MICHAEL LOWE'S AND ASSOCIATED CHARITIES

Charity number: 214785
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity can only make grants to or for the benefit of residents of the City of Lichfield. As well as fuel grants, grants may be made to individuals who are in conditions of need, hardship or distress or to organisations whose aims are to provide or pay for items which will benefit the recipient.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £111,958
Total expenditure: £100,051

People

15 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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Staffordshire

Governance

Registration history:
  • 29 January 1963: 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:
  • 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
  • Trustee conflicts of interest 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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev IAN HAYTER Chair
THE MARY SLATER CHARITY
Received: On time
Benjamin Robert Watkins Trustee 14 April 2025
None on record
Rev Christopher Edward Davies Trustee 17 October 2024
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. CHAD, LICHFIELD
Received: On time
Dr Ann Laura Hughes Trustee 01 August 2024
None on record
Beverley Hanks Trustee 27 June 2024
None on record
Elizabeth Mary Ridler Trustee 04 May 2023
None on record
Dr TREVOR MARTIN JAMES Trustee 02 February 2023
ST MICHAELS CHURCH LANDS CHARITY
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF LICHFIELD SAINT MICHAEL AND SAINT MARY
Received: On time
Mark Gregory Pawson Trustee 05 May 2022
None on record
Michael John White Trustee 22 November 2018
None on record
Elizabeth Lilas Rawling Trustee 22 November 2018
THE PALACE SINGERS
Recently registered
MUNICIPAL CHARITIES
Received: On time
CURBOROUGH COMMUNITY ASSOCIATION
Recently registered
Donna Greatorex Trustee 03 May 2018
None on record
ROGER MICHAEL HARTLEY Trustee 05 May 2015
DR MILLEY'S HOSPITAL
Received: On time
DR MILLEY'S HOSPITAL
Received: 7 days late
MR HITCHMAN Trustee 01 December 2014
None on record
JANET MAY EAGLAND Trustee 18 December 2012
THE SWINFEN BROUN CHARITABLE TRUST
Received: On time
N G SEDGWICK ESQ Trustee
MUNICIPAL CHARITIES
Received: On time
GUILD OF ST MARY'S CENTRE LICHFIELD
Received: On time

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 £107.58k £91.39k £91.73k £104.34k £111.96k
Total expenditure £99.51k £86.13k £85.51k £137.91k £100.05k
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 10 October 2024 On Time
Accounts and TAR 31 March 2024 10 October 2024 On Time
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time
Annual return 31 March 2022 12 September 2022 On Time
Accounts and TAR 31 March 2022 12 September 2022 On Time
Annual return 31 March 2021 26 August 2021 On Time
Accounts and TAR 31 March 2021 26 August 2021 On Time
Annual return 31 March 2020 19 January 2021 On Time
Accounts and TAR 31 March 2020 19 January 2021 On Time
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 DATED 26/06/1980 AS AMENDED BY RESOLUTION DATED 29/11/2007 AS AMENDED BY RESOLUTION DATED 15/09/2011

Charitable objects

AFTER THE EXPENSES OF MANAGEMENT THE INCOME SHALL BE APPLIED IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE CITY OF LICHFIELD. FOR FURTHER DETAILS SEE SCHEME DATED 26 JUNE 1980.

Area of benefit

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

CITY OF LICHFIELD

Contact information

Address:
PO Box 8680
BURTON-ON-TRENT
Staffordshire
DE14 9QB
Phone:
07506284831
Email:
srjames@michael-lowes.org
Website:

michael-lowes.org