WILLIAM RATHBONE FAMILY CHARITABLE TRUST
Charity number: 234998
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Small family grant giving charity, empowered to give donations to any charitable body or institution with charitable purposes. It concentrates its grants on those charities in which the trustees or the settlors take or have taken a personal interest.
Income and expenditure
Data for financial year ending 04 April 2024
Total income: £7,680
Total expenditure: £7,247
People
4 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- General Charitable Purposes
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Overseas Aid/famine Relief
- Religious Activities
- Arts/culture/heritage/science
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 Organisations
Where the charity operates:
- Throughout England And Wales
- Canada
Governance
Registration history:
- 03 June 1963: Standard registration
Organisation type:
Trust
Other names:
- W AND P RATHBONE CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- Investment
- Risk management
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 | ||||
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| WILLIAM RATHBONE OBE | Chair | 05 April 1964 |
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| ELENA ANNE HOLETON | Trustee | 31 December 2003 |
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| WILLIAM RATHBONE XI | Trustee | 31 December 2003 |
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| LUCY ELENA ADDYMAN | Trustee | 22 June 1992 |
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Financial history
Financial period end date
| Income / Expenditure | 04/04/2020 | 04/04/2021 | 04/04/2022 | 04/04/2023 | 04/04/2024 | ||
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Total gross income | £7.73k | £6.71k | £7.89k | £6.58k | £7.68k | |
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Total expenditure | £9.41k | £8.55k | £9.96k | £3.21k | £7.25k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 04 April 2024 | 03 February 2025 | On Time | |
| Accounts and TAR | 04 April 2024 | Not Required | ||
| Annual return | 04 April 2023 | 04 February 2024 | On Time | |
| Accounts and TAR | 04 April 2023 | Not Required | ||
| Annual return | 04 April 2022 | 29 February 2024 | 390 days late | |
| Accounts and TAR | 04 April 2022 | Not Required | ||
| Annual return | 04 April 2021 | 04 January 2022 | On Time | |
| Accounts and TAR | 04 April 2021 | Not Required | ||
| Annual return | 04 April 2020 | 13 March 2021 | 37 days late | |
| Accounts and TAR | 04 April 2020 | Not Required |