THE ELIZABETH AND RICHARD WILSON CHARITABLE FUND

Charity number: 1114129
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

to further religious and charitable work of Church of England and Methodist Church to help young people to develop their capacities to award scholarships, exhibitions, bursaries or maintenance allowances to any educational establishment to persons under the age of 18 years to further Scout /Guide Associations or other charitable youth organisation

Income and expenditure

Data for financial year ending 10 May 2024

Total income: £30,486
Total expenditure: £37,953

People

4 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
  • Education/training
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 10 May 2006: 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:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SUSAN ELIZABETH HODGSON Trustee
PLATTEN AND BENSON ALMSHOUSE CHARITY
Received: On time
LANCASTER CHARITY
Received: On time
THE ABBEYFIELD LANCASHIRE EXTRA CARE SOCIETY SUPPORT TRUST
Received: On time
Dr JOHN SHAKESPEARE Trustee
None on record
SALLY MARGARET RICHARDSON Trustee
None on record
MICHAEL ROWLINSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 10/05/2020 10/05/2021 10/05/2022 10/05/2023 10/05/2024
Total gross income £25.26k £17.58k £9.01k £8.64k £30.49k
Total expenditure £36.40k £29.86k £31.19k £27.73k £37.95k
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 10 May 2024 08 August 2024 On Time
Accounts and TAR 10 May 2024 08 August 2024 On Time Download Open in new window
Annual return 10 May 2023 28 November 2023 On Time
Accounts and TAR 10 May 2023 Not Required
Annual return 10 May 2022 19 September 2022 On Time
Accounts and TAR 10 May 2022 Not Required
Annual return 10 May 2021 11 August 2021 On Time
Accounts and TAR 10 May 2021 Not Required
Annual return 10 May 2020 27 October 2020 On Time
Accounts and TAR 10 May 2020 27 October 2020 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.

WILL DATED 1 MARCH 2002 AS AMENDED BY DEED OF VARIATION DATED 14 SEPTEMBER 2006

Charitable objects

10% TO VICAR AND CHURCHWARDENS OF THE PARISH CHURCH OF WARTON FOR THE UPKEEP OF THE GRAVEYARD; 10% TO THE SUPERINTENDENT MINISTER OF THE CIRCUIT IN THE METHODIST CONNECTION FOR THE WARTON METHODIST CHAPEL; 10% TO WARTON PARISH COUNCIL FOR ANNUAL EDUCATIONAL GRANTS; 70% OF THE INCOME OF THE FUND TO BE APPLIED FOR THE FOLLOWING OBJECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION CONSIDER FIT: (I) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS. (II) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE METHODIST CHURCH IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS. (III) TO ENABLE PARISH CHURCHES IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS TO BE KEPT IN GOOD ORDER AND REPAIR. (IV) TO ENABLE METHODIST CHAPELS IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS TO BE KEPT IN GOOD ORDER AND REPAIR. (V) TO HELP YOUNG PEOPLE RESIDENT IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY. (VI) IN AWARDING SCHOLARSHIPS, EXHIBITIONS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE TO ANY SCHOOL OR OTHER EDUCATIONAL ESTABLISHMENT APPROVED BY THE TRUSTEES TO PERSONS UNDER THE AGE OF 18 YEARS WHO ARE RESIDENT IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS. (VII) TO FURTHER THE OBJECTS OF THE SCOUT ASSOCIATION OR ANY UNIT THEREOF, THE GUIDE ASSOCIATION OR ANY UNIT THEREOF OR ANY OTHER CHARITABLE YOUTH ORGANISATIONS IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.

Area of benefit

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

LANCASTER AND MORECAMBE AND SURROUNDING RURAL AREAS INCLUDING WARTON NEAR CARNFORTH

Contact information

Address:
Joseph A Jones & Co Llp
6 Fenton Street
LANCASTER
LA1 1TE
Phone:
0152463371
Email:
Gary.rycroft@jajsolicitors.co.uk
Website:

www.jajsolicitors.co.uk Open in new window