EDINBURGH TRUST NO2 ACCOUNT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 24 March 1964
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £90,227
Latest expenditure: £213,473
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: FARRER & CO, 65-66 LINCOLN'S INN FIELDS, LONDON, WC2A 3LH

02 Activities

What the charity does

The Trust supports general charitable purposes, however each year a proportion of the income is applied for the promotion and advancement of education and of the efficiency of the Armed Services of the Crown, within the UK and overseas at the discretion of 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: 12 January 2026
Date Accounts Received: 12 January 2026
Total Gross Income: £90,227
Total Gross Expenditure: £213,473

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: 20 January 2025
Date Accounts Received: 20 January 2025
Total Gross Income: £98,767
Total Gross Expenditure: £26,352

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: 30 January 2024
Date Accounts Received: 30 January 2024
Total Gross Income: £80,532
Total Gross Expenditure: £102,355

Fin Period Start Date: 6 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 1 December 2022
Date Accounts Received: 1 December 2022
Total Gross Income: £181,338
Total Gross Expenditure: £95,920

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: 24 November 2021
Date Accounts Received: 24 November 2021
Total Gross Income: £84,562
Total Gross Expenditure: £117,517

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: 12 January 2026
Total Gross Income: £90,227
Total Gross Expenditure: £213,473
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: No
Trustee Receives Payments Services: Yes
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: 20 January 2025
Total Gross Income: £98,767
Total Gross Expenditure: £26,352
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: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 30 January 2024
Total Gross Income: £80,532
Total Gross Expenditure: £102,355
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: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 1 December 2022
Total Gross Income: £181,338
Total Gross Expenditure: £95,920
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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 24 November 2021
Total Gross Income: £84,562
Total Gross Expenditure: £117,517
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: Country
Geographic Area Description: Canada
Parent Geographic Area Type: Continent
Parent Geographic Area Description: North America
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: France
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

Geographic Area Type: Country
Geographic Area Description: Trinidad And Tobago
Parent Geographic Area Type: Continent
Parent Geographic Area Description: North America
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Australia
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Oceania
Welsh Ind: No

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

06 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

07 Official extract

Charity Event History

Charity Name: EDINBURGH TRUST NO2 ACCOUNT
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2023-07-11T00:00:00
Reason: Amalgamated
Assoc Organisation Number: 3963184
Assoc Registered Charity Number: 1076003
Assoc Charity Name: THE EARL AND COUNTESS OF WESSEX CHARITABLE TRUST

Charity Name: EDINBURGH TRUST NO2 ACCOUNT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-03-24T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED DATED 7 AUGUST 1959 as amended on 04 Aug 2022 as amended on 28 Jun 2023 as amended on 27 Feb 2025
Charitable Objects: THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND AND THE INCOME THEREOF UPON TRUST TO APPLY THE SAME FOR SUCH CHARITABLE PURPOSES AS THEY SHALL IN THEIR DISCRETION THINK FIT.WITHOUT DEROGATING IN ANY WAY FROM THE GENERALITY OF THE FOREGOING TRUST THE TRUSTEES MAY PERFORM THE SAME BY APPLYING THE TRUST FUND AND THE INCOME THEREOF FOR THE PROMOTION AND ADVANCEMENT OF EDUCATION AND OF THE EFFICIENCY OF THE ARMED SERVICES OF THE CROWN AND IN PARTICULAR MAY PERFORM THE SAME(A) BY MAKING GRANTS AND AWARDING PRIZES OF SCHOLARSHIPS AND BURSARIES FOR SUCCESSFUL ACHIEVEMENTS IN THE FIELD OF EDUCATION AND(B) BY AWARDING PRIZES AND TROPHIES FOR COMPETITIONS AND ACTIVITIES WHICH INCREASE THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN.
Area Of Benefit: NATIONAL

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment