David Rattray Foundation — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 23 May 2007
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £383,124
Latest expenditure: £405,060
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Little Brambles, Chapel Road, Longham, DEREHAM, Norfolk, NR19 2AJ

Website recorded by the regulator: www.khula-education.org (displayed as text)

02 Activities

What the charity does

To support the development work of the David Rattray Foundation in South Africa and such other activities consistent with the objectives as the trustees may determine.

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: 2 February 2026
Date Accounts Received: 2 February 2026
Total Gross Income: £383,124
Total Gross Expenditure: £405,060

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: 4 February 2025
Date Accounts Received: 4 February 2025
Total Gross Income: £391,198
Total Gross Expenditure: £468,791

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
Date Accounts Received: 5 February 2024
Total Gross Income: £161,963
Total Gross Expenditure: £487,586

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: 5 February 2023
Date Accounts Received: 5 February 2023
Total Gross Income: £915,280
Total Gross Expenditure: £387,876

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: 3 February 2022
Date Accounts Received: 3 February 2022
Total Gross Income: £217,723
Total Gross Expenditure: £283,784

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: 2 February 2026
Total Gross Income: £383,124
Total Gross Expenditure: £405,060
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: 5

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: 4 February 2025
Total Gross Income: £391,198
Total Gross Expenditure: £468,791
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: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 5

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: 5 February 2024
Total Gross Income: £161,963
Total Gross Expenditure: £487,586
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: 5

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: 5 February 2023
Total Gross Income: £915,280
Total Gross Expenditure: £387,876
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 5

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: 3 February 2022
Total Gross Income: £217,723
Total Gross Expenditure: £283,784
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 6

05 Official extract

Charity Annual Return Partb

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: 5 February 2023
Income Donations And Legacies: 915276
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 4
Income Other: 0
Income Total Income And Endowments: 915280
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £17,343
Expenditure Charitable Expenditure: £370,533
Expenditure Other: 0
Expenditure Total: 387876
Expenditure Investment Management: 0
Expenditure Grants Institution: 295448
Expenditure Governance: 4410
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -3663
Reserves: £0
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £645,550
Assets Total Liabilities: £11,462
Assets Current Investment: 0
Assets Total Assets And Liabilities: £634,088
Creditors One Year Total Current: 11462
Creditors Falling Due After One Year: 0
Assets Cash: £645,550
Funds Endowment: 0
Funds Unrestricted: 194482
Funds Restricted: 439606
Funds Total: 634088
Count Employees: 1
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
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: South Africa
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Africa
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 115
Classification Type: What
Classification Description: Human Rights/religious Or Racial Harmony/equality Or Diversity

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

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

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

08 Official extract

Charity Event History

Charity Name: David Rattray Foundation
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2007-05-23T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 23/03/2007AS AMENDED ON 29/09/2011 AS AMENDED ON 23 JUN 2020 AS AMENDED ON 29 JUL 2024 AS AMENDED ON 29 JUL 2024 AS AMENDED ON 29 JUL 2024AS AMENDED BY RESOLUTION DATED 03 MAR 2026
Charitable Objects: 1) TO ADVANCE EDUCATION AND RAISE AWARENESS ABOUT DIFFERENT RACIAL GROUPS IN ORDER TO PROMOTE GOOD RELATIONS BETWEEN PERSONS OF DIFFERENT RACIAL GROUPS BY PROMOTING KNOWLEDGE AND MUTUAL UNDERSTANDING WITH PARTICULAR REFERENCE TO SOUTH AFRICA AND ITS HISTORICAL CONTEXT;2) TO ADVANCE THE EDUCATION OF 16 - 21 YEAR OLDS IN THE UNITED KINGDOM IN THE SUBJECT OF RACIAL RECONCILIATION WITH PARTICULAR REFERENCE TO SOUTH AFRICA AND ITS HISTORICAL CONTEXT;3) TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BYA) THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES IN SOUTHERN AFRICA AND B) THE RELIEF OF POVERTY AND THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY DISADVANTAGED COMMUNITIES IN SOUTHERN AFRICA PARTICULARLY IN THE AREAS OF EDUCATION AND HEALTH.
Area Of Benefit: NOT DEFINED IN PRACTICE NATIONAL AND OVERSEAS.

10 Official extract

Charity Other Names

Charity Name Id: 480890
Charity Name Type: Previous name
Charity Name: DAVID RATTRAY MEMORIAL TRUST (UK)

Charity Name Id: 515138
Charity Name Type: Previous name
Charity Name: DAVID RATTRAY MEMORIAL TRUST

11 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries