PAUL LUNN-ROCKLIFFE CHARITABLE TRUST

Charity number: 264119
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the Charity is to make grants to any charity for any charitable purpose, at the Trustees' discretion, but preferably to those recipients likely to further Christianity, support the relief of poverty and assist the aged and infirm.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £57,048
Total expenditure: £80,182

People

5 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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Religious Activities
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Costa Rica
  • India
  • Kenya
  • Tanzania
  • Uganda
  • Zimbabwe

Governance

Registration history:
  • 02 June 1972: Standard registration
Organisation type:
Trust
Other names:
  • PLR Trust (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JAMES WILLIAM LUNN-ROCKLIFFE Chair
MORECAMBE CENTRE (MEMORIAL HALL)
Recently registered
Dr Samuel Paul Lunn-Rockliffe Trustee 28 October 2019
None on record
Claire Madeleine Lunn-Rockliffe Trustee 28 October 2019
None on record
Graeme Roderick Holmes Hamsphire Trustee 28 October 2019
None on record
Lucy Lunn-Rockliffe Trustee 09 January 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £56.47k £42.47k £49.40k £44.51k £57.05k
Total expenditure £1.01k £128.66k £119.61k £138.76k £80.18k
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 05 April 2024 12 December 2024 On Time
Accounts and TAR 05 April 2024 12 December 2024 On Time Download Open in new window
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time Download Open in new window
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time Download Open in new window
Annual return 05 April 2021 03 February 2022 On Time
Accounts and TAR 05 April 2021 03 February 2022 On Time Download Open in new window
Annual return 05 April 2020 27 January 2021 On Time
Accounts and TAR 05 April 2020 27 January 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.

TRUST DEED DATED 13TH APRIL 1972

Charitable objects

TO PAY OR APPLY THE CAPITAL AND INCOME OF THE TRUST FUND TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY DETERMINE.(SEE FURTHER CLAUSE 2 OF TRUT DEED DATED 13 APRIL 1972)

Area of benefit

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

NOT DEFINED

Contact information

Address:
42 Manor Lane
Slyne
LANCASTER
LA2 6JE
Phone:
02380 001049
Email:
info.plrtrust@gmail.com
Website:

www.plrtrust.uk Open in new window