JO LI TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 23 November 2001
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £10,220
Latest expenditure: £289,076
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 73 TRAFALGAR ROAD, MOSELEY, BIRMINGHAM, B13 8BL

02 Activities

What the charity does

Grants are made primarily to support charitable organisations known to the late Dr Joseph Kwok Wai Li and others which, in the opinion of the trustees, would have commanded his support.Specifically, but not exclusively, to support organisations working in the fields of HIV infection and sexual health, special housing need and conservation in Venice.

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: 12 January 2026
Total Gross Income: £10,220
Total Gross Expenditure: £289,076

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
Total Gross Income: £13,856
Total Gross Expenditure: £241,000

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: 5 March 2024
Total Gross Income: £22,187
Total Gross Expenditure: £68,917

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: 20 January 2023
Total Gross Income: £11,618
Total Gross Expenditure: £78,305

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: 25 January 2022
Total Gross Income: £12,415
Total Gross Expenditure: £72,909

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: 12 January 2026
Total Gross Income: £10,220
Total Gross Expenditure: £289,076
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: 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: £13,856
Total Gross Expenditure: £241,000
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: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 March 2024
Total Gross Income: £22,187
Total Gross Expenditure: £68,917
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: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 20 January 2023
Total Gross Income: £11,618
Total Gross Expenditure: £78,305
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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 25 January 2022
Total Gross Income: £12,415
Total Gross Expenditure: £72,909
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: Country
Geographic Area Description: Austria
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: China
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Italy
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

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

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

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

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

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

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

07 Official extract

Charity Event History

Charity Name: JO LI TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2001-11-23T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT 25 NOVEMBER 1994 PROBATE REGISTRY ON 25 JULY 1996 AS AMENDED BY DEED OF VARIATION DATED 27 NOVEMBER 1995
Charitable Objects: FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH A MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures