HEALTH AND WELLBEING TRUST LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 19 December 2007
Removed: Not supplied
Company number supplied: 06399506
Financial period: 1 April 2024 – 31 March 2025
Latest income: £22,566
Latest expenditure: £63,888
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Ham Green House, Chapel Pill Lane, Pill, BS20 0HH

Website recorded by the regulator: www.healthandwellbeingtrust.org (displayed as text)

02 Activities

What the charity does

We aid people who are sick, convalescent, disabled, handicapped or infirm by:a. Providing day, residential care and,educational facilitiesb. To create a digital outreach programmec. Education of the medical profession and general public about complementary medicined. Researching, evaluate info about complementary therapiese. Client bursaries for the provision of complementary therapies.

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: 8 December 2025
Total Gross Income: £22,566
Total Gross Expenditure: £63,888

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: 21 January 2025
Date Accounts Received: 21 January 2025
Total Gross Income: £91,356
Total Gross Expenditure: £78,847

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: 31 January 2024
Total Gross Income: £14,306
Total Gross Expenditure: £42,264

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: 20 December 2022
Date Accounts Received: 20 December 2022
Total Gross Income: £63,926
Total Gross Expenditure: £66,078

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: 22 December 2021
Date Accounts Received: 22 December 2021
Total Gross Income: £77,073
Total Gross Expenditure: £63,134

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: 8 December 2025
Total Gross Income: £22,566
Total Gross Expenditure: £63,888
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
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: 21 January 2025
Total Gross Income: £91,356
Total Gross Expenditure: £78,847
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: 4

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: 31 January 2024
Total Gross Income: £14,306
Total Gross Expenditure: £42,264
Grant Making Is Main Activity: No
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
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: 20 December 2022
Total Gross Income: £63,926
Total Gross Expenditure: £66,078
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 2

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: 22 December 2021
Total Gross Income: £77,073
Total Gross Expenditure: £63,134
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 2

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Bath And North East Somerset
Welsh Ind: No

06 Official extract

Charity Classification

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

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

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

07 Official extract

Charity Event History

Charity Name: HEALTH AND WELLBEING TRUST LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2007-12-19T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 15/10/2007AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/11/2007AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 22/07/2010AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 23/03/2012 as amended on 04 Mar 2026
Charitable Objects: THE CHARITY'S OBJECTS ARE THE RELIEF OF PERSONS OF WHO ARE SICK, CONVALESCENT; DISABLED, HANDICAPPED OR INFIRM BY:A) COLLATING AND EVALUATING INFORMATION ABOUT COMPLEMENTARY THERAPIES, PSYCHOLOGICAL SUPPORT, AND SELF-HELP SERVICES AND DISSEMINATING IT TO THE MEDICAL PROFESSION AND TO THE GENERAL PUBLICB) EDUCATION THE MEDICAL PROFESSION AND GENERAL PUBLIC ABOUT COMPLEMENTARY MEDICINE AND PROACTIVE PREVENTIVE HEALTHCAREC) RESEARCHING AND ADVISING AND ASSISTING IN RESEARCHING INTEGRATED MEDICINE AND PUBLISHING OR ASSISTING IN THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCHD) ASSISTING THOSE IN FINANCIAL NEED WITH THE PROVISION OF COMPLEMENTARY THERAPIES ONLY FROM LISTS I AND 2 OF THE HOUSE OF LORDS COMMITTEE ON SCIENCE AND TECHNOLOGY SIXTH REPORT ON COMPLEMENTARY AND ALTERNATIVE MEDICINE, PSYCHOLOGICAL SUPPORT AND SELFHELP SERVICES AND IN SUCH OTHER MANNER AS THE EXECUTIVE COMMITTEE MAY FROM TIME TO TIME THINK FITE) PROVIDING DAY AND RESIDENTIAL CARE FACILITIES AND EDUCATIONAL FACILITIES FOR THE PROVISION OF MEDICALLY LED INTEGRATED HEALTHCARE, EDUCATION, RESEARCH, AND HEALTH PROMOTION, WHERE COMPLEMENTARY THERAPY IS USED, USING ONLY THERAPIES FROM LISTS I AND 2 OF THE HOUSE OF LORDS COMMITTEE ON SCIENCE AND TECHNOLOGY SIXTH REPORT ON COMPLEMENTARY AND ALTERNATIVE MEDICINE.
Area Of Benefit: NOT DEFINED. IN PRACTICE: THROUGHOUT ENGLAND AND WALES.

09 Official extract

Charity Other Names

Charity Name Id: 494565
Charity Name Type: Previous name
Charity Name: INTEGRATED HEALTH TRUST LIMITED

Charity Name Id: 494568
Charity Name Type: Previous name
Charity Name: INTEGRATIVE HEALTH TRUST LIMITED

10 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Paying staff

Policy Name: Complaints handling

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Social media policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Volunteer management