01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 16 March 2022
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £1,681,019
- Latest expenditure
- £1,334,978
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: 8 Swanbridge Industrial Park, Black Croft Road, Witham, CM8 3YN
Website recorded by the regulator: www.betacharitabletrust.org (displayed as text)
02 Activities
What the charity does
The objectives of the trust are as follows: - Advancement of Education - Preservation of Health - Relief of Poverty, Distress, and Sickness
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
- 23 June 2025
- Date Accounts Received
- 23 June 2025
- Total Gross Income
- £1,681,019
- Total Gross Expenditure
- £1,334,978
- 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
- 30 July 2024
- Date Accounts Received
- 30 July 2024
- Total Gross Income
- £4,744,285
- Total Gross Expenditure
- £1,485,502
- Fin Period Start Date
- 16 March 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 29 February 2024
- Date Accounts Received
- 8 April 2024
- 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
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 23 June 2025
- Total Gross Income
- £1,681,019
- Total Gross Expenditure
- £1,334,978
- 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
- 6
- 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
- 30 July 2024
- Total Gross Income
- £4,744,285
- Total Gross Expenditure
- £1,485,502
- 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
- 6
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 16 March 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 29 February 2024
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
- 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
05 Official extract
Charity Annual Return Partb
- 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
- 23 June 2025
- Income Donations And Legacies
- 1586942
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 94077
- Income Other
- 0
- Income Total Income And Endowments
- 1681019
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,325,644
- Expenditure Other
- 9334
- Expenditure Total
- 1334978
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 1500
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,134,824
- Assets Total Fixed
- 2395708
- Assets Own Use
- 0
- Assets Long Term Investment
- 2395708
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,247,217
- Assets Total Liabilities
- £38,101
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,604,824
- Creditors One Year Total Current
- 38101
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,101,540
- Funds Endowment
- 2470000
- Funds Unrestricted
- 1134824
- Funds Restricted
- 0
- Funds Total
- 3604824
- Count Employees
- 0
- Charity Only Accounts
- Yes
- 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
- 30 July 2024
- Income Donations And Legacies
- 4640120
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 104095
- Income Other
- 70
- Income Total Income And Endowments
- 4744285
- Income Legacies
- 0
- Income Endowments
- 2470000
- Expenditure Raising Funds
- £12,324
- Expenditure Charitable Expenditure
- £1,473,178
- Expenditure Other
- 0
- Expenditure Total
- 1485502
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 1471678
- Expenditure Governance
- 1500
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £788,783
- Assets Total Fixed
- 2395708
- Assets Own Use
- 0
- Assets Long Term Investment
- 2395708
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £886,170
- Assets Total Liabilities
- £23,095
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,258,783
- Creditors One Year Total Current
- 23095
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £852,707
- Funds Endowment
- 2470000
- Funds Unrestricted
- 788783
- Funds Restricted
- 0
- Funds Total
- 3258783
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Chad
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Tanzania
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Mauritania
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Bangladesh
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Benin
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Sudan
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Yemen
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Sierra Leone
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Guinea-bissau
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Nigeria
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Sri Lanka
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Pakistan
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Philippines
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Lebanon
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Mali
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Uganda
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Kenya
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Liberia
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Africa
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- United States
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- North America
- Welsh Ind
- No
Showing 20 of 23 supplied records in this dataset.
07 Official extract
Charity Classification
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- 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
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
08 Official extract
Charity Event History
- Charity Name
- BETA CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2022-03-16T00:00:00
- Charity Name
- BETA CHARITABLE TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2023-08-07T00:00:00
- Reason
- Funds transferred (incor)
- Assoc Organisation Number
- 4007067
- Assoc Registered Charity Number
- 1103023
- Assoc Charity Name
- BETA CHARITABLE TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 16 Mar 2022
- Charitable Objects
- THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT:THE ADVANCEMENT OF EDUCATION;THE PRESERVATION OF HEALTH AND THE RELIEF OF SICKNESS; THE PREVENTION OR RELIEF OF POVERTY AND DISTRESS; ANDTHE CONSERVATION, PRESERVATION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT,BY MAKING GRANTS.
10 Official extract
Charity Policy
- Policy Name
- Social media policy and procedures
- Policy Name
- Investment
- Policy Name
- Complaints policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal risk management policy and procedures