IAN M FOULERTON CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 22 December 2015
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £53,294
Latest expenditure: £136,652
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Irwin Mitchell Llp, Thomas Eggar House, Friary Lane, CHICHESTER, PO19 1UF

02 Activities

What the charity does

The preservation conservation protection and restoration for public benefit of any building of historic architectural artistic or scientific interest and importance. The preservation protection conservation and restoration for public benefit of furniture pictures historic records books manuscripts. The advancement of the education of the public in buildings of historic architectural interest

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 February 2026
Date Accounts Received: 3 February 2026
Total Gross Income: £53,294
Total Gross Expenditure: £136,652

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: 6 January 2025
Date Accounts Received: 6 January 2025
Total Gross Income: £55,880
Total Gross Expenditure: £150,185

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: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £41,991
Total Gross Expenditure: £170,451

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 December 2022
Date Accounts Received: 16 December 2022
Total Gross Income: £48,414
Total Gross Expenditure: £191,983

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 2022
Date Accounts Received: 2 February 2022
Total Gross Income: £43,805
Total Gross Expenditure: £159,421

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 February 2026
Total Gross Income: £53,294
Total Gross Expenditure: £136,652
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: 6 January 2025
Total Gross Income: £55,880
Total Gross Expenditure: £150,185
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: 31 January 2024
Total Gross Income: £41,991
Total Gross Expenditure: £170,451
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: 5 December 2022
Total Gross Income: £48,414
Total Gross Expenditure: £191,983
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 2022
Total Gross Income: £43,805
Total Gross Expenditure: £159,421
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: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

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

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

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

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

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

07 Official extract

Charity Event History

Charity Name: IAN M FOULERTON CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2015-12-22T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED ON 19/12/2013
Charitable Objects: OBJECTS: (1) THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT OR TOWARDS: (A) THE PRESERVATION CONSERVATION PROTECTION AND RESTORATION FOR THE PUBLIC BENEFIT OF ANY BUILDING OR BUILDINGS OF HISTORIC ARCHITECTURAL OR ARTISTIC OR SCIENTIFIC INTEREST AND IMPORTANCE INCLUDING ANY ANCILLARY LAND AND BUILDINGS WHICH ARE VESTED IN OTHERS OR IN RESPECT OF WHICH THE TRUST SHALL HAVE ANY INTEREST OR WHICH SHALL OR MAY AT ANY TIME BE VESTED IN THE TRUST, (B) THE PRESERVATION PROTECTION CONSERVATION AND RESTORATION FOR THE PUBLIC BENEFIT OF ALL FURNITURE PICTURES HISTORIC RECORDS BOOKS MANUSCRIPTS MUNIMENTS ARMOUR PORCELAIN SILVER AND GOLD OBJECTS D'ART AND OTHER ITEMS OF HISTORIC ARTISTIC OR SCIENTIFIC INTEREST ASSOCIATED WITH OR DISPLAYED IN ANY SUCH BUILDING OR BUILDINGS, (C) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN BUILDINGS AND ANCILLARY LAND AND ITEMS OF HISTORIC ARCHITECTURAL ARTISTIC OR SCIENTIFIC INTEREST THROUGH THE CREATION MAINTENANCE AND FUNDING OF GRANTS BURSARIES SCHOLARSHIPS AND PRIZES FOR EDUCATIONAL AND RESEARCH PURPOSES AND TO INCREASE THE PUBLIC'S KNOWLEDGE APPRECIATION AND ENJOYMENT OF SUCH BUILDINGS LAND AND ITEMS. (2) THE TRUSTEES MAY IN THEIR DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF MY DEATH INSTEAD OF APPLYING THE INCOME OF THE TRUST IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE TRUST WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE TRUST ARISING IN THE THEN CURRENT YEAR.

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures