SCHEDULES

SCHEDULE 2E+WMinor and consequential amendments

PART 1E+WAmendments relating to Part 1

1E+WThe Charities Act 2011 is amended in accordance with paragraphs 2 to 11, 13 to 19 and 21 to 27.

Amendment relating to section 2 of this ActE+W

2In Schedule 6 (appeals and applications to Tribunal), for the entry relating to a decision of the Commission under section 227 to refuse to register an amendment to the constitution of a CIO substitute—

Amendments relating to section 3 of this ActE+W

3In section 285 (power to alter sums specified in Part 13), in subsection (2), omit—

(a)the entry relating to section 267(1);

(b)the entry relating to section 275(1).

4In section 328 (suspension of time limits while reference is in progress), omit subsection (3).

5In section 350 (connected person: child, spouse and civil partner)—

(a)in subsection (1), for “and 249(2)(a)” substitute “, 249(2)(a) and 280B(3)(a)”;

(b)in subsection (2), for “and 249(2)(b)” substitute “, 249(2)(b) and 280B(3)(b)”.

6In section 351 (connected person: controlled institution), for “and 249(2)(d)” substitute “, 249(2)(d) and 280B(3)(d)”.

7In section 352 (connected person: substantial interest in body corporate), in subsection (1), for “and 249(2)(e)” substitute “, 249(2)(e) and 280B(3)(e)”.

8In Schedule 6 (appeals and applications to Tribunal)—

(a)omit the entry relating to a decision of the Commission to notify charity trustees under section 271(1);

(b)omit the entry relating to a decision of the Commission to notify charity trustees under section 278(1);

(c)after that entry insert—

9In Schedule 9 (transitory modifications), in the table in paragraph 26(3), omit the entry relating to “section 69O”.

10In Schedule 11 (index of defined expressions)—

(a)in the entry relating to “child”, for “and 249(2)(a)” substitute “, 249(2)(a) and 280B(3)(a)”;

(b)in the entry relating to “civil partner”, for “and 249(2)(b)” substitute “, 249(2)(b) and 280B(3)(b)”;

(c)in the entry relating to “control of institution”, for “and 249(2)(d)” substitute “, 249(2)(d) and 280B(3)(d)”;

(d)in the entry relating to “substantial interest in a body corporate”, for “and 249(2)(e)” substitute “, 249(2)(e) and 280B(3)(e)”;

(e)omit the entry relating to “transfer of property (in sections 268 to 274)”.

Amendments relating to section 5 of this ActE+W

11In section 349 (orders subject to affirmative procedure), in subsection (1), omit paragraph (b).

12In section 5 of the Coal Industry Act 1987 (coal industry trusts), in subsection (8), for “73(1) to (6)” substitute “73(1), (2) and (5)”.

Amendments relating to section 6 of this ActE+W

13In section 66 (unknown and disclaiming donors: supplementary)—

(a)for the heading, substitute “Section 63A: supplementary”;

(b)in subsection (1), for “sections 63 and 65” substitute “section 63A”;

(c)after subsection (1) insert—

“(1A)Where property is applied cy-près by virtue of section 63A, all the donor’s interest in it is treated as having been relinquished when the gift was made.”;

(d)in subsection (2), for “sections 63 to 65” substitute “section 63A”;

(e)omit subsections (4) to (6).

14In Schedule 8 (transitionals and savings), in paragraph 17 (application of sections 63, 64 and 67 to property given for charitable purposes), for “Sections 63, 64 and 67 apply” substitute “Section 67 applies”.

15In Schedule 11 (index of defined expressions)—

(a)in the entry relating to “charitable purposes, failure of”, in column 1, for “sections 63 and 65” substitute “section 63A”;

(b)in the entry relating to “donor”, in column 1, for “63 to 66” substitute “63A and 66”;

(c)omit the entry relating to “prescribed (in sections 63 and 65)”.

Amendments relating to sections 10 and 11 of this ActE+W

16(1)In section 281 (power of unincorporated charities to spend capital: general)—

(a)in subsection (2), omit “given for particular purpose”;

(b)in the heading, omit “unincorporated”.

(2)In the italic heading preceding that section, omit “unincorporated”.

17(1)Section 284 (taking effect of resolution under section 282) is amended as follows.

(2)In subsection (1), after “282(2)” insert “or (3A)”.

(3)In subsection (1)(a)—

(a)after “evidence” insert “made”;

(b)for “the donor or donors mentioned in section 282(1)(a)” substitute “any donor or donors to the available endowment fund”.

(4)In subsection (1), for paragraph (b) substitute—

“(b)any changes in circumstances relating to the available endowment fund since it was established (including, in particular, the financial position of the fund, the needs of those who can benefit from the fund, and the social, economic and legal environment).”

(5)In subsection (2)(a), for “the gift or gifts mentioned in section 282(1)(a)” substitute “any gift or gifts to the available endowment fund”.

(6)In subsection (5)(b), for “period of 3 months mentioned in subsection (3)” substitute “relevant period”.

18(1)Section 285 (power to alter sums specified in certain provisions) is amended as follows.

(2)In subsection (1), omit paragraph (b) and the “or” preceding it.

(3)In subsection (2), in the words in brackets after “section 282(1)”—

(a)for “income level” substitute “adjusted market value”;

(b)omit “given for particular purpose”.

19For the heading of Part 13 substitute “Powers to amend trusts and use capital”.

Amendment relating to sections 10 and 12 of this ActE+W

20In section 24 of the Cathedrals Measure 2021 (No. 2) (investment powers, etc), after subsection (7) insert—

“(7A)The members of the Chapter of a cathedral may not pass a resolution under—

(a)section 282 of the Charities Act 2011 (resolution to spend larger fund), or

(b)section 284A of that Act (power to borrow from permanent endowment),

unless the Chapter has obtained the consent of the Church Commissioners.”

Amendments relating to section 12 of this ActE+W

21In the heading of section 285 (power to alter sums specified in Part 13), after “sums” insert “etc”.

22In Schedule 11 (index of defined expressions), in the entry relating to available endowment fund, for “section 281(7)” substitute “sections 281(7) and 284A(9)”.

Amendment relating to section 13 of this ActE+W

23In section 292B (general power to make social investments), in subsection (2), after “question” insert “(but see section 104AA, which confers on charity trustees a power to use permanent endowment to make social investments in certain circumstances)”.

Amendments relating to section 14 of this ActE+W

24In Schedule 6 (appeals and applications to Tribunal), omit the entry relating to a decision of the Commission not to concur under section 291 with a resolution of charity trustees under section 289(2).

25In Schedule 11 (index of defined expressions)—

(a)in the entry relating to “available endowment fund”—

(i)for “Parts 13 and 14” substitute “Part 13”;

(ii)for “sections 282(5) and 288(7)” substitute “section 282(5)”;

(b)omit the entry relating to “the relevant charity, in relation to power to spend capital subject to special trust (in Part 14)”;

(c)in the entry relating to “special trust”, for “section 287” substitute “section 353(4)”.