THE LEE AND BAKIRGIAN FAMILY TRUST
Charity Number: 1046940
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To provide financial or other aid to universities, colleges, schools, community and youth groups and religious institutions particularly in Lancashire and Cheshire to promote research and to further chaitable community and youth projects.
Income and expenditure
Data for financial year ending 30 September 2023
Total income: £45,343
Total expenditure: £40,279
People
5 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
What the charity does:
- General Charitable Purposes
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- Arts/culture/heritage/science
- Amateur Sport
- Animals
- Economic/community Development/employment
Who the charity helps:
- Children/young People
- Elderly/old People
- People With Disabilities
- People Of A Particular Ethnic Or Racial Origin
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Cheshire East
- Cheshire West & Chester
- Lancashire
Governance
Registration history:
- 05 June 1995: 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:
- Financial reserves policy and procedures
- Internal charity financial controls 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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| LORD LEE OF TRAFFORD | Chair |
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| SADA LUCINDA PHILLIPA KILBY | Trustee | 28 May 2013 |
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| E C R LEE | Trustee |
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| LADY LEE | Trustee |
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| D L M LEE | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 30/09/2019 | 30/09/2020 | 30/09/2021 | 30/09/2022 | 30/09/2023 | ||
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Total gross income | £35.07k | £28.82k | £36.78k | £52.12k | £45.34k | |
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Total expenditure | £33.78k | £24.92k | £34.79k | £25.90k | £40.28k | |
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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 | 30 September 2023 | 29 July 2024 | On Time | |
| Accounts and TAR | 30 September 2023 | 29 July 2024 | On Time | Download Open in new window |
| Annual return | 30 September 2022 | 27 July 2023 | On Time | |
| Accounts and TAR | 30 September 2022 | 27 July 2023 | On Time | Download Open in new window |
| Annual return | 30 September 2021 | 18 July 2022 | On Time | |
| Accounts and TAR | 30 September 2021 | 18 July 2022 | On Time | Download Open in new window |
| Annual return | 30 September 2020 | 30 July 2021 | On Time | |
| Accounts and TAR | 30 September 2020 | 30 July 2021 | On Time | Download Open in new window |
| Annual return | 30 September 2019 | 22 July 2020 | On Time | |
| Accounts and TAR | 30 September 2019 | 22 July 2020 | On Time | Download Open in new window |