EDWARD'S TRUST LTD — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 6 August 2004
Removed: Not supplied
Company number supplied: 03487577
Financial period: 1 January 2024 – 31 December 2024
Latest income: £483,934
Latest expenditure: £654,561
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Edwards Trust Ltd, 37 Calthorpe Road, Edgbaston, BIRMINGHAM, B15 1TS

Website recorded by the regulator: www.edwardstrust.org.uk (displayed as text)

02 Activities

What the charity does

Edward's Trust supports children and families who are facing loss and surviving bereavement.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 5 September 2025
Date Accounts Received: 5 September 2025
Total Gross Income: £483,934
Total Gross Expenditure: £654,561

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 28 October 2024
Date Accounts Received: 28 October 2024
Total Gross Income: £638,488
Total Gross Expenditure: £671,108

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 31 October 2023
Date Accounts Received: 31 October 2023
Total Gross Income: £591,317
Total Gross Expenditure: £702,181

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 30 September 2022
Date Accounts Received: 30 September 2022
Total Gross Income: £602,082
Total Gross Expenditure: £590,221

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 29 September 2021
Date Accounts Received: 29 September 2021
Total Gross Income: £704,006
Total Gross Expenditure: £480,589

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 5 September 2025
Total Gross Income: £483,934
Total Gross Expenditure: £654,561
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £0
Income From Government Contracts: 38986
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 40

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 28 October 2024
Total Gross Income: £638,488
Total Gross Expenditure: £671,108
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £0
Income From Government Contracts: 28886
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: Yes
Employees Salary Over 60k: No
Count Volunteers: 40

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 31 October 2023
Total Gross Income: £591,317
Total Gross Expenditure: £702,181
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 43

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 30 September 2022
Total Gross Income: £602,082
Total Gross Expenditure: £590,221
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 17

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 29 September 2021
Total Gross Income: £704,006
Total Gross Expenditure: £480,589
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 16

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 28 October 2024
Income Donations And Legacies: 632170
Income Other Trading Activities: 143
Income Charitable Activities: 840
Income Investments: 5335
Income Other: 0
Income Total Income And Endowments: 638488
Income Legacies: 7160
Income Endowments: 0
Expenditure Raising Funds: £100,820
Expenditure Charitable Expenditure: £570,288
Expenditure Other: 0
Expenditure Total: 671108
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 87065
Expenditure Support Costs: 90880
Expenditure Depreciation: 2280
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £503,819
Assets Total Fixed: 578
Assets Own Use: 578
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £664,157
Assets Total Liabilities: £89,561
Assets Current Investment: 0
Assets Total Assets And Liabilities: £575,174
Creditors One Year Total Current: 89561
Creditors Falling Due After One Year: 0
Assets Cash: £631,132
Funds Endowment: 0
Funds Unrestricted: 438246
Funds Restricted: 136928
Funds Total: 575174
Count Employees: 17
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 31 October 2023
Income Donations And Legacies: 588138
Income Other Trading Activities: 849
Income Charitable Activities: 360
Income Investments: 1176
Income Other: 794
Income Total Income And Endowments: 591317
Income Legacies: 48698
Income Endowments: 0
Expenditure Raising Funds: £96,300
Expenditure Charitable Expenditure: £605,881
Expenditure Other: 0
Expenditure Total: 702181
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 159704
Expenditure Support Costs: 162266
Expenditure Depreciation: 2712
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 2858
Gain Loss Other: 0
Reserves: £146,000
Assets Total Fixed: 2858
Assets Own Use: 2858
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £621,562
Assets Total Liabilities: £16,626
Assets Current Investment: 0
Assets Total Assets And Liabilities: £607,794
Creditors One Year Total Current: 16626
Creditors Falling Due After One Year: 0
Assets Cash: £494,098
Funds Endowment: 0
Funds Unrestricted: 503819
Funds Restricted: 103975
Funds Total: 607794
Count Employees: 17
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 30 September 2022
Income Donations And Legacies: 598331
Income Other Trading Activities: 321
Income Charitable Activities: 1820
Income Investments: 0
Income Other: 1610
Income Total Income And Endowments: 602082
Income Legacies: 15258
Income Endowments: 0
Expenditure Raising Funds: £95,027
Expenditure Charitable Expenditure: £495,194
Expenditure Other: 0
Expenditure Total: 590221
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 77249
Expenditure Depreciation: 3535
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £522,348
Assets Total Fixed: 3836
Assets Own Use: 3836
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £751,782
Assets Total Liabilities: £36,960
Assets Current Investment: 0
Assets Total Assets And Liabilities: £718,658
Creditors One Year Total Current: 36960
Creditors Falling Due After One Year: 0
Assets Cash: £743,207
Funds Endowment: 0
Funds Unrestricted: 522348
Funds Restricted: 196310
Funds Total: 718658
Count Employees: 16
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 29 September 2021
Income Donations And Legacies: 693049
Income Other Trading Activities: 0
Income Charitable Activities: 10957
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 704006
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £83,687
Expenditure Charitable Expenditure: £396,902
Expenditure Other: 0
Expenditure Total: 480589
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 63617
Expenditure Support Costs: 63617
Expenditure Depreciation: 1832
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £706,797
Assets Total Fixed: 2265
Assets Own Use: 2265
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £735,876
Assets Total Liabilities: £31,344
Assets Current Investment: 0
Assets Total Assets And Liabilities: £706,797
Creditors One Year Total Current: 27944
Creditors Falling Due After One Year: 3400
Assets Cash: £722,429
Funds Endowment: 0
Funds Unrestricted: 504294
Funds Restricted: 202503
Funds Total: 706797
Count Employees: 14
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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: Staffordshire
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: Coventry City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Warwickshire
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: Solihull
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Shropshire
Welsh Ind: No

07 Official extract

Charity Classification

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

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

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

08 Official extract

Charity Event History

Charity Name: EDWARD'S TRUST LTD
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2021-01-11T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 4038698
Assoc Registered Charity Number: 1123978
Assoc Charity Name: BRAVE BEN'S SUPERSTARS FUND

Charity Name: EDWARD'S TRUST LTD
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-08-06T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 23 DECEMBER 1997 AS AMENDED BY SPECIAL RESOLUTION DATED 23 JULY 2004 AND CERTIFICATE OF INCORPORATION ON CHANGE OF NAME 24 DECEMBER 2004AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06 OCT 2022AS REGISTERED AT COMPANIES HOUSE ON 20 OCT 2022
Charitable Objects: 1.1.1 THE PREVENTION AND RELIEF OF THE EMOTIONAL, MENTAL AND PHYSICAL SUFFERING OF THOSE EXPERIENCING, OR PREPARING FOR, BEREAVEMENT OR LOSS, INCLUDING, BUT NOT LIMITED TO, A PARENT, SIGNIFICANT CARER, SIBLING, CHILD OR OTHER FAMILY MEMBER THROUGH THE PROVISION OF ADVICE, COUNSELLING AND SUPPORT OR OTHER ASSISTANCE; 1.1.2 THE ADVANCEMENT OF EDUCATION OF THE PUBLIC BY PROVIDING INFORMATION AND PROMOTING AWARENESS OF ISSUES SURROUNDING BEREAVEMENT AND LOSS; 1.1.3 THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION OF TRAINING FOR THOSE INVOLVED OR WORKING WITH THOSE SUFFERING BEREAVEMENT OR LOSS;1.1.4 THE ADVANCEMENT OF EDUCATION THROUGH THE PROMOTION AND SUPPORT OF RESEARCH WITHIN THE FIELD OF BEREAVEMENT OR LOSS AND TO DISSEMINATE AND PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH;1.1.5 SUCH OTHER CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.
Area Of Benefit: NOT DEFINED. IN PRACTICE NATIONAL ( WEST MIDLANDS)

10 Official extract

Charity Other Names

Charity Name Id: 309536
Charity Name Type: Working name
Charity Name: EDWARD'S TRUST

11 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Volunteer management

Policy Name: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Internal risk management 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

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests