Finance Score: 0

Governance Score: 0

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: 0

THE DAVID RICHARD BELL AND ROSEMARY ELIZABETH BELL CHARITABLE TRUST

The charity provides financial support to charitable organisations operating in Derby England within a 50 mile radius. The Charity aims to support - Christian organisations and organisations supporting disabilities.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/24	£22	£45	£-23	n/a	n/a	n/a	n/a	n/a	n/a
05/04/23	£16	£23	£-7	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22	£14	£31	£-17	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21	£21	£44	£-22	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20?	£23	£55	£-32	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18	£15	£25	£-11	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17	£12	£7	£5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16	£8	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 10 years

02381 999231

Charity Commission for England and Wales

Listed activities

Disability
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Derby City,

Who it helps

Children/Young People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

DAVID RICHARD BELL Appointed: 2013

ELIZABETH BELL Appointed: 2022

HSBC TRUST COMPANY UK LIMITED Appointed: 2013

ROSEMARY BELL Appointed: 2013

Legal constitution

Charity registered in England & Wales on 13/05/2014, number: 1157031

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; all on time

Main office

HSBC Trust Company (UK) Limited
Forum 1
The Forum
Parkway
Whiteley
FAREHAM

Objectives

THE OBJECTS ARE TO PROMOTE SUCH PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SHALL AT THEIR ABSOLUTE DISCRETION DETERMINE.THE TRUSTEES MUST USE THE INCOME OF THE CHARITY IN PROMOTING THE OBJECTS.

Data Sources

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