The Hornby Lonsdale Charitable Trust
Charity number: 243516
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
General charitable purposes.
Income and expenditure
Data for financial year ending 31 January 2025
Total income: £59,598
Total expenditure: £75,829
People
4 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
Who the charity helps:
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 01 September 1965: Standard registration
Organisation type:
Trust
Other names:
- THE HORNBY LONSDALE CHARITABLE TRUST (Working name)
- MRS E G HORNBY'S CHARITABLE SETTLEMENT (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
- Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease 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
4 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||||
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| Rosalind Joan Smith-Maxwell | Trustee | 17 February 2016 |
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| Rathbones Trust Company Limited | Trustee | 01 January 2015 |
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| CHARLES JAMES LONSDALE SMITH-MAXWELL | Trustee | 06 April 2011 |
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| JOANNA MARY BURNETT SHIPP | Trustee | 06 April 2011 |
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Financial history
Financial period end date
| Income / Expenditure | 31/01/2021 | 31/01/2022 | 31/01/2023 | 31/01/2024 | 31/01/2025 | ||
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Total gross income | £38.71k | £50.69k | £54.38k | £55.67k | £59.60k | |
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Total expenditure | £80.06k | £84.16k | £73.10k | £74.71k | £75.83k | |
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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
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 January 2025 | 05 August 2025 | On time | |
| Accounts and TAR | 31 January 2025 | 05 August 2025 | On time | Download Open in new window |
| Annual return | 31 January 2024 | 04 November 2024 | On time | |
| Accounts and TAR | 31 January 2024 | 04 November 2024 | On time | Download Open in new window |
| Annual return | 31 January 2023 | 25 March 2024 | 116 days late | |
| Accounts and TAR | 31 January 2023 | 25 March 2024 | 116 days late | Download Open in new window |
| Annual return | 31 January 2022 | 11 August 2022 | On time | |
| Accounts and TAR | 31 January 2022 | 11 August 2022 | On time | Download Open in new window |
| Annual return | 31 January 2021 | 15 October 2021 | On time | |
| Accounts and TAR | 31 January 2021 | 15 October 2021 | On time | Download Open in new window |