THE PERRY FAMILY CHARITABLE TRUST

Charity number: 1094675
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Small grants to meet special needs and to support education, training and the arts in the West Midlands.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £17,176
Total expenditure: £53,060

People

4 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Herefordshire
  • Shropshire
  • Warwickshire
  • Worcestershire

Governance

Registration history:
  • 19 November 2002: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR MICHAEL PERRY GBE Chair
ALFRICK AND LULSLEY VILLAGE HALL
Received: 143 days late
THE FRIENDS OF THE MUSEUM OF WORCESTER PORCELAIN
Charity reporting is overdue by 196 days
DYSON PERRINS MUSEUM TRUST
Received: On time
LADY JOAN MARY PERRY Trustee
None on record
WILLIAM BRIAN STALLARD Trustee
QUEEN ELIZABETH ALMSHOUSES
Received: On time
WORCESTER LODGE NO 280 BICENTENARY CHORAL FOUNDATION SCHOLARSHIP
Received: On time
CAROLYN CLARE EYTON Trustee
AYLESBURY VALE CHILD CONTACT CENTRE
Received: On time

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 £4.50k £4.67k £24.60k £59.65k £17.18k
Total expenditure £30.01k £23.69k £30.50k £33.91k £53.06k
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 17 October 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 17 January 2024 On Time
Accounts and TAR 31 March 2023 17 January 2024 On Time Download Open in new window
Annual return 31 March 2022 22 December 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 06 September 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 12 December 2020 On Time
Accounts and TAR 31 March 2020 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.

DECLARATION OF TRUST DATED 9 OCTOBER 2002.

Charitable objects

1. TO RELIEVE IN CASES OF NEED, HARDSHIP OR DISTRESS PERSONS WHO ARE RESIDENT IN THE WEST MIDLANDS 2. TO PROVIDE RELIEF OR SUPPORT FOR PERSONS RESIDING AT OR RECEIVING CARE OR TREATMENT IN ANY HOSPICE OR HOME FOR THOSE WHO ARE HANDICAPPED OR TERMINALLY ILL OR ELDERLY OR INFORM OR ON THEIR DISCHARGE WHO ARE SICK. CONVALESCENT, DISABLED, HANDICAPPED, INFIRM OR IN NEED OF FINANCIAL ASSISTANCE 3. TO FURTHER THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF CHILDREN ATTENDING A SCHOOL OF ANY DENOMINATION IN THE WEST MIDLANDS 4. TO AWARD SCHOLARSHIPS, EXHIBITIONS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL, UNIVERSITY OR OTHER EDUCATION ESTABLISHMENT APPROVED BY THE TRUSTEES TO PERSONS UNDER TWENTY-FIVE YEARS OF AGE WHO, OR WHOSE PARENTS OR GUARDIANS, ARE RESIDENT IN THE WEST MIDLANDS OR WHO ARE ATTENDING OR WHO HAVE FOR NOT LESS THAN THREE YEARS ATTENDED AN EDUCATIONAL ESTABLISHMENT IN THE WEST MIDLANDS AND WHO ARE IN NEED OR FINANCIAL ASSISTANCE AND TO PROVIDE FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO SUCH PERSONS ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE THEM FOR OR ASSIST THEIR ENTRY INTO A TRADE PROFESSION OR SERVICE AND TO AWARD TO SUCH PERSONS GRANTS OR MAINTENANCE ALLOWANCES TO ENABLE THEM TO TRAVEL WHETHER IN THE UNITED KINGDOM OR ABROAD IN FURTHERANCE OF THEIR EDUCATION AND OTHERWISE TO FURTHER THE EDUCATION OF SUCH PERSONS 5. TO EDUCATE AND ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED 6. TO SUPPORT THE ARTS IN THE WEST MIDLANDS, IN PARTICULAR BY MAKING GRANTS TO INSTITUTIONS AND BY PROMOTING PUBLIC EXHIBITIONS , LECTURES, CONCERTS, RECITALS AND OTHER EVENTS

Area of benefit

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

PERSONS WHO ARE RESIDENT IN THE WEST MIDLANDS

Contact information

Address:
BRIDGES STONE MILL
BRIDGES STONE
ALFRICK
WORCESTER
WR6 5HR
Phone:
01886833290
Email:
Perrytrust@aol.com
Website:

No information available