01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 12 July 2019
- Removed
- Not supplied
- Financial period
- 6 April 2024 – 5 April 2025
- Latest income
- £304,257
- Latest expenditure
- £1,207,991
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: RATHBONE TRUST COMPANY, PORT OF LIVERPOOL BUILDING, PIER HEAD, LIVERPOOL, L3 1NW
02 Activities
What the charity does
The charity will provide funding to benefit the general public (with preference to North West UK and Wales based charities) in order to prevent or relieve poverty, to advance their education or health, to advance community development and the arts, culture, heritage or science and protect and improve the environment.
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
- 28 January 2026
- Date Accounts Received
- 28 January 2026
- Total Gross Income
- £304,257
- Total Gross Expenditure
- £1,207,991
- 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
- 4 February 2025
- Date Accounts Received
- 4 February 2025
- Total Gross Income
- £288,311
- Total Gross Expenditure
- £695,614
- 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
- 5 February 2024
- Date Accounts Received
- 5 February 2024
- Total Gross Income
- £270,360
- Total Gross Expenditure
- £229,312
- 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
- 24 January 2023
- Total Gross Income
- £0
- Total Gross Expenditure
- £8,024
- 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
- 20 January 2022
- Total Gross Income
- £2,000
- Total Gross Expenditure
- £672
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
- 28 January 2026
- Total Gross Income
- £304,257
- Total Gross Expenditure
- £1,207,991
- 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
- 4 February 2025
- Total Gross Income
- £288,311
- Total Gross Expenditure
- £695,614
- 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
- 5 February 2024
- Total Gross Income
- £270,360
- Total Gross Expenditure
- £229,312
- 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
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
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
07 Official extract
Charity Event History
- Charity Name
- BAKER FAMILY CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2019-07-12T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 29 APR 2019
- Charitable Objects
- THE TRUSTEES HOLD THE CAPITAL AND INCOME OF THE FUND TO BE APPLIED TO OR FOR THE BENEFIT OF SUCH EXCLUSIVE CHARITABLE OBJECTS AND PURPOSES IN THE UNITED KINGDOM AS THE TRUSTEES IN THEIR DISCRETION THINK FIT.
09 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures