FORMBY BENEVOLENT TRUST FOR THE ELDERLY LIMITED

Charity number: 1047921
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The prime aim of the charity is to support by gifts, charities/organisations for the elderly within the Formby area.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £729
Total expenditure: £41,660

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Sefton

Governance

Registration history:
  • 13 July 1995: Standard registration
Organisation type:
Charitable company
Other names:
  • MARYLAND RESIDENTIAL HOME (FORMBY) LIMITED (Previous name)
Company number:
03038912 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
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
Fiona Wood Trustee 19 June 2023
None on record
Christopher Page Trustee 17 October 2022
None on record
Keith Millington Trustee 14 July 2020
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PETER, FORMBY
Received: On time
Stanley Fletcher Trustee 18 February 2019
None on record
JOAN EASTWOOD Trustee
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 £213 £60 £23 £187 £729
Total expenditure £40.31k £31.17k £11.63k £28.01k £41.66k
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 09 January 2025 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 07 February 2024 7 days late
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 18 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 20 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 23 December 2020 On Time
Accounts and TAR 31 March 2020 Not Required
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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28 MARCH 1995 AS AMENDED BY SCHEME OF THE CHARITY COMMISSION DATED 22 MAY 2009

Charitable objects

(1) TO PROVIDE RESIDENTIAL CARE FOR ELDERLY MEN AND WOMEN INCLUDING (WITHOUT LIMITATION TO THE GENERALITY OF THE FOREGOING) THOSE WHO HAVE LIVED IN OR HAVE CONNECTION WITH FORMBY OR THE SURROUNDING AREA (2) TO ESTABLISH MAINTAIN AND OPERATE FOR THE ABOVE PURPOSE A HOME (3) TO UNDERTAKE ANY OTHER CHARITABLE WORK WHATSOEVER TO ASSIST INJURED OR DISTRESSED PERSONS HANDICAPPED BY AGE AND PHYSICAL DISABILITY OR FINANCIAL DIFFICULTY

Area of benefit

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

FORMBY AND THE SURROUNDING AREA

Contact information

Address:
40 GARDNER ROAD
FORMBY
LIVERPOOL
L37 8DQ
Phone:
01704875950
Email:
TENTYKE@TALKTALK.NET
Website:

No information available