PILOZZO CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 15 March 1974
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £22,680
Latest expenditure: £10,969
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Rathbones Trust Company, Port of Liverpool Building, Pier Head, Liverpool, L3 1NW

02 Activities

What the charity does

The Trustees' make grants for the following: Medical research, the Arts and environmental charities.

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: 5 February 2026
Total Gross Income: £22,680
Total Gross Expenditure: £10,969

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: £18,391
Total Gross Expenditure: £6,001

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: 6 March 2024
Total Gross Income: £16,584
Total Gross Expenditure: £6,370

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: 26 January 2023
Total Gross Income: £15,795
Total Gross Expenditure: £5,869

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: 4 February 2022
Total Gross Income: £12,671
Total Gross Expenditure: £5,495

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: 5 February 2026
Total Gross Income: £22,680
Total Gross Expenditure: £10,969
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: 3 February 2025
Total Gross Income: £18,391
Total Gross Expenditure: £6,001
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: 6 March 2024
Total Gross Income: £16,584
Total Gross Expenditure: £6,370
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: 26 January 2023
Total Gross Income: £15,795
Total Gross Expenditure: £5,869
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: 4 February 2022
Total Gross Income: £12,671
Total Gross Expenditure: £5,495
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: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

07 Official extract

Charity Event History

Charity Name: PILOZZO CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1974-03-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SETTLEMENT DEED DATED 31ST AUGUST 1973
Charitable Objects: TO PAY OR APPLY THE INCOME AND ALL OR AS MUCH (IF ANY) OF THE CAPITAL AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR DESCRETION THINK FIT IN OR TOWARDS THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR PURPOSES AND IF MORE THAN ONE IN SUCH PROPORTIONS ANS IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR DISCRETION THINK FIT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Risk management