The Musk-Burton Family Trust

Charity number: 1127725
Charity reporting is up to date (187 days late)

Charity overview

Activities - how the charity spends its money

The charity donates monies to organisations and individuals who will use them exclusively in ways which fall within the companies objects

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £279,886
Total expenditure: £329,252

People

3 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for being a trustee and providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 27 January 2009: Standard registration
Organisation type:
Trust
Other names:
  • THE BURTON FAMILY CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • 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 conflicts of interest 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
ANDY BALL Chair
None on record
Benjamin Luke Burton Trustee 13 May 2025
None on record
SARAH ALICE FALVEY Trustee 05 August 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £371.09k £261.57k £238.82k £250.93k £279.89k
Total expenditure £472.96k £782.52k £635.55k £309.64k £329.25k
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

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 06 August 2025 187 days late
Accounts and TAR 31 March 2024 06 August 2025 187 days late Download Open in new window
Annual return 31 March 2023 09 September 2024 222 days late
Accounts and TAR 31 March 2023 09 September 2024 222 days late Download Open in new window
Annual return 31 March 2022 04 January 2023 On time
Accounts and TAR 31 March 2022 04 January 2023 On time Download Open in new window
Annual return 31 March 2021 23 March 2022 51 days late
Accounts and TAR 31 March 2021 23 March 2022 51 days late Download Open in new window
Annual return 05 April 2020 20 December 2021 318 days late
Accounts and TAR 05 April 2020 20 December 2021 318 days late 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.

TRUST DEED DATED 08/01/2009 AS AMENDED ON 05/08/2013 as amended on 19 Aug 2019

Charitable objects

THE TRUSTEES MUST APPLY THE INCOME OF THE CHARITY TO ADVANCE SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SHALL DETERMINE FROM TIME TO TIME INCLUDING BUT WITHOUT LIMITATION AND IN NO ORDER OF PRIORITY: 1) THE RELIEF OF POVERTY AND NEED. 2) THE ADVANCEMENT OF EDUCATION. 3) THE PROMOTION OF THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT. 4) THE RELIEF OF SICKNESS AND PRESERVATION OF HEALTH. 5) THE ADVANCEMENT OF RELIGION. ( THE OBJECTS ) IN ALL CASES BY THE DONATION OF FUNDS TO INDIVIDUALS OR ORGANISATIONS WHO WILL USE THEM EXCLUSIVELY IN WAYS WHICH FALL WITHIN THE OBJECTS.

Area of benefit

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

UNDEFINED. IN PRACTICE, NATIONAL

Contact information

Address:
Cowgills
4th Floor
Unit 5b
Parklands
Bolton
LANCASHI
Phone:
01204414263
Email:
ANDY.BALL@COWGILLS.CO.UK
Website:

No information available