01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 7 February 1962
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £19,672
- Latest expenditure
- £22,500
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: PARISH OFFICE, St. Cuthberts Church, St. Cuthbert Street, WELLS, BA5 2AW
02 Activities
What the charity does
The principle objective of the charity is to pay Annuities to unmarried or widowed women baptised of the Church of England. Investments are used to fund current and future annuities.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 18 May 2026
- Total Gross Income
- £19,672
- Total Gross Expenditure
- £22,500
- 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
- 8 February 2025
- Total Gross Income
- £19,817
- Total Gross Expenditure
- £22,948
- 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
- 23 September 2024
- Total Gross Income
- £19,152
- Total Gross Expenditure
- £22,000
- 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
- 26 July 2023
- Total Gross Income
- £16,727
- Total Gross Expenditure
- £15,900
- 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
- 3 September 2022
- Total Gross Income
- £18,442
- Total Gross Expenditure
- £20,030
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
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 18 May 2026
- Total Gross Income
- £19,672
- Total Gross Expenditure
- £22,500
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 8 February 2025
- Total Gross Income
- £19,817
- Total Gross Expenditure
- £22,948
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 23 September 2024
- Total Gross Income
- £19,152
- Total Gross Expenditure
- £22,000
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 26 July 2023
- Total Gross Income
- £16,727
- Total Gross Expenditure
- £15,900
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- 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
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 3 September 2022
- Total Gross Income
- £18,442
- Total Gross Expenditure
- £20,030
- 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
- Local Authority
- Geographic Area Description
- Somerset
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
07 Official extract
Charity Event History
- Charity Name
- BERRYMAN ANNUITY TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1962-02-07T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- WILL PROVED ON 31/03/1941AS AMENDED BY SCHEME DATED 30/09/1965AS AMENDED BY SCHEME DATED 17/02/1971AS AMENDED BY SCHEME DATED 31/03/1980AS AMENDED BY SCHEME DATED 23/11/1999
- Charitable Objects
- PROVIDING ANNUITIES NOT EXCEEDING $100 EACH TO GENTLEWOMEN WHO ARE AND REMAIN SPINSTERS OR WIDOWS WHO HAVE NOT AN INCOME EXCEEDING $500 PER ANNUM OR SUCH OTHER AMOUNT AS THE CHARITY COMMISSIONERS APPROVE FROM TIME TO TIME (EXCLUSIVE OF THE ANNUITY) AND ARE BAPTISED MEMBERS OF THE CHURCH OF ENGLAND.
- Area Of Benefit
- NOT DEFINED
09 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
10 Official extract
Charity Policy
- Policy Name
- Risk management
- Policy Name
- Investment