CCEW Charity Commission profile

CATHERINE GRACE TRUST

Registered charity 311740 · organisation 311740

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
19 August 1966
Removed
Not supplied
Company number supplied
00462901
Financial period
1 September 2024 – 31 August 2025
Latest income
£4,215,952
Latest expenditure
£4,323,719
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Ruskin Mill, Millbottom, Nailsworth, STROUD, Gloucestershire, GL6 0LA

Website recorded by the regulator: https://rmt.org/grace-garden/ (displayed as text)

02 Activities

What the charity does

To advance the education and to preserve the health of individuals by providing therapeutic support, education and care in accordance with the principles, methods and philosophy of Rudolf Steiner.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 June 2026
Date Annual Return Received
23 June 2026
Date Accounts Received
23 June 2026
Total Gross Income
£4,215,952
Total Gross Expenditure
£4,323,719
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 June 2025
Date Annual Return Received
16 June 2025
Date Accounts Received
16 June 2025
Total Gross Income
£3,392,537
Total Gross Expenditure
£3,239,237
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 June 2024
Date Annual Return Received
8 May 2024
Date Accounts Received
8 May 2024
Total Gross Income
£2,287,813
Total Gross Expenditure
£2,180,653
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 June 2023
Date Annual Return Received
17 May 2023
Date Accounts Received
17 May 2023
Total Gross Income
£1,895,619
Total Gross Expenditure
£1,262,887
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 June 2022
Date Annual Return Received
9 June 2022
Date Accounts Received
9 June 2022
Total Gross Income
£58,503
Total Gross Expenditure
£651,276

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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
23 June 2026
Total Gross Income
£4,215,952
Total Gross Expenditure
£4,323,719
Grant Making Is Main Activity
No
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
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
1
Count Volunteers
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
16 June 2025
Total Gross Income
£3,392,537
Total Gross Expenditure
£3,239,237
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
1
Count Volunteers
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
8 May 2024
Total Gross Income
£2,287,813
Total Gross Expenditure
£2,180,653
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
17 May 2023
Total Gross Income
£1,895,619
Total Gross Expenditure
£1,262,887
Charity Raises Funds From Public
No
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
7
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
9 June 2022
Total Gross Income
£58,503
Total Gross Expenditure
£651,276
Charity Raises Funds From Public
No
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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
23 June 2026
Income Donations And Legacies
10
Income Other Trading Activities
21388
Income Charitable Activities
4137308
Income Investments
57246
Income Other
0
Income Total Income And Endowments
4215952
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£4,323,719
Expenditure Other
0
Expenditure Total
4323719
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
31913
Gain Loss Investment
4244
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,751,860
Assets Total Fixed
365423
Assets Own Use
365423
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,781,705
Assets Total Liabilities
£395,268
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,751,860
Creditors One Year Total Current
342268
Creditors Falling Due After One Year
53000
Assets Cash
£1,664,245
Funds Endowment
0
Funds Unrestricted
1751860
Funds Restricted
0
Funds Total
1751860
Count Employees
75
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
16 June 2025
Income Donations And Legacies
7400
Income Other Trading Activities
462
Income Charitable Activities
3349118
Income Investments
35557
Income Other
0
Income Total Income And Endowments
3392537
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,239,237
Expenditure Other
0
Expenditure Total
3239237
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
21636
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,855,383
Assets Total Fixed
1072653
Assets Own Use
1072653
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,679,573
Assets Total Liabilities
£896,843
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,855,383
Creditors One Year Total Current
843843
Creditors Falling Due After One Year
53000
Assets Cash
£1,552,671
Funds Endowment
0
Funds Unrestricted
1845277
Funds Restricted
10106
Funds Total
1855383
Count Employees
58
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
8 May 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
2257165
Income Investments
27939
Income Other
2709
Income Total Income And Endowments
2287813
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,180,653
Expenditure Other
0
Expenditure Total
2180653
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
15074
Gain Loss Investment
-1025
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,683,350
Assets Total Fixed
1041411
Assets Own Use
287445
Assets Long Term Investment
753966
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,609,597
Assets Total Liabilities
£951,304
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,699,704
Creditors One Year Total Current
898304
Creditors Falling Due After One Year
53000
Assets Cash
£1,509,640
Funds Endowment
0
Funds Unrestricted
1683350
Funds Restricted
16354
Funds Total
1699704
Count Employees
40
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
17 May 2023
Income Donations And Legacies
755959
Income Other Trading Activities
2466
Income Charitable Activities
1134676
Income Investments
2518
Income Other
0
Income Total Income And Endowments
1895619
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,262,887
Expenditure Other
0
Expenditure Total
1262887
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
101714
Expenditure Depreciation
7126
Gain Loss Investment
-325
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,593,569
Assets Total Fixed
982860
Assets Own Use
227870
Assets Long Term Investment
754990
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,584,990
Assets Total Liabilities
£974,281
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,593,569
Creditors One Year Total Current
921281
Creditors Falling Due After One Year
53000
Assets Cash
£1,444,150
Funds Endowment
0
Funds Unrestricted
1577215
Funds Restricted
16354
Funds Total
1593569
Count Employees
24
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
104
Classification Type
What
Classification Description
Disability
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
CATHERINE GRACE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1966-08-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 30/12/1948AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/10/1981AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15/12/1983AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/06/2002AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/01/2010NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 23/01/2012AS REGISTERED AT COMPANIES HOUSE ON 06/03/2012AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 26 JUL 2016AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24 OCT 2017
Charitable Objects
2.1 THE TRUSTS OBJECTS ARE RESTRICTED, FOR THE PUBLIC BENEFIT, TO ADVANCE THE EDUCATION AND TO PRESERVE THE HEALTH OF INDIVIDUALS BY PROVIDING THERAPEUTIC SUPPORT, EDUCATION AND CARE IN ACCORDANCE WITH THE PRINCIPLES, METHODS AND PHILOSOPHY OF RUDOLF STEINER. 2.2 NOTHING IN THESE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE TRUST FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH ANY STATUTORY PROVISION REGARDING THE MEANING OF THE WORD "CHARITABLE" OR THE WORDS "CHARITABLE PURPOSES" IN FORCE IN ANY PART OF THE UNITED KINGDOM.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
129438
Charity Name Type
Previous name
Charity Name
ST CHRISTOPHER'S SCHOOL (BRISTOL)

11 Official extract

Charity Other Regulators

Regulator Order
2
Regulator Name
Ofsted (Office For Standards In Education)
Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Paying staff
Policy Name
Risk management
Policy Name
Internal risk management policy and procedures
Policy Name
Conflicting interests
Policy Name
Complaints policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Investment
Policy Name
Serious incident reporting policy and procedures
Policy Name
Volunteer management
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures