THE ARNOLD BURTON 1998 CHARITABLE TRUST

Charity Number: 1074633
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Although donations are made at the discretion of the trustees special consideration will be given to registered institutions relating to Jewish charities, medical research, education, social welfare and heritage. Donations to individuals will not be considered. Unsuccessful appeals will not necessarily be acknowledged.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £177,368
Total expenditure: £189,557

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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • 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

Governance

Registration history:
  • 11 March 1999: Standard registration
Organisation type:
Other
Other names:
  • The Arnold Burton Charitable Trust (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints 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
  • Investment
  • Risk management
  • Serious incident reporting policy and procedures
  • 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
JEREMY JOHN BURTON DL Chair
J J AND M BURTON CHARITABLE SETTLEMENT
Received: On time
THE M T AND S D BURTON CHARITABLE SETTLEMENT
Received: 1 day late
LEARNING PARTNERSHIPS
Received: On time
THE SCOTSHILL TRUST
Received: On time
AUDREY AND STANLEY BURTON 1960 CHARITABLE TRUST
Received: On time
HAREWOOD HOUSE TRUST LIMITED
Received: On time
NICHOLAS ANTHONY BURTON Trustee
None on record
MARK TIMOTHY BURTON Trustee
THE M T AND S D BURTON CHARITABLE SETTLEMENT
Received: 1 day late
THE SCOTSHILL TRUST
Received: On time

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 £158.58k £164.50k £163.70k £188.24k £177.37k
Total expenditure £173.80k £295.25k £92.71k £223.05k £189.56k
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 05 February 2025 On Time
Accounts and TAR 05 April 2024 05 February 2025 On Time Download Open in new window
Annual return 05 April 2023 02 February 2024 On Time
Accounts and TAR 05 April 2023 02 February 2024 On Time Download Open in new window
Annual return 05 April 2022 04 November 2022 On Time
Accounts and TAR 05 April 2022 04 November 2022 On Time Download Open in new window
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
Annual return 05 April 2020 23 November 2020 On Time
Accounts and TAR 05 April 2020 23 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.

DECLARATION OF TRUST DATED 17 OCTOBER 1998

Charitable objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSE IN ANY PART OF THE WORLD AS THE TRUSTEE MAY IN THEIR DISCRETION THINK FIT AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER 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:
CASTLEGARTH
SCOTT LANE
WETHERBY
LS22 6LH
Phone:
01937585558
Email:
charity@castlegarth.com
Website:

No information available