ROWAN BENTALL CHARITABLE TRUST ( R11 ) — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 26 July 1977
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £81,879
Latest expenditure: £74,549
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: PO Box 109, Haslemere, GU27 9GW

02 Activities

What the charity does

The trustees support charities in Southern England, assisting medical, churches, children, elderly, special needs, education, environmental, national disasters and animal welfare.

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
Date Accounts Received: 26 January 2026
Total Gross Income: £81,879
Total Gross Expenditure: £74,549

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: 27 January 2025
Date Accounts Received: 28 January 2025
Total Gross Income: £72,332
Total Gross Expenditure: £74,769

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: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £62,487
Total Gross Expenditure: £77,491

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: 25 October 2022
Date Accounts Received: 25 October 2022
Total Gross Income: £58,089
Total Gross Expenditure: £89,307

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: 13 October 2021
Date Accounts Received: 13 October 2021
Total Gross Income: £66,012
Total Gross Expenditure: £92,194

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: £81,879
Total Gross Expenditure: £74,549
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: 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: 27 January 2025
Total Gross Income: £72,332
Total Gross Expenditure: £74,769
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: 31 January 2024
Total Gross Income: £62,487
Total Gross Expenditure: £77,491
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: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 25 October 2022
Total Gross Income: £58,089
Total Gross Expenditure: £89,307
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: 13 October 2021
Total Gross Income: £66,012
Total Gross Expenditure: £92,194
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: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

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

07 Official extract

Charity Event History

Charity Name: ROWAN BENTALL CHARITABLE TRUST ( R11 )
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1977-07-26T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 6TH DECEMBER 1972
Charitable Objects: THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT AND WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING THE RELIEF MAINTENANCE AND SUPPORT OF AND PROVISION OF AMENITIES FOR SUCH OF THE FORMER EMPLOYEES OF BENTALLS LIMITED (INCLUDING THE EMPLOYEES OF ANY ASSOCIATED OR SUBSIDIARY COMPANY OR ANY SUCCESSOR TO ANY OF THEM) THEIR WIDOWS WIDOWERS CHILDREN AND DEPENDANTS AS THE TRUSTEES IN THEIR DISCRETION MAY CONSIDER TO BE IN NEED THROUGH POVERTY ILL-HEALTH OR SOME SIMILAR REASON.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 62750
Charity Name Type: Previous name
Charity Name: L E R BENTALL'S CHARITABLE SETTLEMENT

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Risk management