JOHN BRISTOW AND THOMAS MASON TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 11 June 1999
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £107,361
Latest expenditure: £205,968
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Beech Hay, Ifield Road, Charlwood, HORLEY, RH6 0DR

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

02 Activities

What the charity does

To provide grants and loans to the residents of Charlwood, Lowfield Heath and Hookwood.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 13 July 2026
Date Accounts Received: 13 July 2026
Total Gross Income: £107,361
Total Gross Expenditure: £205,968

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 2 July 2025
Date Accounts Received: 2 July 2025
Total Gross Income: £117,355
Total Gross Expenditure: £117,121

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 15 June 2024
Date Accounts Received: 15 June 2024
Total Gross Income: £107,734
Total Gross Expenditure: £111,562

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 16 March 2023
Date Accounts Received: 16 March 2023
Total Gross Income: £93,937
Total Gross Expenditure: £130,617

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 25 July 2022
Date Accounts Received: 25 July 2022
Total Gross Income: £80,621
Total Gross Expenditure: £76,872

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 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 13 July 2026
Total Gross Income: £107,361
Total Gross Expenditure: £205,968
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 2 July 2025
Total Gross Income: £117,355
Total Gross Expenditure: £117,121
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 15 June 2024
Total Gross Income: £107,734
Total Gross Expenditure: £111,562
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 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 16 March 2023
Total Gross Income: £93,937
Total Gross Expenditure: £130,617
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 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 25 July 2022
Total Gross Income: £80,621
Total Gross Expenditure: £76,872
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: Local Authority
Geographic Area Description: Surrey
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 111
Classification Type: What
Classification Description: Animals

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

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

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

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

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 104
Classification Type: What
Classification Description: Disability

Showing 20 of 22 supplied records in this dataset.

07 Official extract

Charity Event History

Charity Name: JOHN BRISTOW AND THOMAS MASON TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1999-06-11T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF THE COMMISSIONERS DATED 1ST MARCH 1999 AMENDED BY SPECIAL RESOLUTION DATED 23 JUNE 2006.
Charitable Objects: (1) THE PROMOTION OF EDUCATION IN THE AREA OF BENEFIT THROUGH THE PROVISION AND SUPPORT OF SUCH FACILITIES AND SERVICES AS THE TRUSTEES THINK FIT.(2) THE RELIEF OF INHABITANTS WHO ARE (A) IN NEED, HARDSHIP OR DISTRESS; OR (B) SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRM.(3) THE PROVISION AND SUPPORT, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE INHABITANTS IN THE INTERESTS OF SOCIAL WELFARE, OF FACILITIES FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION OF THE INHABITANTS OR ANY SUFFICIENT SECTION OF THEM; (4) THE PROVISION AND SUPPORT OF SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OR ANY SUFFICIENT SECTION OF THEM AS THE TRUSTEES THINK FIT.
Area Of Benefit: PARISH OF CHARLWOOD AS CONSTITUTED IN 1926

09 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures