THE NANCY OLDFIELD TRUST LIMITED

Charity number: 1068549
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of sailing and similar activities for disabled

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £313,182
Total expenditure: £327,474

People

8 Trustee(s)

100 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

What the charity does:
  • Education/training
  • Disability
  • Amateur Sport
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Norfolk

Governance

Registration history:
  • 11 March 1998: Standard registration
Organisation type:
Charitable company
Other names:
  • NANCY OLDFIELD TRUST (Working name)
Company number:
03523388 Open in new window
Gift aid:
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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Hilary James Trustee 24 July 2020
WORSTEAD & DISTRICT RIDING FOR THE DISABLED
Received: On time
Simon Smith Trustee 15 February 2018
None on record
Simon George Trustee 07 November 2017
Town Close Educational Trust Ltd
Received: On time
Jasper Copping Trustee 18 July 2017
None on record
Peter Hawes Trustee 18 July 2017
None on record
David Lennard-Jones Trustee 19 July 2016
None on record
Diane Florence Harber Trustee 24 July 2014
ROTARY CLUB OF WROXHAM BURE VALLEY CHARITABLE TRUST FUND
Received: On time
VAL KHAMBATTA Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £475.21k £150.94k £328.65k £327.83k £313.18k
Total expenditure £269.71k £277.94k £281.52k £257.90k £327.47k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £68.62k £11.88k 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 September 2023 13 June 2024 On Time
Accounts and TAR 30 September 2023 13 June 2024 On Time Download Open in new window
Annual return 30 September 2022 04 May 2023 On Time
Accounts and TAR 30 September 2022 04 May 2023 On Time Download Open in new window
Annual return 30 September 2021 27 June 2022 On Time
Accounts and TAR 30 September 2021 02 February 2022 On Time Download Open in new window
Annual return 30 September 2020 17 May 2021 On Time
Accounts and TAR 30 September 2020 06 February 2021 On Time Download Open in new window
Annual return 30 September 2019 03 August 2020 4 days late
Accounts and TAR 30 September 2019 24 June 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 6TH MARCH 1998 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 17 SEP 2016

Charitable objects

)TO SUPPORT AND ASSIST PEOPLE WITH DISABILITIES BY THE PROVISION OR ASSISTANCE IN THE PROVISION OF FACILITIES FOR SAILING, CANOEING, BOATING AND OTHER WATER BASED ACTIVITIES TOGETHER WITH BIRDWATCHING, ENVIRONMENTAL STUDIES AND/OR OTHER RELATED ACTIVITIES WITH THE AIM OF IMPROVING AND ENHANCING THEIR LIFE EXPERIENCE. B)THE PROMOTION OF SOCIAL WELFARE BY THE PROVISION, OR ASSISTANCE IN THE PROVISION, OF FACILITIES FOR SAILING, CANOEING, BOATING AND OTHER WATER BASED ACTIVITIES TOGETHER WITH BIRDWATCHING, ENVIRONMENTAL STUDIES AND/OR OTHER RELATED ACTIVITIES FOR PERSONS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES. C)SUCH OTHER OBJECTS OR PURPOSES (WHETHER IN THE UNITED KINGDOM OR ELSEWHERE) BEING CHARITABLE OBJECTS OR PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
IRSTEAD ROAD
NEATISHEAD
NORWICH
NR12 8BJ
Phone:
01692 630572
Email:
accounts@nancyoldfield.org.uk
Website:

www.nancyoldfield.org.uk Open in new window