THE FALCONER FAMILY TRUST

Charity number: 1182146
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity is a family trust and operates predominantly, but not exclusively, in Hampshire. It makes occasional ad-hoc grants, generally to larger charities that fit its purposes, where the Trustees already have some involvement, and can have a sufficiently high level of engagement.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £411,572
Total expenditure: £116,908

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:
  • Disability
  • Amateur Sport
  • 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:
  • 20 February 2019: Standard registration
Organisation type:
Trust
Other names:
  • THE FALCONER CHARITABLE TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Robert Falconer C.EngFIET Chair 09 December 2018
None on record
Rachel Christie LL.M Trustee 11 December 2018
None on record
SUSAN FALCONER Trustee 09 November 2018
WINCHESTER CITY PENGUINS SWIMMING CLUB
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £63.45k £135.74k £484.12k £210.10k £411.57k
Total expenditure £23.62k £72.18k £55.08k £75.36k £116.91k
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 2025 16 December 2025 On time
Accounts and TAR 05 April 2025 16 December 2025 On time Download Open in new window
Annual return 05 April 2024 19 December 2024 On time
Accounts and TAR 05 April 2024 19 December 2024 On time Download Open in new window
Annual return 05 April 2023 16 November 2023 On time
Accounts and TAR 05 April 2023 16 November 2023 On time Download Open in new window
Annual return 05 April 2022 24 January 2023 On time
Accounts and TAR 05 April 2022 24 January 2023 On time Download Open in new window
Annual return 05 April 2021 17 January 2022 On time
Accounts and TAR 05 April 2021 17 January 2022 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 09 NOV 2018 AS AMENDED BY DEED DATED 17 FEB 2019

Charitable objects

1. THE PROMOTION OF COMMUNITY PARTICIPATION IN HEALTHY RECREATION IN PARTICULAR BY ASSISTING IN THE PROVISION OF FACILITIES FOR THE PLAYING OF AMATEUR SPORTS. 2. THE PROMOTION OF PARTICIPATION IN AMATEUR SPORT AMONGST CHILDREN AND YOUNG ADULTS IN THE UK, IN PARTICULAR, BUT NOT EXCLUSIVELY, FROM DISADVANTAGED BACKGROUNDS BY MAKING GRANTS AND PROVIDING FACILITIES. 3. TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY PROMOTING BIOLOGICAL DIVERSITY PARTICULARLY, BUT NOT EXCLUSIVELY, WOODLAND IN THE UK, THROUGH MAKING GRANTS, ENCOURAGING AND FINANCING NEW PLANTING, AND WORKING WITH ESTABLISHED CHARITIES SUCH AS THE WOODLAND TRUST AS APPROPRIATE. 4. THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY OR FINANCIAL HARDSHIP BY MAKING GRANTS, LOANS, AND DONATIONS TO OTHER CHARITIES. 5. SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE

Contact information

Address:
Annexe
Copper Beech House
Crawley
WINCHESTER
SO21 2QB
Phone:
01962776697
Email:
falconerfamilytrust@gmail.com
Website:

No information available