REARDON SMITH NAUTICAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 2 September 2013
Removed: Not supplied
Company number supplied: CE000138
Financial period: 6 April 2024 – 5 April 2025
Latest income: £125,549
Latest expenditure: £230,082
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Reardon Smith Nautical Trust, C/O FoxSE Consultancy.co.uk, Cardiff House, Cardiff Road, Vale of Glamorgan, CF63 2AW

02 Activities

What the charity does

The object of the trust is the advancement of education of young persons up to the age of 25, resident in Wales, and Devon in particular those resident in the City of Cardiff, including, but so as not to limit the foregoing, by payment of grants, scholarships, exhibitions and bursaries to individuals to attend recognised or maritime courses relating to shipping, maritime law and commerce.

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: 9 January 2026
Date Accounts Received: 9 January 2026
Total Gross Income: £125,549
Total Gross Expenditure: £230,082

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: 27 August 2024
Date Accounts Received: 27 August 2024
Total Gross Income: £129,743
Total Gross Expenditure: £200,511

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 October 2023
Date Accounts Received: 5 October 2023
Total Gross Income: £120,255
Total Gross Expenditure: £166,461

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: 13 July 2022
Date Accounts Received: 13 July 2022
Total Gross Income: £126,173
Total Gross Expenditure: £247,982

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: 7 July 2021
Date Accounts Received: 7 July 2021
Total Gross Income: £118,705
Total Gross Expenditure: £80,700

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: 9 January 2026
Total Gross Income: £125,549
Total Gross Expenditure: £230,082
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 9

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: 27 August 2024
Total Gross Income: £129,743
Total Gross Expenditure: £200,511
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
Employees Salary Over 60k: No
Count Volunteers: 0

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 October 2023
Total Gross Income: £120,255
Total Gross Expenditure: £166,461
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
Employees Salary Over 60k: No
Count Volunteers: 0

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: 13 July 2022
Total Gross Income: £126,173
Total Gross Expenditure: £247,982
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 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 7 July 2021
Total Gross Income: £118,705
Total Gross Expenditure: £80,700
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: Region
Geographic Area Description: Throughout Wales
Welsh Ind: Yes

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

06 Official extract

Charity Classification

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

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

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

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

07 Official extract

Charity Event History

Charity Name: REARDON SMITH NAUTICAL TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2013-09-02T00:00:00

Charity Name: REARDON SMITH NAUTICAL TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2014-04-16T00:00:00
Assoc Organisation Number: 1
Assoc Registered Charity Number: 200027
Assoc Charity Name: POTTERNE MISSION ROOM AND TRUST

Charity Name: REARDON SMITH NAUTICAL TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2014-04-16T00:00:00
Assoc Organisation Number: 3947904
Assoc Registered Charity Number: 1104019
Assoc Charity Name: REARDON SMITH NAUTICAL TRUST

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 02 Sep 2013 as amended on 24 Jun 2020
Charitable Objects: The object of the CIO is THE ADVANCEMENT OF EDUCATION OF YOUNG PERSONS UP TO THE AGE OF 25, RESIDENT IN WALES, and in the County of Devon, IN PARTICULAR (BUT NOT LIMITED TO) THOSE RESIDENT IN THE CITY AND COUNTY OF CARDIFF, INCLUDING, BUT SO AS NOT TO LIMIT THE FOREGOING, BY PAYMENT OF GRANTS, SCHOLARSHIPS, EXHIBITIONS AND BURSARIES TO INDIVIDUALS TO ATTEND RECOGNISED NAUTICAL OR MARITIME COURSES RELATING TO SHIPPING, MARITIME LAW AND COMMERCE, NAVIGATION, SAILING, OCEANOGRAPHY AND MARINE RELATED ENVIRONMENTAL ISSUES, IN PARTICULAR THOSE WHICH AFFORD SUCH INDIVIDUALS FIRST HAND PRACTICAL EXPERIENCE OF BEING AT SEA, WHETHER SUCH COURSES BE OFFERED WITHIN ANY PART OF THE UNITED KINGDOM OR ABROAD.

09 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Paying staff

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Investment