ESTATE CHARITY OF ALICE,DUCHESS DUDLEY

Charity number: 244804
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Manage the assets to maximum advantage and distribute surplus income.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £220,437
Total expenditure: £181,041

People

9 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:
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Northamptonshire
  • Warwickshire

Governance

Registration history:
  • 14 October 1965: Standard registration
Organisation type:
Other
Other names:
  • ESTATE CHARITY OF ALICE DUCHESS DUDLEY (Working 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
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JANET ELEANOR BIRD Chair
None on record
BARRY LUDLOW GREEN Trustee 13 March 2024
None on record
Magnus Courtenay Birch Throckmorton Trustee 29 September 2021
None on record
Camilla Leigh The Hon Trustee 31 January 2019
None on record
Charles Edward Atcheson Haselwood Trustee 04 November 2015
None on record
JONATHAN CHAMBERS Trustee 24 May 2013
LORD LEYCESTER'S HOSPITAL
Received: On time
DAVID JOHN BARNES Trustee
None on record
CHRISTOPHER PHILIP STRATTON Trustee
None on record
HAMISH GRAY-CHEAPE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £168.68k £189.53k £214.63k £211.42k £220.44k
Total expenditure £150.87k £140.81k £158.56k £185.72k £181.04k
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 June 2024 09 April 2025 On Time
Accounts and TAR 30 June 2024 09 April 2025 On Time Download Open in new window
Annual return 30 June 2023 24 May 2024 24 days late
Accounts and TAR 30 June 2023 24 May 2024 24 days late Download Open in new window
Annual return 30 June 2022 13 October 2022 On Time
Accounts and TAR 30 June 2022 13 October 2022 On Time Download Open in new window
Annual return 30 June 2021 03 November 2021 On Time
Accounts and TAR 30 June 2021 03 November 2021 On Time Download Open in new window
Annual return 30 June 2020 16 December 2020 On Time
Accounts and TAR 30 June 2020 11 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 11/01/1962

Charitable objects

THE INCOME OF THE CHARITY, AFTER EXPENSES OF MANAGEMENT AND PAYMENT OF A YEARLY SUM TO MAINTAIN THE RESERVE FUND IS TO BE DISTRIBUTED TO THE EIGHT NAMED PARISHES IN WARWICKSHIRE AND NORTHAMPTONSHIRE AND THE TWO VICARS FOR THE TIME BEING OF THE TWO OTHER NAMED PARISHES IN AMOUNTS AUTHORISED BY THE SCHEME OF 11 JANUARY 1962.

Area of benefit

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

SEE OBJECTS

Contact information

Address:
Oaklands Farm
Balsall Street
Balsall Common
Nr Coventry
West Midlands
CV7 7AQ
Phone:
01676522552
Email:
NICK@PACKINGTONESTATE.CO.UK
Website:

No information available