01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 8 February 2021
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £8,078
- Latest expenditure
- £4,480
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: RATHBONE TRUST COMPANY LIMITED, PORT OF LIVERPOOL BUILDING, PIER HEAD, LIVERPOOL, L3 1NW
02 Activities
What the charity does
In order to meet with the charity's objectives the Trustees will make grants towards wholly charitable purposes in England,Wales and Scotland with preference but not limited to the following areas. advancing education, advancing health, the arts, culture, heritage or science providing relief of those in need by reason of age, ill heath, financial hardship or other disadvantage
03 Official extract
Charity Annual Return History
- 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
- 21 October 2025
- Total Gross Income
- £8,078
- Total Gross Expenditure
- £4,480
- 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
- 31 October 2024
- Total Gross Income
- £8,021
- Total Gross Expenditure
- £4,371
- 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
- £6,237
- Total Gross Expenditure
- £5,188
- 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
- 24 October 2022
- Total Gross Income
- £5,247
- Total Gross Expenditure
- £7,305
04 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cumbria
- Welsh Ind
- No
05 Official extract
Charity Classification
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 116
- Classification Type
- What
- Classification Description
- Recreation
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
06 Official extract
Charity Event History
- Charity Name
- FREDERICK JAMES TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2021-02-08T00:00:00
07 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 27 JAN 2020AS AMENDED ON 07 JAN 2021
- Charitable Objects
- TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME, IN PARTICULAR, BUT NOT LIMITED TO: · THE ADVANCEMENT OF EDUCATION;· THE ADVANCEMENT OF HEALTH;· THE ADVANCEMENT OF ARTS, CULTURE, HERITAGE OR SCIENCE;· THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL HEATH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE.
08 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Risk management