GEORGE ELIAS CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 1 August 1977
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £728,675
Latest expenditure: £1,024,719
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Shaws Fabrics Ltd, 1 Ashley Road, Altrincham, WA14 2DT

02 Activities

What the charity does

GENERAL CHARITABLE PURPOSES MAKING DONATIONS TO CHARITIES SUPPORTING EDUCATIONAL NEEDS AND FIGHT AGAINST POVERTY, AS WELL AS ORGANISATIONS PROMOTING THE JEWISH FAITH IN THE UNITED KINGDOM OR IN ANY PART OF THE WORLD.

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: 5 February 2026
Date Accounts Received: 5 February 2026
Total Gross Income: £728,675
Total Gross Expenditure: £1,024,719

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
Date Accounts Received: 5 February 2025
Total Gross Income: £988,789
Total Gross Expenditure: £990,125

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: 5 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £740,343
Total Gross Expenditure: £1,021,507

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: 1 February 2023
Date Accounts Received: 1 February 2023
Total Gross Income: £1,365,095
Total Gross Expenditure: £736,845

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: 15 March 2022
Date Accounts Received: 15 March 2022
Total Gross Income: £60,095
Total Gross Expenditure: £493,748

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: 5 February 2026
Total Gross Income: £728,675
Total Gross Expenditure: £1,024,719
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: 5 February 2025
Total Gross Income: £988,789
Total Gross Expenditure: £990,125
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: 5 February 2024
Total Gross Income: £740,343
Total Gross Expenditure: £1,021,507
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: 1 February 2023
Total Gross Income: £1,365,095
Total Gross Expenditure: £736,845
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: 15 March 2022
Total Gross Income: £60,095
Total Gross Expenditure: £493,748
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 Annual Return Partb

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: 5 February 2026
Income Donations And Legacies: 727938
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 319
Income Other: 418
Income Total Income And Endowments: 728675
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,024,717
Expenditure Other: 2
Expenditure Total: 1024719
Expenditure Investment Management: 0
Expenditure Grants Institution: 1020034
Expenditure Governance: 3537
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £738,909
Assets Total Fixed: 19856
Assets Own Use: 19846
Assets Long Term Investment: 10
Defined Benefit Pension Scheme: 0
Assets Other Assets: £722,377
Assets Total Liabilities: £3,324
Assets Current Investment: 654418
Assets Total Assets And Liabilities: £738,909
Creditors One Year Total Current: 3324
Creditors Falling Due After One Year: 0
Assets Cash: £67,959
Funds Endowment: 0
Funds Unrestricted: 738909
Funds Restricted: 0
Funds Total: 738909
Count Employees: 0
Charity Only Accounts: Yes

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: 5 February 2025
Income Donations And Legacies: 988326
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 463
Income Other: 0
Income Total Income And Endowments: 988789
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £990,125
Expenditure Other: 0
Expenditure Total: 990125
Expenditure Investment Management: 0
Expenditure Grants Institution: 981686
Expenditure Governance: 7213
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,034,953
Assets Total Fixed: 19858
Assets Own Use: 19846
Assets Long Term Investment: 12
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,078,419
Assets Total Liabilities: £63,324
Assets Current Investment: 631063
Assets Total Assets And Liabilities: £1,034,953
Creditors One Year Total Current: 63324
Creditors Falling Due After One Year: 0
Assets Cash: £447,356
Funds Endowment: 0
Funds Unrestricted: 1034953
Funds Restricted: 0
Funds Total: 1034953
Count Employees: 0
Charity Only Accounts: Yes

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: 5 February 2024
Income Donations And Legacies: 740000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 343
Income Other: 0
Income Total Income And Endowments: 740343
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,021,507
Expenditure Other: 0
Expenditure Total: 1021507
Expenditure Investment Management: 0
Expenditure Grants Institution: 1018191
Expenditure Governance: 2530
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,036,289
Assets Total Fixed: 19858
Assets Own Use: 19846
Assets Long Term Investment: 12
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,081,949
Assets Total Liabilities: £65,518
Assets Current Investment: 654000
Assets Total Assets And Liabilities: £1,036,289
Creditors One Year Total Current: 65518
Creditors Falling Due After One Year: 0
Assets Cash: £427,949
Funds Endowment: 0
Funds Unrestricted: 1036289
Funds Restricted: 0
Funds Total: 1036289
Count Employees: 0
Charity Only Accounts: Yes

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: 1 February 2023
Income Donations And Legacies: 1365000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 95
Income Other: 0
Income Total Income And Endowments: 1365095
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £736,845
Expenditure Other: 0
Expenditure Total: 736845
Expenditure Investment Management: 0
Expenditure Grants Institution: 733659
Expenditure Governance: 3150
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,317,453
Assets Total Fixed: 19858
Assets Own Use: 19846
Assets Long Term Investment: 12
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,425,293
Assets Total Liabilities: £127,698
Assets Current Investment: 604000
Assets Total Assets And Liabilities: £1,317,453
Creditors One Year Total Current: 127698
Creditors Falling Due After One Year: 0
Assets Cash: £821,293
Funds Endowment: 0
Funds Unrestricted: 1317453
Funds Restricted: 0
Funds Total: 1317453
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cheshire East
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Cheshire West & Chester
Welsh Ind: No

07 Official extract

Charity Classification

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

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

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

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

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

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

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: 108
Classification Type: What
Classification Description: Religious Activities

08 Official extract

Charity Event History

Charity Name: GEORGE ELIAS CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1977-08-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SETTLEMENT DATED 30TH MAY 1977
Charitable Objects: FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.
Area Of Benefit: NATIONAL AND OVERSEAS

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures