CCEW Charity Commission profile

RETA LILA WESTON TRUST FOR MEDICAL RESEARCH

Registered charity 256279 · organisation 256279

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
27 June 1968
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,040,394
Latest expenditure
£4,833,304
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: The Trust Partnership Ltd, 6 Trull Farm Buildings, Trull, TETBURY, Gloucestershire, GL8 8SQ

02 Activities

What the charity does

The principal objectives of the Charity are to provide monies for the purposes of providing medical research and promoting neurological research throughout the UK and providing funding to the Department of Neurological Studies at the Middlesex Hospital and Medical School, London, now part of University College London.

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
10 December 2025
Date Accounts Received
10 December 2025
Total Gross Income
£1,040,394
Total Gross Expenditure
£4,833,304
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
23 December 2024
Date Accounts Received
23 December 2024
Total Gross Income
£706,622
Total Gross Expenditure
£790,975
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
21 December 2023
Date Accounts Received
21 December 2023
Total Gross Income
£550,881
Total Gross Expenditure
£69,664
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
14 December 2022
Date Accounts Received
14 December 2022
Total Gross Income
£464,386
Total Gross Expenditure
£77,053
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
Total Gross Income
£66
Total Gross Expenditure
£2,388,412

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
10 December 2025
Total Gross Income
£1,040,394
Total Gross Expenditure
£4,833,304
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 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
23 December 2024
Total Gross Income
£706,622
Total Gross Expenditure
£790,975
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 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
21 December 2023
Total Gross Income
£550,881
Total Gross Expenditure
£69,664
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 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
14 December 2022
Total Gross Income
£464,386
Total Gross Expenditure
£77,053
Charity Raises Funds From Public
No
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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
10 December 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1040394
Income Other
0
Income Total Income And Endowments
1040394
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£55,015
Expenditure Charitable Expenditure
£4,778,289
Expenditure Other
0
Expenditure Total
4833304
Expenditure Investment Management
55015
Expenditure Grants Institution
4657560
Expenditure Governance
8100
Expenditure Support Costs
55864
Expenditure Depreciation
0
Gain Loss Investment
-5692914
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£33,535,112
Assets Total Fixed
37638004
Assets Own Use
0
Assets Long Term Investment
37638004
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,263,481
Assets Total Liabilities
£5,366,373
Assets Current Investment
0
Assets Total Assets And Liabilities
£33,535,112
Creditors One Year Total Current
3216373
Creditors Falling Due After One Year
2150000
Assets Cash
£1,263,481
Funds Endowment
33535112
Funds Unrestricted
0
Funds Restricted
0
Funds Total
33535112
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 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
23 December 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
706622
Income Other
0
Income Total Income And Endowments
706622
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£52,328
Expenditure Charitable Expenditure
£738,647
Expenditure Other
0
Expenditure Total
790975
Expenditure Investment Management
52328
Expenditure Grants Institution
627479
Expenditure Governance
7800
Expenditure Support Costs
58840
Expenditure Depreciation
0
Gain Loss Investment
7185324
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£42,965,921
Assets Total Fixed
43993737
Assets Own Use
0
Assets Long Term Investment
43993737
Defined Benefit Pension Scheme
0
Assets Other Assets
£122,908
Assets Total Liabilities
£1,150,724
Assets Current Investment
0
Assets Total Assets And Liabilities
£42,965,921
Creditors One Year Total Current
460724
Creditors Falling Due After One Year
690000
Assets Cash
£122,908
Funds Endowment
42965921
Funds Unrestricted
0
Funds Restricted
0
Funds Total
42965921
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
21 December 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
501195
Income Other
49686
Income Total Income And Endowments
550881
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£39,061
Expenditure Charitable Expenditure
£30,603
Expenditure Other
0
Expenditure Total
69664
Expenditure Investment Management
39061
Expenditure Grants Institution
0
Expenditure Governance
7800
Expenditure Support Costs
7800
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
2628004
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£35,812,622
Assets Total Fixed
37070208
Assets Own Use
0
Assets Long Term Investment
37070208
Defined Benefit Pension Scheme
0
Assets Other Assets
£539,553
Assets Total Liabilities
£1,797,139
Assets Current Investment
0
Assets Total Assets And Liabilities
£35,812,622
Creditors One Year Total Current
917139
Creditors Falling Due After One Year
880000
Assets Cash
£320,428
Funds Endowment
35812622
Funds Unrestricted
0
Funds Restricted
0
Funds Total
35812622
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Guernsey
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
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
Jersey
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
Country
Geographic Area Description
Isle Of Man
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
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research

08 Official extract

Charity Event History

Charity Name
RETA LILA WESTON TRUST FOR MEDICAL RESEARCH
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1968-06-27T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 5TH JANUARY 1968AS AMENDED BY SCHEME DATED 30 OCT 2001
Charitable Objects
FOR THE PURPOSES OF (A) PROMOTING MEDICAL RESEARCH OF ALL KINDS THROUGHOUT THE UNITED KINGDOM. (B) PROMOTING NEUROLOGICAL RESEARCH THROUGHOUT THE UNITED KINGDOM. (C) FOR THE CHARITABLE PURPOSES OF THE DEPARTMENT OF NEUROLOGICAL STUDIES AT THE NIDDLESEX HOSPITAL AND MEDICAL SCHOOL LONDON. (FOR DETAILS SEE CL. 3 OF THE DEED)
Area Of Benefit
UNITED KINGDOM

10 Official extract

Charity Policy

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