01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 1 May 1964
- Removed
- Not supplied
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £645,327
- Latest expenditure
- £28,673,869
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: RATHBONES, PORT OF LIVERPOOL BUILDING, PIER HEAD, LIVERPOOL, L3 1NW
Website recorded by the regulator: pilkingtoncharitiesfund.org.uk (displayed as text)
02 Activities
What the charity does
The Charity awards grants to registered charities in the Merseyside area for the relief of poverty and sickness.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 14 April 2026
- Date Accounts Received
- 14 April 2026
- Total Gross Income
- £645,327
- Total Gross Expenditure
- £28,673,869
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 April 2025
- Date Annual Return Received
- 6 August 2025
- Date Accounts Received
- 2 September 2025
- Total Gross Income
- £683,311
- Total Gross Expenditure
- £868,867
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 29 April 2024
- Date Accounts Received
- 29 April 2024
- Total Gross Income
- £597,029
- Total Gross Expenditure
- £751,204
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 27 April 2023
- Date Accounts Received
- 27 April 2023
- Total Gross Income
- £599,963
- Total Gross Expenditure
- £874,368
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 27 April 2022
- Date Accounts Received
- 27 April 2022
- Total Gross Income
- £487,423
- Total Gross Expenditure
- £418,292
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 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 14 April 2026
- Total Gross Income
- £645,327
- Total Gross Expenditure
- £28,673,869
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 6 August 2025
- Total Gross Income
- £683,311
- Total Gross Expenditure
- £868,867
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 29 April 2024
- Total Gross Income
- £597,029
- Total Gross Expenditure
- £751,204
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 27 April 2023
- Total Gross Income
- £599,963
- Total Gross Expenditure
- £874,368
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 27 April 2022
- Total Gross Income
- £487,423
- Total Gross Expenditure
- £418,292
- 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
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 14 April 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 645327
- Income Other
- 0
- Income Total Income And Endowments
- 645327
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £81,773
- Expenditure Charitable Expenditure
- £28,592,096
- Expenditure Other
- 0
- Expenditure Total
- 28673869
- Expenditure Investment Management
- 81773
- Expenditure Grants Institution
- 28563607
- Expenditure Governance
- 15278
- Expenditure Support Costs
- 15278
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 105329
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £10,826
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £47,213
- Assets Total Liabilities
- £36,387
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £10,826
- Creditors One Year Total Current
- 36387
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £47,213
- Funds Endowment
- 0
- Funds Unrestricted
- 10826
- Funds Restricted
- 0
- Funds Total
- 10826
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 6 August 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 683194
- Income Other
- 117
- Income Total Income And Endowments
- 683311
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £80,523
- Expenditure Charitable Expenditure
- £788,344
- Expenditure Other
- 0
- Expenditure Total
- 868867
- Expenditure Investment Management
- 80523
- Expenditure Grants Institution
- 765500
- Expenditure Governance
- 22844
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 2204359
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -602
- Gain Loss Other
- 0
- Reserves
- £27,934,039
- Assets Total Fixed
- 28035557
- Assets Own Use
- 0
- Assets Long Term Investment
- 28035557
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £319,282
- Assets Total Liabilities
- £420,800
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £27,934,039
- Creditors One Year Total Current
- 420800
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £314,993
- Funds Endowment
- 0
- Funds Unrestricted
- 27934039
- Funds Restricted
- 0
- Funds Total
- 27934039
- 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 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 29 April 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 597029
- Income Other
- 0
- Income Total Income And Endowments
- 597029
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £78,709
- Expenditure Charitable Expenditure
- £672,495
- Expenditure Other
- 0
- Expenditure Total
- 751204
- Expenditure Investment Management
- 78709
- Expenditure Grants Institution
- 656500
- Expenditure Governance
- 15995
- Expenditure Support Costs
- 15995
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -281231
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 762077
- Gain Loss Other
- 0
- Reserves
- £25,915,838
- Assets Total Fixed
- 24724792
- Assets Own Use
- 602
- Assets Long Term Investment
- 24724190
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,219,536
- Assets Total Liabilities
- £28,490
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £25,915,838
- Creditors One Year Total Current
- 28490
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,212,910
- Funds Endowment
- 0
- Funds Unrestricted
- 25915838
- Funds Restricted
- 0
- Funds Total
- 25915838
- 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 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 27 April 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 599921
- Income Other
- 42
- Income Total Income And Endowments
- 599963
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £82,673
- Expenditure Charitable Expenditure
- £791,695
- Expenditure Other
- 0
- Expenditure Total
- 874368
- Expenditure Investment Management
- 82673
- Expenditure Grants Institution
- 775500
- Expenditure Governance
- 16195
- Expenditure Support Costs
- 16195
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -1614689
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -1315034
- Gain Loss Other
- 0
- Reserves
- £25,589,167
- Assets Total Fixed
- 23557826
- Assets Own Use
- 602
- Assets Long Term Investment
- 23557224
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,180,825
- Assets Total Liabilities
- £149,484
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £25,589,167
- Creditors One Year Total Current
- 149484
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,162,478
- Funds Endowment
- 0
- Funds Unrestricted
- 25589167
- Funds Restricted
- 0
- Funds Total
- 25589167
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wirral
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Liverpool City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sefton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Knowsley
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- St Helens
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
08 Official extract
Charity Event History
- Charity Name
- PILKINGTON CHARITIES FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-05-01T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- DEED OF SETTLEMENT DATED 10 MAY 1950 AND SCHEMES OF 31 MAY 1966 AND 13 JUNE 1975, AMENDED BY SCHEME 14 SEPTEMBER 2000.AS AMENDED BY RESOLUTION DATED 18 DEC 2024
- Charitable Objects
- TO PROVIDE FINANCIAL ASSISTANCE (AT THE TRUSTEES DISCRETION) TO PAST, PRESENT AND FUTURE EMPLOYEES (AND THEIR DEPENDENTS) OF PILKINGTON BROTHERS LIMITED OR ANY COMPANY WHICH MAY BE AMALGAMATED WITH OR WHICH MAY FOR THE TIME BEING BE CARRYING ON BUSINESS IN SUCCESSION TO PILKINGTON BROTHERS LIMITED (ALL OF WHICH COMPANIES ARE HEREINAFTER INCLUDED IN THE EXPRESSION “THE COMPANY”) OR BY ANY COMPANY WHICH FOR THE TIME BEING IS OR HAS BEEN A SUBSIDIARY OF THE COMPANY (AS DEFINED IN SECTION 1159 OF THE COMPANIES ACT 2006); TO PREVENT OR RELIEVE POVERTY IN ST HELENS, MERSEYSIDE (AND ITS NEIGHBOURING AREAS) AND ELSEWHERE IN THE UK, BY (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) PROVIDING: GRANTS, ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES, OR OTHER ORGANISATIONS WORKING TO PREVENT OR RELIEVE POVERTY; TO RELIEVE THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE ACROSS ST HELENS, MERSEYSIDE (AND ITS NEIGHBOURING AREAS) AND ELSEWHERE IN THE UK
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 291804
- Charity Name Type
- Working name
- Charity Name
- THE PILKINGTON CHARITIES FUND
11 Official extract
Charity Policy
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investment
- Policy Name
- Complaints handling
- Policy Name
- Complaints policy and procedures