F R RATCLIFF CHARITABLE SETTLEMENT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 27 October 1964
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £67,761
Latest expenditure: £69,897
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Woodlands, Earls Common Road, Stock Green, REDDITCH, Worcestershire, B96 6TB

02 Activities

What the charity does

Whilst the Settlement's constitution provides for a wide range of charitable giving, for administrative ease its income is transferred in total to The Ratcliff Foundation and distributed as part of The Foundation's own income.

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: 12 December 2025
Date Accounts Received: 12 December 2025
Total Gross Income: £67,761
Total Gross Expenditure: £69,897

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: 16 December 2024
Date Accounts Received: 16 December 2024
Total Gross Income: £60,989
Total Gross Expenditure: £65,009

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: 4 January 2024
Date Accounts Received: 4 January 2024
Total Gross Income: £54,020
Total Gross Expenditure: £54,020

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: 28 December 2022
Date Accounts Received: 28 December 2022
Total Gross Income: £43,457
Total Gross Expenditure: £43,457

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: 11 January 2022
Date Accounts Received: 11 January 2022
Total Gross Income: £61,024
Total Gross Expenditure: £61,024

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: 12 December 2025
Total Gross Income: £67,761
Total Gross Expenditure: £69,897
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: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 16 December 2024
Total Gross Income: £60,989
Total Gross Expenditure: £65,009
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: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 4 January 2024
Total Gross Income: £54,020
Total Gross Expenditure: £54,020
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: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 28 December 2022
Total Gross Income: £43,457
Total Gross Expenditure: £43,457
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: 11 January 2022
Total Gross Income: £61,024
Total Gross Expenditure: £61,024
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: F R RATCLIFF CHARITABLE SETTLEMENT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-10-27T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SETTLEMENT DATED 9 MAY 1964.
Charitable Objects: INCOME TO BE APPLIED YEARLY FOR SUCH CHARITABLE INSTITUTIONS AND OBJECTS AS THE TRUSTEES MAY SELECT. ANY BALANCE TO THE BRITISH RED CROSS SOCIETY.
Area Of Benefit: NOT DEFINED.

09 Official extract

Charity Other Names

Charity Name Id: 151301
Charity Name Type: Previous name
Charity Name: F R RATCLIFFE CHARITABLE SETTLEMENT

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures