THE H P DUGDALE FOUNDATION

Charity number: 200538
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objects of the Trust in furthering its charitbale purposes for the public benefit are to apply the income subject to the cost of administration expenses of the Charity for the benefit of persons residing in the former County Borough of Huddersfield and the former Urban Districts of Colne Valley Holmfirth Kirkburton and Meltham who are in indigent or greatly reduced circumstances.

Income and expenditure

Data for financial year ending 05 July 2024

Total income: £77,527
Total expenditure: £75,161

People

7 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:
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Kirklees

Governance

Registration history:
  • 13 October 1961: Standard registration
Organisation type:
Other
Other names:
  • H P DUGDALE FOUNDATION (Previous name)
  • HENRY PERCY DUGDALE CHARITY (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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gwen Elizabeth Sharp Trustee 26 April 2024
None on record
Helen Straw Trustee 29 April 2022
None on record
Helen Margaret Hollingsworth Trustee 21 April 2017
None on record
Daniel James McAllister Trustee 31 October 2014
None on record
ANDREW SIMON WAGSTAFF Trustee 02 October 2011
None on record
ROGER THORNTON DUGDALE Trustee
None on record
GILES DAVID THOMAS CLIFFE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/07/2020 05/07/2021 05/07/2022 05/07/2023 05/07/2024
Total gross income £70.75k £69.08k £73.62k £75.96k £77.53k
Total expenditure £68.08k £54.03k £55.62k £62.71k £75.16k
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 05 July 2024 20 January 2025 On time
Accounts and TAR 05 July 2024 20 January 2025 On time Download Open in new window
Annual return 05 July 2023 11 December 2023 On time
Accounts and TAR 05 July 2023 11 December 2023 On time Download Open in new window
Annual return 05 July 2022 12 December 2022 On time
Accounts and TAR 05 July 2022 12 December 2022 On time Download Open in new window
Annual return 05 July 2021 11 November 2021 On time
Accounts and TAR 05 July 2021 11 November 2021 On time Download Open in new window
Annual return 05 July 2020 30 November 2020 On time
Accounts and TAR 05 July 2020 30 November 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 5 JULY 1961 AND 7 JUNE 1979 AS AMENDED BY SCHEME DATED 24 AUGUST 2007 AND RESOLUTION DATED 22 APRIL 2009 AND 31 MARCH 2010

Charitable objects

FOR THE BENEFIT OF PERSONS WHO ARE IN INDIGENT OR GREATLY REDUCED CIRCUMSTANCES AND WHO ARE RESIDENT IN THE AREA OF THE FORMER COUNTY BOROUGH OF HUDDERSFIELD, AND OF THE FORMER URBAN DISTRICTS OF COLNE VALLEY, HOLMFIRTH, KIRKBURTON AND MELTHAM, ALL AS CONSTITUTED ON THE 31ST MARCH 1974, OR HAVE IN THE PAST BEEN RESIDENT IN THE SAID AREA FOR A PERIOD OF 10 CONSECUTIVE YEARS.

Area of benefit

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

FORMER COUNTY BOROUGH OF HUDDERSFIELD, AND OF THE FORMER DISTRICTS OF COLNE VALLEY, HOLMFIRTH, KIRKBURTON AND MELTHAM

Contact information

Address:
T Balderson
Bank Chambers
Market Street
Huddersfield
West Yorkshire
HD1 2EW
Phone:
07907294129
Email:
trevor.balderson@simpson-wood.co.uk
Website:

No information available