MIDHURST PENSIONS TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 30 November 1965
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £121,257
Latest expenditure: £1,054,733
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 4th Floor, 7 Swallow Street, LONDON, W1B 4DE

02 Activities

What the charity does

Providing for persons in necessitous or straitened circumstances who have been or shall be employed on the Cowdray Estate.

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: 3 February 2026
Date Accounts Received: 3 February 2026
Total Gross Income: £121,257
Total Gross Expenditure: £1,054,733

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: 29 January 2025
Date Accounts Received: 29 January 2025
Total Gross Income: £110,889
Total Gross Expenditure: £57,936

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: 2 February 2024
Date Accounts Received: 2 February 2024
Total Gross Income: £61,511
Total Gross Expenditure: £56,022

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
Date Accounts Received: 2 February 2023
Total Gross Income: £49,668
Total Gross Expenditure: £53,495

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: £54,541
Total Gross Expenditure: £56,501

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: 3 February 2026
Total Gross Income: £121,257
Total Gross Expenditure: £1,054,733
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
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: 29 January 2025
Total Gross Income: £110,889
Total Gross Expenditure: £57,936
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
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: 2 February 2024
Total Gross Income: £61,511
Total Gross Expenditure: £56,022
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
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: £49,668
Total Gross Expenditure: £53,495
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: 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: 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: £54,541
Total Gross Expenditure: £56,501
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: No
Trustee Receives Payments Services: Yes
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: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

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: 117
Classification Type: What
Classification Description: Other Charitable Purposes

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

07 Official extract

Charity Event History

Charity Name: MIDHURST PENSIONS TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-11-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 25TH JUNE 1965 AS VARIED BY SUPPLEMENTAL DEED DATED 16TH MARCH 1970AS AMENDED BY RESOLUTION DATED 27 JUN 2024
Charitable Objects: TO PROVIDE FOR PERSONS IN NECESSITOUS OR STRAITENED CIRCUMSTANCES WHO HAVE BEEN ARE OR SHALL BE EMPLOYED (A) BY THE SETTLOR'S FATHER, (B) BY THE SETTLOR'S MOTHER, (C) BY ANY FAMILY COMPANY OR (E) ON THE COWDRAY ESTATE, OR THE PARENTS, WIVES, WIDOWS, WIDOWERS, CHILDREN, OR MORE REMOTE ISSUE OF THE PERSONS SO EMPLOYED AND FOR CHARITABLE PURPOSES GENERALLY.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures