THE EXPAT FOUNDATION

Charity number: 1094041
Removed charity

Charity overview

Activities - how the charity spends its money

A grant giving trust focusing in the UK on improving the lives of disadvantaged children and young people and improving the quality of life of elderly people. We do not fund activities outside these specific areas.

Income and expenditure

Data for financial year ending 05 April 2023

Total income: £203,371
Total expenditure: £324,307

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 another benefit.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 04 October 2002: Standard registration
  • 17 September 2024: Removed (Does not operate)
  • 17 September 2024: Funds transferred to 288099 The Ashley Family Foundation
Organisation type:
Trust
Other names:
  • THE EXPAT FOUNDATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves 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

Financial history

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Financial period end date

Income / Expenditure 05/04/2019 05/04/2020 05/04/2021 05/04/2022 05/04/2023
Total gross income £495.41k £1.16k £339.70k £1.43m £203.37k
Total expenditure £690.45k £559.11k £359.98k £1.25m £324.31k
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 N/A N/A £1.43m N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £73 N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £1.43m N/A
Expenditure - Charitable activities N/A N/A N/A £1.25m N/A
Expenditure - Raising funds N/A N/A N/A £0 N/A
Expenditure - Governance N/A N/A N/A £9.31k N/A
Expenditure - Grants institution N/A N/A N/A £1.24m N/A
Expenditure - Investment management N/A N/A N/A £0 N/A
Expenditure - Other N/A N/A N/A £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 05 April 2024 Not submitted
Accounts and TAR 05 April 2024 Not submitted
Annual return 05 April 2023 29 January 2024 On Time
Accounts and TAR 05 April 2023 29 January 2024 On Time
Annual return 05 April 2022 28 October 2022 On Time
Accounts and TAR 05 April 2022 28 October 2022 On Time
Annual return 05 April 2021 09 September 2021 On Time
Accounts and TAR 05 April 2021 09 September 2021 On Time
Annual return 05 April 2020 27 October 2020 On Time
Accounts and TAR 05 April 2020 Not Required

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 22ND AUGUST 2002

Charitable objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE WITH PARTICULAR REFERENCE TO THE ADVANCEMENT OF EDUCATION, THE RELIEF OF PERSONS WHO ARE SICK, HANDICAPPED OR ELDERLY, AND OTHER CHARITABLE PURPOSES OF BENEFIT TO ANY COMMUNITY WHETHER OR NOT IN THE UNITED KINGDOM

Area of benefit

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

UNITED KINGDOM AND ELSEWHERE