CCEW Charity Commission profile

DR RADCLIFFE'S TRUST

Registered charity 209212 · organisation 209212

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
22 September 1962
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£485,521
Latest expenditure
£626,913
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: The Radcliffe Trust, 6 Trull Farm Buildings, Trull, TETBURY, GL8 8SQ

Website recorded by the regulator: www.theradcliffetrust.org (displayed as text)

02 Activities

What the charity does

Making Grants principally for Classical Music Education and Crafts Education, with a limited number of grants in other areas related to education and conservation. Applicants are advised to look at the website for further information.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
27 January 2026
Date Accounts Received
27 January 2026
Total Gross Income
£485,521
Total Gross Expenditure
£626,913
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
30 January 2025
Date Accounts Received
30 January 2025
Total Gross Income
£599,892
Total Gross Expenditure
£572,711
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
31 January 2024
Date Accounts Received
31 January 2024
Total Gross Income
£645,780
Total Gross Expenditure
£669,473
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
30 January 2023
Date Accounts Received
31 January 2023
Total Gross Income
£590,081
Total Gross Expenditure
£563,970
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
12 January 2022
Date Accounts Received
12 January 2022
Total Gross Income
£558,565
Total Gross Expenditure
£544,035

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
27 January 2026
Total Gross Income
£485,521
Total Gross Expenditure
£626,913
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
7
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
30 January 2025
Total Gross Income
£599,892
Total Gross Expenditure
£572,711
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
9
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Total Gross Income
£645,780
Total Gross Expenditure
£669,473
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
9
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
30 January 2023
Total Gross Income
£590,081
Total Gross Expenditure
£563,970
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
7
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
12 January 2022
Total Gross Income
£558,565
Total Gross Expenditure
£544,035
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
7

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
30 January 2025
Income Donations And Legacies
50
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
599842
Income Other
0
Income Total Income And Endowments
599892
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£93,292
Expenditure Charitable Expenditure
£479,419
Expenditure Other
0
Expenditure Total
572711
Expenditure Investment Management
93292
Expenditure Grants Institution
408086
Expenditure Governance
71333
Expenditure Support Costs
71333
Expenditure Depreciation
0
Gain Loss Investment
730924
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
5000
Gain Loss Other
0
Reserves
£1,464,573
Assets Total Fixed
20041185
Assets Own Use
0
Assets Long Term Investment
20041185
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,124,909
Assets Total Liabilities
£61,780
Assets Current Investment
0
Assets Total Assets And Liabilities
£23,104,314
Creditors One Year Total Current
60780
Creditors Falling Due After One Year
1000
Assets Cash
£3,049,960
Funds Endowment
21639741
Funds Unrestricted
1464573
Funds Restricted
0
Funds Total
23104314
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Income Donations And Legacies
1209
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
644571
Income Other
0
Income Total Income And Endowments
645780
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£93,469
Expenditure Charitable Expenditure
£576,004
Expenditure Other
0
Expenditure Total
669473
Expenditure Investment Management
93468
Expenditure Grants Institution
511900
Expenditure Governance
64104
Expenditure Support Costs
64104
Expenditure Depreciation
0
Gain Loss Investment
-763991
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-78402
Gain Loss Other
0
Reserves
£1,379,125
Assets Total Fixed
21262660
Assets Own Use
0
Assets Long Term Investment
21262660
Defined Benefit Pension Scheme
0
Assets Other Assets
£854,193
Assets Total Liabilities
£143,889
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,972,964
Creditors One Year Total Current
140889
Creditors Falling Due After One Year
3000
Assets Cash
£824,107
Funds Endowment
20586237
Funds Unrestricted
1386727
Funds Restricted
0
Funds Total
21972964
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
30 January 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
590081
Income Other
0
Income Total Income And Endowments
590081
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£125,599
Expenditure Charitable Expenditure
£438,371
Expenditure Other
0
Expenditure Total
563970
Expenditure Investment Management
125599
Expenditure Grants Institution
379911
Expenditure Governance
58460
Expenditure Support Costs
58460
Expenditure Depreciation
0
Gain Loss Investment
501583
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
141750
Gain Loss Other
0
Reserves
£1,349,168
Assets Total Fixed
22110752
Assets Own Use
0
Assets Long Term Investment
22110752
Defined Benefit Pension Scheme
0
Assets Other Assets
£844,229
Assets Total Liabilities
£115,932
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,839,049
Creditors One Year Total Current
103932
Creditors Falling Due After One Year
12000
Assets Cash
£814,281
Funds Endowment
21489881
Funds Unrestricted
1349168
Funds Restricted
0
Funds Total
22839049
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
12 January 2022
Income Donations And Legacies
2000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
556565
Income Other
0
Income Total Income And Endowments
558565
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£82,689
Expenditure Charitable Expenditure
£461,346
Expenditure Other
0
Expenditure Total
544035
Expenditure Investment Management
82689
Expenditure Grants Institution
397264
Expenditure Governance
64082
Expenditure Support Costs
64082
Expenditure Depreciation
0
Gain Loss Investment
2666557
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,262,885
Assets Total Fixed
21324870
Assets Own Use
0
Assets Long Term Investment
21324870
Defined Benefit Pension Scheme
0
Assets Other Assets
£964,506
Assets Total Liabilities
£119,772
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,169,604
Creditors One Year Total Current
119772
Creditors Falling Due After One Year
0
Assets Cash
£930,657
Funds Endowment
20906719
Funds Unrestricted
1262885
Funds Restricted
0
Funds Total
22169604
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Northern Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups

08 Official extract

Charity Event History

Charity Name
DR RADCLIFFE'S TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1962-09-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
WILL DATED 13 SEPTEMBER 1714 AND SCHEMES OF 22 JULY 1935, 22 JANUARY 1954, 26 MAY 1959, 20 JANUARY 1965, 26 JANUARY 1967, 17 JUNE 1970, 22 FEBRUARY 1978 AND 27 MAY 2002
Charitable Objects
THE SUPPORT OF VARIOUS CHARITABLE OBJECTS INCLUDING ST. BARTHOLOMEWS HOSPITAL AND RADCLIFFE SCIENCE LIBRARY OXFORD
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
36362
Charity Name Type
Working name
Charity Name
RADCLIFFE TRUST

11 Official extract

Charity Policy

Policy Name
Investing charity funds policy and procedures
Policy Name
Investment
Policy Name
Conflicting interests
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee expenses policy and procedures