THE ATHERTON FAMILY CHARITABLE TRUST

Charity Number: 1156055
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Supporting charities which are involved in education/training, the advancement of health/saving lives, disability and arts/culture/heritage/science. Donating to other charities carrying out these aims will enable it to specifically target its funds for those charities which they consider are carrying out worthwhile causes in these areas but which do not necessarily receive the funding required.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £83,465
Total expenditure: £126,209

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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Arts/culture/heritage/science
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:
  • 07 March 2014: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
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
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
RICHARD JOHN ATHERTON Chair 30 January 2014
None on record
Robert Andrew Atherton Trustee 09 March 2021
None on record
STEVENS & BOLTON TRUSTEES LIMITED Trustee 30 January 2014
THE SEGUIN FIDES CHARITABLE TRUST
Received: On time
ANNABEL JANE CULL Trustee 30 January 2014
None on record
JACQUELINE ATHERTON Trustee 30 January 2014
None on record
EMILY LOUISE ATHERTON Trustee 30 January 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £136.96k £120.72k £132.85k £95.49k £83.47k
Total expenditure £41.42k £151.66k £149.27k £117.59k £126.21k
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 December 2023 16 October 2024 On Time
Accounts and TAR 31 December 2023 16 October 2024 On Time Download Open in new window
Annual return 31 December 2022 04 October 2023 On Time
Accounts and TAR 31 December 2022 04 October 2023 On Time Download Open in new window
Annual return 31 December 2021 30 October 2022 On Time
Accounts and TAR 31 December 2021 30 October 2022 On Time Download Open in new window
Annual return 31 December 2020 20 September 2021 On Time
Accounts and TAR 31 December 2020 20 September 2021 On Time Download Open in new window
Annual return 31 December 2019 04 June 2020 On Time
Accounts and TAR 31 December 2019 04 June 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.

TRUST DEED DATED 28 JAN 2014

Charitable objects

THE TRUST SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO PAY OR APPLY THE INCOME, AND (IF AND WHEN THE TRUSTEES IN THEIR DISCRETION THINK FIT) ALL OR ANY PARTS OR PARTS OF THE CAPITAL, TO OR FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS OR PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Contact information

Address:
Stevens & Bolton LLP
Wey House
Farnham Road
GUILDFORD
Surrey
GU1 4YD
Phone:
01483406989
Email:
james.hardaker@stevens-bolton.com
Website:

No information available