ST GEORGE'S LUPSET LTD

Charity Number: 1094331
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The activities seek to the local community through a range of services which assist the regeneration within an area of disadvantage; main activities include pre school and after school childcare,adult learning and health promotion.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£1,533,138

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Donations and legacies £467.18k
Charitable activities £940.54k
Other trading activities £116
Investments £0
Other £125.30k

Total expenditure:
£1,640,477

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Raising funds £520
Charitable activities £1.64m
Other £0

£0 investments gains (losses)

Total income includes £56,914 from 2 government grant(s)

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.

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Raising funds and other expenditure £520
Charitable expenditure £1.64m

People

65 Employee(s)

10 Trustee(s)

60 Volunteer(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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • City Of Wakefield

Governance

Registration history:
  • 24 October 2002: Standard registration
Organisation type:
Charitable company
Other names:
  • ST GEORGE'S COMMUNITY PROJECT (Working name)
  • LUPSET COMMUNITY CENTRE ASSOCIATION LIMITED (Previous name)
Company number:
03848228 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
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
  • 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
  • Volunteer management
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR MIKE HOLT Chair
None on record
Dawn Kilburn Trustee 12 December 2023
None on record
Roy Edward Ernest Jackman Trustee 27 April 2021
None on record
Jane Irvine Mc Gill Trustee 21 March 2018
None on record
ANN ELIZABETH TOSTA Trustee 21 March 2018
ELEEMOSYNARY CHARITY OF JOHN SMYTH
Received: On time
JOHN SMYTH EDUCATIONAL FOUNDATION
Received: On time
YOUNG LIVES CONSORTIUM
Received: On time
Christopher Peter Marsden Brown Trustee 21 March 2018
None on record
Viv Hughes Trustee 05 January 2012
None on record
EDWARD JOSEPH WOODHOUSE Trustee 27 June 2011
None on record
MICHAEL TATTERSALL Trustee 27 June 2011
WAKEFIELD DISTRICT SCOUT COUNCIL
Received: On time
FREDA JACKSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £1.17m £1.21m £1.40m £1.52m £1.53m
Total expenditure £1.21m £1.27m £1.36m £1.42m £1.64m
Income from government contracts N/A £454.92k £449.71k £219.01k N/A
Income from government grants £523.56k £104.21k £200.65k £161.27k £56.91k
Income - Donations and legacies £127.20k £223.73k £431.84k £525.93k £467.18k
Income - Other trading activities £824 £0 £0 £512 £116
Income - Charitable activities £902.37k £756.92k £872.88k £888.88k £940.54k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £0
Income - Other £143.45k £226.26k £95.65k £108.17k £125.30k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.21m £1.08m £1.36m £1.42m £1.64m
Expenditure - Raising funds £281 £262 £0 £0 £520
Expenditure - Governance £8.02k £5.74k £5.78k £6.42k £6.80k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £196.67k £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 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets £452.13k £407.87k £369.78k £338.77k £321.62k
Long-term investments £0 £0 £0 £0 £0
Other assets £364.17k £352.52k £458.88k £559.46k £470.53k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £46.58k £58.05k £83.78k £46.59k £47.84k

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 August 2023 25 June 2024 On Time
Accounts and TAR 31 August 2023 25 June 2024 On Time Download Open in new window
Annual return 31 August 2022 23 June 2023 On Time
Accounts and TAR 31 August 2022 23 June 2023 On Time Download Open in new window
Annual return 31 August 2021 12 September 2022 74 days late
Accounts and TAR 31 August 2021 12 September 2022 74 days late Download Open in new window
Annual return 31 August 2020 06 July 2021 6 days late
Accounts and TAR 31 August 2020 06 July 2021 6 days late Download Open in new window
Annual return 31 August 2019 21 July 2020 21 days late
Accounts and TAR 31 August 2019 21 July 2020 21 days late 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.

MEMORANDUM AND ARTICLES INCORPORATED 21/09/1999 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09/09/2002 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 08/02/2007

Charitable objects

TO PROMOTE THE BENEFIT OF THE INHABITANTS OF LUPSET AND THE NEIGHBOURHOOD THEREOF (HEREINAFTER CALLED 'THE AREA OF BENEFIT') WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL RELIGIOUS OR OTHER OPINIONS, BY ASSOCIATING TOGETHER THE SAID INHABITANTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATION IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.

Area of benefit

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

LUPSET AND THE NEIGHBOURHOOD THEREOF.

Contact information

Address:
ST GEORGES COMMUNITY PROJECT
BROADWAY
LUPSET
WAKEFIELD
WEST YORKSHIRE
WF2 8AA
Phone:
01924369631
Email:
info@stgeorgeslupset.org.uk
Website:

www.stgeorgeslupset.org.uk Open in new window