THE MACFARLANE WALKER TRUST

Charity number: 227890
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Preference for Cheltenham and Gloucestershire. Grants to individuals/projects where we can make a significant contribution. Donations for musical instrument purchase for music students (18), but not tuition fees/living expenses. Other exclusions: gap year trips, large charities, animal charities, foreign charities, major building projects. Please note: Our funding is fully committed at present

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £46,155
Total expenditure: £51,070

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

One or more of the employees were formerly trustees

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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 10 April 1964: 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:
No policies declared
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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CATHERINE WALKER Trustee 29 July 2011
None on record
DAVID FOYLE WALKER 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 £43.31k £34.62k £40.25k £44.81k £46.16k
Total expenditure £40.02k £33.12k £1.52k £40.22k £51.07k
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 21 November 2024 On Time
Accounts and TAR 05 April 2024 21 November 2024 On Time Download Open in new window
Annual return 05 April 2023 09 February 2024 4 days late
Accounts and TAR 05 April 2023 09 February 2024 4 days late Download Open in new window
Annual return 05 April 2022 20 January 2023 On Time
Accounts and TAR 05 April 2022 20 January 2023 On Time Download Open in new window
Annual return 05 April 2021 24 January 2022 On Time
Accounts and TAR 05 April 2021 24 January 2022 On Time Download Open in new window
Annual return 05 April 2020 29 April 2020 On Time
Accounts and TAR 05 April 2020 29 April 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 29TH APRIL 1963

Charitable objects

1. GENERAL CHARITABLE OBJECTS AT THE DISCRETION OF THE TRUSTEES. 2. PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE PARTICULARLY IN THE COUNTY OF GLOUCESTER. PARTICULAR REGARD BEING GIVEN TO THE FOLLOWING A) RELIEF OF POVERTY & HARDSHIP PARTICULAR AMONG EMPLOYEES AND FORMER EMPLOYEES OF WALKER, CROSWELLER & CO. LTD. B) PROVISION OF EDUCATIONAL FACILITIES PARTICULARY FOR SCIENTIFIC RESEARCH C) ENCOURAGEMENT OF MUSIC & DRAMA & APPRECIATION OF THE FINE ARTS GENERALLY.

Area of benefit

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

NATIONAL

Contact information

Address:
4 SHOOTERS HILL ROAD
LONDON
SE3 7BD
Phone:
02088584701
Email:
sophiewalker@mac.com
Website:

No information available