PERCY LEA CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 9 September 1991
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £3,714
Latest expenditure: £3,650
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: KEEPERS COTTAGE, HILL LANE, ELMLEY CASTLE, PERSHORE, WR10 3JA

02 Activities

What the charity does

Small grants to charitable bodies e.g. nature & wildlife conservation,environmental protection, cancer & medical research, education and disadvantaged children

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: 16 January 2026
Total Gross Income: £3,714
Total Gross Expenditure: £3,650

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: 21 October 2024
Total Gross Income: £4,424
Total Gross Expenditure: £6,130

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: 23 November 2023
Total Gross Income: £3,834
Total Gross Expenditure: £7,000

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: 17 June 2022
Total Gross Income: £4,773
Total Gross Expenditure: £5,000

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: 26 July 2021
Total Gross Income: £3,001
Total Gross Expenditure: £1,500

04 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Wolverhampton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Dudley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sandwell
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Solihull
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Warwickshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Coventry City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Walsall
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Birmingham City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Worcestershire
Welsh Ind: No

05 Official extract

Charity Classification

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

Classification Code: 111
Classification Type: What
Classification Description: Animals

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

06 Official extract

Charity Event History

Charity Name: PERCY LEA CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1991-09-09T00:00:00

07 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 28 AUGUST 1991
Charitable Objects: GENERAL CHARITABLE PURPOSES
Area Of Benefit: NOT DEFINED

08 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Investment