GALE FAMILY CHARITY TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Trust
Registered: 17 April 1984
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £850,494
Latest expenditure: £356,436
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: NORTHWOOD HOUSE, 138 BROMHAM ROAD, BEDFORD, MK40 2QW

02 Activities

What the charity does

Management of bequested funds. Donations of funds to charitable causes in Bedfordshire.

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: 27 February 2026
Date Accounts Received: 27 February 2026
Total Gross Income: £850,494
Total Gross Expenditure: £356,436

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: £164,207
Total Gross Expenditure: £344,211

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: 1 February 2024
Date Accounts Received: 1 February 2024
Total Gross Income: £116,239
Total Gross Expenditure: £438,547

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
Date Accounts Received: 3 February 2023
Total Gross Income: £102,913
Total Gross Expenditure: £354,618

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: 2 February 2022
Date Accounts Received: 2 February 2022
Total Gross Income: £101,817
Total Gross Expenditure: £1,483,389

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: 27 February 2026
Total Gross Income: £850,494
Total Gross Expenditure: £356,436
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: 5 February 2025
Total Gross Income: £164,207
Total Gross Expenditure: £344,211
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: 1 February 2024
Total Gross Income: £116,239
Total Gross Expenditure: £438,547
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: 3 February 2023
Total Gross Income: £102,913
Total Gross Expenditure: £354,618
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: 2 February 2022
Total Gross Income: £101,817
Total Gross Expenditure: £1,483,389
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: 27 February 2026
Income Donations And Legacies: 660521
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 189973
Income Other: 0
Income Total Income And Endowments: 850494
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £356,436
Expenditure Other: 0
Expenditure Total: 356436
Expenditure Investment Management: 0
Expenditure Grants Institution: 291829
Expenditure Governance: 55715
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 62325
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -456849
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 5448878
Assets Own Use: 0
Assets Long Term Investment: 5448878
Defined Benefit Pension Scheme: 0
Assets Other Assets: £149,378
Assets Total Liabilities: £35,965
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,562,291
Creditors One Year Total Current: 35965
Creditors Falling Due After One Year: 0
Assets Cash: £149,378
Funds Endowment: 0
Funds Unrestricted: 5562291
Funds Restricted: 0
Funds Total: 5562291
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

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

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

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

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

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

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

08 Official extract

Charity Event History

Charity Name: GALE FAMILY CHARITY TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1984-04-17T00:00:00

Charity Name: GALE FAMILY CHARITY TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2025-09-30T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 250181
Assoc Registered Charity Number: 250181
Assoc Charity Name: THE GEORGE BAILEY HOME COMMITTEE

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 7TH FEBRUARY 1984 AS AMENDED BY ORDER OF 19 JANUARY 2006 AND RESOLUTIONS DATED 13 MARCH 2006 AND 11 JANUARY 2008
Charitable Objects: TO OR FOR GENERAL CHARITABLE PURPOSES.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 300272
Charity Name Type: Previous name
Charity Name: HORACE AND MARJORIE GALE CHARITY TRUST

11 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures