THE GARRATT FAMILY TRUST

Charity number: 1178292
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust does not respond to unsolicited applications but is focused upon beneficiaries identified via trustee research and experience in the UK and overseas. It seeks to establish long-term relationships, providing continuity of funding subject to the successful application of the initial grants and clear and concise reporting of progress and outcomes to the satisfaction of the Trustees.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £24,000
Total expenditure: £24,000

People

6 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
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 08 May 2018: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER GARRATT OBE Chair 22 December 2018
None on record
TIMOTHY JAMES GARRATT Trustee 22 December 2018
None on record
ANNA MARIA GARRATT Trustee 22 December 2018
None on record
ANTHONY EDWARD GARRATT Trustee 22 December 2018
None on record
POLLY GARRATT Trustee 22 December 2018
None on record
Peter Garratt Trustee 22 December 2018
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 £8.00k £16.00k £24.00k £24.00k £24.00k
Total expenditure £6.00k £18.00k £24.00k £24.00k £24.00k
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 31 March 2024 29 December 2024 On time
Accounts and TAR 31 March 2024 29 December 2024 On time Download Open in new window
Annual return 31 March 2023 28 December 2023 On time
Accounts and TAR 31 March 2023 28 December 2023 On time Download Open in new window
Annual return 31 March 2022 15 December 2022 On time
Accounts and TAR 31 March 2022 15 December 2022 On time
Annual return 31 March 2021 29 November 2021 On time
Accounts and TAR 31 March 2021 15 December 2021 On time Download Open in new window
Annual return 31 March 2020 13 October 2020 On time
Accounts and TAR 31 March 2020 13 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.

CIO - FOUNDATION Registered 08 May 2018

Charitable objects

THE OBJECTS OF THE CIO ARE TO APPLY SUCH FUNDS AS IT MAY HOLD FROM TIME TO TIME FOR SUCH CHARITABLE PURPOSE OR PURPOSES AS ARE LAWFUL ACCORDING TO THE LAWS OF ENGLAND AND WALES FOR THE BENEFIT OF ONE OR MORE INDIVIDUALS, ANY QUALIFIED CHARITY OR CHARITIES (A QUALIFIED CHARITY IS ANY PURPOSE, BODY OR OBJECT IN ANY PART OF THE WORLD WHICH UNDER THE LAWS OF ENGLAND AND WALES SHALL BE RECOGNISED AS EXCLUSIVELY CHARITABLE TRUSTS), ASSOCIATIONS, INSTITUTIONS OR ORGANISATIONS ESTABLISHED FOR SUCH CHARITABLE PURPOSE OR PURPOSES AS AFORESAID.

Contact information

Address:
WHITEHOUSE FARM
ST. WEONARDS
HEREFORD
HR2 8QG
Phone:
01981580418
Email:
No information available
Website:

No information available