QUERCUS CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 24 May 2019
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £24,186
Latest expenditure: £75,138
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Chevithorne Barton, Chevithorne, Tiverton, Devon, EX16 7QB

Website recorded by the regulator: www.chevithornebarton.co.uk (displayed as text)

02 Activities

What the charity does

The Trustees have a principal focus on support of a pre-eminent arboretum of the genus Quercus for the familiarisation and education of the public in oaks and of research into them. They also promote the protection of nature and especially of rare and endangered species of the oak genus. The Trustees use their income for these objects and may make grants to support others with similar objects.

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: 2 February 2026
Total Gross Income: £24,186
Total Gross Expenditure: £75,138

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: 3 February 2025
Total Gross Income: £19,339
Total Gross Expenditure: £32,443

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 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £38,104
Total Gross Expenditure: £28,516

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: 17 February 2023
Total Gross Income: £11,770
Total Gross Expenditure: £117,486

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: 3 August 2022
Total Gross Income: £0
Total Gross Expenditure: £0

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: 2 February 2026
Total Gross Income: £24,186
Total Gross Expenditure: £75,138
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: Yes
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: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 3 February 2025
Total Gross Income: £19,339
Total Gross Expenditure: £32,443
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: 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 February 2024
Total Gross Income: £38,104
Total Gross Expenditure: £28,516
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: 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: 17 February 2023
Total Gross Income: £11,770
Total Gross Expenditure: £117,486
Charity Raises Funds From Public: No
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 England
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

07 Official extract

Charity Event History

Charity Name: QUERCUS CHARITABLE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2024-04-03T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 280863
Assoc Registered Charity Number: 280863
Assoc Charity Name: M F HEATHCOAT AMORY CHARITABLE TRUST

Charity Name: QUERCUS CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2019-05-24T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 18 JUL 2018
Charitable Objects: 3. THE OBJECTS OF THE CHARITY ARE FOR THE BENEFIT OF THE PUBLIC:3.1.1 TO ADVANCE THE EDUCATION OF THE PUBLIC BY (BUT NOT LIMITED TO):(A) THE PROVISION AND MAINTENANCE OF AN ARBORETUM CONTAINING A COLLECTION OF OAKS (GENUS QUERCUS);(B) SUPPORTING OR UNDERTAKING RESEARCH IN RELATION TO THE OAK GENUS IN ORDER TO SHARE KNOWLEDGE AND INCREASE THE SCIENTIFIC UNDERSTANDING OF THE OAK GENUS;(C) THE PUBLICATION OF EDUCATIONAL MATERIALS AND RESOURCES, INCLUDING THE CATALOGUE OF THE OAKS AT THE ARBORETUM; 3.1.2 TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT, IN PARTICULAR BY (BUT NOT LIMITED TO) THE PRESERVATION OF THE RARE AND ENDANGERED SPECIES OF THE OAK GENUS CONTAINED WITHIN THE ARBORETUM REFERRED TO IN CLAUSE 3.1.1; AND3.1.3 TO ADVANCE SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES FOR THE BENEFIT OF THE PUBLIC IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

09 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures