Elgar Family Charitable Trust
Registered charity 1149600 Registered since 2012
Operates: Worcestershire
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Sector coverage
Commercial experience
Gaps to watch
- Several long-serving trustees could step down together
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Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.
Contact
| philippa.pipe@hwhlaw.co.uk | |
| Phone | 01905 726600 |
| Address | Hallmark Hulme, 3-5 Sansome Place, WORCESTER, WR1 1UQ |
Finances
£55,260 latest income
| Year | Income | Spending |
|---|---|---|
| 2021 | £52,243 | £34,409 |
| 2022 | £32,580 | £55,388 |
| 2023 | £40,157 | £40,862 |
| 2024 | £46,801 | £43,649 |
| 2025 | £55,260 | £341,178 |
What it does
What
General Charitable PurposesArts/culture/heritage/scienceWho
The General Public/mankindHow
Makes Grants To OrganisationsCharitable objects
3 OBJECTS3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST AS TO THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AS THE FOUNDER MAY BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE, FOR OR TOWARDS SUCH CHARITABLE PURPOSES, AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS, AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE FOUNDER MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT. WHERE THE FOUNDER HAS NOT, BY 5 APRIL IN THE INCOME TAX YEAR FOLLOWING THAT IN WHICH THE INCOME ARISES, GIVEN A DIRECTION WHICH FULLY DISPOSES OF THE INCOME, THEN SUCH INCOME SHALL BE DISPOSED OF IN ACCORDANCE WITH SUB-CLAUSE 3.2.3.2 SUBJECT TO, AND IN DEFAULT OF ANY DIRECTION UNDER SUB-CLAUSE 3.1, AND INSOFAR AS ANY SUCH DIRECTION IS NOT EXHAUSTIVE, THE TRUSTEES SHALL APPLY THE INCOME FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND SHALL MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS, AT SUCH TIMES AND IN SUCH MANNER, AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT. THE TRUSTEES MAY, IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THE RIGHT OF THE TRUSTEES TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR
Governing document: TRUST DEED DATED 24 AUG 2012
Trustees (4)
- Hilary Frances Elgar Chair since 2012
- David Andrew Watsonage 48 since 2023
- Michael Frederick Messengerage 89 since 2012
- Michael William Trott since 2023
Connected charities (1)
- Muswell Hill Methodist Church 1 shared trustee
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