THE PHILLIPS AND RUBENS CHARITABLE TRUST

Charity number: 260378
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trustees receive applications for donations from a wide variety of charitable institutions including those engaged in medical and ancillary services (including medical research), education, helping the disabled and old aged, relieving poverty, providing sheltered accommodation, developing the arts etc. In the year the trustees made donations of ?233,379 to a wide variety of charities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £436,209
Total expenditure: £482,083

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 25 February 1970: Standard registration
Organisation type:
Trust
Other names:
  • THE RUTH AND MICHAEL PHILLIPS CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GARY MARK PHILLIPS Trustee
THE MACCABI FOUNDATION
Received: On time
CAROLYN LOUISE MISHON Trustee
None on record
PAUL SIMON PHILLIPS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 31/03/2024
Total gross income £476.47k £426.56k £494.20k £506.85k £436.21k
Total expenditure £397.96k £425.28k £505.85k £487.32k £482.08k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A £0 N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £356.85k N/A
Income - Other N/A N/A N/A £150.00k N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £434.29k N/A
Expenditure - Raising funds N/A N/A N/A £53.03k N/A
Expenditure - Governance N/A N/A N/A £40.35k N/A
Expenditure - Grants institution N/A N/A N/A £318.58k N/A
Expenditure - Investment management N/A N/A N/A £53.03k N/A
Expenditure - Other N/A N/A N/A £0 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 31 March 2024 15 January 2025 On Time
Accounts and TAR 31 March 2024 15 January 2025 On Time Download Open in new window
Annual return 05 April 2023 01 February 2024 On Time
Accounts and TAR 05 April 2023 01 February 2024 On Time Download Open in new window
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time Download Open in new window
Annual return 05 April 2021 04 February 2022 On Time
Accounts and TAR 05 April 2021 04 February 2022 On Time Download Open in new window
Annual return 05 April 2020 02 February 2021 On Time
Accounts and TAR 05 April 2020 02 February 2021 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.

SETTLEMENT DATED 16 DECEMBER 1969, AS AMENDED BY DEED OF AMENDMENT DATED 25 FEBRUARY 2005.

Charitable objects

TO OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS IN SUCH PROPORTIONS AND MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Area of benefit

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

NOT DEFINED.

Contact information

Address:
THE PHILLIPS & RUBENS CHARITABLE TR
67-69 GEORGE STREET
LONDON
W1U 8LT
Phone:
020 7487 5757
Email:
psphillips@aol.com
Website:

No information available