BAKER FAMILY CHARITABLE TRUST

Charity number: 1184392
Charity reporting is up to date (24 days late)

Charity overview

Activities - how the charity spends its money

The charity will provide funding to benefit the general public (with preference to North West UK and Wales based charities) in order to prevent or relieve poverty, to advance their education or health, to advance community development and the arts, culture, heritage or science and protect and improve the environment.

Income and expenditure

Data for financial year ending 05 April 2023

Total income: £270,360
Total expenditure: £229,312

People

2 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
Who the charity helps:
  • 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:
  • 12 July 2019: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lisa Natalie Baker Chair 29 April 2019
None on record
Paul James Baker Trustee 29 April 2019
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
Total gross income £45.00k £2.00k £0 £270.36k
Total expenditure £31.46k £672 £8.02k £229.31k
Income from government contracts N/A N/A N/A N/A
Income from government grants 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 05 April 2023 29 February 2024 24 days late
Accounts and TAR 05 April 2023 29 February 2024 24 days late Download Open in new window
Annual return 05 April 2022 24 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 20 January 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 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.

TRUST DEED DATED 29 APR 2019

Charitable objects

THE TRUSTEES HOLD THE CAPITAL AND INCOME OF THE FUND TO BE APPLIED TO OR FOR THE BENEFIT OF SUCH EXCLUSIVE CHARITABLE OBJECTS AND PURPOSES IN THE UNITED KINGDOM AS THE TRUSTEES IN THEIR DISCRETION THINK FIT.

Contact information

Address:
RATHBONE TRUST COMPANY
PORT OF LIVERPOOL BUILDING
PIER HEAD
LIVERPOOL
L3 1NW
Phone:
01512366666
Email:
kerry.clayton@rathbones.com
Website:

No information available