NEWALL CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 25 February 1970
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £6,258
Latest expenditure: £16,350
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: The Old Rectory, The Cross, Ripple, TEWKESBURY, Gloucestershire, GL20 6HA

02 Activities

What the charity does

The Trust fund and its income is applied for such charitable purposes as the trustees shall from time to time in their absolute discretion determine. The management of the investments is with stockbrokers Speirs and Jeffrey on a total return approach in order to achieve income and capital appreciation in real terms over the long term.

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: 18 February 2026
Total Gross Income: £6,258
Total Gross Expenditure: £16,350

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: 5 February 2025
Total Gross Income: £6,216
Total Gross Expenditure: £11,700

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: 22 February 2024
Total Gross Income: £5,784
Total Gross Expenditure: £5,790

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: 3 February 2023
Total Gross Income: £4,600
Total Gross Expenditure: £12,510

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: 18 February 2022
Date Accounts Received: 18 February 2022
Total Gross Income: £54,227
Total Gross Expenditure: £17,776

04 Official extract

Charity Annual Return Parta

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: 18 February 2022
Total Gross Income: £54,227
Total Gross Expenditure: £17,776
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: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: NEWALL CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1970-02-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 12 FEBRUARY 1970
Charitable Objects: FOR SUCH CHARITABLE PURPOSES AS THE SETTLOR OR THE TRUSTEES SHALL FROM TIME TO TIME IN HER OR THEIR ABSOLUTE DISCRETION DETERMINE.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 186815
Charity Name Type: Previous name
Charity Name: MRS NEWALL CHARITABLE TRUST

10 Official extract

Charity Policy

Policy Name: Investment