EDWARDS FAMILY CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Trust
Registered: 10 March 2008
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £133,478
Latest expenditure: £79,653
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: DUNCAN SHEARD GLASS, CASTLE CHAMBERS, 43 CASTLE STREET, LIVERPOOL, L2 9TL

02 Activities

What the charity does

The objects are for the furtherance of such charitable purpose or purposes as the Trustees from time to time determine, primarily, but not exclusively, situate in the North West of England with particular focus on Charites working for the benefit of children and young people

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: 3 June 2026
Date Accounts Received: 3 June 2026
Total Gross Income: £133,478
Total Gross Expenditure: £79,653

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
Date Accounts Received: 5 February 2025
Total Gross Income: £116,743
Total Gross Expenditure: £27,388

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: 9 January 2024
Date Accounts Received: 9 January 2024
Total Gross Income: £104,813
Total Gross Expenditure: £20,895

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: 3 February 2023
Date Accounts Received: 3 February 2023
Total Gross Income: £92,178
Total Gross Expenditure: £23,105

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 2023
Date Accounts Received: 2 February 2023
Total Gross Income: £92,281
Total Gross Expenditure: £39,137

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: 3 June 2026
Total Gross Income: £133,478
Total Gross Expenditure: £79,653
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: 5 February 2025
Total Gross Income: £116,743
Total Gross Expenditure: £27,388
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: 9 January 2024
Total Gross Income: £104,813
Total Gross Expenditure: £20,895
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: 3 February 2023
Total Gross Income: £92,178
Total Gross Expenditure: £23,105
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: 2 February 2023
Total Gross Income: £92,281
Total Gross Expenditure: £39,137
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
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

07 Official extract

Charity Event History

Charity Name: EDWARDS FAMILY CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2008-03-10T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED (DATED) 29 FEBRUARY 2008
Charitable Objects: THE OBJECTS ARE THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES IN ANY PART OF THE WORLD AND IF MORE THAN ONE IN SUCH PROPORTIONS AND IN SUCH MANNER AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT, WITH PARTICULAR FOCUS ON NORTH WEST ENGLAND
Area Of Benefit: WORLD PARTICULARLY NORTH WEST ENGLAND

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment