PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION)

Charity number: 228828
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The key objectives of the charity are to provide financial assistance for the education and training of persons under the age of 25 years resident within the districts forming the area of benefit of the charity, and in the application of income for the relief of persons in need, hardship or distress similarly resident within the said districts - qualifying.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £58,850
Total expenditure: £66,692

People

48 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:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 19 February 1964: Standard registration
Organisation type:
Other
Other names:
  • PETER LATHOM (EXCLUDING THE LATHOM EDUCATIONAL FOUNDATION) (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • 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
  • 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

48 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CHRISTOPHER JOHN BYRON Chair
None on record
David John Howard Trustee 08 July 2024
None on record
Daniel John Graham Trustee 24 April 2024
None on record
Anne Mary Fennell Trustee 22 February 2024
None on record
Fiona Tumusiime Casey Trustee 01 November 2023
None on record
Gurbax Woods Trustee 01 November 2023
None on record
Ian Rigby Trustee 19 April 2023
None on record
Philip John Atty Trustee 08 November 2022
None on record
Claire Procter Trustee 24 October 2022
None on record
Paul Joseph McConnell Trustee 24 October 2022
None on record
Susan Brake Trustee 12 September 2022
None on record
Grahame Green Trustee 15 May 2022
RICHARD DURNING'S SCHOOL CHARITY
Received: On time
Angela Draper Trustee 19 February 2022
Ormskirk School Foundation Trust
Received: On time
Janine Clayton Trustee 01 December 2021
None on record
JANET MARY CAUNCE Trustee 18 November 2021
SOUTHPORT AND ORMSKIRK BANTAM SOCIETY
Received: On time
GILL STUBBS Trustee 13 October 2021
None on record
Robert Murrin Bailey Trustee 10 June 2021
None on record
FRANK JOHNSON Trustee 17 May 2021
WRIGHTINGTON WELFARE PENSIONERS ASSOCIATION MOSSY LEA SECTION
Received: On time
DERICK MOSS Trustee 28 October 2020
None on record
ROBINA CRITCHLEY Trustee 17 April 2019
None on record
SUSAN LAMB Trustee 19 November 2018
None on record
BRIAN BAILEY Trustee 15 November 2018
None on record
ADAM YATES Trustee 02 October 2018
None on record
SARAH CARRUTHERS Trustee 04 July 2018
None on record
JULIA PEGGS Trustee 31 January 2018
None on record
GILLIAN ELIZABETH RAINFORD Trustee 25 August 2017
None on record
HARDISTY DAVID Trustee 20 July 2016
None on record
KAY BEATTY Trustee 18 July 2016
None on record
ALLISON JAYNE CROFT Trustee 04 December 2015
None on record
MICHELE SKINLEY Trustee 04 December 2015
None on record
PAMELA SLOAN Trustee 16 November 2015
ACTION FOR ULNES WALTON
Received: On time
KATHLEEN ALMOND Trustee 31 October 2015
CROSTON UNITED CHARITIES
Received: On time
CROSTON ALMSHOUSES CHARITY
Received: On time
FRIENDS OF THE RIVER YARROW
Received: On time
PAUL COTTERILL Trustee 25 October 2015
None on record
KATHLEEN VIVIEN CUMMINGS Trustee 28 October 2014
None on record
EDWARD GERRARD POPE Trustee 27 October 2014
None on record
CLLR. MAY BLAKE Trustee 27 June 2014
RICHARD DURNING'S SCHOOL CHARITY
Received: On time
LISA MOLYNEUX Trustee 22 March 2013
None on record
MICHAEL MILLER Trustee 12 October 2012
None on record
JANE MARSHALL Trustee 12 October 2012
Ormskirk School Foundation Trust
Received: On time
ALAN WHITTAKER Trustee 12 October 2012
FRIENDS OF THE RIVER YARROW
Received: On time
HESKIN VILLAGE HALL
Received: On time
MR A OWENS Trustee
Ormskirk School Foundation Trust
Received: On time
WILLIAM JOSEPH CROPPER Trustee
None on record
HILARY ROSBOTHAM Trustee
None on record
JIM HILL Trustee
None on record
IAN ROY TINSLEY Trustee
None on record
EILEEN MARY DORAN Trustee
None on record
JOHN DAVID SNAPE Trustee
None on record
SHEILA EDGECOMBE BRAITHWAITE Trustee
None on record

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 £56.92k £53.64k £55.73k £57.08k £58.85k
Total expenditure £54.24k £57.26k £64.42k £60.32k £66.69k
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 2023 14 September 2024 On time
Accounts and TAR 31 December 2023 14 September 2024 On time Download Open in new window
Annual return 31 December 2022 13 September 2023 On time
Accounts and TAR 31 December 2022 13 September 2023 On time Download Open in new window
Annual return 31 December 2021 26 September 2022 On time
Accounts and TAR 31 December 2021 26 September 2022 On time Download Open in new window
Annual return 31 December 2020 21 October 2021 On time
Accounts and TAR 31 December 2020 21 October 2021 On time Download Open in new window
Annual return 31 December 2019 05 September 2020 On time
Accounts and TAR 31 December 2019 05 September 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 9 MAY 1902, ORDER DATED 21 MARCH 1905 AND SCHEME OF 21 JANUARY 1974 as amended on 20 Sept 2024

Charitable objects

(A) ONE TWENTIETH OF INCOME TO BE APPLIED IN RELIEVING PERSONS RESIDENT IN ANY OF THE DISTRICTS FORMING THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. (B) RESIDUE OF INCOME TO BE PAID OVER IN SUCH PROPORTIONS AS THE CENTRAL TRUSTEES THINK FIT TO EACH OF THE BODIES OF LOCAL TRUSTEES FOR APPLICATION BY THEM IN RELIEVING PERSONS RESIDENT IN THE RESPECTIVE DISTRICTS OF THE LOCAL TRUSTEES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Area of benefit

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

DISTRICTS OF CHORLEY AND WEST LANCASHIRE

Contact information

Address:
c/o Advance Accountancy Ltd
71-73 Hoghton Street
SOUTHPORT
Merseyside
PR9 0PR
Phone:
07845798400
Email:
karen.thompson1624@gmail.com
Website:

No information available