ELIZABETH RATHBONE CHARITY
Charity number: 233240
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The Trustees objectives are to make donations to such charitable bodies or institutions at such times and in such manner as they in their absolute discretion think fit.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £79,015
Total expenditure: £82,872
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Knowsley
- Liverpool City
- Sefton
- St Helens
- Wirral
Governance
Registration history:
- 22 April 1964: Standard registration
Organisation type:
Trust
Other names:
- E L RATHBONE CHARITABLE TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
- Trustee expenses 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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| Jonathan Henry Rathbone | Trustee | 05 April 2023 |
|
|
||||
| Megan Rathbone | Trustee | 08 December 2014 |
|
|
||||
| CAROLINE EDITH RATHBONE | Trustee |
|
|
|||||
Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £88.75k | £81.70k | £83.23k | £80.02k | £79.02k | |
|
|
Total expenditure | £109.45k | £98.08k | £105.18k | £99.89k | £82.87k | |
|
|
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 | 05 February 2025 | On Time | |
| Accounts and TAR | 05 April 2024 | 05 February 2025 | On Time | Download Open in new window |
| Annual return | 05 April 2023 | 05 February 2024 | On Time | |
| Accounts and TAR | 05 April 2023 | 05 February 2024 | On Time | Download Open in new window |
| Annual return | 05 April 2022 | 02 February 2023 | On Time | |
| Accounts and TAR | 05 April 2022 | 02 February 2023 | On Time | Download Open in new window |
| Annual return | 05 April 2021 | 25 January 2022 | On Time | |
| Accounts and TAR | 05 April 2021 | 25 January 2022 | On Time | Download Open in new window |
| Annual return | 05 April 2020 | 03 February 2021 | On Time | |
| Accounts and TAR | 05 April 2020 | 03 February 2021 | On Time | Download Open in new window |