PHOEBE WORTLEY-TALBOT CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 24 January 2011
Removed: Not supplied
Financial period: 1 July 2025 – 30 June 2026
Latest income: £14,180
Latest expenditure: £85,173
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Morecrofts Llp, 7 Church Road, Woolton, LIVERPOOL, L25 5JE

02 Activities

What the charity does

The charity receives numerous appeals from a wide range of charities seeking funds.The Trustees meet once a year to consider appeals and have due regard to the public benefit guidelines of the Charity Commission. The charity distributes to those falling within the activities classification of the charity.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2025
Fin Period End Date: 30 June 2026
Ar Cycle Reference: AR26
Reporting Due Date: 30 April 2027
Date Annual Return Received: 27 July 2026
Total Gross Income: £14,180
Total Gross Expenditure: £85,173

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 28 July 2025
Total Gross Income: £7,646
Total Gross Expenditure: £169,134

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 28 October 2024
Total Gross Income: £10,072
Total Gross Expenditure: £119,200

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 19 January 2024
Total Gross Income: £14,400
Total Gross Expenditure: £122,500

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 2 January 2023
Total Gross Income: £14,426
Total Gross Expenditure: £107,500

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 July 2025
Fin Period End Date: 30 June 2026
Ar Due Date: 30 April 2027
Ar Received Date: 27 July 2026
Total Gross Income: £14,180
Total Gross Expenditure: £85,173
Grant Making Is Main Activity: Yes
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: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 28 October 2024
Total Gross Income: £10,072
Total Gross Expenditure: £119,200
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: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 19 January 2024
Total Gross Income: £14,400
Total Gross Expenditure: £122,500
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: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 2 January 2023
Total Gross Income: £14,426
Total Gross Expenditure: £107,500
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: 202
Classification Type: Who
Classification Description: Elderly/old People

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

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

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: PHOEBE WORTLEY-TALBOT CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-01-24T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT PROBATE ON 3 NOVEMBER 2009
Charitable Objects: FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ENGLAND AS MY TRUSTEES MAY IN THEIR DISCRETION THINK FIT
Area Of Benefit: UNDEFINED. IN PRACTICE. NATIONAL

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Risk management