THE EARL FITZWILLIAM CHARITABLE TRUST
Charity number: 269388
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Grants are made to other charitable or appropriately constituted bodies in response to specific written applications. Policy favours, but not exclusively, initiatives that benefit communities that are linked in some reasonably direct way to the Fitzwilliam Estates in Cambridgeshire and Yorkshire or the Naylor-Leyland Estate near Ruthin. Grants tend to be one off, not merely for annual expenses.
Income and expenditure
Data for financial year ending 31 March 2023
Total income: £261,455
Total expenditure: £288,666
People
2 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Accommodation/housing
- Religious Activities
- Arts/culture/heritage/science
- Amateur Sport
- Animals
- Environment/conservation/heritage
- Economic/community Development/employment
Who the charity helps:
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- Other Defined Groups
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Barnsley
- Cambridgeshire
- Denbighshire
- Northamptonshire
- North Yorkshire
- Rotherham
- Sheffield City
Governance
Registration history:
- 08 May 1975: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not 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
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- 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 | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SIR PHILIP NAYLOR-LEYLAND Bt. | Chair |
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| LADY ISABELLA NAYLOR-LEYLAND | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2019 | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £227.62k | £233.23k | £276.42k | £255.02k | £261.46k | |
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Total expenditure | £236.31k | £200.59k | £184.46k | £271.29k | £288.67k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 2023 | 29 January 2024 | On Time | |
| Accounts and TAR | 31 March 2023 | 29 January 2024 | On Time | Download Open in new window |
| Annual return | 31 March 2022 | 10 February 2023 | 10 days late | |
| Accounts and TAR | 31 March 2022 | 10 February 2023 | 10 days late | Download Open in new window |
| Annual return | 31 March 2021 | 30 January 2022 | On Time | |
| Accounts and TAR | 31 March 2021 | 30 January 2022 | On Time | Download Open in new window |
| Annual return | 31 March 2020 | 29 January 2021 | On Time | |
| Accounts and TAR | 31 March 2020 | 29 January 2021 | On Time | Download Open in new window |
| Annual return | 31 March 2019 | 30 January 2020 | On Time | |
| Accounts and TAR | 31 March 2019 | 30 January 2020 | On Time | Download Open in new window |