BritDB

CCEW Charity Commission profile

EDMUND RICE BICENTENNIAL TRUST LIMITED

Registered charity 1098358 · organisation 3997445

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 July 2003
Removed
Not supplied
Company number supplied
04229228
Financial period
1 January 2024 – 31 December 2024
Latest income
£882,791
Latest expenditure
£1,374,409
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: St. Timothys, Rockwell Road, West Derby, Liverpool, L12 4XY

02 Activities

What the charity does

The charitys objects are to advance the Christian faith, promote Christian ideals and provide for the education and training of children and other persons according to the spirit and ideals of Blessed Edmund Rice.

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
10 October 2025
Date Accounts Received
10 October 2025
Total Gross Income
£882,791
Total Gross Expenditure
£1,374,409
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
18 September 2024
Date Accounts Received
18 September 2024
Total Gross Income
£395,265
Total Gross Expenditure
£1,244,568
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
10 October 2023
Date Accounts Received
10 October 2023
Total Gross Income
£470,447
Total Gross Expenditure
£1,690,676
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
16 August 2022
Date Accounts Received
16 August 2022
Total Gross Income
£745,607
Total Gross Expenditure
£335,340
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
17 September 2021
Date Accounts Received
17 September 2021
Total Gross Income
£582,943
Total Gross Expenditure
£960,588

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
10 October 2025
Total Gross Income
£882,791
Total Gross Expenditure
£1,374,409
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
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
18 September 2024
Total Gross Income
£395,265
Total Gross Expenditure
£1,244,568
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
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
10 October 2023
Total Gross Income
£470,447
Total Gross Expenditure
£1,690,676
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
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
16 August 2022
Total Gross Income
£745,607
Total Gross Expenditure
£335,340
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
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
17 September 2021
Total Gross Income
£582,943
Total Gross Expenditure
£960,588
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 Annual Return Partb

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
10 October 2025
Income Donations And Legacies
431417
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
451374
Income Other
0
Income Total Income And Endowments
882791
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£113,666
Expenditure Charitable Expenditure
£1,260,743
Expenditure Other
0
Expenditure Total
1374409
Expenditure Investment Management
99166
Expenditure Grants Institution
1230014
Expenditure Governance
30729
Expenditure Support Costs
2955
Expenditure Depreciation
0
Gain Loss Investment
79434
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
27767812
Assets Own Use
171057
Assets Long Term Investment
27596755
Defined Benefit Pension Scheme
0
Assets Other Assets
£64
Assets Total Liabilities
£861,192
Assets Current Investment
0
Assets Total Assets And Liabilities
£26,906,684
Creditors One Year Total Current
861192
Creditors Falling Due After One Year
0
Assets Cash
£64
Funds Endowment
0
Funds Unrestricted
26906684
Funds Restricted
0
Funds Total
26906684
Count Employees
0
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
16 August 2022
Income Donations And Legacies
2183
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
743424
Income Other
0
Income Total Income And Endowments
745607
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£115,250
Expenditure Charitable Expenditure
£220,090
Expenditure Other
0
Expenditure Total
335340
Expenditure Investment Management
105250
Expenditure Grants Institution
190662
Expenditure Governance
29200
Expenditure Support Costs
228
Expenditure Depreciation
0
Gain Loss Investment
1766355
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
30668867
Assets Own Use
0
Assets Long Term Investment
30668867
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,432
Assets Total Liabilities
£266,515
Assets Current Investment
0
Assets Total Assets And Liabilities
£30,407,784
Creditors One Year Total Current
266515
Creditors Falling Due After One Year
0
Assets Cash
£5,432
Funds Endowment
0
Funds Unrestricted
30281981
Funds Restricted
125803
Funds Total
30407784
Count Employees
0
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
17 September 2021
Income Donations And Legacies
13257
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
569686
Income Other
0
Income Total Income And Endowments
582943
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£118,902
Expenditure Charitable Expenditure
£841,686
Expenditure Other
0
Expenditure Total
960588
Expenditure Investment Management
108902
Expenditure Grants Institution
817372
Expenditure Governance
24314
Expenditure Support Costs
247
Expenditure Depreciation
0
Gain Loss Investment
730655
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£28,095,844
Assets Total Fixed
29082077
Assets Own Use
0
Assets Long Term Investment
29082077
Defined Benefit Pension Scheme
0
Assets Other Assets
£13,545
Assets Total Liabilities
£864,460
Assets Current Investment
0
Assets Total Assets And Liabilities
£28,231,162
Creditors One Year Total Current
864460
Creditors Falling Due After One Year
0
Assets Cash
£13,545
Funds Endowment
0
Funds Unrestricted
28095844
Funds Restricted
135318
Funds Total
28231162
Count Employees
0
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
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies

08 Official extract

Charity Event History

Charity Name
EDMUND RICE BICENTENNIAL TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2003-07-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 05 JUN 2001AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20 OCT 2003AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07 JUN 2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 JUL 2025
Charitable Objects
TO ADVANCE THE CHRISTIAN FAITH, PROMOTE CHRISTIAN IDEALS AND PROVIDE FOR THE EDUCATION AND TRAINING OF CHILDREN AND OTHER PERSONS ACCORDING TO THE SPIRIT AND IDEALS OF BLESSED EDMUND RICE
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Internal risk management policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Risk management
Policy Name
Investment
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures