01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 12 September 2023
- Removed
- Not supplied
- Financial period
- 1 October 2024 – 30 September 2025
- Latest income
- £569,581
- Latest expenditure
- £641,128
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: A J Bell Futures Foundation CIO, 4 Exchange Quay, Salford Quays, Manchester, M5 3EE
02 Activities
What the charity does
The AJ Bell Futures Foundation aims to help people who have faced significant life challenges, by providing them with opportunities to build a better future through self-advancement.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 July 2026
- Date Annual Return Received
- 20 May 2026
- Date Accounts Received
- 20 May 2026
- Total Gross Income
- £569,581
- Total Gross Expenditure
- £641,128
- Fin Period Start Date
- 12 September 2023
- Fin Period End Date
- 30 September 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 July 2025
- Date Annual Return Received
- 22 May 2025
- Date Accounts Received
- 22 May 2025
- Total Gross Income
- £682,240
- Total Gross Expenditure
- £550,206
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 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Due Date
- 30 July 2026
- Ar Received Date
- 20 May 2026
- Total Gross Income
- £569,581
- Total Gross Expenditure
- £641,128
- 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
- 12 September 2023
- Fin Period End Date
- 30 September 2024
- Ar Due Date
- 30 July 2025
- Ar Received Date
- 22 May 2025
- Total Gross Income
- £682,240
- Total Gross Expenditure
- £550,206
- 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
- 5
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 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Due Date
- 30 July 2026
- Ar Received Date
- 20 May 2026
- Income Donations And Legacies
- 566500
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 3081
- Income Other
- 0
- Income Total Income And Endowments
- 569581
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £641,128
- Expenditure Other
- 0
- Expenditure Total
- 641128
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 840
- Expenditure Support Costs
- 1548
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £60,487
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £61,507
- Assets Total Liabilities
- £1,020
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £60,487
- Creditors One Year Total Current
- 1020
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £61,507
- Funds Endowment
- 0
- Funds Unrestricted
- 60487
- Funds Restricted
- 0
- Funds Total
- 60487
- 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
- 12 September 2023
- Fin Period End Date
- 30 September 2024
- Ar Due Date
- 30 July 2025
- Ar Received Date
- 22 May 2025
- Income Donations And Legacies
- 681575
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 665
- Income Other
- 0
- Income Total Income And Endowments
- 682240
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £550,206
- Expenditure Other
- 0
- Expenditure Total
- 550206
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 548420
- Expenditure Governance
- 1773
- 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
- £0
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £133,174
- Assets Total Liabilities
- £1,140
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £132,034
- Creditors One Year Total Current
- 1140
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £133,174
- Funds Endowment
- 0
- Funds Unrestricted
- 132034
- Funds Restricted
- 0
- Funds Total
- 132034
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 303
- Classification Type
- How
- Classification Description
- Provides Other Finance
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
08 Official extract
Charity Event History
- Charity Name
- AJ BELL FUTURES FOUNDATION
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2023-09-12T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 12 Sep 2023
- Charitable Objects
- TO FURTHER SUCH CHARITABLE PURPOSES (CHARITABLE UNDER ENGLISH LAW) AS THE TRUSTEES SEE FIT FROM TIME TO TIME, BY THE PROVISION OF GRANTS AND FUNDING.
10 Official extract
Charity Policy
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal risk management policy and procedures