PRICE PARRY CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 30 May 2018
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £80,102
Latest expenditure: £95,063
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: RATHBONE INVESTMENT MANAGEMENT, PORT OF LIVERPOOL BUILDING, PIER HEAD, LIVERPOOL, L3 1NW

02 Activities

What the charity does

The trustees hold the capital and income of the charity from which they make donations to charitable organisations benefiting the Wirral and Liverpool area, with preference currently given towards social needs, the alleviation of poverty, the support of various medical fields, help for the aged, the environment and supporting worldwide disasters and the disadvantaged though community projects.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 27 July 2026
Date Accounts Received: 27 July 2026
Total Gross Income: £80,102
Total Gross Expenditure: £95,063

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 3 July 2025
Date Accounts Received: 3 July 2025
Total Gross Income: £76,621
Total Gross Expenditure: £103,035

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 30 July 2024
Date Accounts Received: 30 July 2024
Total Gross Income: £81,549
Total Gross Expenditure: £97,759

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 26 July 2023
Date Accounts Received: 26 July 2023
Total Gross Income: £70,466
Total Gross Expenditure: £16,186

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 25 July 2022
Date Accounts Received: 29 July 2022
Total Gross Income: £57,610
Total Gross Expenditure: £59,938

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: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 27 July 2026
Total Gross Income: £80,102
Total Gross Expenditure: £95,063
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: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 3 July 2025
Total Gross Income: £76,621
Total Gross Expenditure: £103,035
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: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 30 July 2024
Total Gross Income: £81,549
Total Gross Expenditure: £97,759
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: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 26 July 2023
Total Gross Income: £70,466
Total Gross Expenditure: £16,186
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: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 25 July 2022
Total Gross Income: £57,610
Total Gross Expenditure: £59,938
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: Local Authority
Geographic Area Description: Liverpool City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Wirral
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: PRICE PARRY CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2018-05-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED ON 04 JAN 2017
Charitable Objects: TO HOLD THE TRUST FUND AND THE INCOME THEREOF UPON TRUST TO APPLY THE SAME FOR SUCH CHARITABLE ORGANISATIONS IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DECIDE AND SUCH CHARITABLE PURPOSES AS THEY SHALL FROM TIME TO TIME DETERMINE.

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures