THE MRS HENRIETTA FRANCES LE PERSONNE BENEVOLENT TRUST

Charity number: 200290
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Le Personne Trust provides sheltered housing for the benefit of elderly needy women in north Tandridge, Surrey, giving priority to those who are, or have been, long term residents of Caterham or, more exceptionally, for the benefit of those living further away but having family connections to Caterham and the surrounding area.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £427,155
Total expenditure: £339,999

People

5 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 20 July 1961: Standard registration
Organisation type:
Other
Other names:
  • LA PERSONNE BENEVOLENT TRUST (Working name)
  • LE PERSONNE HOMES (Working name)
  • THE LE PERSONNE TRUST (Working name)
  • MRS HENRIETTA FRANCES LE PERSONNE BENEVOLENT TRUST FOR OLD WOMEN FOLK (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
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
  • Social media 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
EITHNE WEBSTER Chair
None on record
Lucinda Leigh Steer Trustee 28 January 2022
None on record
Amanda Jane Cooper Trustee 19 February 2021
None on record
Patrick Denis Edward Cannon Trustee 23 June 2015
None on record
ROB RICHARDS Trustee
CHALDON COMMUNITY TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £549.73k £295.18k £345.89k £379.43k £427.16k
Total expenditure £252.30k £259.78k £331.75k £271.30k £340.00k
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
Income - Donations and legacies £0 N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £295.66k N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £1.68k N/A N/A N/A N/A
Income - Other £252.39k N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £233.83k N/A N/A N/A N/A
Expenditure - Raising funds £0 N/A N/A N/A N/A
Expenditure - Governance £6.84k N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £18.47k 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 2023 11 July 2024 On Time
Accounts and TAR 31 December 2023 11 July 2024 On Time Download Open in new window
Annual return 31 December 2022 08 June 2023 On Time
Accounts and TAR 31 December 2022 08 June 2023 On Time Download Open in new window
Annual return 31 December 2021 19 May 2022 On Time
Accounts and TAR 31 December 2021 19 May 2022 On Time Download Open in new window
Annual return 31 December 2020 22 September 2021 On Time
Accounts and TAR 31 December 2020 22 September 2021 On Time Download Open in new window
Annual return 31 December 2019 01 July 2020 On Time
Accounts and TAR 31 December 2019 01 July 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.

WILL PROVED ON 09/10/1939 AS AMENDED BY SCHEME DATED 23/09/1941 AS AMENDED BY SCHEME DATED 17/04/1951 AS AMENDED BY SCHEME DATED 26/03/1976 AS AMENDED BY RESOLUTION DATED 23/10/2013 as amended on 10 Apr 2019 as amended on 28 Jan 2022

Charitable objects

(A) TO CREATE AND ENDOW HOMES AND CHARITIES FOR OLD WOMEN FOLK IN REDUCED OR POOR CIRCUMSTANCES LIVING IN CATERHAM. (B) FOR THE BENEFIT OF THE RESIDENTS OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT.

Area of benefit

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

CATERHAM AND DISTRICT

Contact information

Address:
THE OFFICE
LE PERSONNE HOMES
BANSTEAD ROAD
CATERHAM
CR3 5SW
Phone:
01883343685
Email:
clerk@lepersonne.co.uk
Website:

www.lepersonne.co.uk Open in new window