CCEW Charity Commission profile

BRIGADIER D V AND MRS H R PHELPS CHARITABLE SETTLEMENT

Registered charity 249047 · organisation 249047

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 18 August 1966
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £17,944
Latest expenditure: £71,096
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Howes Percival Llp, Flint Buildings, 1 Bedding Lane, NORWICH, NR3 1RG

02 Activities

What the charity does

To apply the income and capital of the trust fund for such charitable purposes, wherever situated, as the trustees think fit.

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: 4 February 2026
Total Gross Income: £17,944
Total Gross Expenditure: £71,096

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: 3 February 2025
Total Gross Income: £18,905
Total Gross Expenditure: £38,000

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: 17 July 2024
Total Gross Income: £21,258
Total Gross Expenditure: £54,553

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: 2 February 2023
Total Gross Income: £22,225
Total Gross Expenditure: £45,624

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: 19 May 2022
Total Gross Income: £20,448
Total Gross Expenditure: £34,589

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: 4 February 2026
Total Gross Income: £17,944
Total Gross Expenditure: £71,096
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: Yes
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: 3 February 2025
Total Gross Income: £18,905
Total Gross Expenditure: £38,000
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: Yes
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: 17 July 2024
Total Gross Income: £21,258
Total Gross Expenditure: £54,553
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: 2 February 2023
Total Gross Income: £22,225
Total Gross Expenditure: £45,624
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: 19 May 2022
Total Gross Income: £20,448
Total Gross Expenditure: £34,589
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: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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: BRIGADIER D V AND MRS H R PHELPS CHARITABLE SETTLEMENT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1966-08-18T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED DATED 1 APRIL 1966.
Charitable Objects: THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR OBJECT OR PURPOSES OR OBJECTS WHETHER IN THE UNITED KINGDOM OR IN ANY OTHER PARTS OF THE WORLD AND IF MORE THAN ONE IN SUCH PROPORTIONS AS THE TRUSTEES SHALL FROM TIME OT TIME THINK FIT.
Area Of Benefit: NATIONAL AND FOREIGN

09 Official extract

Charity Other Names

Charity Name Id: 333500
Charity Name Type: Previous name
Charity Name: D V PHELPS CHARITABLE TRUST

Charity Name Id: 333460
Charity Name Type: Working name
Charity Name: BRIGADIER & HON MRS DV PHELPS CHARITABLE SETTLEMENT

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Investment