THE LEONARD AND SUZANNE PHILLIPS FOUNDATION

Charity Number: 1106190
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General Charitable Purposes Medical/Health/Sickness Overseas aid/Famine relief Sport/recreation

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £63,016
Total expenditure: £52,449

People

2 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

What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Overseas Aid/famine Relief
  • Amateur Sport
  • Animals
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 October 2004: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LEONARD PHILLIPS Chair
None on record
SUZANNE PHILLIPS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £515.45k £0 £161.25k £12.50k £63.02k
Total expenditure £12.52k £978 £10.55k £14.10k £52.45k
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 £515.45k N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £0 N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £12.52k N/A N/A N/A N/A
Expenditure - Raising funds £0 N/A N/A N/A N/A
Expenditure - Governance £1.26k N/A N/A N/A N/A
Expenditure - Grants institution £11.26k N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £0 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 31 December 2023 31 October 2024 On Time
Accounts and TAR 31 December 2023 31 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 17 October 2022 On Time
Accounts and TAR 31 December 2021 17 October 2022 On Time Download Open in new window
Annual return 31 December 2020 16 September 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 27 October 2020 On Time
Accounts and TAR 31 December 2019 27 October 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 28 NOVEMBER 2003

Charitable objects

TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS, AT SUCH TIME OR TIMES AND IN SUCH A MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
The Mill
Henley Road
Medmenham
MARLOW
Buckinghamshire
SL7 2EY
Phone:
01491571724
Email:
No information available
Website:

No information available