THE PHILLIPS FUND

Charity number: 270040
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The purpose o fthe Charity is to provide donations for any and all charitable purposes as directed by the settlors, Andrew and Penelope Phillips (Lord and Lady Phillips of Sudbury). The settlors support education, third world, arts and christian charities and charitable purposes with an emphasis on local donations. A variety of donations were made in the year, mosty to local charities.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £2,259
Total expenditure: £3,460

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

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
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
Where the charity operates:
  • Suffolk

Governance

Registration history:
  • 03 October 1975: Standard registration
  • 16 September 2009: Removed (Does not operate)
  • 04 January 2012: Re-registered
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LORD PHILLIPS OF SUDBURY OBE Chair
None on record
LADY PHILLIPS OF SUDBURY Trustee 04 January 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2019 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £1.12k £652 £349 £763 £2.26k
Total expenditure £9.53k £3.50k £627 £627 £3.46k
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 04 July 2025 149 days late
Accounts and TAR 05 April 2024 Not required
Annual return 05 April 2023 04 July 2025 515 days late
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 04 July 2025 880 days late
Accounts and TAR 05 April 2022 Not required
Annual return 05 April 2021 04 July 2025 1245 days late
Accounts and TAR 05 April 2021 Not required
Annual return 05 April 2020 Overdue Charity reporting is overdue by 1626 days
Accounts and TAR 05 April 2020 Overdue Charity reporting is overdue by 1626 days
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 14TH AUGUST 1975

Charitable objects

TO APPLY THE INCOME OF THE TRUST FUND AS THE SETTLERS MAY DETERMINE FROM TIME TO TIME TO THE TRUSTEES TO SUCH ONE OR MORE CHARITIES AND/OR TO SUCH CHARITABLE PURPOSES SUBJECT TO UCH TERMS AND CONDITIONS AS THE SETTLERS FROM TIME TO TIME DIRECT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
RIVER HOUSE
THE CROFT
SUDBURY
CO10 1HW
Phone:
01787882151
Email:
No information available
Website:

No information available