THE IAN ADDISON CHARITABLE FOUNDATION

Charity number: 1084089
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant making to certain specific areas of benefit, namely the education of the general public with particular reference to matters of historic, artistic, architectural or aesthetic interest. The provision of financial assistance for the repair and maintainence of certain religious land or buildings.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £39,309
Total expenditure: £39,102

People

6 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:
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 12 December 2000: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Serious incident reporting policy and procedures
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Nicola Ann Evers Trustee 17 January 2024
None on record
Patrick William Evers Trustee 17 January 2024
None on record
Jane Elizabeth Patton Trustee 17 January 2024
None on record
IAN RICHARD STAINBURN Trustee 27 September 2022
None on record
CHRISTOPHER JOHN GUPWELL Trustee 01 March 2015
THE RATCLIFF FOUNDATION
Received: On time
F R RATCLIFF CHARITABLE SETTLEMENT
Received: On time
THE JAMES AND ADA ROBB CHARITY
Received: On time
WILLIAM ANTHONY EVERS BA 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 05/04/2024
Total gross income £33.43k £32.44k £34.26k £36.07k £39.31k
Total expenditure £40.03k £45.08k £37.17k £46.36k £39.10k
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 05 April 2024 16 December 2024 On Time
Accounts and TAR 05 April 2024 16 December 2024 On Time Download Open in new window
Annual return 05 April 2023 30 January 2024 On Time
Accounts and TAR 05 April 2023 30 January 2024 On Time Download Open in new window
Annual return 05 April 2022 31 January 2023 On Time
Accounts and TAR 05 April 2022 31 January 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 10 January 2021 On Time
Accounts and TAR 05 April 2020 10 January 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.

DECLARATION OF TRUST DATED 18 SEPTEMBER 2000

Charitable objects

THE EDUCATION OF THE GENERAL PUBLIC AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING: (A) THE INCREASE OF THEIR KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF ANY MATTERS OF HISTORIC, ARTISTIC, ARCHITECTURAL OR AESTHETIC INTEREST; (B) THE PROMOTION OF THE STUDY AND APPRECIATION OF AGRICULTURE, HORTICULTURE, SILVICULTURE AND LAND AND ESTATE MANAGEMENT; (C) THE PROMOTION OF THE STUDY AND APPRECIATION OF CONSERVATION; (D) THE PROMOTION OF THE STUDY AND APPRECIATION OF FLORA AND FAUNA; AND (E) THE ENCOURAGEMENT OF THE STUDY AND APPRECIATION OF ANY LAND OR BUILDING (INCLUDING ANCILLARY BUILDINGS) OF NATIONAL, HISTORIC, ARCHITECTURAL, ARTISTIC OR AESTHETIC INTEREST ("PUBLIC BUILDINGS") INCLUDING SUCH AS SHALL OR MAY AT ANY TIME BE VESTED IN THE CHARITY OR IN RESPECT OF WHICH THE CHARITY SHALL HAVE ANY INTEREST. 2. THE PRESERVATION, PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF ANY SUCH LAND OR PUBLIC BUILDINGS 3. THE PRESERVATION, PROTECTION, AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF ALL FURNITURE, PICTURES, HISTORIC RECORDS, BOOKS, MANUSCRIPTS, MUNIMENTS, ARMOUR, PORCELAIN, SILVER AND GOLD OBJETS D'ART AND OTHER CHATTELS OR ITEMS OF NATIONAL, HISTORIC, ARTISTIC OR AESTHETIC INTEREST ASSOCIATED WITH OR DISPLAYED IN ANY SUCH PUBLIC BUILDINGS. 4. THE PROVISION OF FINANCIAL ASSISTANCE FOR THE REPAIR AND MAINTENANCE OF (A) THE CHURCH OF ST JOHN THE BAPTIST HAGLEY AND (B) THE CATHEDRAL CHURCH OF CHRIST AND THE BLESSED VIRGIN MARY WORCESTER AND SUCH OTHER SIMILAR RELIGIOUS LAND OR BUILDINGS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE. 5. WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING THE PROVISION OF FINANCIAL ASSISTANCE AND SUPPORT TO AND PROMOTION OF OTHER BODIES ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES WITHIN, THE SAME AS OR SIMILAR TO THE OBJECTS SPECIFIED ABOVE INCLUDING (A) THE NATIONAL TRUST FOR PLACES OF HISTORIC INTEREST OF NATURAL BEAUTY AND (B) THE NATIONAL TRUST FOR SCOTLAND FOR PLACES OF HISTORIC INTEREST OR NATURAL BEAUTY.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Woodlands
Earls Common Road
Stock Green
REDDITCH
Worcestershire
B96 6TB
Phone:
01386792116
Email:
addison.foundation2@gmail.com
Website:

No information available