GRACE CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 19 November 1985
Removed: Not supplied
Financial period: 1 May 2024 – 30 April 2025
Latest income: £2,723,557
Latest expenditure: £2,482,096
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Swinford House GCT Office, Nortons Lane, Great Barrow, CHESTER, Cheshire, CH3 7JZ

02 Activities

What the charity does

Christian Based ActivitiesEducationSocial & MedicalGeneral charitable purposes

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 February 2026
Date Annual Return Received: 5 February 2026
Date Accounts Received: 5 February 2026
Total Gross Income: £2,723,557
Total Gross Expenditure: £2,482,096

Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 28 February 2025
Date Annual Return Received: 16 January 2025
Date Accounts Received: 16 January 2025
Total Gross Income: £2,379,242
Total Gross Expenditure: £1,854,283

Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 29 February 2024
Date Annual Return Received: 10 February 2024
Date Accounts Received: 10 February 2024
Total Gross Income: £1,167,098
Total Gross Expenditure: £1,331,506

Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 28 February 2023
Date Annual Return Received: 10 February 2023
Date Accounts Received: 10 February 2023
Total Gross Income: £1,078,096
Total Gross Expenditure: £1,101,783

Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 28 February 2022
Date Annual Return Received: 23 February 2022
Date Accounts Received: 23 February 2022
Total Gross Income: £2,122,236
Total Gross Expenditure: £892,922

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: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 5 February 2026
Total Gross Income: £2,723,557
Total Gross Expenditure: £2,482,096
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: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 16 January 2025
Total Gross Income: £2,379,242
Total Gross Expenditure: £1,854,283
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: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Due Date: 29 February 2024
Ar Received Date: 10 February 2024
Total Gross Income: £1,167,098
Total Gross Expenditure: £1,331,506
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: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Due Date: 28 February 2023
Ar Received Date: 10 February 2023
Total Gross Income: £1,078,096
Total Gross Expenditure: £1,101,783
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: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Due Date: 28 February 2022
Ar Received Date: 23 February 2022
Total Gross Income: £2,122,236
Total Gross Expenditure: £892,922
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: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 5 February 2026
Income Donations And Legacies: 2688265
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 35292
Income Other: 0
Income Total Income And Endowments: 2723557
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £28,884
Expenditure Charitable Expenditure: £2,453,212
Expenditure Other: 0
Expenditure Total: 2482096
Expenditure Investment Management: 28750
Expenditure Grants Institution: 2441800
Expenditure Governance: 0
Expenditure Support Costs: 11412
Expenditure Depreciation: 0
Gain Loss Investment: -10143
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £4,418,901
Assets Total Fixed: 3961413
Assets Own Use: 0
Assets Long Term Investment: 3961413
Defined Benefit Pension Scheme: 0
Assets Other Assets: £461,688
Assets Total Liabilities: £4,200
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,418,901
Creditors One Year Total Current: 4200
Creditors Falling Due After One Year: 0
Assets Cash: £461,688
Funds Endowment: 0
Funds Unrestricted: 4418901
Funds Restricted: 0
Funds Total: 4418901
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 16 January 2025
Income Donations And Legacies: 1982569
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 43185
Income Other: 353488
Income Total Income And Endowments: 2379242
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £24,438
Expenditure Charitable Expenditure: £1,829,845
Expenditure Other: 0
Expenditure Total: 1854283
Expenditure Investment Management: 24300
Expenditure Grants Institution: 1818110
Expenditure Governance: 0
Expenditure Support Costs: 11735
Expenditure Depreciation: 0
Gain Loss Investment: 353488
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 353488
Gain Loss Other: 0
Reserves: £4,177,440
Assets Total Fixed: 3907830
Assets Own Use: 0
Assets Long Term Investment: 3907830
Defined Benefit Pension Scheme: 0
Assets Other Assets: £273,810
Assets Total Liabilities: £4,200
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,177,440
Creditors One Year Total Current: 4200
Creditors Falling Due After One Year: 0
Assets Cash: £273,810
Funds Endowment: 0
Funds Unrestricted: 4177440
Funds Restricted: 0
Funds Total: 4177440
Count Employees: 1
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Due Date: 29 February 2024
Ar Received Date: 10 February 2024
Income Donations And Legacies: 1140481
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 26617
Income Other: 0
Income Total Income And Endowments: 1167098
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £20,555
Expenditure Charitable Expenditure: £1,310,951
Expenditure Other: 0
Expenditure Total: 1331506
Expenditure Investment Management: 0
Expenditure Grants Institution: 1302550
Expenditure Governance: 8401
Expenditure Support Costs: 8401
Expenditure Depreciation: 0
Gain Loss Investment: -37861
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,652,481
Assets Total Fixed: 3543098
Assets Own Use: 0
Assets Long Term Investment: 3543098
Defined Benefit Pension Scheme: 0
Assets Other Assets: £113,583
Assets Total Liabilities: £4,200
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,652,481
Creditors One Year Total Current: 4200
Creditors Falling Due After One Year: 0
Assets Cash: £113,583
Funds Endowment: 0
Funds Unrestricted: 3652481
Funds Restricted: 0
Funds Total: 3652481
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: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Due Date: 28 February 2023
Ar Received Date: 10 February 2023
Income Donations And Legacies: 1057875
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 20221
Income Other: 0
Income Total Income And Endowments: 1078096
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £22,418
Expenditure Charitable Expenditure: £1,079,365
Expenditure Other: 0
Expenditure Total: 1101783
Expenditure Investment Management: 0
Expenditure Grants Institution: 1070950
Expenditure Governance: 8415
Expenditure Support Costs: 8415
Expenditure Depreciation: 0
Gain Loss Investment: -64044
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,854,750
Assets Total Fixed: 3575276
Assets Own Use: 0
Assets Long Term Investment: 3575276
Defined Benefit Pension Scheme: 0
Assets Other Assets: £283,674
Assets Total Liabilities: £4,200
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,854,750
Creditors One Year Total Current: 4200
Creditors Falling Due After One Year: 0
Assets Cash: £253,093
Funds Endowment: 0
Funds Unrestricted: 3854750
Funds Restricted: 0
Funds Total: 3854750
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Due Date: 28 February 2022
Ar Received Date: 23 February 2022
Income Donations And Legacies: 1376650
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 39702
Income Other: 705884
Income Total Income And Endowments: 2122236
Income Legacies: 470001
Income Endowments: 0
Expenditure Raising Funds: £13,455
Expenditure Charitable Expenditure: £879,467
Expenditure Other: 0
Expenditure Total: 892922
Expenditure Investment Management: 13368
Expenditure Grants Institution: 871250
Expenditure Governance: 8217
Expenditure Support Costs: 8217
Expenditure Depreciation: 0
Gain Loss Investment: 705884
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,942,481
Assets Total Fixed: 3641474
Assets Own Use: 0
Assets Long Term Investment: 3641474
Defined Benefit Pension Scheme: 0
Assets Other Assets: £305,207
Assets Total Liabilities: £4,200
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,942,481
Creditors One Year Total Current: 4200
Creditors Falling Due After One Year: 0
Assets Cash: £305,207
Funds Endowment: 0
Funds Unrestricted: 3942481
Funds Restricted: 0
Funds Total: 3942481
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

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

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

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

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

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

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

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

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

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

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

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

08 Official extract

Charity Event History

Charity Name: GRACE CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1985-11-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 30TH MARCH 1985
Charitable Objects: SUPPORT OF CHARITABLE INSTITUTIONS AND GENERAL CHARITABLE PURPOSES.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Trustee conflicts of interest policy and procedures

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: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures