01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 18 June 1969
- Removed
- Not supplied
- Financial period
- 6 April 2024 – 5 April 2025
- Latest income
- £4,251
- Latest expenditure
- £2,357
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: RATHBONE INVESTMENT MANAGEMENT, PORT OF LIVERPOOL BUILDING, PIER HEAD, LIVERPOOL, L3 1NW
02 Activities
What the charity does
The charitable purposes of the trust are the relief of those in need, by reason of youth, age, ill-health, disability, financial hardship or other disadvantage.
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
- £4,251
- Total Gross Expenditure
- £2,357
- 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
- 5 February 2025
- Total Gross Income
- £3,958
- Total Gross Expenditure
- £2,875
- 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
- 5 February 2024
- Total Gross Income
- £3,534
- Total Gross Expenditure
- £2,018
- 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
- 30 January 2023
- Total Gross Income
- £2,740
- Total Gross Expenditure
- £2,301
- 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
- 2 February 2022
- Total Gross Income
- £2,155
- Total Gross Expenditure
- £1,973
04 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
05 Official extract
Charity Classification
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- 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
06 Official extract
Charity Event History
- Charity Name
- E J B ROSE CHARITABLE SETTLEMENT
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1969-06-18T00:00:00
07 Official extract
Charity Governing Document
- Governing Document Description
- SETTLEMENT DATED 15TH APRIL 1969
- Charitable Objects
- SUCH LEGALLY CHARITABLE PURPOSES AS THE TRUSTEES SHALL SELECT INCLUDING THEREIN (BUT WITHOUT RETRICTING THE GENERALITY OF THE FOREGOING) THE RELIEF OF POOR PERSONS INCLUDING ANY RELATIONS OR DESCENDANTS OF THE SETTLOR.
- Area Of Benefit
- UNRESTRICTED
08 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Conflicting interests