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 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
  • 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
WENTWORTH ALMSHOUSES
Received: On time
LLANELIDAN VILLAGE HALL
Received: On time
THE FITZWILLIAM WENTWORTH AMENITY TRUST
Received: 169 days late
THE WENTWORTH CHARITY
Received: 128 days late
THE WENTWORTH BARROW EDUCATIONAL FOUNDATION
Received: On time
WENTWORTH CHARITY
Received: On time
KING GEORGE'S FIELD
Received: On time
LADY ISABELLA NAYLOR-LEYLAND Trustee
WENTWORTH ALMSHOUSES
Received: On time
LLANELIDAN VILLAGE HALL
Received: On time
THE FITZWILLIAM WENTWORTH AMENITY TRUST
Received: 169 days late

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £227.62k £233.23k £276.42k £255.02k £261.46k
Total expenditure £236.31k £200.59k £184.46k £271.29k £288.67k
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 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
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 14TH APRIL 1975

Charitable objects

TO PAY OR APPLY THE INCOME TO SUCH CHARITABLE FOUNDATIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR DISCRETION SHALL FROM TIME TO TIME THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
EARL FITZWILLIAM CHARITABLE TRUST
ESTATE OFFICE
MILTON PARK
PETERBOROUGH
PE3 9HD
Phone:
01733267740
Email:
efct@miltonestate.co.uk
Website:

No information available