BERNARD PIGGOTT CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Overdue
Charity type: CIO
Registered: 25 November 2013
Removed: Not supplied
Financial period: 1 October 2023 – 30 September 2024
Latest income: £139,797
Latest expenditure: £78,674
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 5 Heydon Road, Finstall, BROMSGROVE, Worcestershire, B60 3DA

Website recorded by the regulator: Bernardpiggotttrust.org.uk (displayed as text)

02 Activities

What the charity does

PROVISION OF GRANTS TO REGISTERED CHARITIES WITHIN BIRMINGHAM AND NORTH WALES. FROM ASSETS/INCOME IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE. THE TRUST DOES NOT MAKE GRANTS TO INDIVIDUALS. TRUSTEES HOLD TWO MEETINGS EACH YEAR IN MAY/JUNE AND NOVEMBER/DECEMBER

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

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: 22 August 2025
Date Accounts Received: 22 August 2025
Total Gross Income: £139,797
Total Gross Expenditure: £78,674

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: 3 July 2024
Date Accounts Received: 3 July 2024
Total Gross Income: £128,414
Total Gross Expenditure: £59,689

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: 25 July 2023
Date Accounts Received: 25 July 2023
Total Gross Income: £142,469
Total Gross Expenditure: £96,847

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: 3 August 2022
Date Accounts Received: 3 August 2022
Total Gross Income: £129,525
Total Gross Expenditure: £115,195

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
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: 22 August 2025
Total Gross Income: £139,797
Total Gross Expenditure: £78,674
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: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 3 July 2024
Total Gross Income: £128,414
Total Gross Expenditure: £59,689
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: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 25 July 2023
Total Gross Income: £142,469
Total Gross Expenditure: £96,847
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: 4
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: 3 August 2022
Total Gross Income: £129,525
Total Gross Expenditure: £115,195
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: AR20
Fin Period Start Date: 1 October 2019
Fin Period End Date: 30 September 2020
Ar Due Date: 30 July 2021
Ar Received Date: 30 June 2021
Total Gross Income: £120,175
Total Gross Expenditure: £113,035
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

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Birmingham City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Gwynedd
Welsh Ind: Yes

Geographic Area Type: Local Authority
Geographic Area Description: Solihull
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Denbighshire
Welsh Ind: Yes

Geographic Area Type: Local Authority
Geographic Area Description: Conwy
Welsh Ind: Yes

06 Official extract

Charity Classification

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

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

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

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

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

Classification Code: 101
Classification Type: What
Classification Description: General 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: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

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

Classification Code: 114
Classification Type: What
Classification Description: Armed Forces/emergency Service Efficiency

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

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

Classification Code: 111
Classification Type: What
Classification Description: Animals

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

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

07 Official extract

Charity Event History

Charity Name: BERNARD PIGGOTT CHARITABLE TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2013-11-25T00:00:00

Charity Name: BERNARD PIGGOTT CHARITABLE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2014-07-18T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 260347
Assoc Registered Charity Number: 260347
Assoc Charity Name: THE BERNARD PIGGOTT TRUST

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 25 Nov 2013
Charitable Objects: TO PAY OR APPLY THE CAPITAL AND INCOME OF THE CIO TO CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures