BritDB

CCEW Charity Commission profile

C B AND H H TAYLOR 1984 TRUST

Registered charity 291363 · organisation 291363

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
27 March 1985
Removed
Not supplied
Financial period
6 April 2024 – 5 April 2025
Latest income
£711,195
Latest expenditure
£626,431
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: PO Box 282, Aberystwyth, SY23 9BZ

Website recorded by the regulator: www.cbandhhtaylortrust.com (displayed as text)

02 Activities

What the charity does

Grants to charitable bodies supporting the work and concerns of the Religious Society of Friends, those primarily serving Birmingham and the West Midlands, and to UK based charities working overseas.

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
12 December 2025
Date Accounts Received
12 December 2025
Total Gross Income
£711,195
Total Gross Expenditure
£626,431
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
9 December 2024
Date Accounts Received
9 December 2024
Total Gross Income
£576,417
Total Gross Expenditure
£586,278
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
7 February 2024
Date Accounts Received
7 February 2024
Total Gross Income
£617,335
Total Gross Expenditure
£561,298
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
23 January 2023
Date Accounts Received
23 January 2023
Total Gross Income
£667,219
Total Gross Expenditure
£523,926
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
12 January 2022
Date Accounts Received
12 January 2022
Total Gross Income
£458,136
Total Gross Expenditure
£579,509

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
12 December 2025
Total Gross Income
£711,195
Total Gross Expenditure
£626,431
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
Employees Salary Over 60k
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
9 December 2024
Total Gross Income
£576,417
Total Gross Expenditure
£586,278
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
Employees Salary Over 60k
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
7 February 2024
Total Gross Income
£617,335
Total Gross Expenditure
£561,298
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
Employees Salary Over 60k
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
23 January 2023
Total Gross Income
£667,219
Total Gross Expenditure
£523,926
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
12 January 2022
Total Gross Income
£458,136
Total Gross Expenditure
£579,509
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
12 December 2025
Income Donations And Legacies
25000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
686195
Income Other
0
Income Total Income And Endowments
711195
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£20,577
Expenditure Charitable Expenditure
£605,854
Expenditure Other
0
Expenditure Total
626431
Expenditure Investment Management
20577
Expenditure Grants Institution
592225
Expenditure Governance
5918
Expenditure Support Costs
13629
Expenditure Depreciation
600
Gain Loss Investment
-1390219
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-600
Gain Loss Other
0
Reserves
£12,535,655
Assets Total Fixed
12255307
Assets Own Use
4233
Assets Long Term Investment
12251074
Defined Benefit Pension Scheme
0
Assets Other Assets
£283,920
Assets Total Liabilities
£3,572
Assets Current Investment
0
Assets Total Assets And Liabilities
£12,535,655
Creditors One Year Total Current
3572
Creditors Falling Due After One Year
0
Assets Cash
£278,663
Funds Endowment
0
Funds Unrestricted
12535655
Funds Restricted
0
Funds Total
12535655
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
9 December 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
576417
Income Other
0
Income Total Income And Endowments
576417
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£21,098
Expenditure Charitable Expenditure
£565,180
Expenditure Other
0
Expenditure Total
586278
Expenditure Investment Management
21098
Expenditure Grants Institution
559507
Expenditure Governance
5673
Expenditure Support Costs
11506
Expenditure Depreciation
600
Gain Loss Investment
-1008132
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£13,841,110
Assets Total Fixed
13554682
Assets Own Use
4833
Assets Long Term Investment
13549849
Defined Benefit Pension Scheme
0
Assets Other Assets
£289,778
Assets Total Liabilities
£3,350
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,841,110
Creditors One Year Total Current
3350
Creditors Falling Due After One Year
0
Assets Cash
£289,425
Funds Endowment
0
Funds Unrestricted
13841110
Funds Restricted
0
Funds Total
13841110
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
7 February 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
617335
Income Other
0
Income Total Income And Endowments
617335
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£23,318
Expenditure Charitable Expenditure
£537,980
Expenditure Other
0
Expenditure Total
561298
Expenditure Investment Management
23318
Expenditure Grants Institution
0
Expenditure Governance
5708
Expenditure Support Costs
13705
Expenditure Depreciation
0
Gain Loss Investment
-2024046
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£14,859,103
Assets Total Fixed
14565739
Assets Own Use
5433
Assets Long Term Investment
14560306
Defined Benefit Pension Scheme
0
Assets Other Assets
£296,406
Assets Total Liabilities
£3,042
Assets Current Investment
0
Assets Total Assets And Liabilities
£14,859,103
Creditors One Year Total Current
3042
Creditors Falling Due After One Year
0
Assets Cash
£296,129
Funds Endowment
0
Funds Unrestricted
14859103
Funds Restricted
0
Funds Total
14859103
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
23 January 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
667219
Income Other
0
Income Total Income And Endowments
667219
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£25,474
Expenditure Charitable Expenditure
£498,452
Expenditure Other
0
Expenditure Total
523926
Expenditure Investment Management
25474
Expenditure Grants Institution
486000
Expenditure Governance
12452
Expenditure Support Costs
12616
Expenditure Depreciation
0
Gain Loss Investment
254377
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
16545696
Assets Own Use
10
Assets Long Term Investment
16545686
Defined Benefit Pension Scheme
0
Assets Other Assets
£287,312
Assets Total Liabilities
£5,896
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,827,112
Creditors One Year Total Current
5896
Creditors Falling Due After One Year
0
Assets Cash
£287,312
Funds Endowment
0
Funds Unrestricted
16827112
Funds Restricted
0
Funds Total
16827112
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Solihull
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Sandwell
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Birmingham City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Walsall
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Dudley
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Wolverhampton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Coventry City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
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
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
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
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
104
Classification Type
What
Classification Description
Disability

08 Official extract

Charity Event History

Charity Name
C B AND H H TAYLOR 1984 TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1985-03-27T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
SETTLEMENT DATED 31ST DECEMBER 1984
Charitable Objects
TO PAY APPLY OR APPROPRIATE THE WHOLE OF THE TRUST FUND TO CHARITABLE INSTITUTIONS OR FOR OTHER CHARITABLE PURPOSES.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal risk management policy and procedures