THE WILLIAM DELAFIELD CHARITABLE TRUST

Charity Number: 328022
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants mainly for the restoration of records or archives of historical societies/bodies or restoration of historic churches - recipients are usually restricted to bodies within or bordering the counties of Bedfordshire Bucks or Oxfordshire and of known interest to the Trustees.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £433,328
Total expenditure: £14,667,059

People

3 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:
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bedford
  • Buckinghamshire
  • Central Bedfordshire
  • Hertfordshire
  • Oxfordshire

Governance

Registration history:
  • 22 December 1988: 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
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THOMAS EDWARD GILMAN Trustee 24 January 2013
None on record
BIANCA KAMALA SILVA Trustee 26 October 2011
None on record
CHRISTOPHER JOHN GEE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £656.44k £569.49k £670.98k £775.25k £433.33k
Total expenditure £648.22k £624.64k £677.89k £779.81k £14.67m
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
Income - Donations and legacies £0 £0 £0 £0 N/A
Income - Other trading activities £0 £0 £0 £0 N/A
Income - Charitable activities £0 £0 £0 £0 N/A
Income - Endowments £0 £0 £0 £0 N/A
Income - Investment £656.44k £569.49k £670.98k £775.25k N/A
Income - Other £0 £0 £0 £0 N/A
Income - Legacies £0 £0 £0 £0 N/A
Expenditure - Charitable activities £555.19k £534.37k £570.48k £684.68k N/A
Expenditure - Raising funds £93.03k £90.28k £107.41k £95.13k N/A
Expenditure - Governance £5.11k £4.62k £4.98k £5.67k N/A
Expenditure - Grants institution £536.17k £515.06k £547.78k £658.94k N/A
Expenditure - Investment management £93.03k £90.20k £107.41k £95.05k N/A
Expenditure - Other £0 £0 £0 £0 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 31 March 2024 31 January 2025 On Time
Accounts and TAR 31 March 2024 31 January 2025 On Time Download Open in new window
Annual return 31 March 2023 24 January 2024 On Time
Accounts and TAR 31 March 2023 24 January 2024 On Time Download Open in new window
Annual return 31 March 2022 30 January 2023 On Time
Accounts and TAR 31 March 2022 01 February 2023 1 days late Download Open in new window
Annual return 31 March 2021 02 February 2022 2 days late
Accounts and TAR 31 March 2021 02 February 2022 2 days late Download Open in new window
Annual return 31 March 2020 29 January 2021 On Time
Accounts and TAR 31 March 2020 29 January 2021 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.

DEED OF SETTLEMENT DATED 29 NOVEMBER 1988

Charitable objects

UPON TRUST TO PAY OR APPLY THE WHOLE THEREOF TO OR TOWARDS OR IN FURTHERANCE OR ADVANCEMENT OR FOR THE BENEFIT OF SUCH ONE OR MORE CHAITIES CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES AND IF MORE THAN ONE IN SUCH SHARES AND IN SUCH MANNER AS THE TRUSTEES HEREINAFTER IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME SHALL RESPECTIVELY SELECT AND THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
RWK Goodman
Godstow Court
Minns Business Park
Oxford
OX2 0JB
Phone:
01865268664
Email:
tom.gilman@roydswithyking.com
Website:

No information available