BritDB

CCEW Charity Commission profile

BENNY WALKER CHARITABLE TRUST

Registered charity 1189443 · organisation 5154347

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
12 May 2020
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£387,403
Latest expenditure
£4,483,527
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: THE OLD ALMSHOUSES, ISEL, COCKERMOUTH, CA13 0QG

02 Activities

What the charity does

Promotion in Cumbria of education in music and civil engineering Preservation and conservation of buildings of religious historic or architectural importance in Cumbria including Carlisle Cathedral and churches in Allerdale and CopelandAdvancement of life of young people resident in Allerdale and Copeland

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
5 November 2025
Date Accounts Received
5 November 2025
Total Gross Income
£387,403
Total Gross Expenditure
£4,483,527
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
18 December 2024
Date Accounts Received
18 December 2024
Total Gross Income
£1,883,759
Total Gross Expenditure
£2,944,263
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
4 January 2024
Date Accounts Received
4 January 2024
Total Gross Income
£10,372,283
Total Gross Expenditure
£1,688,511
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
6 February 2023
Date Accounts Received
6 February 2023
Total Gross Income
£375,000
Total Gross Expenditure
£396,359
Fin Period Start Date
24 March 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
11 February 2022
Date Accounts Received
11 February 2022
Total Gross Income
£287,500
Total Gross Expenditure
£220,240

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
5 November 2025
Total Gross Income
£387,403
Total Gross Expenditure
£4,483,527
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
18 December 2024
Total Gross Income
£1,883,759
Total Gross Expenditure
£2,944,263
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
4 January 2024
Total Gross Income
£10,372,283
Total Gross Expenditure
£1,688,511
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
6 February 2023
Total Gross Income
£375,000
Total Gross Expenditure
£396,359
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
24 March 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
11 February 2022
Total Gross Income
£287,500
Total Gross Expenditure
£220,240
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
18 December 2024
Income Donations And Legacies
1378429
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
468082
Income Other
37248
Income Total Income And Endowments
1883759
Income Legacies
1378429
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,944,263
Expenditure Other
0
Expenditure Total
2944263
Expenditure Investment Management
0
Expenditure Grants Institution
2938178
Expenditure Governance
5293
Expenditure Support Costs
792
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,820,669
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£11,002,530
Assets Total Liabilities
£3,181,861
Assets Current Investment
0
Assets Total Assets And Liabilities
£7,820,669
Creditors One Year Total Current
892861
Creditors Falling Due After One Year
2289000
Assets Cash
£10,662,949
Funds Endowment
0
Funds Unrestricted
7820669
Funds Restricted
0
Funds Total
7820669
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
4 January 2024
Income Donations And Legacies
10335046
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
36737
Income Other
500
Income Total Income And Endowments
10372283
Income Legacies
10335046
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,688,511
Expenditure Other
0
Expenditure Total
1688511
Expenditure Investment Management
0
Expenditure Grants Institution
1684496
Expenditure Governance
3152
Expenditure Support Costs
863
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£8,881,173
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£10,517,230
Assets Total Liabilities
£1,636,057
Assets Current Investment
0
Assets Total Assets And Liabilities
£8,881,173
Creditors One Year Total Current
496057
Creditors Falling Due After One Year
1140000
Assets Cash
£10,508,607
Funds Endowment
0
Funds Unrestricted
8881173
Funds Restricted
0
Funds Total
8881173
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Cumbria
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies

08 Official extract

Charity Event History

Charity Name
BENNY WALKER CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2020-05-12T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST DATED 06 MAY 2020
Charitable Objects
THE OBJECTS OF THE CHARITY ('THE OBJECTS') ARE:(1) FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION OF THE PUBLIC IN THE COUNTY OF CUMBRIA IN MUSIC OR CIVIL ENGINEERING IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING:(A) AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS INCLUDING THE PROVISION OF MUSICAL OR TECHNICAL INSTRUMENTS TENABLE TO ANY SCHOOL UNIVERSITY COLLEGE OR INSTITUTION OF HIGHER OR FURTHER EDUCATION OR BY INDIVIDUAL TUTOR;(B) PROVIDING THEIR EDUCATION, TO UNDERTAKE TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY INTO ANY OCCUPATION TRADE OR PROFESSION ON COMPLETION OF ANY RECOGNISED QUALIFICATION IN MUSIC OR CIVIL ENGINEERING.(C) PROVIDING GRANTS TO CHARITABLE ORGANISATIONS WHICH PROMOTE SUCH AIMS.(2) TO PROMOTE THE PRESERVATION AND CONSERVATION OF BUILDINGS OF RELIGIOUS HISTORIC OR ARCHITECTURAL IMPORTANCE IN SUCH WAYS AS THE TRUSTEES SEE FIT, INCLUDING:(A) GRANTS TO PROVIDE FUNDS TO THE RELEVANT CHURCH BODIES FOR THE RESTORATION AND MAINTENANCE OF CARLISLE CATHEDRAL AND CHURCHES OF THE DIOCESE OF CARLISLE IN THE CURRENT ADMINISTRATIVE AREAS OF COPELAND AND ALLERDALE WITH PARTICULAR REFERENCE TO ST BRIGETS BRIGHAM, THE PRIORY CHURCH ST BEES, ST PAULS FRIZINGTON AND ST MICHAELS ARLECDON.(B) GRANTS TO PROVIDE FUNDS FOR THE RESTORATION AND MAINTENANCE OF ANY BUILDINGS IN THE BOUNDARIES OF THE CURRENT COUNTY OF CUMBRIA WHICH ARE OF HISTORIC AND/OR ARCHITECTURAL IMPORTANCE PROVIDED THAT THE TRUSTEES HAVE INDEPENDENT EXPERT EVIDENCE OF THE IMPORTANCE OF THE BUILDING AND THAT IS OPEN TO AND ACCESSIBLE TO MEMBERS OF THE GENERAL PUBLIC.(3) TO ADVANCE IN LIFE AND HELP YOUNG PEOPLE RESIDENT IN THE CURRENT ADMINISTRATIVE AREAS OF COPELAND AND ALLERDALE, THROUGH:(A) THE PROVISION OF EDUCATIONAL RECREATIONAL AND LEISURE TIME ACTIVITIES PROVIDED IN THE INTERESTS OF SOCIAL WELFARE DESIGNED TO IMPROVE THEIR CONDITIONS OF LIFE.(B) PROVIDING SUPPORT AND ACTIVITIES WHICH DEVELOP THEIR SKILLS CAPABILITIES AND CAPACITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS.(C) PROVIDING GRANTS TO CHARITABLE ORGANISATIONS WHICH PROMOTE SUCH AIMS.

10 Official extract

Charity Policy

Policy Name
Conflicting interests
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investment
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Risk management