MISS E F RATHBONE CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 11 March 1964
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £406,017
Latest expenditure: £489,021
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 546 Warrington Road, Rainhill, Prescot, L35 4LZ

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

02 Activities

What the charity does

The Trust is a grant-giving charity. Charities and charitable projects focused on Merseyside. Charities benefiting women and unpopular causes but avoiding those with sectarian interest.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 3 February 2026
Date Accounts Received: 5 February 2026
Total Gross Income: £406,017
Total Gross Expenditure: £489,021

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 4 February 2025
Date Accounts Received: 4 February 2025
Total Gross Income: £386,090
Total Gross Expenditure: £446,090

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 1 February 2024
Date Accounts Received: 1 February 2024
Total Gross Income: £393,803
Total Gross Expenditure: £464,056

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 3 February 2023
Date Accounts Received: 3 February 2023
Total Gross Income: £475,861
Total Gross Expenditure: £424,070

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 25 January 2022
Date Accounts Received: 25 January 2022
Total Gross Income: £287,951
Total Gross Expenditure: £418,711

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 3 February 2026
Total Gross Income: £406,017
Total Gross Expenditure: £489,021
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 4 February 2025
Total Gross Income: £386,090
Total Gross Expenditure: £446,090
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 1 February 2024
Total Gross Income: £393,803
Total Gross Expenditure: £464,056
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 3 February 2023
Total Gross Income: £475,861
Total Gross Expenditure: £424,070
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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 25 January 2022
Total Gross Income: £287,951
Total Gross Expenditure: £418,711
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 Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

07 Official extract

Charity Event History

Charity Name: MISS E F RATHBONE CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-03-11T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 4 FEBRUARY 1947
Charitable Objects: FOR CHARITABLE PURPOSES AT THE DISCRETION OF THE TRUSTEES.
Area Of Benefit: NATIONAL

09 Official extract

Charity Other Names

Charity Name Id: 78965
Charity Name Type: Working name
Charity Name: THE ELEANOR RATHBONE CHARITABLE TRUST

10 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures