ELIZABETH JOLLY CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 1 March 2005
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £21,883
Latest expenditure: £22,051
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Morecrofts Llp, 7 Church Road, Woolton, LIVERPOOL, L25 5JE

02 Activities

What the charity does

N/A

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: 29 October 2025
Total Gross Income: £21,883
Total Gross Expenditure: £22,051

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: 20 September 2024
Total Gross Income: £18,691
Total Gross Expenditure: £11,000

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: 22 January 2024
Total Gross Income: £7,890
Total Gross Expenditure: £20,200

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: 7 December 2022
Total Gross Income: £12,639
Total Gross Expenditure: £22,450

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: 9 November 2021
Total Gross Income: £18,399
Total Gross Expenditure: £48,300

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: 29 October 2025
Total Gross Income: £21,883
Total Gross Expenditure: £22,051
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: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 20 September 2024
Total Gross Income: £18,691
Total Gross Expenditure: £11,000
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: 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: 7 December 2022
Total Gross Income: £12,639
Total Gross Expenditure: £22,450
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 9 November 2021
Total Gross Income: £18,399
Total Gross Expenditure: £48,300
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: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: ELIZABETH JOLLY CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2005-03-01T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL DATED 20 JANUARY 2000.
Charitable Objects: THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH OF THE FOLLOWING CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE UNITED KINGDOM AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT INCLUDING (A) RESEARCH INTO PREVENTION AND CURES FOR BLINDNESS(B) PROVIDING ASSISTANCE AND SUPPORT FOR THE BLIND AND PARTIALLY SIGHTED(C) RESEARCH INTO THE CAUSES PREVENTION AND CURES FOR CANCER(D) RESEARCH INTO THE CAUSES PREVENTION AND CURES FOR HEART DISEASEOR SUCH OTHER CHARITABLE OBJECTS AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.
Area Of Benefit: THE UNITED KINDOM.

09 Official extract

Charity Other Names

Charity Name Id: 438373
Charity Name Type: Working name
Charity Name: THE ELIZABETH JOLLY CHARITABLE TRUST

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures