A S BAXENDALE CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 29 March 2012
Removed: Not supplied
Financial period: 6 June 2024 – 5 June 2025
Latest income: £35,610
Latest expenditure: £77,652
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: ZEDRA UK TRUSTS, Booths Hall, Booths Park 3, Chelford Road, Knutsford, WA16 8GS

02 Activities

What the charity does

Donations made to named charitable organisations as under the terms of A S Baxendale's Will.Applications from other charities will not be considered.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 June 2024
Fin Period End Date: 5 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 April 2026
Date Annual Return Received: 2 April 2026
Date Accounts Received: 2 April 2026
Total Gross Income: £35,610
Total Gross Expenditure: £77,652

Fin Period Start Date: 6 June 2023
Fin Period End Date: 5 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 April 2025
Date Annual Return Received: 28 March 2025
Date Accounts Received: 28 March 2025
Total Gross Income: £33,486
Total Gross Expenditure: £720

Fin Period Start Date: 6 June 2022
Fin Period End Date: 5 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 April 2024
Date Annual Return Received: 25 June 2024
Date Accounts Received: 25 June 2024
Total Gross Income: £34,147
Total Gross Expenditure: £41,335

Fin Period Start Date: 6 June 2021
Fin Period End Date: 5 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 April 2023
Date Annual Return Received: 5 April 2023
Date Accounts Received: 5 April 2023
Total Gross Income: £31,615
Total Gross Expenditure: £47,643

Fin Period Start Date: 6 June 2020
Fin Period End Date: 5 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 April 2022
Date Annual Return Received: 21 March 2022
Date Accounts Received: 21 March 2022
Total Gross Income: £30,817
Total Gross Expenditure: £78,000

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 June 2024
Fin Period End Date: 5 June 2025
Ar Due Date: 5 April 2026
Ar Received Date: 2 April 2026
Total Gross Income: £35,610
Total Gross Expenditure: £77,652
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: 6 June 2023
Fin Period End Date: 5 June 2024
Ar Due Date: 5 April 2025
Ar Received Date: 28 March 2025
Total Gross Income: £33,486
Total Gross Expenditure: £720
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: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 June 2022
Fin Period End Date: 5 June 2023
Ar Due Date: 5 April 2024
Ar Received Date: 25 June 2024
Total Gross Income: £34,147
Total Gross Expenditure: £41,335
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: 6 June 2021
Fin Period End Date: 5 June 2022
Ar Due Date: 5 April 2023
Ar Received Date: 5 April 2023
Total Gross Income: £31,615
Total Gross Expenditure: £47,643
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: 6 June 2020
Fin Period End Date: 5 June 2021
Ar Due Date: 5 April 2022
Ar Received Date: 21 March 2022
Total Gross Income: £30,817
Total Gross Expenditure: £78,000
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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: Local Authority
Geographic Area Description: City Of London
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Stockport
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater Manchester
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

07 Official extract

Charity Event History

Charity Name: A S BAXENDALE CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-03-29T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED ON 01/04/2011
Charitable Objects: THE TRUSTEES SHALL HOLD THE TRUST FUND AS TO BOTH CAPITAL AND INCOME UPON OF THE SAME TO PAY OR APPLY AT ANY TIME OR TIMES IN SUCH MANNER IN THEIR ABSOLUTE DISCRETION THINK FIT TO UNITED KINGDOM CHARITABLE INSTITUTIONS OR FOR SUCH CHARITABLE PURPOSES AS ARE DEFINED IN SECTION 272 OF THE INHERITANCE TAX ACT 1984 AND SECTION 506(1) OF THE TAXES ACT 1988 (OR ANY STATUTORY RE-ENACTMENT OR MODIFICATION THEREOF) AND IN PARTICULAR (WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) TO BENEFIT:-1) THE GOVERNING BODY OF STOCKPORT GRAMMAR SCHOOL AND2) THE HISTORY DEPARTMENT OF UNIVERSITY COLLEGE LONDONWHILST SUCH INSTITUTIONS ARE CHARITABLE WITHIN THE LAW OF THE UNITED KINGDOM.

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Bullying and harassment policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

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: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures