CCEW Charity Commission profile

MISS BARBARA MARY WILMOT DISCRETIONARY TRUST

Registered charity 1022713 · organisation 1022713

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
20 July 1993
Removed
Not supplied
Financial period
26 May 2024 – 25 May 2025
Latest income
£98,076
Latest expenditure
£156,541
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Apex Corporate Trustees (UK) Ltd, 4th Floor, 140 Aldersgate Street, London, EC1A 4HY

02 Activities

What the charity does

For the purpose of research into diseases of the human eye by such payments at such time or times and to such organisations and individuals as the Trustees in the light of current circumstances may consider will best achieve the objects.

03 Official extract

Charity Annual Return History

Fin Period Start Date
26 May 2024
Fin Period End Date
25 May 2025
Ar Cycle Reference
AR25
Reporting Due Date
25 March 2026
Date Annual Return Received
19 March 2026
Date Accounts Received
19 March 2026
Total Gross Income
£98,076
Total Gross Expenditure
£156,541
Fin Period Start Date
26 May 2023
Fin Period End Date
25 May 2024
Ar Cycle Reference
AR24
Reporting Due Date
25 March 2025
Date Annual Return Received
21 January 2025
Date Accounts Received
21 January 2025
Total Gross Income
£105,026
Total Gross Expenditure
£134,899
Fin Period Start Date
26 May 2022
Fin Period End Date
25 May 2023
Ar Cycle Reference
AR23
Reporting Due Date
25 March 2024
Date Annual Return Received
13 December 2023
Date Accounts Received
13 December 2023
Total Gross Income
£99,281
Total Gross Expenditure
£173,474
Fin Period Start Date
26 May 2021
Fin Period End Date
25 May 2022
Ar Cycle Reference
AR22
Reporting Due Date
25 March 2023
Date Annual Return Received
16 January 2023
Date Accounts Received
16 January 2023
Total Gross Income
£104,492
Total Gross Expenditure
£185,794
Fin Period Start Date
26 May 2020
Fin Period End Date
25 May 2021
Ar Cycle Reference
AR21
Reporting Due Date
25 March 2022
Date Annual Return Received
2 March 2022
Date Accounts Received
2 March 2022
Total Gross Income
£93,498
Total Gross Expenditure
£171,708

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
26 May 2024
Fin Period End Date
25 May 2025
Ar Due Date
25 March 2026
Ar Received Date
19 March 2026
Total Gross Income
£98,076
Total Gross Expenditure
£156,541
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
Yes
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
26 May 2023
Fin Period End Date
25 May 2024
Ar Due Date
25 March 2025
Ar Received Date
21 January 2025
Total Gross Income
£105,026
Total Gross Expenditure
£134,899
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
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
AR23
Fin Period Start Date
26 May 2022
Fin Period End Date
25 May 2023
Ar Due Date
25 March 2024
Ar Received Date
13 December 2023
Total Gross Income
£99,281
Total Gross Expenditure
£173,474
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
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
4
Ar Cycle Reference
AR22
Fin Period Start Date
26 May 2021
Fin Period End Date
25 May 2022
Ar Due Date
25 March 2023
Ar Received Date
16 January 2023
Total Gross Income
£104,492
Total Gross Expenditure
£185,794
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other 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
AR21
Fin Period Start Date
26 May 2020
Fin Period End Date
25 May 2021
Ar Due Date
25 March 2022
Ar Received Date
2 March 2022
Total Gross Income
£93,498
Total Gross Expenditure
£171,708
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other 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
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities

07 Official extract

Charity Event History

Charity Name
MISS BARBARA MARY WILMOT DISCRETIONARY TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1993-07-20T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
WILL DATED 29TH OCTOBER 1992 AND PROVED 15TH JANUARY 1993AS AMENDED BY SCHEME DATED 09 AUG 2016
Charitable Objects
FOR THE PURPOSE OF RESEARCH INTO DISEASES OF THE HUMAN EYE BY SUCH PAYMENTS AT SUCH TIME OR TIMES AND TO SUCH ORGANISATIONS AND INDIVIDUALS AS THE TRUSTEES IN THE LIGHT OF CURRENT CIRCUMSTANCES MAY CONSIDER WILL BEST ACHIEVE THE OBJECTS
Area Of Benefit
NOT DEFINED

09 Official extract

Charity Policy

Policy Name
Complaints handling
Policy Name
Trustee expenses policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investment
Policy Name
Internal risk management policy and procedures