EVELYN NORRIS TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 16 December 1969
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £73,819
Latest expenditure: £62,692
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: EQUITY CHARITABLE TRUST, 23 ALPHABET MEWS, UNIT Z, SW9 0FN

02 Activities

What the charity does

To provide grants for the purpose of rest, convalescence and recuperative holidays for members of the concert and theatrical professions.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 16 April 2026
Date Accounts Received: 16 April 2026
Total Gross Income: £73,819
Total Gross Expenditure: £62,692

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 1 May 2025
Date Accounts Received: 1 May 2025
Total Gross Income: £145,449
Total Gross Expenditure: £74,735

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 28 October 2024
Date Accounts Received: 28 October 2024
Total Gross Income: £57,466
Total Gross Expenditure: £93,181

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 10 January 2024
Date Accounts Received: 10 January 2024
Total Gross Income: £82,976
Total Gross Expenditure: £76,818

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 5 October 2022
Date Accounts Received: 5 October 2022
Total Gross Income: £30,149
Total Gross Expenditure: £36,623

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 16 April 2026
Total Gross Income: £73,819
Total Gross Expenditure: £62,692
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 1 May 2025
Total Gross Income: £145,449
Total Gross Expenditure: £74,735
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 28 October 2024
Total Gross Income: £57,466
Total Gross Expenditure: £93,181
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 10 January 2024
Total Gross Income: £82,976
Total Gross Expenditure: £76,818
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 5 October 2022
Total Gross Income: £30,149
Total Gross Expenditure: £36,623
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 2

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

07 Official extract

Charity Event History

Charity Name: EVELYN NORRIS TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1969-12-16T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 11 SEPTEMBER 1968, SCHEMES OF THE 12 JANUARY 1978, 13 NOVEMBER 1986, AN ORDER DATED 23 JULY 2002 AND AMENDED BY DEED OF VARIATION DATED 18 OCTOBER 2002
Charitable Objects: (1) IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY INDIGENT MEMBERS OF THE CONCERT AND THEATRICAL PROFESSIONS BY MAKING GRANTS OF MONEY OF PROVIDING OR PAYING FOR ITEMS SERVICES OF FACILITIES CALCULATED TO REDUCE THE NEED HARDSHIP OR DISTRESS OF SUCH PERSONS, (2) PAY FOR SUCH ITEMS, SERVICES OR FACILITIES BY WAY OF DONATIONS OR SUBSCRIPTIONSTO INSTITUTIONS OR ORGANISATIONS WHICH PROVIDE OR UNDERTAKE TO PROVIDE SUCH ITEMS, SERVICES AND FACILITIES FOR SUCH PERSONS.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 176269
Charity Name Type: Previous name
Charity Name: HARMONY HOUSE

10 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests