EDITH FLORENCE SPENCER MEMORIAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 27 February 2006
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £11,517
Latest expenditure: £43,003
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Flint Bishop Solicitors, Pinnacle Building, 2 Prospect Place, Millennium Way, Pride Park, DERBY, DE24 8HG

02 Activities

What the charity does

To provide for the relief of suffering caused to those persons with heart defects, heart disease, rheumatism and arthritis and any associated complaints and in particular but not limited to provide financial assistance to such individuals, funding into research, awareness, supporting and counselling services, facilities and equipment, education, training and rehabilitation.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 21 January 2026
Total Gross Income: £11,517
Total Gross Expenditure: £43,003

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 4 February 2025
Total Gross Income: £12,617
Total Gross Expenditure: £12,553

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 5 February 2024
Total Gross Income: £11,629
Total Gross Expenditure: £37,601

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 3 February 2023
Total Gross Income: £11,760
Total Gross Expenditure: £57,459

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 31 January 2022
Date Accounts Received: 31 January 2022
Total Gross Income: £48,399
Total Gross Expenditure: £23,866

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 21 January 2026
Total Gross Income: £11,517
Total Gross Expenditure: £43,003
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 4 February 2025
Total Gross Income: £12,617
Total Gross Expenditure: £12,553
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 February 2024
Total Gross Income: £11,629
Total Gross Expenditure: £37,601
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 3 February 2023
Total Gross Income: £11,760
Total Gross Expenditure: £57,459
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 31 January 2022
Total Gross Income: £48,399
Total Gross Expenditure: £23,866
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: 0

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: 306
Classification Type: How
Classification Description: Provides Services

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

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

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

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

07 Official extract

Charity Event History

Charity Name: EDITH FLORENCE SPENCER MEMORIAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-02-27T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT MANCHESTER PROBATE REGISTRY ON 28TH JULY 2005
Charitable Objects: THE RELIEF OF SUFFERING CAUSED TO THOSE PERSONS WITH HEART DEFECTS, HEART DISEASE , RHEUMATISM AND ARTHRITIS AND ANY ASSOCIATED COMPLAINTS AND IN PARTICULAR BUT NOT SO AS TO LIMIT THE GENERALITY OF THE FOREGOING:- THE PROVISION OF FINANCIAL ASSISTANCE, GOODS AND SERVICES TO SUCH PERSONS; THE PROVISION OF FUNDING INTO RESEARCH OF THE CAUSES OR TREATMENT; PROMOTING RESEARCH INTO THE CAUSES AND TREATMENT OF SUCH AILMENTS AND PUBLISHING THOSE RESULTS; PROVIDING COUNSELLING SERVICES FOR SUCH PERSONS AND THEIR FAMILIES; THE IMPROVEMENT OF CONDITIONS FOR PATIENTS OF SUCH AILMENTS BY PROVIDING SHOPPING FACILITIES, LIBRARY SERVICES, TRANSPORT TO ENABLE THEIR RELATIVES AND FRIENDS TO MAKE HOSPITAL VISITS, SUCH SERVICES AS HAIRDRESSING AND CHIROPODY , ADDITIONAL OR IMPROVED EQUIPMENT OR AMENITIES IN CONNECTION WITH THEIR CARE AND TREATMENT; THE EDUCATION, TRAINING, REHABILITATION OF PEOPLE SUFFERING FROM SUCH AILMENTS TO ENABLE THEM TO EARN THEIR LIVING AND DEVELOP THEIR FULL POTENTIAL AS MEMBERS OF SOCIETY
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 353477
Charity Name Type: Working name
Charity Name: SPENCER TRUST

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures