record
Josef Thoma Trustee 14 November 2023
THE FRIENDS OF ST PETER'S CHURCH
Received: On time
Simon Wardell Trustee 08 November 2022
None on record
Amanda Jane Morait Trustee 08 November 2022
None on record
Helen Elizabeth Devereux Trustee 08 November 2022
None on record
Ian Brewerton Trustee 23 October 2020
None on record
Amy Louise Kelly Trustee 08 October 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2022 31/03/2023 31/03/2024
Total gross income £0 £67.82k £160.47k
Total expenditure £0 £54.63k £150.39k
Income from government contracts N/A N/A N/A
Income from government grants 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 March 2024 16 January 2025 On Time
Accounts and TAR 31 March 2024 16 January 2025 On Time Download Open in new window
Annual return 31 March 2023 24 January 2024 On Time
Accounts and TAR 31 March 2023 24 January 2024 On Time Download Open in new window
Annual return 31 March 2022 01 December 2022 On Time
Accounts and TAR 31 March 2022 01 December 2022 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 24 Aug 2021

Charitable objects

3.1. THE OBJECTS OF THE CIO, FOR THE PUBLIC BENEFIT, ARE: 3.1.1. THE RELIEF OF FINANCIAL HARDSHIP, AND THE RELIEF OF POVERTY, OF PEOPLE IN THE BENEFICIAL CLASS BY: A. THE PROVISION OF ALMSHOUSE ACCOMMODATION AND ANCILLARY EQUIPMENT, SERVICES AND FINANCIAL RELIEF FOR ALMSPERSONS APPOINTED FROM THE CLASS OF BENEFICIARIES; AND B. MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES THAT EITHER GENERALLY OR INDIVIDUALLY WILL RELIEVE FINANCIAL HARDSHIP. 3.1.2. THE RELIEF OF THE CHARITABLE NEEDS OF ELDERLY PEOPLE IN THE ANCIENT PARISH OF TITCHFIELD 3.2. THE BENEFICIAL CLASS COMPRISES PEOPLE LIVING IN THE ANCIENT PARISH OF TITCHFIELD AND 3.2.1. IN THE CASE OF AN APPOINTMENT AS A RESIDENT OF ANY ALMSHOUSE ACCOMMODATION, SUCH OTHER PERSON(S) AS THE CHARITY TRUSTEES MAY, IN EXCEPTIONAL CIRCUMSTANCES CONSIDER SHOULD BE SO APPOINTED; AND 3.2.2. IN THE CASE OF FINANCIAL RELIEF PROVIDED UNDER CLAUSE 3.1.1.B, ANY PERSON WHO IS RESIDENT IMMEDIATELY OUTSIDE THE ANCIENT PARISH OF TITCHFIELD BUT WHO THE CHARITY TRUSTEES REASONABLY CONSIDER SHOULD BE INCLUDE IN THE CLASS OF BENEFICIARIES.

Contact information

Address:
Unit 10
The Tanneries
East Street
Titchfield
Hampshire
PO14 4AR
Phone:
07458 304031
Email:
info@eost.org.uk
Website:

eost.org.uk