CCEW Charity Commission profile

MICHAEL BATT CHARITABLE TRUST

Registered charity 1040892 · organisation 1040892

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Double Default
Charity type
Trust
Registered
19 September 1994
Removed
Not supplied
Financial period
1 April 2022 – 31 March 2023
Latest income
£1,069,718
Latest expenditure
£1,294,543
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 12 Quarry Park Avenue, PLYMOUTH, PL9 7BE

Website recorded by the regulator: www.rushymead.co.uk (displayed as text)

02 Activities

What the charity does

To relieve sickness by supporting the works of hospice organisations throughout England and Wales registered as charities dedicated to the relief of the terminally ill and to promote the welfare of the elderly by advancing the relief of old age.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
4 June 2024
Date Accounts Received
8 May 2026
Total Gross Income
£1,069,718
Total Gross Expenditure
£1,294,543
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
20 February 2023
Date Accounts Received
20 February 2023
Total Gross Income
£1,174,962
Total Gross Expenditure
£1,209,574
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
2 February 2022
Date Accounts Received
2 February 2022
Total Gross Income
£1,215,573
Total Gross Expenditure
£1,199,938

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
4 June 2024
Total Gross Income
£1,069,718
Total Gross Expenditure
£1,294,543
Grant Making Is Main Activity
No
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
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
20 February 2023
Total Gross Income
£1,174,962
Total Gross Expenditure
£1,209,574
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
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
2 February 2022
Total Gross Income
£1,215,573
Total Gross Expenditure
£1,199,938
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
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
AR20
Fin Period Start Date
1 April 2019
Fin Period End Date
31 March 2020
Ar Due Date
31 January 2021
Ar Received Date
22 January 2021
Total Gross Income
£1,119,195
Total Gross Expenditure
£1,121,057
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
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
AR19
Fin Period Start Date
1 April 2018
Fin Period End Date
31 March 2019
Ar Due Date
31 January 2020
Ar Received Date
30 January 2020
Total Gross Income
£1,087,797
Total Gross Expenditure
£1,082,066
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
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
4 June 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
1069718
Income Investments
0
Income Other
0
Income Total Income And Endowments
1069718
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,294,543
Expenditure Other
0
Expenditure Total
1294543
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
9566
Expenditure Support Costs
0
Expenditure Depreciation
6578
Gain Loss Investment
0
Gain Loss Pension Fund
114000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
26315
Assets Own Use
26315
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-114000
Assets Other Assets
£63,560
Assets Total Liabilities
£280,944
Assets Current Investment
0
Assets Total Assets And Liabilities
−£305,069
Creditors One Year Total Current
280944
Creditors Falling Due After One Year
0
Assets Cash
£14,362
Funds Endowment
0
Funds Unrestricted
-315069
Funds Restricted
10000
Funds Total
-305069
Count Employees
33
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
20 February 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
0
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,209,574
Expenditure Other
0
Expenditure Total
1209574
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1209574
Expenditure Depreciation
2068
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
32587
Assets Own Use
32587
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-114000
Assets Other Assets
£106,801
Assets Total Liabilities
£105,631
Assets Current Investment
0
Assets Total Assets And Liabilities
−£80,243
Creditors One Year Total Current
105631
Creditors Falling Due After One Year
0
Assets Cash
£66,690
Funds Endowment
0
Funds Unrestricted
-90243
Funds Restricted
10000
Funds Total
-80243
Count Employees
40
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
2 February 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
1215573
Income Investments
0
Income Other
0
Income Total Income And Endowments
1215573
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,199,938
Expenditure Other
0
Expenditure Total
1199938
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1199938
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
34655
Assets Own Use
0
Assets Long Term Investment
34655
Defined Benefit Pension Scheme
-99000
Assets Other Assets
£112,626
Assets Total Liabilities
£88,912
Assets Current Investment
0
Assets Total Assets And Liabilities
−£40,631
Creditors One Year Total Current
88912
Creditors Falling Due After One Year
0
Assets Cash
£52,992
Funds Endowment
0
Funds Unrestricted
-40631
Funds Restricted
0
Funds Total
-40631
Count Employees
40
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR20
Fin Period Start Date
1 April 2019
Fin Period End Date
31 March 2020
Ar Due Date
31 January 2021
Ar Received Date
22 January 2021
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
1119
Income Investments
0
Income Other
0
Income Total Income And Endowments
1119
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,121,057
Expenditure Other
0
Expenditure Total
1121057
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
47430
Expenditure Support Costs
1121057
Expenditure Depreciation
29132
Gain Loss Investment
0
Gain Loss Pension Fund
-65000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£50,291
Assets Total Fixed
29132
Assets Own Use
29132
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-65000
Assets Other Assets
£115,698
Assets Total Liabilities
£102,096
Assets Current Investment
0
Assets Total Assets And Liabilities
−£22,266
Creditors One Year Total Current
102096
Creditors Falling Due After One Year
0
Assets Cash
£50,291
Funds Endowment
0
Funds Unrestricted
-22266
Funds Restricted
0
Funds Total
-22266
Count Employees
40
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR19
Fin Period Start Date
1 April 2018
Fin Period End Date
31 March 2019
Ar Due Date
31 January 2020
Ar Received Date
30 January 2020
Income Donations And Legacies
2589
Income Other Trading Activities
0
Income Charitable Activities
1087797
Income Investments
0
Income Other
0
Income Total Income And Endowments
1090386
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,082,066
Expenditure Other
0
Expenditure Total
1082066
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3600
Expenditure Support Costs
1082066
Expenditure Depreciation
5013
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
34915
Assets Own Use
34915
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-172000
Assets Other Assets
£90,176
Assets Total Liabilities
£80,496
Assets Current Investment
0
Assets Total Assets And Liabilities
−£127,405
Creditors One Year Total Current
80496
Creditors Falling Due After One Year
0
Assets Cash
£62,406
Funds Endowment
0
Funds Unrestricted
-127405
Funds Restricted
0
Funds Total
-127405
Count Employees
45
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Buckinghamshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources

08 Official extract

Charity Event History

Charity Name
MICHAEL BATT CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1994-09-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 22/08/1994AS AMENDED ON 13/05/2008AS AMENDED BY DEED DATED 10/10/2013
Charitable Objects
TO RELIEVE SICKNESS BY SUPPORTING THE WORKS OF HOSPICE ORGANISATIONS THROUGHOUT ENGLAND AND WALES REGISTERED AS CHARITIES DEDICATED TO THE RELIEF AND WELFARE OF THE TERMINALLY ILL AND TO PROMOTE THE WELFARE OF THE ELDERLY BY ADVANCING THE RELIEF OF OLD AGE.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

11 Official extract

Charity Policy

Policy Name
Complaints policy and procedures
Policy Name
Paying staff
Policy Name
Social media policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints handling
Policy Name
Safeguarding policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures