THE BELLASIS TRUST

Charity number: 1085972
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the trust as set out in the Trust Deed is to apply the trust funds, at the trustees' absolute discretion, to any charitable body, association or organisation in the United Kingdom for charitable purposes, and it is the intention of the trustees to support local charities for disadvantaged young people.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £56,803
Total expenditure: £65,063

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 30 March 2001: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PAUL CHRISTOPHER RONALD WATES Trustee
WATES FAMILY ENTERPRISE TRUST
Received: On time
ANNABELLE LOUISA MARY ELLIOTT Trustee
None on record
ANNETTE BEATRICE THERESE WATES Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £187.63k £239.60k £173.42k £51.41k £56.80k
Total expenditure £195.88k £238.07k £38.84k £43.53k £65.06k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 31 January 2025 On Time
Accounts and TAR 05 April 2024 31 January 2025 On Time Download Open in new window
Annual return 05 April 2023 03 April 2024 58 days late
Accounts and TAR 05 April 2023 03 April 2024 58 days late Download Open in new window
Annual return 05 April 2022 26 January 2023 On Time
Accounts and TAR 05 April 2022 26 January 2023 On Time Download Open in new window
Annual return 05 April 2021 04 February 2022 On Time
Accounts and TAR 05 April 2021 04 February 2022 On Time Download Open in new window
Annual return 05 April 2020 22 February 2021 17 days late
Accounts and TAR 05 April 2020 22 February 2021 17 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED TWENTY NINTH DECEMBER 2000

Charitable objects

1) THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN THE UNITED KINGDOM AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT 2) THE TRUSTEES MAY IN THEIR DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
BELLASIS HOUSE
HEADLEY HEATH APPROACH
MICKLEHAM
DORKING
RH5 6DH
Phone:
01372861058
Email:
SUSIE.WATTS@WATES.CO.UK
Website:

No information available