A J BELL TRUST

Charity number: 1141269
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The principal activity of the charity is organising fund raising events. These events are held for the benefit of various beneficiaries, within the scope of the charity's objects.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £166,192
Total expenditure: £371,257

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 08 April 2011: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
07566567 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANDREW JAMES BELL Chair 22 March 2011
None on record
Paul Bernard Barrow Trustee 20 September 2019
None on record
Paul Desmond Clements Trustee 20 September 2019
None on record
TRACEY ANNE BELL Trustee 22 March 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £416.65k £684.87k £292.95k £659.79k £166.19k
Total expenditure £356.55k £298.54k £193.25k £35.09k £371.26k
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
Income - Donations and legacies N/A £670.87k N/A £622.49k N/A
Income - Other trading activities N/A £0 N/A £0 N/A
Income - Charitable activities N/A £0 N/A £0 N/A
Income - Endowments N/A £0 N/A £0 N/A
Income - Investment N/A £14.00k N/A £37.30k N/A
Income - Other N/A £0 N/A £0 N/A
Income - Legacies N/A £0 N/A £0 N/A
Expenditure - Charitable activities N/A £298.54k N/A £35.09k N/A
Expenditure - Raising funds N/A £0 N/A £0 N/A
Expenditure - Governance N/A £1.08k N/A £7.43k N/A
Expenditure - Grants institution N/A £296.64k N/A £26.82k N/A
Expenditure - Investment management N/A £0 N/A £0 N/A
Expenditure - Other N/A £0 N/A £0 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 30 September 2023 29 July 2024 On Time
Accounts and TAR 30 September 2023 29 July 2024 On Time Download Open in new window
Annual return 30 September 2022 19 July 2023 On Time
Accounts and TAR 30 September 2022 21 July 2023 On Time Download Open in new window
Annual return 30 September 2021 18 July 2022 On Time
Accounts and TAR 30 September 2021 18 July 2022 On Time Download Open in new window
Annual return 30 September 2020 25 March 2021 On Time
Accounts and TAR 30 September 2020 25 March 2021 On Time Download Open in new window
Annual return 30 September 2019 30 June 2020 On Time
Accounts and TAR 30 September 2019 30 June 2020 On Time 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.

MEMORANDUM AND ARTICLES INCORPORATED 16 MAR 2011 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 11 JUL 2017

Charitable objects

TO ADVANCE IN LIFE, HELP AND RELIEVE PERSONS LIVING IN THE UNITED KINGDOM WHO ARE IN NEED, WHETHER AS A RESULT OF THEIR AGE, FINANCIAL HARDSHIP, SICKNESS, POOR HEALTH, LACK OF OPPORTUNITY, DISABILITY OR OTHER DISADVANTAGE, WITH THE PRIMARY FOCUS BEING ON CHILDREN AND YOUNG ADULTS UNDER 25 YEARS OF AGE, IN SUCH WAYS AS THE TRUSTEES THINK FIT

Area of benefit

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

UNITED KINGDOM

Contact information

Address:
Blythe Hall
Blythe Lane
Lathom
Ormskirk
L40 5TY
Phone:
00000000000
Email:
moorhall@outlook.com
Website:

No information available