CCEW Charity Commission profile

J&M RATHBONE CHARITABLE TRUST

Registered charity 1135340 · organisation 4050167

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 31 March 2010
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £5,874
Latest expenditure: £1,180
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: OLD HALL FARM, WOODHOUSE LANE, MARCHWIEL, WREXHAM, LL13 0ST

02 Activities

What the charity does

THE CHARITY IS A GRANT MAKING CHARITABLE TRUST GIVING TO A BROAD SPECTRUM OF WORTHWHILE CHARITABLE CAUSES.

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: 2 November 2026
Total Gross Income: £5,874
Total Gross Expenditure: £1,180

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: 2 November 2025
Total Gross Income: £7,340
Total Gross Expenditure: £2,200

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: 27 November 2024
Total Gross Income: £8,059
Total Gross Expenditure: £1,730

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: 31 October 2023
Total Gross Income: £6,574
Total Gross Expenditure: £2,824

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: 27 September 2022
Total Gross Income: £5,210
Total Gross Expenditure: £2,085

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

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

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

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

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 111
Classification Type: What
Classification Description: Animals

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

Showing 20 of 28 supplied records in this dataset.

06 Official extract

Charity Event History

Charity Name: J&M RATHBONE CHARITABLE TRUST
Charity Event Order: 2
Event Type: Removed
Date Of Event: 2013-06-09T00:00:00
Reason: Does not operate

Charity Name: J&M RATHBONE CHARITABLE TRUST
Charity Event Order: 3
Event Type: Re-registered
Date Of Event: 2013-07-23T00:00:00

Charity Name: J&M RATHBONE CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2010-03-31T00:00:00

07 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED MADE 22 FEBRUARY 2010
Charitable Objects: 1 TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT2 THE TRUSTEES MAY ACCUMULATE ANY PART OF THE INCOME OF THE TRUST FUND DURING THE ACCUMULATION PERIOD OR SUCH OTHER PERIOD AS MAY BE PERMITTED BY THE LAW
Area Of Benefit: UNDEFINED. IN PRACTICE, LOCAL.

08 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Risk management