THE LUSHTRUST
Charity number: 306216
Charity reporting is up to date (34 days late)
Charity overview
Activities - how the charity spends its money
GRANT FUNDING FOR THE BENEFIT OF CURRENT AND FORMER STUDENTS OF SHAFTESBURY SCHOOL, SHAFTESBURY, DORSET WHO ARE AGED UNDER 25.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £92,293
Total expenditure: £74,446
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
- Arts/culture/heritage/science
- Amateur Sport
Who the charity helps:
- Children/young People
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Buildings/facilities/open Space
Where the charity operates:
- Dorset
- Wiltshire
Governance
Registration history:
- 05 February 1971: Standard registration
Organisation type:
Other
Other names:
- SHAFTESBURY GRAMMAR SCHOOL FOUNDATION (Previous name)
- SHAFTESBURY SCHOOL FOUNDATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Safeguarding 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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Howard John Parfitt | Chair | 01 June 2014 |
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| Timothy Algernon Clement Page | Trustee | 28 February 2020 |
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| Timothy Adam Hall | Trustee | 01 June 2014 |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
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Total gross income | £62.40k | £73.45k | £70.15k | £97.50k | £92.29k | |
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Total expenditure | £77.09k | £91.30k | £33.99k | £40.80k | £74.45k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 06 February 2025 | 1 days late | |
| Accounts and TAR | 05 April 2024 | 11 March 2025 | 34 days late | Download Open in new window |
| Annual return | 05 April 2023 | 21 January 2024 | On time | |
| Accounts and TAR | 05 April 2023 | 05 February 2024 | On time | Download Open in new window |
| Annual return | 05 April 2022 | 21 January 2023 | On time | |
| Accounts and TAR | 05 April 2022 | 24 February 2023 | 19 days late | Download Open in new window |
| Annual return | 05 April 2021 | 07 February 2022 | 2 days late | |
| Accounts and TAR | 05 April 2021 | 04 February 2022 | On time | Download Open in new window |
| Annual return | 05 April 2020 | 06 March 2021 | 29 days late | |
| Accounts and TAR | 05 April 2020 | 06 March 2021 | 29 days late | Download Open in new window |