THE BANKS LYON MEMORIAL TRUST

Charity Number: 1160678
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity gives grants to individuals & organisations situated or operating in Lancaster, Morecambe, Carnforth and the surrounding rural areas. The trustees have a particular emphasis on helping young people with their "education" with education being construed in its broadest sense and in particular (but without limitation) trades education over traditional academic education.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £20,651
Total expenditure: £104,940

People

6 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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 26 February 2015: Standard registration
Organisation type:
Trust
Other names:

No other names

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
  • Investing charity funds 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Fiona Gordon Chair 18 June 2018
THE GALBRAITH TRUST
Received: On time
Margaret Maria Dodd Trustee 23 October 2023
None on record
Rebecca Stevens Mrs Trustee 11 October 2022
None on record
Richard Bowker Trustee 04 May 2020
None on record
Kirstie Jean Bank-Lyon Trustee 18 June 2018
None on record
Julia Susan Ruth Krier Trustee 18 June 2018
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 £28.06k £17.47k £18.05k £20.79k £20.65k
Total expenditure £43.79k £134.22k £35.98k £69.76k £104.94k
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 20 November 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 18 January 2024 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 25 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 25 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 27 January 2021 On Time
Accounts and TAR 31 March 2020 27 January 2021 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.

TRUST DEED DATED 07 MAY 2003

Charitable objects

THE OBJECTS OF THE TRUST ARE ANY EXCLUSIVELY CHARITABLE PURPOSES DIRCTED WHOLLY OR MAINLY FOR THE BENEFIT OF THE CITY OF LANCASTER (WHAT EVER IT'S AREA FOR THE TIME BEING) OR OF THE IMMEDIATE NEIGHBOURHOOD OR NAY PART OF THE CITY AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR DISCRETION DECIDE SUCH AREA AS MAY FORMALLY HAVE FORMED PART OF THE CITY

Contact information

Address:
Joseph A Jones & Co Llp
6 Fenton Street
LANCASTER
LA1 1TE
Phone:
0152463371
Email:
Gary.rycroft@jajsolicitors.co.uk
Website:

No information available