THE ANNE AND JOHN WALTERS CHARITABLE TRUST

Charity Number: 1040859
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE CHARITY PROVIDES DONATIONS TO ORGANISATIONS AND OTHER CHARITIES THAT SUPPORT: 1. THE PROMOTION AND ENCOURAGEMENT OF RESEARCH INTO THE CAUSES, PREVENTION AND TREATMENT OF EPILEPSY 2. THE ALLEVIATION OF SUFFERING FROM EPILEPSY AND THE PROVISION OF CARE, TREATMENT AND SUPPORT FOR THOSE SUFFERING FROM EPILEPSY AND THEIR FAMILIES 3. SUCH OTHER LOCAL CHARITABLE PURPOSES AS THE TRUSTEES DETERMINE

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £243,127
Total expenditure: £216,284

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:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Birmingham City

Governance

Registration history:
  • 16 September 1994: Standard registration
  • 09 October 2012: Removed (Does not operate)
  • 23 November 2012: Re-registered
Organisation type:
Trust
Other names:
  • ANNE AND JOHN WALTERS CHARITABLE TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
Land and property:
This charity owns and/or leases 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
MR R WISHART Chair
None on record
IAN GEORGE HUMPHREY Trustee 22 February 2012
THE ALISON HILLMAN CHARITABLE TRUST
Received: On time
ANDREW FISHER Trustee
THE ALISON HILLMAN CHARITABLE TRUST
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £198.12k £157.54k £346.54k £233.22k £243.13k
Total expenditure £200.59k £165.98k £206.60k £216.18k £216.28k
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 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 06 February 2024 1 days late
Accounts and TAR 05 April 2023 06 February 2024 1 days late Download Open in new window
Annual return 05 April 2022 05 June 2023 120 days late
Accounts and TAR 05 April 2022 05 June 2023 120 days late Download Open in new window
Annual return 05 April 2021 03 February 2022 On Time
Accounts and TAR 05 April 2021 03 February 2022 On Time Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 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.

TRUST DEED DATED 19 JULY 1994

Charitable objects

(1) THE PROMOTION AND ENCOURAGEMENT FOR THE PUBLIC BENEFIT OF RESEARCH INTO ALL MATTERS CONNECTED WITH OR BEARING UPON THE CAUSES PREVENTION AND TREATMENT OF EPILEPSY IN ALL ITS FORMS (2) THE ALLEVIATION OF SUFFERING OCCASIONED BY EPILEPSY AND THE PROVISION OF CARE TREATMENT AND SUPPORT FOR PERSONS SUFFERING FROM EPILEPSY AND THEIR FAMILIES AND DEPENDANTS (3) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE

Area of benefit

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

NOT DEFINED

Contact information

Address:
153a Metchley Lane
BIRMINGHAM
B17 0JL
Phone:
07973228656
Email:
admin@ajwtrust.co.uk
Website:

No information available