LADY ELIZABETH HASTINGS' ESTATE CHARITY

Charity number: 224098
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Management of the charity's property and investment portfolio in order to provide grant funding for educational and religious purposes.

Income and expenditure

Data for financial year ending 24 June 2024

Total income:
£656,487

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £656.49k
Other £0

Total expenditure:
£998,783

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Raising funds £329.11k
Charitable activities £669.68k
Other £0

£1,555,401 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £329.11k
Charitable expenditure £669.68k

People

1 Trustee(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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bradford City
  • Calderdale
  • City Of Wakefield
  • Kirklees
  • Leeds City
  • North Yorkshire

Governance

Registration history:
  • 06 March 1964: Standard registration
Organisation type:
Other
Other names:

No other names

Company number:
07754771 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves 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 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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE LADY ELIZABETH HASTINGS' CHARITIES TRUSTEE LIMITED Trustee 23 May 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 24/06/2020 24/06/2021 24/06/2022 24/06/2023 24/06/2024
Total gross income £629.37k £627.58k £665.33k £744.54k £656.49k
Total expenditure £618.78k £577.82k £639.59k £704.15k £998.78k
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
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £629.37k £627.58k £665.33k £637.04k £656.49k
Income - Other £0 £0 £0 £107.50k £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £429.42k £320.92k £466.58k £482.08k £669.68k
Expenditure - Raising funds £189.36k £256.90k £173.01k £222.06k £329.11k
Expenditure - Governance £17.25k £16.53k £18.79k £21.17k £21.44k
Expenditure - Grants institution £59.26k £50.37k £60.88k £174.53k £370.41k
Expenditure - Investment management £189.36k £256.90k £173.01k £222.06k £329.11k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 24/06/2020 24/06/2021 24/06/2022 24/06/2023 24/06/2024
Own use assets £0 £10.56m £6.87k £10.65m £0
Long-term investments £20.94m £12.40m £22.33m £11.95m £24.12m
Other assets £777.18k £584.05k £577.12k £596.98k £395.97k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £54.90k £62.90k £98.27k £103.72k £209.79k

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 24 June 2024 24 April 2025 On Time
Accounts and TAR 24 June 2024 24 April 2025 On Time Download Open in new window
Annual return 24 June 2023 12 April 2024 On Time
Accounts and TAR 24 June 2023 12 April 2024 On Time Download Open in new window
Annual return 24 June 2022 17 October 2022 On Time
Accounts and TAR 24 June 2022 17 October 2022 On Time Download Open in new window
Annual return 24 June 2021 16 November 2021 On Time
Accounts and TAR 24 June 2021 16 November 2021 On Time Download Open in new window
Annual return 24 June 2020 10 December 2020 On Time
Accounts and TAR 24 June 2020 10 December 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 10/04/2012

Charitable objects

TO MAKE PAYMENTS IN EQUAL PARTS TO: (1) LADY ELIZABETH HASTINGS' EDUCATIONAL FOUNDATION FOR APPLICATION IN ACCORDANCE WITH THE OBJECTS OF THAT CHARITY; AND (2) LADY ELIZABETH HASTINGS' NON-EDUCATIONAL CHARITY FOR APPLICATION IN ACCORDANCE WITH THE OBJECTS OF THAT CHARITY.

Area of benefit

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

SEE OBJECTS OF RECIPIENT CHARITIES

Linked charities

Linked charities
Linked charity 224098-1 LADY ELIZABETH HASTINGS' EDUCATIONAL FOUNDATION
Governing document
SCHEME DATED 10/04/2012
Charitable objects
(A) THE PROMOTION OF EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE EITHER RESIDENT IN THE AREA OF BENEFIT OR HAVE AT ANY TIME ATTENDED EITHER OF THE CHARITY SCHOOLS OR THE LADY ELIZABETH HASTINGS’ CHURCH OF ENGLAND SCHOOL AT COLLINGHAM BY THE PROVISION OF FINANCIAL ASSISTANCE IN THE FORM OF GRANTS OR LOANS AT INTEREST OR INTEREST FREE, TO ANY CHARITABLE TRUST, ASSOCIATION OR INSTITUTION WHICH IS ESTABLISHED PRIMARILY FOR THE PROMOTION OF EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) WITHIN THE AREA OF BENEFIT OR IN SUCH OTHER WAYS AS THE TRUSTEE THINKS FIT AND PROVIDED THAT PERSONS WHO HAVE RECEIVED ASSISTANCE UNDER THIS CLAUSE BY VIRTUE OF THEIR RESIDENCE, BUT HAVE MOVED TO RESIDE OUTSIDE THE AREA OF BENEFIT, MAY CONTINUE TO RECEIVE ASSISTANCE AT THE DISCRETION OF THE TRUSTEE; (B) TO MAKE AN ANNUAL PAYMENT OF £2,000 TO THE BISHOP OF SODOR AND MAN FOR DISTRIBUTION BY HIM FOR THE FURTHERANCE OF EDUCATION IN SCHOOLS IN HIS DIOCESE; (C) TO MAKE ANNUAL PAYMENTS OF £600 TO THE GOVERNORS FOR THE TIME BEING OF PONTEFRACT CHURCH OF ENGLAND JUNIOR AND INFANTS SCHOOL, PONTEFRACT, WEST YORKSHIRE AND NOT MORE THAN £3,000 TO THE GOVERNORS FOR THE TIME BEING OF LADY ELIZABETH HASTINGS’ CHURCH OF ENGLAND SCHOOL, AT COLLINGHAM, WEST YORKSHIRE TO BE APPLIED BY THEM IN ONE OR BOTH OF THE FOLLOWING WAYS: (I) TOWARDS DISCHARGING THEIR OBLIGATIONS UNDER THE SCHOOLS STANDARDS AND FRAMEWORK ACT 1998 WITH RESPECT TO THE MAINTENANCE OF THEIR SCHOOL; (II) IN PROVIDING AT THEIR SCHOOL SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THEM AND THE TRUSTEE. (D) TO MAKE AN ANNUAL PAYMENT OF £3,000 TO EACH OF THE CHARITY SCHOOLS FOR THE PROVISION OF SPECIAL BENEFITS AT THOSE SCHOOLS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEE AND THE GOVERNORS OF THE CHARITY SCHOOL CONCERNED; (E) TO MAKE ANNUAL PAYMENTS OF THE SUMS IDENTIFIED IN COLUMN 1 OF THE TABLE IN PART 2 OF THE SCHEDULE TO THIS SCHEME TO THE VICARS OR RECTORS FOR TIME BEING OF THE ECCLESIASTICAL PARISHES IDENTIFIED IN COLUMN 2 OF THE TABLE FOR APPLICATION IN PROMOTING THE EDUCATION (INCLUDING INSTRUCTION IN THE DOCTRINES OF THE CHURCH OF ENGLAND) OF PERSONS WHO ARE RESIDENT IN THE RESPECTIVE ECCLESIASTICAL PARISHES.
Area of benefit
THE PARISH OF BURTON SALMON, IN THE COUNTY OF NORTH YORKSHIRE; THE ECCLESIASTICAL PARISHES OF THORP ARCH, COLLINGHAM WITH HAREWOOD, BARDSEY WITH EAST KESWICK, AND SHADWELL, IN THE COUNTY OF WEST YORKSHIRE; AND THE ECCLESIASTICAL PARISH OF LEDSHAM WITH FAIRBURN IN THE COUNTIES OF NORTH AND WEST YORKSHIRE.
Registration history
  • 06 March 1964 : Standard registration

Contact information

Address:
CARTER JONAS
82 MICKLEGATE
YORK
YO1 6LF
Phone:
01904558212
Email:
leh.clerk@carterjonas.co.uk
Website:

www.ladyelizabethhastingscharities.co.uk Open in new window