THE DEREK RAPHAEL CHARITABLE TRUST

Charity Number: 1063455
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Donation of funds to charitable institutions.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £35,141
Total expenditure: £188,218

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

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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
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
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 16 July 1997: 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:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrew David Raphael Trustee 19 November 2013
None on record
Peter Raphael Trustee 19 November 2013
None on record
ENID MARY RAPHAEL 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 £46.02k £848.26k £34.75k £43.78k £35.14k
Total expenditure £118.90k £133.83k £176.33k £151.04k £188.22k
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 N/A £0 N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £848.26k N/A N/A N/A
Income - Other N/A £0 N/A N/A N/A
Income - Legacies N/A £0 N/A N/A N/A
Expenditure - Charitable activities N/A £133.83k N/A N/A N/A
Expenditure - Raising funds N/A £0 N/A N/A N/A
Expenditure - Governance N/A £4.76k N/A N/A N/A
Expenditure - Grants institution N/A £129.06k N/A N/A N/A
Expenditure - Investment management N/A £0 N/A N/A N/A
Expenditure - Other N/A £0 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 31 March 2024 17 October 2024 On Time
Accounts and TAR 31 March 2024 17 October 2024 On Time Download Open in new window
Annual return 31 March 2023 13 December 2023 On Time
Accounts and TAR 31 March 2023 13 December 2023 On Time Download Open in new window
Annual return 31 March 2022 06 January 2023 On Time
Accounts and TAR 31 March 2022 06 January 2023 On Time Download Open in new window
Annual return 31 March 2021 21 December 2021 On Time
Accounts and TAR 31 March 2021 21 December 2021 On Time Download Open in new window
Annual return 31 March 2020 06 November 2020 On Time
Accounts and TAR 31 March 2020 06 November 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.

TRUST DEED DATED 30 JUNE 1997

Charitable objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST AS TO THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AS THE FOUNDER MAY BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE, FOR OR TOWARDS SUCH CHARITABLE PURPOSES AS THE FOUNDER MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT, PARTICULARLY, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, THE ADVANCEMENT OF EDUCATION IN THE ARTS BY THE PROVISION AND MAINTENANCE OF AN EXHIBITION OF MODERN BRITISH ART, AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS, AT SUCH TIME OF TIMES AND IN SUCH MANNER AS THE FOUNDER MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT. WHERE THE FOUNDER HAS NOT BY 5 APRIL IN THE INCOME TAX YEAR FOLLOWING THAT IN WHICH THE INCOME ARISES GIVEN A DIRECTION WHICH FULLY DISPOSES OF THE INCOME, THEN SUCH INCOME SHALL BE DISPOSED OF IN ACCORDANCE WITH SUB-CLAUSE 3.2. [2] SUBJECT TO AND IN DEFAULT OF ANY DIRECTION UNDER SUB-CLAUSE 3.1, AND INSOFAR AS ANY SUCH DIRECTION IS NOT EXHAUSTIVE, THE TRUSTEES SHALL APPLY THE INCOME FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND SHALL MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS, AT SUCH TIMES AND IN SUCH MANNERS AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT. THE TRUSTEES MAY, IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED , INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THEN CURRENT YEAR.

Area of benefit

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

NATIONAL AND OVERSEAS

Contact information

Address:
8-10 Castle Street
CIRENCESTER
Gloucestershire
GL7 1QA
Phone:
01285 885821
Email:
charities@derek-Raphael.co.uk
Website:

No information available