THE HELEN AND GEOFFREY DE FREITAS CHARITABLE TRUST

Charity number: 258597
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The main object of the trust is to benefit UK charitable organisations and voluntary umbrella bodies which seek: to conserve countryside and environment in rural Britain; to preserve Britain's cultural heritage; to assist the underpriveleged through community facilities and services.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £28,438
Total expenditure: £17,853

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

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 27 May 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:
  • 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
  • Safeguarding policy and procedures
  • 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
St Andrew Trustees Limited Trustee 10 October 2019
MR WILLIAM SAUNDERS CHARITY FOR THE RELIEF OF INDIGENT GENTRY AND OTHERS
Received: On time
ROGER LAIRD DE FREITAS Trustee
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 £47.07k £23.43k £24.37k £29.04k £28.44k
Total expenditure £10.76k £81.01k £33.66k £13.02k £17.85k
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 04 February 2026 On time
Accounts and TAR 05 April 2025 04 February 2026 On time Download Open in new window
Annual return 05 April 2024 10 January 2025 On time
Accounts and TAR 05 April 2024 10 January 2025 On time Download Open in new window
Annual return 05 April 2023 30 April 2024 85 days late
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 03 February 2023 On time
Accounts and TAR 05 April 2022 Not required
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
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 24TH MARCH 1969

Charitable objects

TO BE APPLIED IN MAKING SUCH SUBSCRIPTIONS TO CHARITABLE ORGANISATIONS AND CHARITABLE BODIES (WHETHER OR NOT BY DEEDS OF CONVENANT) AND SUCH OTHER APPLICATIONS FOR CHARITIES PURPOSES AS THE DESIGNATED PERSON SHALL FROM TIME TO TIME IN WRITING DIRECT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
CHARLES RUSSELL LLP
5 FLEET PLACE
LONDON
EC4M 7RD
Phone:
0207 203 5000
Email:
No information available
Website:

No information available