C J AND E J MELBOURNE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 15 January 1963
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £22,762
Latest expenditure: £34,801
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

The Trustees act in accordance with the instructions contained in the Deed dated 31st March 1955 which directs them to pay a fixed percentage of the net income received to 6 specified charities

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 26 January 2026
Total Gross Income: £22,762
Total Gross Expenditure: £34,801

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 21 January 2025
Total Gross Income: £21,652
Total Gross Expenditure: £34,408

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 12 January 2024
Total Gross Income: £21,535
Total Gross Expenditure: £33,025

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 2 February 2023
Total Gross Income: £19,450
Total Gross Expenditure: £33,242

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 4 February 2022
Date Accounts Received: 4 February 2022
Total Gross Income: £26,913
Total Gross Expenditure: £57,361

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 26 January 2026
Total Gross Income: £22,762
Total Gross Expenditure: £34,801
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: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 21 January 2025
Total Gross Income: £21,652
Total Gross Expenditure: £34,408
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 12 January 2024
Total Gross Income: £21,535
Total Gross Expenditure: £33,025
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: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 2 February 2023
Total Gross Income: £19,450
Total Gross Expenditure: £33,242
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: 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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 4 February 2022
Total Gross Income: £26,913
Total Gross Expenditure: £57,361
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: 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: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

07 Official extract

Charity Event History

Charity Name: C J AND E J MELBOURNE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-01-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 31 MARCH 1955AS AMENDED BY SCHEME DATED 09 AUG 2016
Charitable Objects: INCOME DISTRIBUTED TO (1) NATIONAL TRUST FOR PLACES OF HISTORICAL INTEREST OF NATURAL BEAUTY. (2) NATIONAL TRUST FOR SCOTLAND FOR PLACES OF HISTORIC INTEREST OR NATURAL BEAUTY. (3) PRESBYTERIAN CHURCH OF ENGLAND TRUST (FOR C J AND E J MELBOURNE TRUST). (4) CONGREGATIONAL UNION OF ENGLAND AND WALES (INCORPORATED) (FOR C J AND E J MELBOURNE FUND). (5) SALVATION ARMY TRUSTEE COMPANY (FOR C J AND E J MELBOURNE TRUST). (6) DISTRESSED GENTLEFOLK'S AID ASSOCIATION. (7) NATIONAL ASSOCIATION OF ALMSHOUSES (FOR C J AND E J MELBOURNE ENDOWMENT).
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 119057
Charity Name Type: Previous name
Charity Name: C J AND E J MEBOURNE TRUST

10 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests