A J BELL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 8 April 2011
Removed: Not supplied
Company number supplied: 07566567
Financial period: 1 October 2024 – 30 September 2025
Latest income: £174,793
Latest expenditure: £113,997
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Blythe Hall, Blythe Lane, Lathom, Ormskirk, L40 5TY

02 Activities

What the charity does

The principal activity of the charity is organising fund raising events. These events are held for the benefit of various beneficiaries, within the scope of the charity's objects.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 20 July 2026
Date Accounts Received: 20 July 2026
Total Gross Income: £174,793
Total Gross Expenditure: £113,997

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 18 July 2025
Date Accounts Received: 18 July 2025
Total Gross Income: £167,666
Total Gross Expenditure: £148,307

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 29 July 2024
Date Accounts Received: 29 July 2024
Total Gross Income: £166,192
Total Gross Expenditure: £371,257

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 19 July 2023
Date Accounts Received: 21 July 2023
Total Gross Income: £659,789
Total Gross Expenditure: £35,088

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 18 July 2022
Date Accounts Received: 18 July 2022
Total Gross Income: £292,948
Total Gross Expenditure: £193,251

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 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 20 July 2026
Total Gross Income: £174,793
Total Gross Expenditure: £113,997
Grant Making Is Main Activity: Yes
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 18 July 2025
Total Gross Income: £167,666
Total Gross Expenditure: £148,307
Grant Making Is Main Activity: Yes
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 29 July 2024
Total Gross Income: £166,192
Total Gross Expenditure: £371,257
Grant Making Is Main Activity: Yes
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 19 July 2023
Total Gross Income: £659,789
Total Gross Expenditure: £35,088
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: Yes
Trustee Also Director Of Subsidiary: Yes
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 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 18 July 2022
Total Gross Income: £292,948
Total Gross Expenditure: £193,251
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: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 19 July 2023
Income Donations And Legacies: 622485
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 37304
Income Other: 0
Income Total Income And Endowments: 659789
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £35,088
Expenditure Other: 0
Expenditure Total: 35088
Expenditure Investment Management: 0
Expenditure Grants Institution: 26819
Expenditure Governance: 7430
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: -520722
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,436,476
Assets Total Fixed: 1416029
Assets Own Use: 249457
Assets Long Term Investment: 1166572
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,099,826
Assets Total Liabilities: £79,379
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,436,476
Creditors One Year Total Current: 79379
Creditors Falling Due After One Year: 0
Assets Cash: £789,326
Funds Endowment: 0
Funds Unrestricted: 2436476
Funds Restricted: 0
Funds Total: 2436476
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

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

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

07 Official extract

Charity Classification

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

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

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

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

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

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

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

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

08 Official extract

Charity Event History

Charity Name: A J BELL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-04-08T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 16 MAR 2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 11 JUL 2017
Charitable Objects: TO ADVANCE IN LIFE, HELP AND RELIEVE PERSONS LIVING IN THE UNITED KINGDOM WHO ARE IN NEED, WHETHER AS A RESULT OF THEIR AGE, FINANCIAL HARDSHIP, SICKNESS, POOR HEALTH, LACK OF OPPORTUNITY, DISABILITY OR OTHER DISADVANTAGE, WITH THE PRIMARY FOCUS BEING ON CHILDREN AND YOUNG ADULTS UNDER 25 YEARS OF AGE, IN SUCH WAYS AS THE TRUSTEES THINK FIT
Area Of Benefit: UNITED KINGDOM

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures