BritDB

CCEW Charity Commission profile

HUMPHREY RICHARDSON TAYLOR CHARITABLE TRUST

Registered charity 1062836 · organisation 3074328

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
13 June 1997
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£637,774
Latest expenditure
£646,320
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: H R Taylor Charitable Trust, 32 Chipstead Station Parade, Chipstead, COULSDON, Surrey, CR5 3TF

Website recorded by the regulator: www.hrtaylortrust.org.uk (displayed as text)

02 Activities

What the charity does

The main objective of the Trust is the 'advancement of public education in and the appreciation of the art and science of music'. It achieves this through funding a wide range of music related activities at state primary, secondary and tertiary levels and supporting the performance of live classical music by local (mainly amateur) music societies.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
4 August 2026
Date Accounts Received
4 August 2026
Total Gross Income
£637,774
Total Gross Expenditure
£646,320
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
16 September 2025
Date Accounts Received
16 September 2025
Total Gross Income
£534,826
Total Gross Expenditure
£698,969
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
22 October 2024
Date Accounts Received
22 October 2024
Total Gross Income
£526,551
Total Gross Expenditure
£525,818
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
10 October 2023
Date Accounts Received
10 October 2023
Total Gross Income
£522,532
Total Gross Expenditure
£727,460
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
20 October 2022
Date Accounts Received
20 October 2022
Total Gross Income
£711,820
Total Gross Expenditure
£531,425

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
4 August 2026
Total Gross Income
£637,774
Total Gross Expenditure
£646,320
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
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
16 September 2025
Total Gross Income
£534,826
Total Gross Expenditure
£698,969
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
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
22 October 2024
Total Gross Income
£526,551
Total Gross Expenditure
£525,818
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
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
10 October 2023
Total Gross Income
£522,532
Total Gross Expenditure
£727,460
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
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
20 October 2022
Total Gross Income
£711,820
Total Gross Expenditure
£531,425
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 Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
4 August 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
637774
Income Other
0
Income Total Income And Endowments
637774
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£56,680
Expenditure Charitable Expenditure
£521,900
Expenditure Other
67740
Expenditure Total
646320
Expenditure Investment Management
17784
Expenditure Grants Institution
488543
Expenditure Governance
12635
Expenditure Support Costs
67740
Expenditure Depreciation
0
Gain Loss Investment
558960
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£12,515,696
Assets Total Fixed
12617231
Assets Own Use
0
Assets Long Term Investment
12617231
Defined Benefit Pension Scheme
0
Assets Other Assets
£528,829
Assets Total Liabilities
£630,364
Assets Current Investment
12537
Assets Total Assets And Liabilities
£12,515,696
Creditors One Year Total Current
630364
Creditors Falling Due After One Year
0
Assets Cash
£515,266
Funds Endowment
0
Funds Unrestricted
12515696
Funds Restricted
0
Funds Total
12515696
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
16 September 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
534826
Income Other
0
Income Total Income And Endowments
534826
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£185,213
Expenditure Charitable Expenditure
£442,488
Expenditure Other
71268
Expenditure Total
698969
Expenditure Investment Management
17111
Expenditure Grants Institution
424698
Expenditure Governance
13805
Expenditure Support Costs
71268
Expenditure Depreciation
0
Gain Loss Investment
221400
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,965,282
Assets Total Fixed
12076425
Assets Own Use
0
Assets Long Term Investment
12076425
Defined Benefit Pension Scheme
0
Assets Other Assets
£403,977
Assets Total Liabilities
£515,120
Assets Current Investment
11467
Assets Total Assets And Liabilities
£11,965,282
Creditors One Year Total Current
515120
Creditors Falling Due After One Year
0
Assets Cash
£378,316
Funds Endowment
0
Funds Unrestricted
11965282
Funds Restricted
0
Funds Total
11965282
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
22 October 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
526551
Income Other
0
Income Total Income And Endowments
526551
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£83,482
Expenditure Charitable Expenditure
£375,658
Expenditure Other
66678
Expenditure Total
525818
Expenditure Investment Management
16147
Expenditure Grants Institution
351688
Expenditure Governance
14487
Expenditure Support Costs
66678
Expenditure Depreciation
0
Gain Loss Investment
315271
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,908,025
Assets Total Fixed
11872986
Assets Own Use
0
Assets Long Term Investment
11872986
Defined Benefit Pension Scheme
0
Assets Other Assets
£501,773
Assets Total Liabilities
£466,734
Assets Current Investment
10437
Assets Total Assets And Liabilities
£11,908,025
Creditors One Year Total Current
466734
Creditors Falling Due After One Year
0
Assets Cash
£490,461
Funds Endowment
0
Funds Unrestricted
11908025
Funds Restricted
0
Funds Total
11908025
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
10 October 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
522532
Income Other
0
Income Total Income And Endowments
522532
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£54,732
Expenditure Charitable Expenditure
£612,340
Expenditure Other
60388
Expenditure Total
727460
Expenditure Investment Management
54732
Expenditure Grants Institution
533408
Expenditure Governance
12627
Expenditure Support Costs
60388
Expenditure Depreciation
0
Gain Loss Investment
-608171
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,592,021
Assets Total Fixed
11573861
Assets Own Use
0
Assets Long Term Investment
11573861
Defined Benefit Pension Scheme
0
Assets Other Assets
£528,968
Assets Total Liabilities
£510,808
Assets Current Investment
10332
Assets Total Assets And Liabilities
£11,592,021
Creditors One Year Total Current
510808
Creditors Falling Due After One Year
0
Assets Cash
£489,149
Funds Endowment
0
Funds Unrestricted
11592021
Funds Restricted
0
Funds Total
11592021
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
20 October 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
711820
Income Other
0
Income Total Income And Endowments
711820
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£54,737
Expenditure Charitable Expenditure
£420,778
Expenditure Other
55910
Expenditure Total
531425
Expenditure Investment Management
54737
Expenditure Grants Institution
361219
Expenditure Governance
9366
Expenditure Support Costs
55910
Expenditure Depreciation
0
Gain Loss Investment
-3294597
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-3294597
Gain Loss Other
0
Reserves
£12,405,120
Assets Total Fixed
12095922
Assets Own Use
0
Assets Long Term Investment
12095922
Defined Benefit Pension Scheme
0
Assets Other Assets
£699,978
Assets Total Liabilities
£390,780
Assets Current Investment
13032
Assets Total Assets And Liabilities
£12,405,120
Creditors One Year Total Current
390780
Creditors Falling Due After One Year
0
Assets Cash
£564,486
Funds Endowment
0
Funds Unrestricted
12405120
Funds Restricted
0
Funds Total
12405120
Count Employees
2
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Surrey
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Kingston Upon Thames
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Sutton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Croydon
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name
HUMPHREY RICHARDSON TAYLOR CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1997-06-13T00:00:00
Charity Name
HUMPHREY RICHARDSON TAYLOR CHARITABLE TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2024-04-18T00:00:00
Reason
Does not operate
Assoc Organisation Number
3992760
Assoc Registered Charity Number
1093001
Assoc Charity Name
STONELEIGH CHORAL SOCIETY
Charity Name
HUMPHREY RICHARDSON TAYLOR CHARITABLE TRUST
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2024-05-09T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
262674
Assoc Registered Charity Number
262674
Assoc Charity Name
THE CHANDOS CHOIR

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 23RD MAY 1997 as amended on 04 Apr 2019 as amended on 04 Apr 2019
Charitable Objects
THE ADVANCEMENT OF PUBLIC EDUCATION IN AND APPRECIATION OF THE ART AND SCIENCE OF MUSIC AND ALLIED PERFORMING ARTS (INCLUDING THE PRESENTATION OF PUBLIC CONCERTS AND RECITALS) AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION WITHOUT BEING LIABLE TO ACCOUNT FOR THE EXERCISE OF SUCH DISCRETION THINK FIT.
Area Of Benefit
SURREY

10 Official extract

Charity Other Names

Charity Name Id
270418
Charity Name Type
Working name
Charity Name
HR TAYLOR CHARITABLE TRUST

11 Official extract

Charity Policy

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