The Heysham Fund

Charity Number: 223124
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants given to individuals living in Carlisle and District who are suffering financial hardship due to ill health.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £10,604
Total expenditure: £10,222

People

6 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 Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 13 January 1964: Standard registration
Organisation type:
Other
Other names:
  • CARLISLE SICK POOR FUND (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
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MARGARET PATERSON Chair
None on record
Yvonne McKenzie Trustee 24 September 2020
None on record
ELLIS AMOS Trustee 01 August 2013
None on record
LILY REID Trustee
None on record
MARGUERITE MURRAY Trustee
None on record
SYLVIA SMITH Trustee
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 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £9.88k £10.08k £10.35k £10.44k £10.60k
Total expenditure £8.58k £5.03k £11.55k £9.48k £10.22k
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 December 2024 14 June 2025 On Time
Accounts and TAR 31 December 2024 Not Required
Annual return 31 December 2023 29 October 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 08 July 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 01 December 2021 31 days late
Accounts and TAR 31 December 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.

SCHEME OF 4 FEBRUARY 1963 as amended on 25 Nov 2021

Charitable objects

THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY AS THEY THINK FIT FOR THE BENEFIT EITHER OF THE SICK POOR OF THE CITY OF CARLISLE AND THE NEIGHBOURHOOD THEROF GENERALLY OF OF SUCH SICK POOR PERSONS RESIDENT THEREIN AS THEY SELECT AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING IN ONE OR MORE OF THE FOLLOWING WAYS: 1) THE SUPPLY OF BEDDING, COMFORTS FOOD, FUEL AND MEDICAL OR OTHER AIDS. 2) GRANTS FOR THE BENEFIT OF PERSONS WHO ARE SICK INFIRM, CONVALESCENT OR IN NEED OF REST OR CHANGE OF AIR TO DEFRAY THE EXPENSE OF RECUPERATIVE HOLIDAYS OR OF OBTAINING DOMESTIC HELP. 3) THE DONATION OF MONEY IN AID OF THE FUNDS OF ANY CONVALESCENT HOME OR OTHER INSTITUTION OR ORGANISATION ESTABLISHED OR TO BE ESTABLISHD OR TO BE ESTABLISHED FOR THE CARE OR TO BE ESTABLISHED FOR THE CARE AND RELIEF OF SICK POOR PERSONS UPON TERMS WHICH WILL ENSURE THAT THE BENEFITS OF THE INSTITUTION OR ORGANISATION ARE AVAILABLE FOR THE SICK POOR OF THE SAID CITY AND THE NEIGHBOURHOOD THEREOF.

Area of benefit

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

CITY OF CARLISLE AND NEIGHBOURHOOD

Contact information

Address:
CARLISLE SICK POOR FUND
15 FISHER STREET
CARLISLE
CUMBRIA
CA3 8RW
Phone:
012285252211
Email:
No information available
Website:

No information available