HUGH INSLEY-FOX CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 31 March 2010
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £51,702
Latest expenditure: £48,070
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Unit 1, St. Stephens Court, 15-17 St. Stephens Road, BOURNEMOUTH, BH2 6LA

02 Activities

What the charity does

THE MAIN OBJECTIVES OF THE CHARITABLE TRUST ARE:1) THE ADVANCEMENT OF HEALTH2) THE SAVING OF LIVES3) THE RELIEF OF THOSE IN NEED OF BY REASON OF ILL HEALTH, DISABILITY OR OTHER DISADVANTAGE4) SUCH OTHER PURPOSES AS TRUSTEES SEE FIT, IN PARTICULAR ASSISTANCE TO CHARITABLE HOSPICES, TO CHARITIES FOR THE RELIEF OF CANCER SUFFERERS AND TO THE ROYAL NATIONAL LIFEBOAT INSTITUTION.

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: 3 February 2026
Date Accounts Received: 3 February 2026
Total Gross Income: £51,702
Total Gross Expenditure: £48,070

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: 7 December 2024
Date Accounts Received: 7 December 2024
Total Gross Income: £43,097
Total Gross Expenditure: £57,810

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 January 2024
Date Accounts Received: 5 January 2024
Total Gross Income: £57,989
Total Gross Expenditure: £28,317

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: 3 January 2023
Date Accounts Received: 3 January 2023
Total Gross Income: £56,492
Total Gross Expenditure: £59,553

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: 6 January 2022
Date Accounts Received: 6 January 2022
Total Gross Income: £51,593
Total Gross Expenditure: £24,997

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: 3 February 2026
Total Gross Income: £51,702
Total Gross Expenditure: £48,070
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: 1

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: 7 December 2024
Total Gross Income: £43,097
Total Gross Expenditure: £57,810
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: 1

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 January 2024
Total Gross Income: £57,989
Total Gross Expenditure: £28,317
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: 1

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: 3 January 2023
Total Gross Income: £56,492
Total Gross Expenditure: £59,553
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: 1

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: 6 January 2022
Total Gross Income: £51,593
Total Gross Expenditure: £24,997
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: 1

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Poole
Welsh Ind: No

06 Official extract

Charity Classification

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

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

07 Official extract

Charity Event History

Charity Name: HUGH INSLEY-FOX CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2010-03-31T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 8 OCTOBER 2009
Charitable Objects: THE OBJECTS OF THE CHARITY ARE TO PROMOTE FOR THE PUBLIC BENEFIT WITHIN POOLE IN DORSET AND THE SURROUNDING AREA ("THE AREA OF BENEFIT") THE FOLLOWING:5.1 THE ADVANCEMENT OF HEALTH; AND5.2 THE SAVING OF LIVES; AND5.3 THE RELIEF OF THOSE IN NEED BY REASON OF ILL HEALTH, DISABILITY OR OTHERDISADVANTAGE; AND5.4 SUCH OTHER PURPOSES BEING CHARITABLE IN LAW AS THE TRUSTEES IN THEIR ABSOLUTEDISCRETION SHALL FROM TIME TO TIME THINK FIT;IN PARTICULAR (BUT NOT BY WAY OF LIMITATION) PROVIDING ASSISTANCE TO CHARITABLE HOSPICES, TO CHARITIES FOR THE RELIEF OF CANCER SUFFERERS, AND TO THE ROYAL NATIONAL LIFEBOAT INSTITUTION
Area Of Benefit: DORSET

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Conflicting interests

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures