BERGQVIST CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 10 December 1992
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £40,077
Latest expenditure: £48,061
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: MOAT FARM, WATER LANE, FORD, AYLESBURY, HP17 8XD

02 Activities

What the charity does

The charity promotes health, the arts, education and the environment, by making grants to specialist registered charities and community organisations. There is a particular emphasis on epilepsy and psychiatric research projects and assisting people with epilepsy and mental health conditions.

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: 29 September 2025
Date Accounts Received: 29 September 2025
Total Gross Income: £40,077
Total Gross Expenditure: £48,061

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: 12 June 2024
Date Accounts Received: 12 June 2024
Total Gross Income: £40,035
Total Gross Expenditure: £12,445

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: 12 June 2024
Total Gross Income: £16,479
Total Gross Expenditure: £72,047

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: 17 March 2022
Date Accounts Received: 17 March 2022
Total Gross Income: £43,524
Total Gross Expenditure: £55,925

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 25 October 2021
Date Accounts Received: 25 October 2021
Total Gross Income: £49,660
Total Gross Expenditure: £56,446

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: 29 September 2025
Total Gross Income: £40,077
Total Gross Expenditure: £48,061
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: 12 June 2024
Total Gross Income: £40,035
Total Gross Expenditure: £12,445
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: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 12 June 2024
Total Gross Income: £16,479
Total Gross Expenditure: £72,047
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 17 March 2022
Total Gross Income: £43,524
Total Gross Expenditure: £55,925
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 25 October 2021
Total Gross Income: £49,660
Total Gross Expenditure: £56,446
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: 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: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: BERGQVIST CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1992-12-10T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 16 NOVEMBER 1992
Charitable Objects: GENERAL CHARITABLE PURPOSES
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures