JULIAN SMITH'S 1988 CHARITY TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 18 October 1988
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £14,359
Latest expenditure: £19,459
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 4th Floor, 7 Swallow Street, LONDON, W1B 4DE

02 Activities

What the charity does

grant making

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: 5 February 2026
Total Gross Income: £14,359
Total Gross Expenditure: £19,459

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: 4 February 2025
Total Gross Income: £15,251
Total Gross Expenditure: £17,580

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: 1 February 2024
Total Gross Income: £13,201
Total Gross Expenditure: £13,996

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: 2 February 2023
Date Accounts Received: 2 February 2023
Total Gross Income: £117,599
Total Gross Expenditure: £18,867

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: 4 February 2022
Total Gross Income: £11,398
Total Gross Expenditure: £12,464

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: 5 February 2026
Total Gross Income: £14,359
Total Gross Expenditure: £19,459
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: No
Trustee Receives Payments Services: Yes
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: 4 February 2025
Total Gross Income: £15,251
Total Gross Expenditure: £17,580
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: No
Trustee Receives Payments Services: Yes
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: 1 February 2024
Total Gross Income: £13,201
Total Gross Expenditure: £13,996
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: No
Trustee Receives Payments Services: Yes
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: 2 February 2023
Total Gross Income: £117,599
Total Gross Expenditure: £18,867
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: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other 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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 4 February 2022
Total Gross Income: £11,398
Total Gross Expenditure: £12,464
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: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other 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 And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 104
Classification Type: What
Classification Description: Disability

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

Classification Code: 111
Classification Type: What
Classification Description: Animals

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

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

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

07 Official extract

Charity Event History

Charity Name: JULIAN SMITH'S 1988 CHARITY TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1988-10-18T00:00:00

Charity Name: JULIAN SMITH'S 1988 CHARITY TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2024-02-07T00:00:00
Reason: Does not operate
Assoc Organisation Number: 4018408
Assoc Registered Charity Number: 1111392
Assoc Charity Name: THE J F E SMITH CHARITABLE TRUST

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 20TH MAY 1988
Charitable Objects: TO PAY THE INCOME AND ANY PART OF THE CAPITAL FOR SUCH CHARITIES OR SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR DISCRETION THINK FIT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management