BHS TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 20 February 2017
Removed: Not supplied
Financial period: 1 June 2024 – 31 May 2025
Latest income: £72,140
Latest expenditure: £250,712
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 6 Knoll Place, Walmer, DEAL, Kent, CT14 7LX

Website recorded by the regulator: www.bhstrustfund.com (displayed as text)

02 Activities

What the charity does

Supporting the relief of financial hardship amongst former employees of Bhs Ltd, their dependants and retired employees of the company.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 June 2024
Fin Period End Date: 31 May 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 March 2026
Date Annual Return Received: 23 February 2026
Date Accounts Received: 23 February 2026
Total Gross Income: £72,140
Total Gross Expenditure: £250,712

Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 March 2025
Date Annual Return Received: 12 February 2025
Date Accounts Received: 12 February 2025
Total Gross Income: £72,379
Total Gross Expenditure: £368,781

Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 March 2024
Date Annual Return Received: 5 March 2024
Date Accounts Received: 5 March 2024
Total Gross Income: £64,644
Total Gross Expenditure: £364,630

Fin Period Start Date: 1 June 2021
Fin Period End Date: 31 May 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 March 2023
Date Annual Return Received: 22 February 2023
Date Accounts Received: 22 February 2023
Total Gross Income: £73,490
Total Gross Expenditure: £254,290

Fin Period Start Date: 1 June 2020
Fin Period End Date: 31 May 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 March 2022
Date Annual Return Received: 21 February 2022
Date Accounts Received: 21 February 2022
Total Gross Income: £69,005
Total Gross Expenditure: £225,417

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 June 2024
Fin Period End Date: 31 May 2025
Ar Due Date: 31 March 2026
Ar Received Date: 23 February 2026
Total Gross Income: £72,140
Total Gross Expenditure: £250,712
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: 16

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Due Date: 31 March 2025
Ar Received Date: 12 February 2025
Total Gross Income: £72,379
Total Gross Expenditure: £368,781
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: 16

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Due Date: 31 March 2024
Ar Received Date: 5 March 2024
Total Gross Income: £64,644
Total Gross Expenditure: £364,630
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: 16

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 June 2021
Fin Period End Date: 31 May 2022
Ar Due Date: 31 March 2023
Ar Received Date: 22 February 2023
Total Gross Income: £73,490
Total Gross Expenditure: £254,290
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: 16

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 June 2020
Fin Period End Date: 31 May 2021
Ar Due Date: 31 March 2022
Ar Received Date: 21 February 2022
Total Gross Income: £69,005
Total Gross Expenditure: £225,417
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: 16

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

07 Official extract

Charity Event History

Charity Name: BHS TRUST FUND
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2017-08-18T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 276828
Assoc Registered Charity Number: 276828
Assoc Charity Name: BHS LTD EMPLOYEES TRUST FUND

Charity Name: BHS TRUST FUND
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-02-20T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 20 Feb 2017
Charitable Objects: THE OBJECTS OF THE CIO ARE THE RELIEF OF FINANCIAL HARDSHIP OF PERSONS WHO WERE IN THE EMPLOY OF BHS AT ANY TIME BEFORE AND/OR ON THE 31ST AUGUST 2016 AND THEIR DEPENDENTS BY:• MAKING GRANTS AND LOANS TO INDIVIDUALS; AND• PROVIDING OTHER FORMS OF SUPPORT IN PARTICULAR BUT NOT EXCLUSIVELY SHORT BREAKS AND ADVOCACY.

09 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries