EARL STONHAM TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 13 September 1963
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £7,791
Latest expenditure: £5,518
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: White Horse Cottage, Angel Hill, Earl Stonham, STOWMARKET, Suffolk, IP14 5DP

02 Activities

What the charity does

Income only to be distributed, one half for relief in need, the other for educational purposes. In general, beneficiaries have to be residents of Earl Stonham

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 25 June 2026
Total Gross Income: £7,791
Total Gross Expenditure: £5,518

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 21 July 2025
Total Gross Income: £7,852
Total Gross Expenditure: £4,157

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 16 July 2024
Total Gross Income: £7,352
Total Gross Expenditure: £4,382

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 2 May 2023
Total Gross Income: £7,005
Total Gross Expenditure: £5,385

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 19 May 2022
Total Gross Income: £6,898
Total Gross Expenditure: £6,499

04 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Suffolk
Welsh Ind: No

05 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

06 Official extract

Charity Event History

Charity Name: EARL STONHAM TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-09-13T00:00:00

07 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 16/11/1984AS AMENDED BY SCHEME DATED 08/10/2009AS AMENDED BY RESOLUTION DATED 25/06/2015
Charitable Objects: (1) THE TRUSTEES SHALL APPLY ONE HALF OF THE YEARLY INCOME OF THE CHARITY FOR RELIEF IN NEED IN ACCORDANCE WITH THE PROVISIONS HEREINAFTER CONTAINED. (2) THE TRUSTEES SHALL APPLY THE REMAINING HALF ON THE SAID INCOME AS FOLLOWS:- (A) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL ANF PHYSICAL TRAINING) OF PERSONS WHO OR WHOSE PARENTS ARE RESIDENT IN THE PARISH OF EARL STONHAM AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE, AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE FENERALITY OF THE FOREGOING (I) IN AWARDING TO SUCH PERSONS SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF ENDUCATION OR OTHER INSTITUTION OR FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEES; (II) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST SUCH PERSONS TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT. (B) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY MAINTAINED SCHOOL ATTENDED BY CHILDREN RESIDENT IN THE PARISH OF EARL STONHAM AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE SCHOOL CONCERNED. (3) IF AND IN SO FAR AS INCOME IS NOT REQUIRED IN ANY YEAR FOR APPLICATION IN MANNER AFORESAID THE TRUSTEES MAY APPLY THE SAME FOR ANY CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE PARISH OF EARL STONHAM. (4) WITHIN THE LIMITS PRESCRIBED BY THIS SCHEME THE TRUSTEES SHALL HAVE FULL POWER TO MAKE RULES FOR THE AWARD OF SCHOLARSHIPS, ECHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES AND OTHER BENEFITS, INCLUDING RULES AS TO THE VALUE AND PERIOD OF TENURE OF THE AWARDS AND THE QUALIFICATIONS, METHOD OF ASCERTAINMENT AND SELECTION OF CANDIDATES FOR BENEFIT. (5) THE TRUSTEES SHALL HAVE REGARD TO THE DESIRABILITY OF CONSULTING THE LOCAL EDUCATION AUTHORITY AS TO THEIR GENERAL ACTION UNDER SUB-CLAUSE (2) OF THIS CLAUSE AND, IF OCCASION REQUIRES, AS TO THE EDUCAITONAL QUALIFICATIONS OF CANDIDATES FOR BENEFIT. (RELIEF IN NEED) (1) THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY APPLICABLE FOR THE RELIEF IN NEED IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF EARL STOHNAM WHO ARE IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP AND DISTRESS OF SUCH PERSONS. (2) THE TRUSTEES MAY PAY FOR SUCH ITEMS, SERVICES OR FACILITIES BY WAY OF DONATIONS OR SUBSCRIPTIONS TO INSTITUTIONS OR ORGANISATIONS WHICH PROVIDE OR WHICH UNDERTAKE IN RETURN TO PROVIDE SUCH ITEMS, SERVICES OR FACILITIES FOR SUCH PERSONS. (3) IN EXCEPTIONAL CASES THE TRUSTEES MAY GRANT RELIEF TO PERSONS OTHERWISE ELIGIBLE THEREFOR WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE SAID PARISH BUT IN THE OPINION OF THE TRUSTEES OUGHT NEVERTHLESS FOR SUFFICIENT REASON TO BE TREATED AS IF RESIDENT THEREIN OR WHO ARE LOCATED FOR THE TIME BEING WITHIN THAT PARISH.
Area Of Benefit: PARISH OF STONHAM

08 Official extract

Charity Other Names

Charity Name Id: 96602
Charity Name Type: Working name
Charity Name: EARL STONHAM TRUST

Charity Name Id: 96589
Charity Name Type: Previous name
Charity Name: EARL STONHAM SUNDAY SCHOOL FUND

Charity Name Id: 96567
Charity Name Type: Previous name
Charity Name: EARL STONHAM CHARITY ESTATES

09 Official extract

Charity Policy

Policy Name: Investment