UKPGA-2022-6 — Charities Act 2022

preamble

Be it enacted by the Queen’s most Excellent Majesty, by and with the advice and consent of the Lords Spiritual and Temporal, and Commons, in this present Parliament assembled, and by the authority of the same, as follows:—

PART 1

Purposes, powers and governing documents

s. 1 — Alteration of charitable company’s purposes

s. 1(1)

Section 198 of the Charities Act 2011 (alteration of objects by companies and Commission’s consent) is amended as follows.

s. 1(2)

In subsection (2)(a), for the words from “adding” to the end of the paragraph substitute “which alters the charitable purposes of the company,”.

s. 1(3)

After subsection (2) insert—

s. 2 — Amendments to constitution of CIOs

s. 2(1)

The Charities Act 2011 is amended as follows.

s. 2(2)

In section 226 (amendment of constitution and Commission’s consent)—

s. 2(2)(a)

for subsection (1) substitute— ;

s. 2(2)(b)

after subsection (2) insert—

s. 2(3)

In section 227 (registration and coming into effect of amendments)—

s. 2(3)(a)

after subsection (1) insert— ;

s. 2(3)(b)

omit subsections (2) to (5).

s. 3 — Powers of unincorporated charities

s. 3(1)

Omit sections 267 to 280 of the Charities Act 2011 (which together deal with powers to transfer the property of, and alter the purposes or powers of, an unincorporated charity).

s. 3(2)

Before the italic heading preceding section 281 of that Act insert—

s. 3(3)

The amendments made by this section do not have effect in respect of a resolution passed under section 268(1), 275(2) or 280(2) of the Charities Act 2011 before the commencement of this section.

s. 4 — Power to amend Royal charter

After section 280B of the Charities Act 2011 (as inserted by section 3) insert—

s. 5 — Orders under section 73 of the Charities Act 2011: parliamentary procedure

In section 73 of the Charities Act 2011 (powers to make schemes altering provision made by Acts, etc)—

s. 5(a)

omit subsections (3) and (4);

s. 5(b)

in subsection (5), omit “Subject to subsection (6),”;

s. 5(c)

omit subsection (6).

s. 6 — Cy-près powers

s. 6(1)

For sections 63 to 65 of the Charities Act 2011 (which deal with the application of property cy-près) substitute—

s. 6(2)

The Charities (Failed Appeals) Regulations 2008 are revoked.

s. 6(3)

The amendments made by this section apply to property given for charitable purposes whenever given.

s. 7 — Proceeds of fund-raising: power of charity trustees to apply cy-près

After section 67 of the Charities Act 2011 insert—

s. 8 — Power of the court and the Commission to make schemes

Before the italic heading preceding section 75A of the Charities Act 2011 insert—

s. 9 — Definition of “permanent endowment”

In section 353 of the Charities Act 2011 (minor definitions), for subsection (3) substitute—

s. 10 — Amendment of powers to release restrictions on spending capital

s. 10(1)

The Charities Act 2011 is amended as follows.

s. 10(2)

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

s. 10(2)(a)

in subsection (1), omit “which is not a company or other body corporate”;

s. 10(2)(b)

after subsection (6) insert—

s. 10(3)

In section 282 (resolution to spend larger fund given for particular purpose)—

s. 10(3)(a)

in the heading, omit “given for particular purpose”;

s. 10(3)(b)

in subsection (1), for the words from “which is not” to the end of the subsection substitute ;

s. 10(3)(c)

after subsection (1) insert— ;

s. 10(3)(d)

after subsection (3) insert— ;

s. 10(3)(e)

in subsection (4)(a), after “(2)” insert “or (3A)”;

s. 10(3)(f)

in subsection (5), at the appropriate place insert— ; ;

s. 10(3)(g)

omit subsection (6).

s. 10(4)

In section 284 (when and how a section 282 resolution takes effect)—

s. 10(4)(a)

in subsection (5), after “282(2)” insert “or (as the case may be) the obligation to repay or pay the amount to the fund ceases to have effect, by virtue of this section, to the extent resolved by the trustees under section 282(3A)”;

s. 10(4)(b)

after subsection (5) insert—

s. 11 — Taking effect of resolution under section 282 of the Charities Act 2011

s. 11(1)

Section 284 of the Charities Act 2011 (when and how a resolution under section 282 takes effect) is amended as follows.

s. 11(2)

In subsection (3), for “period of 3 months beginning with the relevant date” substitute “relevant period”.

s. 11(3)

For subsection (4) substitute—

s. 12 — Power to borrow from permanent endowment

s. 12(1)

The Charities Act 2011 is amended as follows.

s. 12(2)

After section 284 insert—

s. 12(3)

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

s. 12(4)

In section 348 (regulations subject to affirmative procedure etc)—

s. 12(4)(a)

in subsection (1), after paragraph (c) insert— ;

s. 12(4)(b)

in subsection (2), for “or (c)” substitute “, (c), (d)”.

s. 13 — Total return investment

s. 13(1)

The Charities Act 2011 is amended as follows.

s. 13(2)

After section 104A insert—

s. 13(3)

In section 104B (total return investment: regulations)—

s. 13(3)(a)

in subsection (1)(a), for “section 104A(2)” substitute “sections 104A(2) and 104AA(2)”;

s. 13(3)(b)

omit the “and” following subsection (1)(b);

s. 13(3)(c)

after subsection (1)(b) insert— ;

s. 13(3)(d)

after subsection (1)(c) insert ;

s. 13(3)(e)

in subsection (2)(a), after “104A(2)” insert “or 104AA(2)”;

s. 13(3)(f)

in subsection (6), for “section “relevant” substitute ;

s. 13(3)(g)

in subsection (6), at the end insert—

s. 14 — Special trusts

s. 14(1)

Omit Part 14 of the Charities Act 2011 (special trusts).

s. 14(2)

In section 353 of that Act (minor definitions), after subsection (3) insert—

s. 15 — Small ex gratia payments

In Part 18 of the Charities Act 2011 (miscellaneous and supplementary), before the italic heading preceding section 332 insert—

s. 16 — Power of Commission etc to authorise ex gratia payments etc

In section 106 of the Charities Act 2011 (power of Commission to authorise ex gratia payments etc)—

s. 16(a)

for subsection (1) substitute— ;

s. 16(b)

in subsection (3), after second “Commission” insert “by order and”.

PART 2

Charity land

s. 17 — Scope of Part 7 of the Charities Act 2011

In section 117 of the Charities Act 2011 (restrictions on dispositions of land: general), after subsection (1) insert—

s. 18 — Exceptions to restrictions on dispositions or mortgages of charity land

s. 18(1)

The Charities Act 2011 is amended as follows.

s. 18(2)

In section 117(3) (exceptions to restrictions on dispositions of charity land)—

s. 18(2)(a)

after paragraph (a) insert— ;

s. 18(2)(b)

omit paragraph (b);

s. 18(2)(c)

for paragraph (c) (but not the “or” following it) substitute— .

s. 18(3)

In section 124(9) (restrictions on mortgages)—

s. 18(3)(a)

after paragraph (a) (and the “or” following it) insert— ;

s. 18(3)(b)

omit paragraph (b).

s. 19 — Advertising and report requirements for disposition of charity land

In section 119 of the Charities Act 2011 (requirements for dispositions other than certain leases)—

s. 19(a)

omit subsection (1)(b) (but not the “and” following it);

s. 19(b)

in subsection (4), omit—

s. 19(b)(i)

“contain such information, and”;

s. 19(b)(ii)

the “,” after “matters”.

s. 20 — Advice relating to the disposition of charity land

In section 119 of the Charities Act 2011 (requirements for dispositions other than certain leases)—

s. 20(a)

in subsection (1)(a), for “qualified surveyor” substitute “designated adviser”;

s. 20(b)

in subsection (1)(c), for “surveyor’s” substitute “adviser’s”;

s. 20(c)

in subsection (3), for “qualified surveyor” substitute “designated adviser”.

s. 21 — Advice etc from charity trustees, officers and employees

s. 21(1)

The Charities Act 2011 is amended as follows.

s. 21(2)

After section 128 insert—

s. 21(3)

In section 124 (restrictions on mortgages), in subsection (8), omit from “and such advice” to the end.

s. 22 — Residential tenancies granted to employees

In section 118 of the Charities Act 2011 (meaning of “connected person” in section 117(2)), after subsection (2) insert—

s. 23 — Information to be included in certain instruments

s. 23(1)

The Charities Act 2011 is amended as follows.

s. 23(2)

In section 122 (instruments concerning dispositions of land: required statements, etc)—

s. 23(2)(a)

for subsection (2) substitute— ;

s. 23(2)(b)

omit subsection (3);

s. 23(2)(c)

for subsection (4) substitute— ;

s. 23(2)(d)

for subsections (5) and (6) substitute—

s. 23(3)

In section 125 (mortgages: required statements, etc)—

s. 23(3)(a)

for subsection (1) substitute— ;

s. 23(3)(b)

omit subsection (2);

s. 23(3)(c)

in subsection (3)—

s. 23(3)(c)(i)

for “subsection (2)” substitute “subsection (1)(c)”;

s. 23(3)(c)(ii)

for the words from “facts” to the end substitute “statement is true”;

s. 23(3)(d)

for subsections (4) and (5) substitute—

s. 24 — Amendments of the Universities and College Estates Act 1925

s. 24(1)

The Universities and College Estates Act 1925 is amended in accordance with subsections (2) to (6).

s. 24(2)

After section 1 insert—

s. 24(3)

Omit sections 2 to 38 and Schedule 1 (provisions relating to land and the application of capital money).

s. 24(4)

In section 40 (power to transfer to university or college), omit “with the consent of the Minister”.

s. 24(5)

In section 42 (saving of existing powers), omit from “: Provided that” to the end.

s. 24(6)

In section 43 (definitions)—

s. 24(6)(a)

in the opening words, omit from “unless” to “say”;

s. 24(6)(b)

omit sub-paragraphs (i), (ii), (viii) and (x).

s. 24(7)

Schedule 1 (which contains consequential amendments) has effect.

PART 3

Charity names

s. 25 — Working names etc

In section 42 of the Charities Act 2011 (power to require name to be changed)—

s. 25(a)

in the heading, after “name” insert “or working name”;

s. 25(b)

for subsection (1) substitute— ;

s. 25(c)

in subsection (2)—

s. 25(c)(i)

for paragraph (a) and the words before it substitute— ;

s. 25(c)(ii)

in paragraph (b), for “the name” substitute “that the name or working name”;

s. 25(c)(iii)

in paragraph (c), for “the name” substitute “that the name or working name”;

s. 25(c)(iv)

in paragraph (c), for “its name” substitute “the name or working name”;

s. 25(c)(v)

in paragraph (d), for “the name of the charity” substitute “that the name or working name”;

s. 25(c)(vi)

in paragraph (e), for “the name of the charity” substitute “that the name or working name”;

s. 25(d)

omit subsection (3);

s. 25(e)

for subsection (4) substitute—

s. 26 — Power to delay registration of unsuitably named charity

After section 45 of the Charities Act 2011 insert—

s. 27 — Power to delay entry of unsuitable name in register

After section 45A of the Charities Act 2011 insert—

s. 28 — Power to direct change of name of exempt charity

In Schedule 9 to the Charities Act 2011 (transitory modifications), omit paragraph 10 and the italic heading preceding it.

PART 4

Charity trustees

s. 29 — Powers relating to appointments of trustees

After section 184A of the Charities Act 2011 insert—

s. 30 — Remuneration of charity trustees etc providing goods or services to charity

In section 185 of the Charities Act 2011 (remuneration of charity trustees etc providing services to charity)—

s. 30(a)

in the heading, before “services” insert “goods or”;

s. 30(b)

in subsection (1), in the words before paragraph (a), before “services” insert “goods or”;

s. 30(c)

in subsection (2)—

s. 30(c)(i)

in Condition A, in paragraph (a), for “services” substitute “goods or services, or goods and services,”;

s. 30(c)(ii)

in Condition A, in paragraph (b), for “services” substitute “goods or services, or goods and services,”;

s. 30(c)(iii)

in condition B, for “services” substitute “goods or services, or goods and services,”;

s. 30(d)

for subsection (3) substitute—

s. 31 — Remuneration etc of charity trustees etc

After section 186 of the Charities Act 2011 insert—

s. 32 — Trustee of charitable trust: status as trust corporation

s. 32(1)

After section 334 of the Charities Act 2011 insert—

s. 32(2)

The amendment made by subsection (1) has effect in relation to any trustee of or for a charitable trust, even if the trustee became the trustee of or for the charitable trust before the amendment comes into force.

PART 5

Charity mergers

s. 33 — Gifts to merged charity

s. 33(1)

The Charities Act 2011 is amended as follows.

s. 33(2)

In section 239 (effect of registration of CIO), for subsection (3) substitute—

s. 33(3)

In section 244 (effect of confirmation of resolution to transfer property etc to another CIO), for subsection (2) substitute—

s. 33(4)

In section 311 (effect of registering charity merger on gifts to transferor), for subsection (2) substitute—

s. 33(5)

The amendments made by this section have effect in relation to all gifts made on or after the date this section comes into force; and it does not matter if the will or other document, agreement, transaction or other means which gives rise to the gift was executed or entered into before that date.

s. 34 — Vesting declarations: exclusions

In section 310(3) of the Charities Act 2011 (exclusion of certain property from automatic vesting following a vesting declaration)—

s. 34(a)

omit paragraph (a);

s. 34(b)

for paragraph (b) (but not the “or” following it) substitute— .

s. 35 — Vesting permanent endowment following a merger

In section 306 of the Charities Act 2011 (meaning of “relevant charity merger”), in subsection (2)—

s. 35(a)

in paragraph (a), omit “a”;

s. 35(b)

omit paragraph (b) and the “and” before it.

PART 6

Legal proceedings

s. 36 — Costs incurred in relation to Tribunal proceedings etc

After section 324 of the Charities Act 2011 insert—

PART 7

General

s. 37 — Public notice as regards Commission orders etc

s. 37(1)

The Charities Act 2011 is amended as follows.

s. 37(2)

In section 337 (other provisions as to orders of Commission)—

s. 37(2)(a)

after subsection (2) insert—;

s. 37(2)(b)

after subsection (3) insert—;

s. 37(2)(c)

in the heading, after “orders” insert “etc”.

s. 37(3)

In section 338 (directions of the Commission or person conducting inquiry), in subsection (2), for “any such directions” substitute “a direction of the Commission under any provision of this Act”.

s. 38 — “Connected person”: illegitimate children

In section 350(1) of the Charities Act 2011 (connected person: meaning of “child”), omit “and an illegitimate child”.

s. 39 — “Connected person”: power to amend

s. 39(1)

After section 352 of the Charities Act 2011 insert—

s. 39(2)

In section 348 of that Act (regulations subject to affirmative procedure etc)—

s. 39(2)(a)

in subsection (1), after paragraph (d) (inserted by section 12) insert— ;

s. 39(2)(b)

in subsection (2), after “(d)” (inserted by section 12) insert “or (e)”.

s. 40 — Minor and consequential provision

Schedule 2 (which contains minor and consequential amendments) has effect.

s. 41 — Extent, commencement and short title

s. 41(1)

This Act extends to England and Wales only, subject to subsection (2).

s. 41(2)

An amendment made by— has the same extent as the enactment or provision to which it relates.

s. 41(2)(a)

section 24;

s. 41(2)(b)

Schedule 1;

s. 41(2)(c)

paragraph 12 or 46 of Schedule 2,

s. 41(3)

This section comes into force on the day on which this Act is passed.

s. 41(4)

The other provisions of this Act come into force on such day as the Secretary of State may by regulations made by statutory instrument appoint and different days may be appointed for different purposes.

s. 41(5)

Regulations under subsection (4) may make consequential, transitional or saving provision.

s. 41(6)

This Act may be cited as the Charities Act 2022.

Sch 1

Amendments of the Universities and College Estates Act 1925: consequential amendments

Sch 1 para 1 — Law of Property (Amendment) Act 1926 (c. 11)

In the Schedule to the Law of Property (Amendment) Act 1926 (minor amendments), omit the entry relating to section 3 of the Universities and College Estates Act 1925.

Sch 1 para 2 — Landlord and Tenant Act 1927 (c. 36)

In section 13 of the Landlord and Tenant Act 1927 (power to apply and raise capital money), in subsection (1), omit “, or under the University and College Estates Act, 1925,”.

Sch 1 para 3 — Landlord and Tenant (War Damage) Act 1939 (c. 72)

In section 3 of the Landlord and Tenant (War Damage) Act 1939 (raising of money for making good war damage on settled land, etc)—

Sch 1 para 3(a)

omit paragraph (d) and the “or” preceding it;

Sch 1 para 3(b)

omit from “, or Part I of the First Schedule” to the end.

Sch 1 para 4 — Universities and Colleges (Trusts) Act 1943 (c. 9)

Sch 1 para 4(1)

Section 2 of the Universities and Colleges (Trusts) Act 1943 (schemes for administering university and college trusts) is amended as follows.

Sch 1 para 4(2)

Omit subsection (2).

Sch 1 para 4(3)

In subsection (3)—

Sch 1 para 4(3)(a)

omit from “, subject to the modification that” to “as aforesaid;”;

Sch 1 para 4(b)

omit “, subject to the modification aforesaid”.

Sch 1 para 4(4)

Omit subsection (5).

Sch 1 para 5 — Coast Protection Act 1949 (c. 74)

In section 11 of the Coast Protection Act 1949 (incidence of coast protection charges, etc), in subsection (2)(a)—

Sch 1 para 5(a)

omit “and by section twenty-six of the Universities and College Estates Act 1925”;

Sch 1 para 5(b)

omit “and by section thirty of the Universities and College Estates Act 1925”.

Sch 1 para 6 — Landlord and Tenant Act 1954 (c. 56)

In paragraph 6 of Schedule 2 to the Landlord and Tenant Act 1954 (provisions as to repair where tenant retains possession)—

Sch 1 para 6(a)

omit “and by section twenty-six of the Universities and College Estates Act 1925”;

Sch 1 para 6(b)

omit “and by section thirty of the Universities and College Estates Act 1925”.

Sch 1 para 7 — Universities and College Estates Act 1964 (c. 51)

Sch 1 para 7(1)

The Universities and College Estates Act 1964 is amended as follows.

Sch 1 para 7(2)

Omit sections 2 and 3.

Sch 1 para 7(3)

Omit Schedules 1 and 2.

Sch 1 para 8 — Forestry Act 1967 (c. 10)

In Schedule 2 to the Forestry Act 1967 (forestry dedication etc), omit paragraph 2.

Sch 1 para 9 — Leasehold Reform Act 1967 (c. 88)

Sch 1 para 9(1)

The Leasehold Reform Act 1967 is amended as follows.

Sch 1 para 9(2)

In section 24(1) (application of price or compensation received by landlord, etc), omit paragraph (b) and the “and” preceding it.

Sch 1 para 9(3)

In Schedule 2 (right to possession for purposes of redevelopment etc: supplementary provision), omit paragraph 9(2).

Sch 1 para 10 — Mines and Quarries (Tips) Act 1969 (c. 10)

In section 32 of the Mines and Quarries (Tips) Act 1969 (raising of money in special cases), in subsection (2)—

Sch 1 para 10(a)

in paragraph (a), omit “and by section 26 of the Universities and College Estates Act 1925”;

Sch 1 para 10(b)

in paragraph (b), omit “and by section 30 of the Universities and College Estates Act 1925”.

Sch 1 para 11 — Agriculture Act 1970 (c. 40)

In section 61 of the Agriculture Act 1970 (special classes of land), in subsection (6), omit “, the Universities and College Estates Act 1925”.

Sch 1 para 12 — Agriculture (Miscellaneous Provisions) Act 1976 (c. 55)

In Schedule 3 to the Agriculture (Miscellaneous Provisions) Act 1976 (enactments to which power to amend applies), omit the entry relating to the Universities and College Estates Act 1925.

Sch 1 para 13 — Universities and College Estates Act 1925 (Amendment) Regulations 1978 (S.I. 1978/443)

The Universities and College Estates Act 1925 (Amendment) Regulations 1978 (S.I. 1978/443) are revoked.

Sch 1 para 14 — Highways Act 1980 (c. 66)

Sch 1 para 14(1)

The Highways Act 1980 is amended as follows.

Sch 1 para 14(2)

In section 87 (agreements for use of land for cattle-grids or by-passes), omit subsection (5).

Sch 1 para 14(3)

In Schedule 24 (consequential amendments), omit paragraph 3 and the italic heading preceding it.

Sch 1 para 15 — Agricultural Holdings Act 1986 (c. 5)

Sch 1 para 15(1)

The Agricultural Holdings Act 1986 is amended as follows.

Sch 1 para 15(2)

In section 89 (power of limited owners to apply capital for improvements), omit subsection (2).

Sch 1 para 15(3)

In Schedule 14 (consequential amendments), omit paragraph 13 and the italic heading preceding it.

Sch 1 para 16 — Town and Country Planning Act 1990 (c. 8)

Sch 1 para 16(1)

Section 328 of the Town and Country Planning Act 1990 (settled land and land of universities and colleges) is amended as follows.

Sch 1 para 16(2)

Omit subsection (1)(b) and the “and” preceding it.

Sch 1 para 16(3)

Omit subsection (2)(b) and the “and” preceding it.

Sch 1 para 16(4)

In the heading, omit “and land of universities and colleges”.

Sch 1 para 17 — Solicitors’ Recognised Bodies Order 1991 (S.I. 1991/2684)

In Schedule 1 to the Solicitors’ Recognised Bodies Order 1991 (S.I. 1991/2684) (statutes which apply to recognised bodies), omit the entry relating to the Universities and College Estates Act 1925.

Sch 1 para 18 — Leasehold Reform, Housing and Urban Development Act 1993 (c. 28)

Sch 1 para 18(1)

The Leasehold Reform, Housing and Urban Development Act 1993 is amended as follows.

Sch 1 para 18(2)

In Schedule 2 (special categories of landlords), omit paragraph 7 and the italic heading preceding it.

Sch 1 para 18(3)

In Schedule 14 (right to terminate new lease on grounds of redevelopment: supplementary provision), omit paragraph 10.

Sch 1 para 19 — Agricultural Tenancies Act 1995 (c. 8)

In section 33 of the Agricultural Tenancies Act 1995 (power to apply and raise capital money), in subsection (1), omit “or section 26 of the Universities and College Estates Act 1925”.

Sch 1 para 20 — Housing Grants, Construction and Regeneration Act 1996 (c. 53)

In section 55 of the Housing Grants, Construction and Regeneration Act 1996 (cessation of conditions on repayment of grant, etc), omit subsection (4)(c) and the “and” preceding it.

Sch 1 para 21 — Cathedrals Measure 1999 (No. 1)

In section 36 of the Cathedrals Measure 1999 (construction of references to dean and chapter, etc), in subsection (2), omit the entry relating to the Universities and College Estates Act 1925.

Sch 1 para 22 — Trustee Act 2000 (c. 29)

In Schedule 2 to the Trustee Act 2000 (minor and consequential amendments), omit paragraph 29 and the italic heading preceding it.

Sch 1 para 23 — Constitutional Reform Act 2005 (c. 4)

In paragraph 4(3) of Schedule 11 to the Constitutional Reform Act 2005 (miscellaneous amendments: Supreme Court of England and Wales), omit “the Universities and College Estates Act 1925 (c. 24)”.

Sch 1 para 24 — Cathedrals Measure 2021 (No. 2)

In Schedule 4 to the Cathedrals Measure 2021 (consequential amendments), omit paragraph 4 and the italic heading preceding it.

Sch 2

Minor and consequential amendments

Sch 2

Amendments relating to Part 1

Sch 2 para 1

The Charities Act 2011 is amended in accordance with paragraphs 2 to 11, 13 to 19 and 21 to 27.

Sch 2 para 2 — Amendment relating to section 2 of this Act

In 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—

Sch 2 para 3 — Amendments relating to section 3 of this Act

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

Sch 2 para 3(a)

the entry relating to section 267(1);

Sch 2 para 3(b)

the entry relating to section 275(1).

Sch 2 para 4 — Amendments relating to section 3 of this Act

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

Sch 2 para 5 — Amendments relating to section 3 of this Act

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

Sch 2 para 5(a)

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

Sch 2 para 5(b)

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

Sch 2 para 6 — Amendments relating to section 3 of this Act

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

Sch 2 para 7 — Amendments relating to section 3 of this Act

In 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)”.

Sch 2 para 8 — Amendments relating to section 3 of this Act

In Schedule 6 (appeals and applications to Tribunal)—

Sch 2 para 8(a)

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

Sch 2 para 8(b)

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

Sch 2 para 8(c)

after that entry insert—

Sch 2 para 9 — Amendments relating to section 3 of this Act

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

Sch 2 para 10 — Amendments relating to section 3 of this Act

In Schedule 11 (index of defined expressions)—

Sch 2 para 10(a)

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

Sch 2 para 10(b)

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

Sch 2 para 10(c)

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

Sch 2 para 10(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)”;

Sch 2 para 10(e)

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

Sch 2 para 11 — Amendments relating to section 5 of this Act

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

Sch 2 para 12 — Amendments relating to section 5 of this Act

In 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)”.

Sch 2 para 13 — Amendments relating to section 6 of this Act

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

Sch 2 para 13(a)

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

Sch 2 para 13(b)

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

Sch 2 para 13(c)

after subsection (1) insert—;

Sch 2 para 13(d)

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

Sch 2 para 13(e)

omit subsections (4) to (6).

Sch 2 para 14 — Amendments relating to section 6 of this Act

In 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”.

Sch 2 para 15 — Amendments relating to section 6 of this Act

In Schedule 11 (index of defined expressions)—

Sch 2 para 15(a)

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

Sch 2 para 15(b)

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

Sch 2 para 15(c)

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

Sch 2 para 16 — Amendments relating to sections 10 and 11 of this Act

Sch 2 para 16(1)

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

Sch 2 para 16(1)(a)

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

Sch 2 para 16(1)(b)

in the heading, omit “unincorporated”.

Sch 2 para 16(2)

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

Sch 2 para 17 — Amendments relating to sections 10 and 11 of this Act

Sch 2 para 17(1)

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

Sch 2 para 17(2)

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

Sch 2 para 17(3)

In subsection (1)(a)—

Sch 2 para 17(3)(a)

after “evidence” insert “made”;

Sch 2 para 17(3)(b)

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

Sch 2 para 17(4)

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

Sch 2 para 17(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”.

Sch 2 para 17(6)

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

Sch 2 para 18 — Amendments relating to sections 10 and 11 of this Act

Sch 2 para 18(1)

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

Sch 2 para 18(2)

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

Sch 2 para 18(3)

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

Sch 2 para 18(3)(a)

for “income level” substitute “adjusted market value”;

Sch 2 para 18(3)(b)

omit “given for particular purpose”.

Sch 2 para 19 — Amendments relating to sections 10 and 11 of this Act

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

Sch 2 para 20 — Amendment relating to sections 10 and 12 of this Act

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

Sch 2 para 21 — Amendments relating to section 12 of this Act

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

Sch 2 para 22 — Amendments relating to section 12 of this Act

In 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)”.

Sch 2 para 23 — Amendment relating to section 13 of this Act

In 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)”.

Sch 2 para 24 — Amendments relating to section 14 of this Act

In 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).

Sch 2 para 25 — Amendments relating to section 14 of this Act

In Schedule 11 (index of defined expressions)—

Sch 2 para 25(a)

in the entry relating to “available endowment fund”—

Sch 2 para 25(a)(i)

for “Parts 13 and 14” substitute “Part 13”;

Sch 2 para 25(a)(ii)

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

Sch 2 para 25(b)

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

Sch 2 para 25(c)

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

Sch 2 para 26 — Amendments relating to section 16 of this Act

In section 322(2) (reviewable decisions of the Commission), after paragraph (e) insert—.

Sch 2 para 27 — Amendments relating to section 16 of this Act

In Schedule 6 (appeals and applications to Tribunal), after the entry relating to a decision by the Commission not to make an order under section 105 insert—

Sch 2

Amendments relating to Part 2

Sch 2 para 28 — Amendment relating to section 22 of this Act

In section 118 of the Charities Act 2011 (meaning of “connected person” in section 117(2)), in subsection (2), in the words before paragraph (a), for “The” substitute “Subject to subsection (2A), the”.

Sch 2 para 29 — Amendment relating to section 23 of this Act

In paragraph 4(2)(b) of Schedule 1 to the Trusts of Land and Appointment of Trustees Act 1996 (land held on charitable trusts etc), for the words from “if neither” to “conveyance” substitute “if section 122(2) or 125(1) of that Act applies to the conveyance but has not been complied with”.

Sch 2

Amendments relating to Part 3

Sch 2 para 30

The Charities Act 2011 is amended in accordance with paragraphs 31 to 37.

Sch 2 para 31 — Amendments relating to section 25 of this Act

For the italic heading preceding section 42, substitute “Names and working names”.

Sch 2 para 32 — Amendments relating to section 25 of this Act

In section 45 (change of name where charity is a company), in subsection (2), after “with respect to” insert “the name of”.

Sch 2 para 33 — Amendments relating to section 25 of this Act

In section 208(2) (refusal of application for constitution and registration of CIO)—

Sch 2 para 33(a)

in the words after paragraph (a)(ii), after “the name” insert “or a working name”;

Sch 2 para 33(b)

in paragraph (b), after “charity’s name” insert “or working name”.

Sch 2 para 34 — Amendments relating to section 25 of this Act

In section 231(2) (refusal of application for conversion to CIO)—

Sch 2 para 34(a)

in the words after paragraph (a)(ii), after “the name” insert “or a working name”;

Sch 2 para 34(b)

in paragraph (b), after “charity’s name” insert “or working name”.

Sch 2 para 35 — Amendments relating to section 25 of this Act

In section 237(3) (refusal of application for amalgamation of CIOs)—

Sch 2 para 35(a)

in the words after paragraph (a)(ii), after “the name” insert “or a working name”;

Sch 2 para 35(b)

in paragraph (b), after “charity’s name” insert “or working name”.

Sch 2 para 36 — Amendments relating to section 25 of this Act

In Schedule 6 (appeals and applications to Tribunal), in the entry relating to a direction of the Commission under section 42 requiring the name of a charity to be changed, in column 1, for the words from “requiring” to the end substitute

Sch 2 para 37 — Amendments relating to section 25 of this Act

In Schedule 11 (index of defined expressions), after the entry relating to “vesting declaration” insert—.

Sch 2

Amendments relating to Part 4

Sch 2 para 38

The Charities Act 2011 is amended in accordance with paragraphs 39, 40 and 42.

Sch 2 para 39 — Amendments relating to section 30 of this Act

In section 187 (meaning of “benefit” etc)—

Sch 2 para 39(a)

in the heading, omit “, “services””;

Sch 2 para 39(b)

omit the definition of “services”.

Sch 2 para 40 — Amendments relating to section 30 of this Act

In Schedule 11 (index of defined expressions), omit the entry for “services”.

Sch 2 para 41 — Amendments relating to section 30 of this Act

In section 7A of the Parochial Church Councils (Powers) Measure 1956 (No. 3) (modification of section 185 of the Charities Act 2011 in its application to a parochial church council)—

Sch 2 para 41(a)

after “providing” insert “goods or”;

Sch 2 para 41(b)

for “(3)(a),” substitute “(3),”.

Sch 2 para 42 — Amendment relating to section 31 of this Act

In section 187 (meaning of “benefit” etc), for “and 186” substitute “to 186A”.

Sch 2

Other minor amendments

Sch 2 para 43

In section 199 of the Charities Act 2011 (meaning of “benefit” in section 198(2)), for the words from “include” to the end substitute

Sch 2 para 44

In section 248 of the Charities Act 2011 (meaning of “benefit”), in subsection (2), for the words from “include” to the end substitute

Sch 2 para 45

In section 292B of the Charities Act 2011 (general power to make social investments), in subsection (4), for paragraph (b) substitute—.

Sch 2 para 46

In section 77 of the Companies Act 2006 (change of name), in subsection (2), after paragraph (d) insert—

UKPGA-2022-6 Charities Act 2022 UK

Charitable companies

Charitable incorporated organisations

Unincorporated charities

Charities established etc by Royal charter or Act

Cy-près and schemes

Permanent endowment

Special trusts

Ex gratia payments etc

Dispositions and mortgages

Universities and College Estates Act 1925

Gifts to merged charity

Vesting declarations