CCEW Charity Commission profile

FORMBY BENEVOLENT TRUST FOR THE ELDERLY LIMITED

Registered charity 1047921 · organisation 1047921

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 July 1995
Removed
Not supplied
Company number supplied
03038912
Financial period
1 April 2024 – 31 March 2025
Latest income
£506
Latest expenditure
£18,419
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 40 GARDNER ROAD, FORMBY, LIVERPOOL, L37 8DQ

02 Activities

What the charity does

The prime aim of the charity is to support by gifts, charities/organisations for the elderly within the Formby area.

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
Date Annual Return Received
29 January 2026
Total Gross Income
£506
Total Gross Expenditure
£18,419
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
9 January 2025
Total Gross Income
£729
Total Gross Expenditure
£41,660
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
7 February 2024
Total Gross Income
£187
Total Gross Expenditure
£28,008
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
18 November 2022
Total Gross Income
£23
Total Gross Expenditure
£11,631
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
20 January 2022
Total Gross Income
£60
Total Gross Expenditure
£31,170

04 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Sefton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Merseyside
Welsh Ind
No

05 Official extract

Charity Classification

Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

06 Official extract

Charity Event History

Charity Name
FORMBY BENEVOLENT TRUST FOR THE ELDERLY LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1995-07-13T00:00:00

07 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28 MARCH 1995 AS AMENDED BY SCHEME OF THE CHARITY COMMISSION DATED 22 MAY 2009
Charitable Objects
(1) TO PROVIDE RESIDENTIAL CARE FOR ELDERLY MEN AND WOMEN INCLUDING (WITHOUT LIMITATION TO THE GENERALITY OF THE FOREGOING) THOSE WHO HAVE LIVED IN OR HAVE CONNECTION WITH FORMBY OR THE SURROUNDING AREA (2) TO ESTABLISH MAINTAIN AND OPERATE FOR THE ABOVE PURPOSE A HOME (3) TO UNDERTAKE ANY OTHER CHARITABLE WORK WHATSOEVER TO ASSIST INJURED OR DISTRESSED PERSONS HANDICAPPED BY AGE AND PHYSICAL DISABILITY OR FINANCIAL DIFFICULTY
Area Of Benefit
FORMBY AND THE SURROUNDING AREA

08 Official extract

Charity Other Names

Charity Name Id
275641
Charity Name Type
Previous name
Charity Name
MARYLAND RESIDENTIAL HOME (FORMBY) LIMITED

09 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Investment
Policy Name
Complaints handling
Policy Name
Volunteer management