DR. CHARLES BAMFORD CHARITY

Charity Number: 217924
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust administers six small retirement dwellings (three pairs of semi-detached bungalows) for people from Uttoxeter and district who need them. They also rent out a building for the use of community based groups and meetings.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £36,888
Total expenditure: £35,897

People

8 Trustee(s)

1 Volunteer(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

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Staffordshire

Governance

Registration history:
  • 10 October 1967: Standard registration
Organisation type:
Other
Other names:
  • THE HERMITAGE BUNGALOWS (Working name)
  • THE DOCTOR CHARLES BAMFORD MEMORIAL HOMES OF REST (Previous name)
  • THE HERMITAGE CHARITY CARE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Elaine Hanson Trustee 13 January 2025
None on record
HELEN HEADECH Trustee 13 January 2025
None on record
Dr PETER SIMON COFFIN Trustee 12 July 2023
None on record
PATRICIA BENNETT Trustee 12 July 2023
None on record
JAMES STEPHEN WILKS Trustee 12 July 2023
None on record
Dr MARENKA ANNA SICHA Trustee 12 July 2023
None on record
DAVID ANDREW EADIE Trustee 12 July 2023
None on record
JUDITH LEEDHAM Trustee 12 July 2023
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £948.00k £1.06m £828.21k £16.27k £36.89k
Total expenditure £932.46k £223.22k £1.23m £11.56k £35.90k
Income from government contracts £187.56k N/A N/A N/A N/A
Income from government grants N/A £104.59k N/A N/A N/A
Income - Donations and legacies £37.21k £104.63k £23.53k N/A N/A
Income - Other trading activities £0 £0 £0 N/A N/A
Income - Charitable activities £910.58k £955.59k £576.44k N/A N/A
Income - Endowments £0 £0 £0 N/A N/A
Income - Investment £221 £0 £840 N/A N/A
Income - Other £0 £0 £227.40k N/A N/A
Income - Legacies £0 £0 £0 N/A N/A
Expenditure - Charitable activities £932.46k £0 £1.23m N/A N/A
Expenditure - Raising funds £0 £0 £0 N/A N/A
Expenditure - Governance £14.31k £0 £452.19k N/A N/A
Expenditure - Grants institution £0 £0 £0 N/A N/A
Expenditure - Investment management £0 £0 £0 N/A N/A
Expenditure - Other £0 £223.22k £0 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 12 January 2025 On Time
Accounts and TAR 31 March 2024 21 January 2025 On Time Download Open in new window
Annual return 31 March 2023 25 November 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 25 November 2023 298 days late
Accounts and TAR 31 March 2022

(These accounts
have been qualified)

25 November 2023 298 days late Download Open in new window
Annual return 31 March 2021 15 January 2022 On Time
Accounts and TAR 31 March 2021

(These accounts
have been qualified)

25 November 2023 663 days late Download Open in new window
Annual return 31 March 2020 08 January 2021 On Time
Accounts and TAR 31 March 2020 08 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.

SCHEME DATED 6 MARCH 2008 as amended on 13 Jan 2025 as amended on 13 Jan 2025

Charitable objects

1) (A) THE PROVISIONS OF HOUSING ACCOMMODATION FOR PERSONS IN NEED WHO: I) WERE BORN IN THE AREA OF BENEFIT OR II) HAVE RESIDED IN THE AREA OF BENEFIT FOR NOT LESS THAN 5 YEARS. B) THE PROVISION OF CARE FOR PERSONS IN THE AREA OF BENEFIT BY THE PROVISION OF A RESIDENTIAL CARE HOME KNOWN AS "THE HERMITAGE". 2) THE LAND IDENTIFIED IN PART 2 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR OBJECT 1 OF THE CHARITY. 3) IF THE PROPERTY IDENTIFIED IN PART 3 OF THE SCHEDULE TO THIS SCHEME IS NO LONGER REQUIRED FOR THE PROVISION OF A RESIDENTIAL CARE HOME, THE OBJECT WILL BE THE PROMOTION OF GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT.

Area of benefit

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

THE FORMER URBAN AND RURAL DISTRICTS OF UTTOXETER AND WITHIN A RADIUS OF 5 MILES FROM THE PARISH CHURCH OF UTTOXETER.

Contact information

Address:
2 Hermitage Gardens
UTTOXETER
Staffordshire
ST14 7DT
Phone:
07850280117
Email:
marjoriehollins@outlook.com
Website:

No information available