THE AURELIUS CHARITABLE TRUST

Charity number: 271333
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity makes donations reflecting the founder's interests in the conservation of culture inherited from the past and the dissemination of knowledge, particularly in the humanities field although not in the educational field. The Trustees meet twice a year with their Advisors to identify and discuss the merits of a variety of projects which broadly accord with the above objectives.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £68,268
Total expenditure: £103,682

People

2 Trustee(s)

2 Volunteer(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:
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
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
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 24 May 1976: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
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
  • Risk management
  • 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
PHILIP EDMUND HAYNES FCA Trustee 21 May 1990
ST MARY'S CHURCH YARD AND CHURCH FABRIC FUND
Received: On time
WILLIAM JOHN WALLIS FCA Trustee 22 December 1975
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £94.62k £72.54k £66.54k £63.73k £68.27k
Total expenditure £116.73k £88.28k £100.80k £102.60k £103.68k
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 17 August 2024 On Time
Accounts and TAR 05 April 2024 17 August 2024 On Time Download Open in new window
Annual return 05 April 2023 10 October 2023 On Time
Accounts and TAR 05 April 2023 10 October 2023 On Time Download Open in new window
Annual return 05 April 2022 01 November 2022 On Time
Accounts and TAR 05 April 2022 01 November 2022 On Time Download Open in new window
Annual return 05 April 2021 23 December 2021 On Time
Accounts and TAR 05 April 2021 23 December 2021 On Time Download Open in new window
Annual return 05 April 2020 28 August 2020 On Time
Accounts and TAR 05 April 2020 28 August 2020 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.

SETTLEMENT DATED 22ND DECEMBER 1975

Charitable objects

FOR SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
BRIARSMEAD
OLD ROAD
BUCKLAND
BETCHWORTH
RH3 7DU
Phone:
01737842186
Email:
philip.haynes@tiscali.co.uk
Website:

No information available