METCALFE SMITH TRUST CIO — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 6 November 2015
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £28,989
Latest expenditure: £21,587
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: c/o Voluntary Action Leeds, Stringer House, 34 Lupton Street, Hunslett, Leeds, LS10 2QW

Website recorded by the regulator: http://www.metcalfesmithtrust.org.uk/ (displayed as text)

02 Activities

What the charity does

Metcalfe Smith Trust CIO makes grantsThe objects are for the public benefit to:-(1) advance health by the promotion and protection of the physical and mental health of people in Leeds (2) provide relief for those in need by reason of poverty and ill-health or disability and to provide convalescence for such persons residing permanently or temporarily in the area of benefit.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 13 October 2025
Date Accounts Received: 13 October 2025
Total Gross Income: £28,989
Total Gross Expenditure: £21,587

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 6 September 2024
Date Accounts Received: 6 September 2024
Total Gross Income: £36,050
Total Gross Expenditure: £31,922

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 11 October 2023
Date Accounts Received: 11 October 2023
Total Gross Income: £34,372
Total Gross Expenditure: £22,600

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 31 December 2022
Date Accounts Received: 31 December 2022
Total Gross Income: £37,074
Total Gross Expenditure: £29,156

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 22 September 2021
Date Accounts Received: 22 September 2021
Total Gross Income: £46,645
Total Gross Expenditure: £29,977

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 13 October 2025
Total Gross Income: £28,989
Total Gross Expenditure: £21,587
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 6 September 2024
Total Gross Income: £36,050
Total Gross Expenditure: £31,922
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £101
Income From Government Grants: £23,224
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: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 11 October 2023
Total Gross Income: £34,372
Total Gross Expenditure: £22,600
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: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 31 December 2022
Total Gross Income: £37,074
Total Gross Expenditure: £29,156
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: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 22 September 2021
Total Gross Income: £46,645
Total Gross Expenditure: £29,977
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: Leeds City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: METCALFE SMITH TRUST CIO
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2015-11-06T00:00:00

Charity Name: METCALFE SMITH TRUST CIO
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2016-02-12T00:00:00
Assoc Organisation Number: 221531
Assoc Registered Charity Number: 221531
Assoc Charity Name: LEEDS DISTRICT AID IN SICKNESS FUND

Charity Name: METCALFE SMITH TRUST CIO
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2016-02-12T00:00:00
Assoc Organisation Number: 228891
Assoc Registered Charity Number: 228891
Assoc Charity Name: METCALFE SMITH TRUST

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 06 Nov 2015
Charitable Objects: THE ONLY OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE FOR THE PUBLIC BENEFIT TO:-(1) ADVANCE HEALTH BY THE PROMOTION AND PROTECTION OF THE PHYSICAL AND MENTAL HEALTH OF PEOPLE RESIDING PERMANENTLY OR TEMPORARILY IN THE METROPOLITAN DISTRICT OF LEEDS ('THE AREA OF BENEFIT').(2) PROVIDE RELIEF FOR THOSE IN NEED BY REASON OF POVERTY AND ILL-HEALTH OR DISABILITY AND TO PROVIDE CONVALESCENCE FOR SUCH PERSONS RESIDING PERMANENTLY OR TEMPORARILY IN THE AREA OF BENEFIT.

09 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests