NORTH LUFFENHAM VILLAGE TRUST

Charity Number: 218214
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants given to the church, village school & to pupils moving onto secondary education & those in further education. The poor & needy have received grants at Christmas time for fuel costs; money is set aside for help during the year. The 6 properties, rented land & paddock are supervised by agent.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £64,694
Total expenditure: £63,246

People

10 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:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Amateur Sport
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Rutland

Governance

Registration history:
  • 05 November 1963: Standard registration
Organisation type:
Other
Other names:
  • NORTH LUFFENHAM VILLAGE TRUST (Working name)
  • NORTH LUFFENHAM THE TOWN ESTATE (Previous name)
  • NORTH LUFFENHAM TOWN ESTATE (Previous name)
  • THE TOWN ESTATE (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
  • Investing charity funds policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
BOB SEWELL Chair
None on record
Liliane Coogan Trustee 07 October 2024
None on record
Peter King Trustee 21 November 2023
None on record
Roger Timothy Canham Trustee 05 July 2021
None on record
Michael Andrew Anker Trustee 01 September 2019
None on record
Hilary Smith Trustee 01 October 2018
None on record
Graham Arthur Madgwick Trustee 01 October 2018
None on record
Mick Coogan Trustee 30 October 2017
None on record
JANET MYRA WHITTAKER Trustee
None on record
ANDREW DEREK WILLIAM BARRETT Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £59.11k £63.15k £64.39k £67.05k £64.69k
Total expenditure £58.56k £53.03k £42.28k £43.20k £63.25k
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 30 September 2023 15 May 2024 On Time
Accounts and TAR 30 September 2023 15 May 2024 On Time Download Open in new window
Annual return 30 September 2022 14 May 2023 On Time
Accounts and TAR 30 September 2022 14 May 2023 On Time Download Open in new window
Annual return 30 September 2021 27 May 2022 On Time
Accounts and TAR 30 September 2021 27 May 2022 On Time Download Open in new window
Annual return 30 September 2020 30 June 2021 On Time
Accounts and TAR 30 September 2020 30 June 2021 On Time Download Open in new window
Annual return 30 September 2019 19 May 2020 On Time
Accounts and TAR 30 September 2019 19 May 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 DATED 23 SEP 2003 AS AMENDED BY SCHEME DATED 08 APR 2020

Charitable objects

THE PROMOTION OF EDUCATION, RELIEF IN NEED AND THE UPKEEP AND MAINTENANCE OF THE FABRIC OF THE PARISH CHURCH IN NORTH LUFFENHAM IN THE FOLLOWING WAYS: (1) ONE QUARTER OF THE INCOME OF THE CHARITY SHALL BE APPLIED FOR THE PURPOSE OF: (A) PROMOTING THE EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHOSE PRIMARY RESIDENCE IS IN THE AREA OF BENEFIT, AND (B) PROVIDING ITEMS SERVICES AND FACILITIES FOR SCHOOLS IN THE AREA OF BENEFIT. (2) ONE HALF OF THE INCOME OF THE CHARITY SHALL BE APPLIED: (A) FOR THE RELIEF OF PERSONS WHO ARE IN NEED HARDSHIP OR DISTRESS; AND ARE RESIDENT IN THE AREA OF BENEFIT (B) THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY: (I) MAKING GRANTS OF MONEY TO THEM, OR (II) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR (III) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES FOR THOSE IN NEED. (C) THE TRUSTEES MAY, AT THEIR DISCRETION, ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS: (I) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR (II) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT. (3) ONE QUARTER OF THE INCOME OF THE CHARITY SHALL BE PAID BY THE TRUSTEES TO THE CHURCHWARDENS OF THE PARISH CHURCH OF NORTH LUFFENHAM FOR THE PURPOSES OF THE UPKEEP AND REPAIR OF THE FABRIC OF THE CHURCH AND MAINTENANCE OF THE SERVICES THEREIN. THE CHURCHWARDENS MAY INVEST ANY MONIES NOT REQUIRED FOR THIS PURPOSE IN ANY ONE YEAR IN A SEPARATE FUND ENTITLED CHURCH REPAIR AND IMPROVEMENT FUND. (4) IF AND IN SO FAR AS THE INCOME CANNOT BE APPLIED FOR THE ABOVE OBJECTS THE TRUSTEES MAY APPLY IT TOWARDS SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THEY THINK FIT.

Contact information

Address:
13 Digby Drive
North Luffenham
Oakham
LE15 8JS
Phone:
01780721033
Email:
kate.dexter552@btinternet.com
Website:

No information available