BELVEDERE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 20 December 1999
Removed: Not supplied
Company number supplied: 03868725
Financial period: 1 April 2024 – 31 March 2025
Latest income: £772,949
Latest expenditure: £985,418
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: THE BELVEDERE, 2 BACK LANE, LONDON, NW3 1HL

02 Activities

What the charity does

Grant making to organisations.

03 Official extract

Charity Annual Return History

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: 13 January 2026
Date Accounts Received: 13 January 2026
Total Gross Income: £772,949
Total Gross Expenditure: £985,418

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: 17 December 2024
Date Accounts Received: 17 December 2024
Total Gross Income: £242,263
Total Gross Expenditure: £781,220

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: 25 January 2024
Date Accounts Received: 25 January 2024
Total Gross Income: £785,407
Total Gross Expenditure: £295,470

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: 16 January 2023
Date Accounts Received: 16 January 2023
Total Gross Income: £185,393
Total Gross Expenditure: £676,432

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 21 January 2022
Date Accounts Received: 21 January 2022
Total Gross Income: £443,283
Total Gross Expenditure: £544,290

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 13 January 2026
Total Gross Income: £772,949
Total Gross Expenditure: £985,418
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: 2
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: 17 December 2024
Total Gross Income: £242,263
Total Gross Expenditure: £781,220
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: 3
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: 25 January 2024
Total Gross Income: £785,407
Total Gross Expenditure: £295,470
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 16 January 2023
Total Gross Income: £185,393
Total Gross Expenditure: £676,432
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 21 January 2022
Total Gross Income: £443,283
Total Gross Expenditure: £544,290
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: Yes
Fin Period Order Number: 1
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: 13 January 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 137406
Income Charitable Activities: 0
Income Investments: 635543
Income Other: 0
Income Total Income And Endowments: 772949
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £37,333
Expenditure Charitable Expenditure: £948,085
Expenditure Other: 0
Expenditure Total: 985418
Expenditure Investment Management: 37333
Expenditure Grants Institution: 410297
Expenditure Governance: 159599
Expenditure Support Costs: 378189
Expenditure Depreciation: 50198
Gain Loss Investment: -2463851
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -7261691
Gain Loss Other: 0
Reserves: £10,647,060
Assets Total Fixed: 30642089
Assets Own Use: 166598
Assets Long Term Investment: 30475491
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,252,567
Assets Total Liabilities: £626,278
Assets Current Investment: 0
Assets Total Assets And Liabilities: £31,268,378
Creditors One Year Total Current: 472244
Creditors Falling Due After One Year: 154034
Assets Cash: £669,689
Funds Endowment: 3123540
Funds Unrestricted: 18443063
Funds Restricted: 9701775
Funds Total: 31268378
Count Employees: 7
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 25 January 2024
Income Donations And Legacies: 625000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 160407
Income Other: 0
Income Total Income And Endowments: 785407
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £41,022
Expenditure Charitable Expenditure: £254,448
Expenditure Other: 0
Expenditure Total: 295470
Expenditure Investment Management: 41022
Expenditure Grants Institution: 215960
Expenditure Governance: 38283
Expenditure Support Costs: 205
Expenditure Depreciation: 0
Gain Loss Investment: -8369760
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £11,142,466
Assets Total Fixed: 31752542
Assets Own Use: 0
Assets Long Term Investment: 31752542
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,447,415
Assets Total Liabilities: £107,644
Assets Current Investment: 0
Assets Total Assets And Liabilities: £33,092,313
Creditors One Year Total Current: 75644
Creditors Falling Due After One Year: 32000
Assets Cash: £554,682
Funds Endowment: 6687500
Funds Unrestricted: 26404813
Funds Restricted: 0
Funds Total: 33092313
Count Employees: 7
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
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: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

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

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

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

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

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

08 Official extract

Charity Event History

Charity Name: BELVEDERE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1999-12-20T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 26 OCTOBER 1999 AS AMENDED BY SPECIAL RESOLUTION DATED 24 SEPTEMBER 2009
Charitable Objects: TO APPLY THE FUNDS OF THE COMPANY TOWARDS, OR IN FURTHERANCE, OR IN ADVANCEMENT, OR FOR THE BENEFIT OF SUCH ONE OR MORE CHARITIES, CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION SELECT AND TO UNDERTAKE ANY OTHER CHARITABLE PURPOSE.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management