01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 12 January 1998
- Removed
- Not supplied
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £304,645
- Latest expenditure
- £614,798
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 1 Dryden Place, Milford On Sea, LYMINGTON, Hampshire, SO41 0WE
02 Activities
What the charity does
The provision of grants and assistance, primarily to vulnerable persons.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 30 October 2026
- Date Accounts Received
- 30 October 2026
- Total Gross Income
- £304,645
- Total Gross Expenditure
- £614,798
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 31 July 2025
- Date Accounts Received
- 31 July 2025
- Total Gross Income
- £727,712
- Total Gross Expenditure
- £1,022,458
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 30 October 2024
- Date Accounts Received
- 30 October 2024
- Total Gross Income
- £422,570
- Total Gross Expenditure
- £586,292
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 26 January 2024
- Date Accounts Received
- 26 January 2024
- Total Gross Income
- £312,255
- Total Gross Expenditure
- £507,723
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 12 October 2022
- Date Accounts Received
- 12 October 2022
- Total Gross Income
- £283,010
- Total Gross Expenditure
- £373,604
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
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 30 October 2026
- Total Gross Income
- £304,645
- Total Gross Expenditure
- £614,798
- 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
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 31 July 2025
- Total Gross Income
- £727,712
- Total Gross Expenditure
- £1,022,458
- 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
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 30 October 2024
- Total Gross Income
- £422,570
- Total Gross Expenditure
- £586,292
- 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
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 26 January 2024
- Total Gross Income
- £312,255
- Total Gross Expenditure
- £507,723
- 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
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 12 October 2022
- Total Gross Income
- £283,010
- Total Gross Expenditure
- £373,604
- 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
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 31 July 2025
- Income Donations And Legacies
- 581426
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 146286
- Income Other
- 0
- Income Total Income And Endowments
- 727712
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,022,458
- Expenditure Other
- 0
- Expenditure Total
- 1022458
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 1011461
- Expenditure Governance
- 9840
- Expenditure Support Costs
- 10977
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -241333
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,988,316
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,003,608
- Assets Total Liabilities
- £15,292
- Assets Current Investment
- 124065
- Assets Total Assets And Liabilities
- £4,988,316
- Creditors One Year Total Current
- 15292
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £68,847
- Funds Endowment
- 0
- Funds Unrestricted
- 4988316
- Funds Restricted
- 0
- Funds Total
- 4988316
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Dorset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cornwall
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- 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
- 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
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 106
- Classification Type
- What
- Classification Description
- Overseas Aid/famine Relief
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
08 Official extract
Charity Event History
- Charity Name
- MJB CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1998-01-12T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 10 DECEMBER 1997
- Charitable Objects
- FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures