BritDB

CCEW Charity Commission profile

AQUILA FAMILY CHARITABLE TRUST

Registered charity 1183765 · organisation 5135403

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
6 June 2019
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£273,236
Latest expenditure
£424,230
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: PO Box 6050, BATH, BA1 0GT

02 Activities

What the charity does

The Trust will make grants and social investments in support of its vision of a just and transformed world. The Trust will fund charities, other organisations and individuals in need, both in the UK and globally. Unsolicited applications will not be considered.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
21 November 2025
Date Accounts Received
21 November 2025
Total Gross Income
£273,236
Total Gross Expenditure
£424,230
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
14 December 2024
Date Accounts Received
14 December 2024
Total Gross Income
£614,657
Total Gross Expenditure
£357,991
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
6 January 2024
Date Accounts Received
6 January 2024
Total Gross Income
£591,355
Total Gross Expenditure
£345,036
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
21 December 2022
Date Accounts Received
21 December 2022
Total Gross Income
£3,715,870
Total Gross Expenditure
£341,738
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
13 November 2021
Date Accounts Received
13 November 2021
Total Gross Income
£2,128,144
Total Gross Expenditure
£157,114

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
21 November 2025
Total Gross Income
£273,236
Total Gross Expenditure
£424,230
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
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
14 December 2024
Total Gross Income
£614,657
Total Gross Expenditure
£357,991
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
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
6 January 2024
Total Gross Income
£591,355
Total Gross Expenditure
£345,036
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
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
21 December 2022
Total Gross Income
£3,715,870
Total Gross Expenditure
£341,738
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 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
13 November 2021
Total Gross Income
£2,128,144
Total Gross Expenditure
£157,114
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
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
14 December 2024
Income Donations And Legacies
356601
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
258056
Income Other
0
Income Total Income And Endowments
614657
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£357,991
Expenditure Other
0
Expenditure Total
357991
Expenditure Investment Management
0
Expenditure Grants Institution
340020
Expenditure Governance
17971
Expenditure Support Costs
17971
Expenditure Depreciation
0
Gain Loss Investment
118379
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,298,718
Assets Total Fixed
4470966
Assets Own Use
0
Assets Long Term Investment
4470966
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,830,632
Assets Total Liabilities
£2,880
Assets Current Investment
0
Assets Total Assets And Liabilities
£7,298,718
Creditors One Year Total Current
2880
Creditors Falling Due After One Year
0
Assets Cash
£2,827,916
Funds Endowment
0
Funds Unrestricted
7298718
Funds Restricted
0
Funds Total
7298718
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
6 January 2024
Income Donations And Legacies
515940
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
75415
Income Other
0
Income Total Income And Endowments
591355
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£345,036
Expenditure Other
0
Expenditure Total
345036
Expenditure Investment Management
0
Expenditure Grants Institution
317500
Expenditure Governance
27536
Expenditure Support Costs
27536
Expenditure Depreciation
0
Gain Loss Investment
-117879
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,923,673
Assets Total Fixed
3394267
Assets Own Use
0
Assets Long Term Investment
3394267
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,532,622
Assets Total Liabilities
£3,216
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,923,673
Creditors One Year Total Current
3216
Creditors Falling Due After One Year
0
Assets Cash
£3,526,716
Funds Endowment
0
Funds Unrestricted
6923673
Funds Restricted
0
Funds Total
6923673
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
21 December 2022
Income Donations And Legacies
3715337
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
533
Income Other
0
Income Total Income And Endowments
3715870
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£341,738
Expenditure Other
0
Expenditure Total
341738
Expenditure Investment Management
0
Expenditure Grants Institution
325000
Expenditure Governance
16738
Expenditure Support Costs
16738
Expenditure Depreciation
0
Gain Loss Investment
920204
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,795,233
Assets Total Fixed
1643340
Assets Own Use
0
Assets Long Term Investment
1643340
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,154,593
Assets Total Liabilities
£2,700
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,795,233
Creditors One Year Total Current
2700
Creditors Falling Due After One Year
0
Assets Cash
£5,154,593
Funds Endowment
0
Funds Unrestricted
6795233
Funds Restricted
0
Funds Total
6795233
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
13 November 2021
Income Donations And Legacies
2128144
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
2128144
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£157,114
Expenditure Other
0
Expenditure Total
157114
Expenditure Investment Management
0
Expenditure Grants Institution
150000
Expenditure Governance
7114
Expenditure Support Costs
7114
Expenditure Depreciation
0
Gain Loss Investment
304847
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,500,897
Assets Total Fixed
248226
Assets Own Use
0
Assets Long Term Investment
248226
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,255,371
Assets Total Liabilities
£2,700
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,500,897
Creditors One Year Total Current
2700
Creditors Falling Due After One Year
0
Assets Cash
£2,255,371
Funds Endowment
0
Funds Unrestricted
2500897
Funds Restricted
0
Funds Total
2500897
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
115
Classification Type
What
Classification Description
Human Rights/religious Or Racial Harmony/equality Or Diversity
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals

08 Official extract

Charity Event History

Charity Name
AQUILA FAMILY CHARITABLE TRUST
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2019-06-06T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 06 Jun 2019
Charitable Objects
TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME, AND ANYWHERE IN THE WORLD, AND IN EACH CASE FOR THE PUBLIC BENEFIT AND IN ACCORDANCE WITH CHRISTIAN PRINCIPLES, IN PARTICULAR BUT NOT LIMITED TO RELIEVING POVERTY; ADVANCING EDUCATION AND HEALTH; AND PROMOTING ACTIVITIES AIMED AT CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT

10 Official extract

Charity Policy

Policy Name
Internal risk management policy and procedures
Policy Name
Investment
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
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Conflicting interests
Policy Name
Financial reserves policy and procedures
Policy Name
Risk management
Policy Name
Complaints handling
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures