THE PETER WARD CHARITABLE TRUST

Charity number: 258403
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity supports such charitable bodies or charitable objects as it may from time to time determine. Income from the charity's investment portfolio ( which were originally gifted to the charity by Peter Ward in 1968) is distributed in the form of cash grants to such charitable causes as it determines each year The charity does not normally consider unsolicited applications.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £14,019
Total expenditure: £21,688

People

2 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:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 16 April 1969: 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:
  • 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
  • Trustee conflicts of interest policy and procedures
  • Volunteer 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MATTHEW FREDERICK RICE Trustee 12 August 2020
None on record
MARQUESS OF WORCESTER HENRY ROBERT FITZROY JOHN WORCESTER Trustee 27 May 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £4.80k £5.12k £7.08k £11.46k £14.02k
Total expenditure £37.26k £42.60k £40.82k £32.05k £21.69k
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 2025 29 October 2025 On time
Accounts and TAR 05 April 2025 Not required
Annual return 05 April 2024 17 December 2024 On time
Accounts and TAR 05 April 2024 Not required
Annual return 05 April 2023 24 November 2023 On time
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 30 January 2023 On time
Accounts and TAR 05 April 2022 Not required
Annual return 05 April 2021 27 January 2022 On time
Accounts and TAR 05 April 2021 Not required
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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.

SETTLEMENT DATED 18TH MARCH 1968

Charitable objects

TO OR FOR SUCH ONE OR MORE CHARITABLE BODIES OR CHARITABLE PURPOSES AS THE TRUSTEES DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Estate Office
Cornwell Manor
Cornwell
CHIPPING NORTON
Oxfordshire
OX7 6TT
Phone:
01608 696243
Email:
info@cornwellmanor.com
Website:

No information available