CARR-ELLISON FAMILY CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 22 June 1962
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £78,234
Latest expenditure: £61,255
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: CARR ELLISON FAMILY TRUST, Hedgeley Hall, Powburn, Alnwick, Northumberland, NE66 4HZ

02 Activities

What the charity does

Making charitable grants and donations as determined by the Trustees

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: 18 August 2025
Date Accounts Received: 18 August 2025
Total Gross Income: £78,234
Total Gross Expenditure: £61,255

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: 6 January 2025
Date Accounts Received: 6 January 2025
Total Gross Income: £84,027
Total Gross Expenditure: £51,085

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: 12 January 2024
Date Accounts Received: 12 January 2024
Total Gross Income: £64,741
Total Gross Expenditure: £60,864

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: 12 December 2022
Date Accounts Received: 12 December 2022
Total Gross Income: £903,692
Total Gross Expenditure: £89,873

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: 16 January 2022
Date Accounts Received: 16 January 2022
Total Gross Income: £50,728
Total Gross Expenditure: £37,274

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 18 August 2025
Total Gross Income: £78,234
Total Gross Expenditure: £61,255
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 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 6 January 2025
Total Gross Income: £84,027
Total Gross Expenditure: £51,085
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 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 12 January 2024
Total Gross Income: £64,741
Total Gross Expenditure: £60,864
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 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 12 December 2022
Total Gross Income: £903,692
Total Gross Expenditure: £89,873
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: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 January 2022
Total Gross Income: £50,728
Total Gross Expenditure: £37,274
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 Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 12 December 2022
Income Donations And Legacies: 6000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 51709
Income Other: 845983
Income Total Income And Endowments: 903692
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £89,873
Expenditure Other: 0
Expenditure Total: 89873
Expenditure Investment Management: 0
Expenditure Grants Institution: 30692
Expenditure Governance: 59181
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 146345
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,777,210
Assets Total Fixed: 1902761
Assets Own Use: 36646
Assets Long Term Investment: 1866115
Defined Benefit Pension Scheme: 0
Assets Other Assets: £876,613
Assets Total Liabilities: £2,164
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,777,210
Creditors One Year Total Current: 2164
Creditors Falling Due After One Year: 0
Assets Cash: £116,148
Funds Endowment: 2663226
Funds Unrestricted: 113984
Funds Restricted: 0
Funds Total: 2777210
Count Employees: 1
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Spain
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Lithuania
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Latvia
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

08 Official extract

Charity Event History

Charity Name: CARR-ELLISON FAMILY CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-06-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DEED DATED 15 MAY 1962
Charitable Objects: THE RELIEF OF POVERTY OR THE ADVANCEMENT OF EDUCATION.
Area Of Benefit: NATIONAL

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures