THE SUNRISE (SIDMOUTH) CHARITABLE TRUST

Registered charity 1063278 · accounts filings on the Charity Commission register · filing overdue (register status)

The Trustees' grant making policy is to apply capital and income to named charities in accordance with the terms of the settlement deed.

Objects

TO APPLY THE INCOME AND ALL SUCH PART OR PARTS OF THE CAPITAL IN FURTHERANCE OF GENERAL CHARITABLE PURPOSES AND IN PARTICULAR FURTHERING THE OBJECTS OF:THE WOODLAND TRUST 2943444. PDSA 208217. RSPB 207076. NATIONAL TRUST 205846- ENTERPRISE NEPTUNE. ARMY BENEVOLENT FUND 211645. PALACE GATE. MILLWATER SCHOOL, HONITON. SID VALE ASSOCIATION - TREE PLANTING. SIDMOUTH PARISH CHURCH. EXETER HOSPICE.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Animals · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Registered contact address: South Gloucestershire, South West, England (from the postcode on the register)

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £5,457,856, an increase from £4,642,429 in the prior year, driven by significant investment gains. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. The charity generated a net inflow of funds of £815,427 for the year ended 30 June 2024.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Perrys Audit Limited. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Risk management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

1 annual return is past its due date with no recorded received date (Charity Commission register).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 30/06/2024)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (82% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 2.7% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• ALISON MARIA FORGE
• Barrie Anthony Tyler
• MARGUERITE ROSEMARY BOULD

Trustee list from the Charity Commission register (current, not historical).

Operates in: Devon

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SUNRISE CHURCH.

• SUNRISE CHURCH income £44k
• S O CHARITABLE TRUST income £149k
• THE SUNSET CHARITABLE TRUST income £119k
• SCJM CHARITABLE TRUST income £54k
• SAWIRIS FOUNDATION income £30k
• NINMAH TRUST income £1.3m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.