LILLIE JOHNSON CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 7 January 1985
Removed: Not supplied
Financial period: 6 April 2025 – 5 April 2026
Latest income: £226,873
Latest expenditure: £241,514
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 39 RODBOURNE ROAD, BIRMINGHAM, B17 0PN

02 Activities

What the charity does

Making Donations for Charitable Purposes

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Cycle Reference: AR26
Reporting Due Date: 5 February 2027
Date Annual Return Received: 23 September 2026
Date Accounts Received: 23 September 2026
Total Gross Income: £226,873
Total Gross Expenditure: £241,514

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: 3 December 2025
Date Accounts Received: 3 December 2025
Total Gross Income: £233,396
Total Gross Expenditure: £188,161

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: 7 November 2024
Date Accounts Received: 7 November 2024
Total Gross Income: £212,543
Total Gross Expenditure: £243,289

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: 16 February 2024
Date Accounts Received: 16 February 2024
Total Gross Income: £204,789
Total Gross Expenditure: £239,893

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: 7 November 2022
Date Accounts Received: 7 November 2022
Total Gross Income: £172,046
Total Gross Expenditure: £232,780

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Due Date: 5 February 2027
Ar Received Date: 23 September 2026
Total Gross Income: £226,873
Total Gross Expenditure: £241,514
Grant Making Is Main Activity: Yes
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: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 3 December 2025
Total Gross Income: £233,396
Total Gross Expenditure: £188,161
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: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 7 November 2024
Total Gross Income: £212,543
Total Gross Expenditure: £243,289
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: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 16 February 2024
Total Gross Income: £204,789
Total Gross Expenditure: £239,893
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: 5
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: 7 November 2022
Total Gross Income: £172,046
Total Gross Expenditure: £232,780
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 Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

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

07 Official extract

Charity Event History

Charity Name: LILLIE JOHNSON CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1985-01-07T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 14 DECEMBER 1984
Charitable Objects: TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND ALSO SO MUCH OF THE CAPITAL OF THE TRUST FUND AS THE SETTLOR MAY FROM TIME TO TIME DIRECT OR APPROVE TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY FROM TIME TO TIME DETERMINE AND SUBJECT TO AND IN DEFAULT OF ANY SUCH DIRECTION AND INSOFAR AS SUCH DIRECTION MAY NOT EXTEND THEN AS THE TRUSTEES IN THEIR UNCONTROLLED DISCRETION DETERMINE AND AFTER THE DEATH OF THE SETTLOR TO APPLY THE CAPITAL AND INCOME IN THE SAME MANNER AS THE TRUSTEES MAY IN THEIR UNCONTROLLED DISCRETION DETERMINE. SEE DEED FOR FURTHER DETAILS.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Risk management