LADY LUMLEY'S ALMSHOUSES

Charity number: 229068
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity is restricted to work within the Ecclesiastical Deanery of Pickering. Its main function is to provide housing accommodation for elderly people in housing need who are already resident in the area.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £92,371
Total expenditure: £66,642

People

8 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 04 October 1963: Standard registration
Organisation type:
Other
Other names:
  • LADY LUMLEYS ALMSHOUSE TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • 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
  • 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 owns and/or leases 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gill Garbutt Chair 21 November 2016
THE OLD MEETING HOUSE TRUST
Received: On time
Adrian Hamilton Trustee 04 April 2025
None on record
Christine Baxter Trustee 25 March 2024
None on record
Claire Balderson Cllr Trustee 10 December 2023
None on record
Michael John Swinnerton Trustee 15 June 2021
None on record
Rev Robert G Barker Trustee 15 October 2017
None on record
DR JIM COPPACK Trustee
LADY LUMLEY'S EDUCATIONAL FOUNDATION
Received: On time
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
JANIE DUDLEY SMITH Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £100.45k £87.14k £90.59k £91.38k £92.37k
Total expenditure £71.39k £71.17k £69.60k £73.82k £66.64k
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 March 2024 04 October 2024 On Time
Accounts and TAR 31 March 2024 04 October 2024 On Time Download Open in new window
Annual return 31 March 2023 29 January 2024 On Time
Accounts and TAR 31 March 2023 29 January 2024 On Time Download Open in new window
Annual return 31 March 2022 19 November 2022 On Time
Accounts and TAR 31 March 2022 19 November 2022 On Time Download Open in new window
Annual return 31 March 2021 16 December 2021 On Time
Accounts and TAR 31 March 2021 16 December 2021 On Time Download Open in new window
Annual return 31 March 2020 27 November 2020 On Time
Accounts and TAR 31 March 2020 27 November 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SCHEME OF 22ND AUGUST 2001

Charitable objects

1) THE OBJECTS OF THE CHARITY ARE; A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE; AND C) IF AND IN SO FAR AS THE INCOME CANNOT BE APPLIED AS ABOVE, FOR SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF PERSONS WHO ARE NOT RESIDENT IN THE HOMES. THE PERSONS SHOULD BE OF GOOD CHARACTER AND WHO FOR REASONS OF AGE OR INFIRMITY ARE IN CONDITIONS OF NEED. 2) THE LAND IDENTIFIED IN THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECTS OF THE CHARITY

Area of benefit

The area the charity can operate in, as set out in its governing document.

SEE OBJECTS

Linked charities

Linked charities
Linked charity 229068-1 GERALD WOFFINDIN HASSELL-MAW
Governing document
WILL DATED JULY 1937 PROVED ON 10/07/1944 WITH 11 CODICILS.
Charitable objects
TO BE USED TO KEEP THE ALMSHOUSES IN GOOD REPAIR AND TO AUGMENT PERIODICAL PAYMENTS TO THE INMATES.
Area of benefit
NOT DEFINED
Registration history
  • 04 October 1963 : Standard registration

Contact information

Address:
The Old Grammar School
Brook Lane
Thornton - Le Dale
York
North Yorkshire
YO18 7RZ
Phone:
07793444964
Email:
mafletch@hotmail.co.uk
Website:

No information available