THE LOCKWOOD CHARITABLE FOUNDATION

Charity number: 1123272
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Makes grants and donations to charities and individuals for general charitable purposes.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £446,007
Total expenditure: £364,781

People

3 Trustee(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

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
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • 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
  • Provides Other Finance
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 19 March 2008: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
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
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
RICHARD LOCKWOOD Chair
None on record
Dr REBECCA KATHERINE LOCKWOOD Trustee
None on record
LESLEY ANN LOCKWOOD Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £313.24k £303.30k £362.52k £514.13k £446.01k
Total expenditure £433.57k £136.65k £239.17k £181.52k £364.78k
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 N/A N/A N/A £0 N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £514.13k N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £178.88k N/A
Expenditure - Raising funds N/A N/A N/A £2.24k N/A
Expenditure - Governance N/A N/A N/A £4.84k N/A
Expenditure - Grants institution N/A N/A N/A £174.04k N/A
Expenditure - Investment management N/A N/A N/A £2.24k N/A
Expenditure - Other N/A N/A N/A £400 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 27 January 2025 On Time
Accounts and TAR 05 April 2024 27 January 2025 On Time Download Open in new window
Annual return 05 April 2023 15 April 2024 70 days late
Accounts and TAR 05 April 2023 15 April 2024 70 days late Download Open in new window
Annual return 05 April 2022 02 February 2023 On Time
Accounts and TAR 05 April 2022 02 February 2023 On Time Download Open in new window
Annual return 05 April 2021 31 January 2022 On Time
Accounts and TAR 05 April 2021 31 January 2022 On Time Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 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 7 FEBRUARY 2008

Charitable objects

1 TO RELIEVE SICKNESS AND PROTECT AND PRESERVE PUBLIC HEALTH THROUGH FUNDING SPECIFIC PROJECTS TO BENEFIT THE SICK AND TERMINALLY ILL 2 TO ADVANCE EDUCATION BY PROVIDING AND ASSISTING IN THE PROVISION OF SERVICES AND EQUIPMENT FOR SCHOOLS, COLLEGES AND UNIVERSITIES 3 TO PROVIDE FINANCIAL SUPPORT IN FURTHERANCE OF THE CHARITABLE PURPOSES OF INSTITUTIONS SUCH AS MUSEUMS, LIBRARIES AND ART GALLERIES 4 TO ADVANCE THE CHRISTIAN RELIGION FOR THE BENEFIT OF THE PUBLIC 5 TO FURTHER SUCH OTHER PURPOSES WHICH ARE CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES THINK FIT PROVIDING THAT IN SO DOING THE CHARITY SHALL NOT RELIEVE ANY LOCAL AUTHORITY OR OTHER BODY FROM ITS STATUTORY OBLIGATIONS

Area of benefit

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

UNDEFINED. IN PRACTICE NATIONAL

Contact information

Address:
THE TITHE BARN
THE AVENUE
COMPTON
GUILDFORD
GU3 1JW
Phone:
01483 415480
Email:
No information available
Website:

No information available