01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 24 April 2023
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £37,310
- Latest expenditure
- £47,184
- 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
Supporting wholly charitable purposes as considered in England and Wales to provide public benefit, such as enhancing communities, areas and providing opportunities in ways which would not be possible without funding being provided. While keeping in mind the interests of David James Wilson, and the areas he enjoyed.
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
- 23 June 2025
- Date Accounts Received
- 23 June 2025
- Total Gross Income
- £37,310
- Total Gross Expenditure
- £47,184
- 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
- 24 October 2024
- Total Gross Income
- £10,930
- Total Gross Expenditure
- £55,578
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 23 June 2025
- Total Gross Income
- £37,310
- Total Gross Expenditure
- £47,184
- 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
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 24 October 2024
- Total Gross Income
- £10,930
- Total Gross Expenditure
- £55,578
- 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
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 110
- Classification Type
- What
- Classification Description
- Amateur Sport
- Classification Code
- 111
- Classification Type
- What
- Classification Description
- Animals
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
07 Official extract
Charity Event History
- Charity Name
- DAVID JAMES WILSON MEMORIAL FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2023-04-24T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 21 FEB 2020
- Charitable Objects
- 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 IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY 'CHARITABLE' OBJECTS AND PURPOSES IN THE UNITED KINGDOM AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.
09 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investment