THE PHILIP J MILTON AND COMPANY PLC CHARITABLE FOUNDATION

Charity number: 1182204
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To further such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the trustees in their absolute discretion determine, in particular but not exclusively through the making of grants and donations to charities and voluntary organisations.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £123,215
Total expenditure: £35,052

People

7 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 Prevention Or Relief Of Poverty
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
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 25 February 2019: Standard registration
Organisation type:
Trust
Other names:
  • THE PHILIP J MILTON & COMPANY PLC CHARITABLE FOUNDATION (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PHILIP JAMES MILTON Chair 25 December 2017
None on record
Thomas James McCormack Trustee 01 September 2019
None on record
LEONIE FRANCES MILTON Trustee 25 December 2017
None on record
ESME LOUISE HELEN MILTON Trustee 25 December 2017
None on record
HELEN LOUISE MILTON Trustee 25 December 2017
None on record
NOAH MAURICE MILTON Trustee 25 December 2017
None on record
FELIX JAMES MILTON Trustee 25 December 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £13.89k £70.75k £12.54k £65.12k £123.22k
Total expenditure £5.11k £34.72k £23.92k £31.51k £35.05k
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 2025 29 September 2025 On time
Accounts and TAR 31 March 2025 29 September 2025 On time Download Open in new window
Annual return 31 March 2024 25 October 2024 On time
Accounts and TAR 31 March 2024 25 October 2024 On time Download Open in new window
Annual return 31 March 2023 22 January 2024 On time
Accounts and TAR 31 March 2023 Not required
Annual return 31 March 2022 28 September 2022 On time
Accounts and TAR 31 March 2022 28 September 2022 On time Download Open in new window
Annual return 31 March 2021 07 January 2022 On time
Accounts and TAR 31 March 2021 Not required
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 23 FEB 2019

Charitable objects

TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION DETERMINE, IN PARTICULAR BUT NOT EXCLUSIVELY THROUGH THE MAKING OF GRANTS AND DONATIONS TO CHARITIES AND VOLUNTARY ORGANISATIONS. FOR THE PURPOSES OF THIS CLAUSE: • CHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES. • VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Contact information

Address:
CHOWEREE HOUSE
21 BOUTPORT STREET
BARNSTAPLE
DEVON
EX31 1RP
Phone:
01271344300
Email:
charity@miltonpj.net
Website:

No information available