CCEW Charity Commission profile

Boodles Charitable Trust

Registered charity 1077748 · organisation 3964775

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received Late
Charity type
Other
Registered
11 October 1999
Removed
Not supplied
Financial period
6 April 2024 – 5 April 2025
Latest income
£1,249,561
Latest expenditure
£872,067
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 35 LORD STREET, LIVERPOOL, MERSEYSIDE, L2 9SQ

02 Activities

What the charity does

Provides donations to organisations helping young individuals

03 Official extract

Charity Annual Return History

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
20 February 2026
Date Accounts Received
20 February 2026
Total Gross Income
£1,249,561
Total Gross Expenditure
£872,067
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
28 January 2025
Date Accounts Received
14 March 2025
Total Gross Income
£1,297,454
Total Gross Expenditure
£713,027
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
4 April 2024
Date Accounts Received
4 April 2024
Total Gross Income
£2,536,303
Total Gross Expenditure
£487,749
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
13 February 2023
Date Accounts Received
13 February 2023
Total Gross Income
£1,519,390
Total Gross Expenditure
£399,609
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Cycle Reference
AR21
Reporting Due Date
5 February 2022
Date Annual Return Received
11 February 2022
Date Accounts Received
11 February 2022
Total Gross Income
£119,640
Total Gross Expenditure
£281,001

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
6 April 2024
Fin Period End Date
5 April 2025
Ar Due Date
5 February 2026
Ar Received Date
20 February 2026
Total Gross Income
£1,249,561
Total Gross Expenditure
£872,067
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
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
28 January 2025
Total Gross Income
£1,297,454
Total Gross Expenditure
£713,027
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
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
4 April 2024
Total Gross Income
£2,536,303
Total Gross Expenditure
£487,749
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
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
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
13 February 2023
Total Gross Income
£1,519,390
Total Gross Expenditure
£399,609
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
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Due Date
5 February 2022
Ar Received Date
11 February 2022
Total Gross Income
£119,640
Total Gross Expenditure
£281,001
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
1

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
6 April 2024
Fin Period End Date
5 April 2025
Ar Due Date
5 February 2026
Ar Received Date
20 February 2026
Income Donations And Legacies
1122297
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
127264
Income Other
0
Income Total Income And Endowments
1249561
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£872,067
Expenditure Other
0
Expenditure Total
872067
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
-216931
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,202,817
Assets Total Fixed
5018898
Assets Own Use
0
Assets Long Term Investment
5018898
Defined Benefit Pension Scheme
0
Assets Other Assets
£415,919
Assets Total Liabilities
£232,000
Assets Current Investment
82500
Assets Total Assets And Liabilities
£5,202,817
Creditors One Year Total Current
232000
Creditors Falling Due After One Year
0
Assets Cash
£333,419
Funds Endowment
0
Funds Unrestricted
5165220
Funds Restricted
37597
Funds Total
5202817
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
28 January 2025
Income Donations And Legacies
1200000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
97454
Income Other
0
Income Total Income And Endowments
1297454
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£713,027
Expenditure Other
0
Expenditure Total
713027
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
371885
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,422,254
Assets Total Fixed
4832506
Assets Own Use
0
Assets Long Term Investment
4832506
Defined Benefit Pension Scheme
0
Assets Other Assets
£701,748
Assets Total Liabilities
£112,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,422,254
Creditors One Year Total Current
112000
Creditors Falling Due After One Year
0
Assets Cash
£701,748
Funds Endowment
0
Funds Unrestricted
5422254
Funds Restricted
0
Funds Total
5422254
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
4 April 2024
Income Donations And Legacies
2500000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
36303
Income Other
0
Income Total Income And Endowments
2536303
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£487,749
Expenditure Other
0
Expenditure Total
487749
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
-13719
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,377,942
Assets Total Fixed
3600758
Assets Own Use
0
Assets Long Term Investment
3600758
Defined Benefit Pension Scheme
0
Assets Other Assets
£977,184
Assets Total Liabilities
£200,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,377,942
Creditors One Year Total Current
100000
Creditors Falling Due After One Year
100000
Assets Cash
£977,184
Funds Endowment
0
Funds Unrestricted
4377942
Funds Restricted
0
Funds Total
4377942
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
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
13 February 2023
Income Donations And Legacies
1500000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
19390
Income Other
0
Income Total Income And Endowments
1519390
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£399,609
Expenditure Other
0
Expenditure Total
399609
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
22350
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,343,107
Assets Total Fixed
1152541
Assets Own Use
0
Assets Long Term Investment
1152541
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,190,566
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,343,107
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£1,190,566
Funds Endowment
0
Funds Unrestricted
2343107
Funds Restricted
0
Funds Total
2343107
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name
Boodles Charitable Trust
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1999-10-11T00:00:00
Charity Name
Boodles Charitable Trust
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2025-06-13T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
3952354
Assoc Registered Charity Number
1070575
Assoc Charity Name
SHINING FACES

09 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST EXECUTED 4 AUGUST 1999 as amended on 17 Jun 2022 as amended on 08 Apr 2024
Charitable Objects
THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES AND IF MORE THAN ONE IN SUCH PROPORTIONS AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
302373
Charity Name Type
Previous name
Charity Name
THE BOODLE & DUNTHORNE CHARITABLE TRUST

11 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Complaints handling
Policy Name
Investment
Policy Name
Conflicting interests
Policy Name
Internal risk management policy and procedures
Policy Name
Risk management
Policy Name
Investing charity funds policy and procedures