AGNES BACKHOUSE ANNUITY FUND

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
People

4 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
Trading
Trustee payments
What, who, how, where
- The Prevention Or Relief Of Poverty
- Elderly/old People
- Makes Grants To Individuals
- Cumbria
Governance
- 09 March 1964: Standard registration
No other names
- 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
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 | ||||
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Richard Derek Leigh Brownson | Trustee | 24 March 2025 |
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JOHN DAVID STUART BROWN | Trustee | 24 March 2025 |
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Ian Thompson | Trustee | 28 January 2015 |
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JAMES PATRICK IAN HAMILTON | Trustee |
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Financial history
Financial period end date
Income / Expenditure | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £18.04k | £17.87k | £15.19k | £17.52k | £18.07k | |
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Total expenditure | £33.10k | £20.76k | £33.90k | £33.83k | £12.29k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
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 |
Governing document
It is not the full text of the charity's governing document.
WILL PROVED ON 12/03/1915 AS AMENDED BY SCHEME DATED 08/01/2014
Charitable objects
TO MAKE GRANTS TO UNMARRIED OR WIDOWED WOMEN OVER THE AGE OF FIFTY WHO APPEAR TO BE IN NEEDY CIRCUMSTANCES (SELECTED BY THE TRUSTEES) AND WHO LIVE IN THE HISTORIC COUNTY OF WESTMORLAND, PRINCIPALLY IN THE PARISH OF AMBLESIDE, AND TO MAKE GRANTS DIRECTLY OR THROUGH ANOTHER CHARITABLE ORGANISATION TO NEEDY AND ELDERLY PEOPLE WHO LIVE IN THE HISTORIC COUNTY OF WESTMORLAND, PRINCIPALLY IN THE PARISH OF AMBLESIDE FOR THE PUBLIC BENEFIT.
Area of benefit
AMBLESIDE AND DISTRICT
Contact information
- Address:
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Temple Heelis D R Ltd
1 Kent View
KENDAL
LA9 4DZ
- Phone:
- 01539723757
- Email:
- No information available
- Website:
-
No information available
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