DR SMART'S TRUST

Charity number: 224030
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of residential accommodation for persons in need. Providing good quality affordable accommodation in a safe and convivial atmosphere.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £250,125
Total expenditure: £211,075

People

5 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

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 16 May 1963: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LADY DIANA DOWNE JP Chair 14 October 1966
None on record
Bridget Guerin Trustee 22 March 2022
None on record
Elisabeth Mitchell Trustee 03 June 2020
None on record
ALEXANDER JAMES BIRKETT SMITH Trustee 30 September 2011
None on record
PAMELA LESLEY MACFIE JP Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £154.95k £142.56k £155.60k £192.46k £250.13k
Total expenditure £155.92k £183.52k £157.15k £181.88k £211.08k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £1.76k £2.80k 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 05 June 2025 On time
Accounts and TAR 31 December 2024 05 June 2025 On time Download Open in new window
Annual return 31 December 2023 14 July 2024 On time
Accounts and TAR 31 December 2023 14 July 2024 On time Download Open in new window
Annual return 31 December 2022 25 June 2023 On time
Accounts and TAR 31 December 2022 25 June 2023 On time Download Open in new window
Annual return 31 December 2021 09 June 2022 On time
Accounts and TAR 31 December 2021 09 June 2022 On time Download Open in new window
Annual return 31 December 2020 01 July 2021 On time
Accounts and TAR 31 December 2020 01 July 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 OF THE CHARITY COMMISSIONERS 12 APRIL 1965 AND OF THE 27TH OCTOBER 1999 AS AMENDED BY SCHEME OF 21 JANUARY 2009 AS AMENDED BY RESOLUTION DATED 02 SEP 2021 as amended on 14 Sep 2021

Charitable objects

UPKEEP AND MAINTENANCE OF ALMSHOUSES FOR ANY PERSONS IN NEED WHO ARE AT LEAST 55 YEARS OF AGE, WITH PREFERENCE GIVEN TO PROTESTANTS IN THE FIRST INSTANCE.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Managers Office
Doctor Smarts Homes
Woodland Grove
SCARBOROUGH
North Yorkshire
YO12 6NE
Phone:
01723364341
Email:
sharon.clipperton@fortus.co.uk
Website:

www.drsmartshomes.co.uk Open in new window