A S BAXENDALE CHARITABLE TRUST

Registered charity 1146669 · accounts filings on the Charity Commission register

Donations made to named charitable organisations as under the terms of A S Baxendale's Will.Applications from other charities will not be considered.

Objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AS TO BOTH CAPITAL AND INCOME UPON OF THE SAME TO PAY OR APPLY AT ANY TIME OR TIMES IN SUCH MANNER IN THEIR ABSOLUTE DISCRETION THINK FIT TO UNITED KINGDOM CHARITABLE INSTITUTIONS OR FOR SUCH CHARITABLE PURPOSES AS ARE DEFINED IN SECTION 272 OF THE INHERITANCE TAX ACT 1984 AND SECTION 506(1) OF THE TAXES ACT 1988 (OR ANY STATUTORY RE-ENACTMENT OR MODIFICATION THEREOF) AND IN PARTICULAR (WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) TO BENEFIT:-1) THE GOVERNING BODY OF STOCKPORT GRAMMAR SCHOOL AND2) THE HISTORY DEPARTMENT OF UNIVERSITY COLLEGE LONDONWHILST SUCH INSTITUTIONS ARE CHARITABLE WITHIN THE LAW OF THE UNITED KINGDOM.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Get email alerts

Latest income
£36k
Latest spending
£78k
Registered
2012
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the trust held total capital assets of £1,112,942 and unrestricted reserves of £10,826 at the year end. The trustees distributed £77,652 in income to charitable organizations, exceeding the £35,610 of income received during the period. The filing confirms that no material matters were identified during the independent examination of the accounts.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Stocks and Shares
“Stocks and Shares Dividends received 34497”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: distribute all income arising in the trust after allowing for any operating expenses (held: £11k)
“It is the trustee’s policy to distribute all income arising in the trust after allowing for any operating expenses. Because of timing differences between receipt of income and the authorisation of grant payments a balance of undistributed income may be held in reserve at the year end and this will be carried forward and distributed in 2025/26.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: City Of London · Stockport

Income and spending

Financial year endIncomeSpending
05/06/2025£36k£78k
05/06/2024£33k£720
05/06/2023£34k£41k
05/06/2022£32k£48k
05/06/2021£31k£78k

Common questions

Is A S BAXENDALE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the trust held total capital assets of £1,112,942 and unrestricted reserves of £10,826 at the year end. The trustees distributed £77,652 in income to charitable organizations, exceeding the £35,610 of income received during the period. The filing confirms that no material matters were identified during the independent examination of the accounts. Its FY2025 accounts were independently examined.