ASPEN TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 18 December 2014
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £139,095
Latest expenditure: £1,370,671
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 4 NAPIER ROAD, REDLAND, BRISTOL, BS6 6RT

02 Activities

What the charity does

The Trustees have resolved to give preference to such charities that Sir Martin and Lady Wood have been closely involved with in the past

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 31 October 2025
Date Accounts Received: 31 October 2025
Total Gross Income: £139,095
Total Gross Expenditure: £1,370,671

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 31 October 2024
Date Accounts Received: 31 October 2024
Total Gross Income: £708,637
Total Gross Expenditure: £448,739

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 30 October 2023
Date Accounts Received: 30 October 2023
Total Gross Income: £68,716
Total Gross Expenditure: £898,338

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 31 October 2022
Date Accounts Received: 31 October 2022
Total Gross Income: £64,890
Total Gross Expenditure: £143,226

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 28 October 2021
Date Accounts Received: 28 October 2021
Total Gross Income: £43,226
Total Gross Expenditure: £50,429

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 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 31 October 2025
Total Gross Income: £139,095
Total Gross Expenditure: £1,370,671
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 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 31 October 2024
Total Gross Income: £708,637
Total Gross Expenditure: £448,739
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 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 30 October 2023
Total Gross Income: £68,716
Total Gross Expenditure: £898,338
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 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 31 October 2022
Total Gross Income: £64,890
Total Gross Expenditure: £143,226
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 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 28 October 2021
Total Gross Income: £43,226
Total Gross Expenditure: £50,429
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 Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 31 October 2024
Income Donations And Legacies: 5250000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 60509
Income Other: 648128
Income Total Income And Endowments: 5958637
Income Legacies: 0
Income Endowments: 5250000
Expenditure Raising Funds: £14,856
Expenditure Charitable Expenditure: £433,883
Expenditure Other: 0
Expenditure Total: 448739
Expenditure Investment Management: 14856
Expenditure Grants Institution: 429608
Expenditure Governance: 4275
Expenditure Support Costs: 60
Expenditure Depreciation: 0
Gain Loss Investment: 941959
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £59,906
Assets Total Fixed: 4994204
Assets Own Use: 0
Assets Long Term Investment: 4994204
Defined Benefit Pension Scheme: 0
Assets Other Assets: £281,639
Assets Total Liabilities: £956,470
Assets Current Investment: 8737
Assets Total Assets And Liabilities: £4,319,373
Creditors One Year Total Current: 344934
Creditors Falling Due After One Year: 611536
Assets Cash: £272,902
Funds Endowment: 4220554
Funds Unrestricted: 59906
Funds Restricted: 38913
Funds Total: 4319373
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

07 Official extract

Charity Classification

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

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

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

08 Official extract

Charity Event History

Charity Name: ASPEN TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2014-12-18T00:00:00

Charity Name: ASPEN TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2024-10-29T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 4044693
Assoc Registered Charity Number: 1129148
Assoc Charity Name: THE PATSY WOOD TRUST

09 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 18 Dec 2014
Charitable Objects: THE OBJECT OF THE CIO IS TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME, BY ANY LEGAL MEANS IN ANY PART OF THE WORLD.

10 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Conflicting interests