BRIGADIER D V AND MRS H R PHELPS CHARITABLE SETTLEMENT
Charity Number: 249047
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To apply the income and capital of the trust fund for such charitable purposes, wherever situated, as the trustees think fit.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £18,905
Total expenditure: £38,000
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 18 August 1966: Standard registration
Organisation type:
Trust
Other names:
- BRIGADIER & HON MRS DV PHELPS CHARITABLE SETTLEMENT (Working name)
- D V PHELPS CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
- 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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Thomas Lawrence | Trustee | 23 April 2018 |
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| Stuart Peter Maggs | Trustee | 23 April 2018 |
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| JOHN EDWARD VANDELEUR PHELPS | Trustee | 15 June 2011 |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
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Total gross income | £24.46k | £20.45k | £22.23k | £21.26k | £18.91k | |
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Total expenditure | £42.81k | £34.59k | £45.62k | £54.55k | £38.00k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 05 April 2024 | 03 February 2025 | On Time | |
| Accounts and TAR | 05 April 2024 | Not Required | ||
| Annual return | 05 April 2023 | 17 July 2024 | 163 days late | |
| Accounts and TAR | 05 April 2023 | Not Required | ||
| Annual return | 05 April 2022 | 02 February 2023 | On Time | |
| Accounts and TAR | 05 April 2022 | Not Required | ||
| Annual return | 05 April 2021 | 19 May 2022 | 103 days late | |
| Accounts and TAR | 05 April 2021 | Not Required | ||
| Annual return | 05 April 2020 | 04 February 2021 | On Time | |
| Accounts and TAR | 05 April 2020 | Not Required |