CARNBREA ENDOWMENT FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Trust
Registered: 1 November 1973
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £75,304
Latest expenditure: £63,105
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Syensqo, Trinity Street, OLDBURY, West Midlands, B69 4LN

02 Activities

What the charity does

PROVISIONS OF PENSIONS OR IN SUCH OTHER WAYS AS THE TRUSTEES SHALL THINK FIT FOR THE BENEFIT OF EMPLOYEES OR FORMER EMPLOYEES OF ALBRIGHT & WILSON (MFG) LIMITED, SOLVAY SOLUTIONS UK LTD AND/OR MEMBERS OF THE RHODIA PENSION FUND OR THEIR DEPENDENTS WHO ARE BY REASON OF CIRCUMSTANCES IN WANT. FOR OTHER SUCH CHARITABLE PURPOSES OR CHARITIES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

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: 21 April 2026
Date Accounts Received: 21 April 2026
Total Gross Income: £75,304
Total Gross Expenditure: £63,105

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 October 2024
Date Accounts Received: 21 October 2024
Total Gross Income: £45,176
Total Gross Expenditure: £50,622

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: £22,116
Total Gross Expenditure: £28,666

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: 31 January 2023
Total Gross Income: £12,837
Total Gross Expenditure: £17,126

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: 26 January 2022
Total Gross Income: £12,584
Total Gross Expenditure: £10,360

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: 21 April 2026
Total Gross Income: £75,304
Total Gross Expenditure: £63,105
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: 21 October 2024
Total Gross Income: £45,176
Total Gross Expenditure: £50,622
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: 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: £22,116
Total Gross Expenditure: £28,666
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: 31 January 2023
Total Gross Income: £12,837
Total Gross Expenditure: £17,126
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: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 26 January 2022
Total Gross Income: £12,584
Total Gross Expenditure: £10,360
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: 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: 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: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

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

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

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

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

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

07 Official extract

Charity Event History

Charity Name: CARNBREA ENDOWMENT FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1973-11-01T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 2 MARCH 1967
Charitable Objects: A. THE PROVISION OF PENSIONS OR IN SUCH OTHER WAYS AS THE TRUSTEES SHALL THINK FIT FOR THE BENEFIT OF EMPLOYEES OR FORMER EMPLOYEES OF ALBRIGHT & WILSON (MFG) LIMITED OR THEIR DEPENDENTS WHO ARE BY REASON OF STRAIGHTENED CIRCUMSTANCES IN WANT. B. THE MAKING OF CONTRIBUTIONS TO INSTITUTIONS THE OBJECTS OF WHICH ARE REGARDED IN LAW AS BEING CHARITABLE.C. FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES FROM TIME TO TIME SHALL THINK FIT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures