HELEN MATHIESON CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 6 May 1971
Removed: Not supplied
Financial period: 6 April 2025 – 5 April 2026
Latest income: £14,801
Latest expenditure: £15,540
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 23 Merivale Way, ELY, Cambridgeshire, CB7 4GQ

02 Activities

What the charity does

This Charity's main concerns have been for the advancement of education and religion for which purpose it has provided funds to support Abbess Adelicia Charity, The Church Union, Llwyn Onn Burial Ground Trust, Stop Stansted Expansion, and Staploe Education Trust during the 12 months under review

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Cycle Reference: AR26
Reporting Due Date: 5 February 2027
Date Annual Return Received: 11 August 2026
Total Gross Income: £14,801
Total Gross Expenditure: £15,540

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: 12 August 2025
Total Gross Income: £18,000
Total Gross Expenditure: £21,000

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: 4 February 2025
Total Gross Income: £18,806
Total Gross Expenditure: £19,238

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: 6 October 2023
Total Gross Income: £19,204
Total Gross Expenditure: £61,974

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: 20 February 2023
Total Gross Income: £18,237
Total Gross Expenditure: £40,160

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Due Date: 5 February 2027
Ar Received Date: 11 August 2026
Total Gross Income: £14,801
Total Gross Expenditure: £15,540
Grant Making Is Main Activity: Yes
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: 2
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: 12 August 2025
Total Gross Income: £18,000
Total Gross Expenditure: £21,000
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: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 4 February 2025
Total Gross Income: £18,806
Total Gross Expenditure: £19,238
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: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 6 October 2023
Total Gross Income: £19,204
Total Gross Expenditure: £61,974
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: 5
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: 20 February 2023
Total Gross Income: £18,237
Total Gross Expenditure: £40,160
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: 102
Classification Type: What
Classification Description: Education/training

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

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: 303
Classification Type: How
Classification Description: Provides Other Finance

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

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

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

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

07 Official extract

Charity Event History

Charity Name: HELEN MATHIESON CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1971-05-06T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SETTLEMENT DATED 18TH JANUARY 1971
Charitable Objects: FOR SUCH CHARITY OR CHARITABLE PURPOSES AS DETERMINED BY TRUSTEES WITH CONSENT OF SETTLOR IN HER LIFETIME.
Area Of Benefit: NOT DEFINED