AGNES BACKHOUSE ANNUITY FUND

Charity number: 224960
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Pays annuities/makes yearly donations to unmarried/widowed women over the age of 50 who appear to be in needy circumstances and who live in the parish of Ambleside, Cumbria.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £18,071
Total expenditure: £12,289

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 09 March 1964: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Paying staff
  • 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
Land and property:
This charity does not own and/or lease 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
Richard Derek Leigh Brownson Trustee 24 March 2025
THE BENDRIGG SUPPORT TRUST
Received: On time
JOHN DAVID STUART BROWN Trustee 24 March 2025
None on record
Ian Thompson Trustee 28 January 2015
None on record
JAMES PATRICK IAN HAMILTON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £18.04k £17.87k £15.19k £17.52k £18.07k
Total expenditure £33.10k £20.76k £33.90k £33.83k £12.29k
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

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 31 December 2024 04 June 2025 On time
Accounts and TAR 31 December 2024 Not required
Annual return 31 December 2023 11 October 2024 On time
Accounts and TAR 31 December 2023 Not required
Annual return 31 December 2022 11 September 2023 On time
Accounts and TAR 31 December 2022 Not required
Annual return 31 December 2021 09 August 2022 On time
Accounts and TAR 31 December 2021 Not required
Annual return 31 December 2020 12 May 2021 On time
Accounts and TAR 31 December 2020 Not required
Submit annual return Open in new window

Contact information

Address:
Temple Heelis D R Ltd
1 Kent View
KENDAL
LA9 4DZ
Phone:
01539723757
Email:
No information available
Website:

No information available