THE DAVID AND RUTH BEHREND FUND

Charity number: 261567
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Established to make grants for charitable purposes.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £62,075
Total expenditure: £102,291

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
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:
  • 11 September 1970: 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:
  • 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 conflicts of interest 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
Michael Christopher Behrend Trustee 29 November 2017
None on record
Andrew Nicholas Behrend Trustee 29 November 2017
None on record
LCVS Trustee
THE FELLOWSHIP FARM GUEST HOUSE TRUST
Received: On time
THE PILKINGTON JONES CHARITABLE FUND
Received: On time
THE RICHARD BEHREND CHARITABLE TRUST
Received: On time
THE TAVENER CHARITABLE TRUST
Received: On time
THE JOHN AND SHENAGH NORMAN CHARITABLE TRUST
Received: On time
THE MRS F M KAYE-KRZECZKOWSKI CHARITABLE TRUST
Received: On time
THE SUTCLIFFE FAMILY CHARITABLE TRUST
Received: On time
THE DEREK AND CHRIS BUNTING FOUNDATION
Received: On time
THE EMERALD CHARITABLE TRUST
Received: On time
THE TOPAZ CHARITABLE TRUST
Received: On time
THE ANBER FUND
Received: On time
THE HARDING CHARITABLE TRUST
Received: On time
THE FULTON CHARITABLE TRUST
Received: On time
MRS R J BRADLEY'S CHARITY
Received: On time
THE SHONE NO.2 CHARITABLE TRUST
Received: On time
MISS A M HARDING'S CHARITY
Received: On time
THE SIR ANDREW MARTIN TRUST FOR YOUNG PEOPLE
Received: On time
THE WHITLOCK BLUNDELL CHARITABLE TRUST
Received: On time
MRS M J CUNNAH'S CHARITY
Received: On time
THE SHEBA CHARITABLE TRUST
Received: On time
THE DAVID FRYER CHARITABLE TRUST
Received: On time
THE CAROLINE TOD CHARITABLE TRUST
Received: On time
THE SUSAN BIBBY FUND
Received: On time
THE SHARPLES CHARITABLE TRUST
Received: On time
THE RUSHWORTH TRUST
Received: On time
THE CECIL TAYLOR FAMILY CHARITABLE TRUST
Received: On time
THE B R JARDINE CHARITABLE TRUST
Received: On time
THE JOHN BEHREND FUND
Received: On time
MRS E C LANCELEY'S CHARITY
Received: On time
THE MARGARET E MOSS FUND
Received: On time
UW GIVING
Received: On time
THE M E HAWKES CHARITABLE TRUST
Received: On time
THE DOVE CHARITABLE TRUST
Received: On time
THE M J RIDGES CHARITABLE TRUST
Received: On time
ADAM C I NAYLOR CHARITABLE TRUST
Received: On time
UNITED TRUSTS
Received: On time
THE WILLIAM EDMONDS FUND
Received: On time
THE T I F TOD CHARITABLE TRUST
Received: On time
THE MUSHROOM FUND
Received: On time
THE R CHRISTOPHER NAYLOR (HARRIET) FUND
Received: On time
THE PENELOPE JONES CHARITABLE TRUST
Received: On time
THE WHINLATTER FUND
Received: On time
THE SANSAW AND HARDWICKE CHARITABLE FUND
Received: On time
THE ROBERT ORR CRICHTON TRUST
Received: On time
THE R CHRISTOPHER NAYLOR (THOMAS) FUND
Received: On time
LIVERPOOL AUXILIARY PENSION FUND
Received: On time
THE ROBERT DAVIES TRUST
Received: On time
THE R H HOBHOUSE FUND
Received: On time
THE STANDFIELD CHARITABLE TRUST
Received: On time
HENRY BIRCH FUND
Received: On time
THE TREFULA TRUST FUND (PREVIOUSLY THE G E TREGONING FUND)
Received: On time
HELEN NILSEN FUND
Received: On time
LIVERPOOL DISPENSARIES FUND
Received: On time
THE N L ARTHURSON FUND
Received: On time
THE NEIL JONES CHARITABLE TRUST
Received: On time
THE MACAMISH TRUST
Received: On time
LESLIE BIBBY FUND
Received: On time
THE J A SHONE MEMORIAL TRUST
Received: On time
J B BIBBY FUND
Received: On time
THE DAVID LEWIS ASSOCIATION
Received: On time
SIR HARRY PILKINGTON FUND
Received: On time
HARVEY-HUGHES JONES FUND
Received: On time
THE BRIAN JAMES FUND
Received: On time
THE SELWYN-LLOYD CHARITABLE TRUST
Received: On time
R G HETHERINGTON FUND
Received: On time
H J RAWLINGS TRUST
Received: On time
THE AGED WOMEN'S PENSIONS CHARITY
Received: On time
THE A L GRANT 1ST CHARITABLE FUND
Received: On time
EDWARD BIBBY FUND
Received: On time
THE ANDREW JONES CHARITABLE TRUST
Received: On time
THE PETER BIBBY CHARITABLE TRUST
Received: On time
THE RUSHWORTH FOUNDATION
Received: On time
THE CLAIRE MCKEEVER TRUST
Received: On time
H B BICKET CHARITABLE TRUST
Received: On time
THE GEORGETTE WRIGHT FOUNDATION
Received: On time
THE WOODLANDS POETIC TRUST
Received: On time
THE KITCHEN TABLE CHARITIES TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £121.89k £109.88k £112.39k £117.03k £62.08k
Total expenditure £73.35k £73.68k £110.60k £105.19k £102.29k
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 23 September 2024 On Time
Accounts and TAR 31 March 2024 23 September 2024 On Time
Annual return 31 March 2023 11 January 2024 On Time
Accounts and TAR 31 March 2023 11 January 2024 On Time
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time
Annual return 31 March 2021 12 January 2022 On Time
Accounts and TAR 31 March 2021 12 January 2022 On Time
Annual return 31 March 2020 07 January 2021 On Time
Accounts and TAR 31 March 2020 07 January 2021 On Time
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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 17TH SEPTEMBER 1969

Charitable objects

TRUST DEED DATED 17TH SEPTEMBER 1969

Area of benefit

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

NOT DEFINED

Contact information

Address:
151 DALE STREET
LIVERPOOL
L2 2AH
Phone:
01512275177
Email:
No information available
Website:

www.merseytrusts.org.uk Open in new window