THE LUPTON TRUST

Charity number: 1127972
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A primary aim of the Trust is to improve support for the community by providing them with suitable accommodation and support in this remarkable location. We shall also provide education and skills to disadvantaged members of our community. Creative people will also be encouraged to contribute to our activities.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £197,650
Total expenditure: £197,796

People

5 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • 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:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Torbay

Governance

Registration history:
  • 10 February 2009: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
06694725 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Paying staff
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JANET HOWARD Chair
None on record
Nicholas Humphries Trustee 24 September 2024
None on record
Paul Kenneth Biden Mr Trustee 22 January 2024
None on record
David Richard Jones Trustee 15 February 2023
None on record
Ian Didlick Trustee 13 November 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £91.60k £78.41k £143.08k £89.63k £197.65k
Total expenditure £99.77k £68.32k £102.70k £117.04k £197.80k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £24.72k 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 31 December 2023 27 September 2024 On Time
Accounts and TAR 31 December 2023 27 September 2024 On Time Download Open in new window
Annual return 31 December 2022 26 October 2023 On Time
Accounts and TAR 31 December 2022 26 October 2023 On Time Download Open in new window
Annual return 31 December 2021 17 July 2022 On Time
Accounts and TAR 31 December 2021 17 July 2022 On Time Download Open in new window
Annual return 31 December 2020 26 June 2021 On Time
Accounts and TAR 31 December 2020 26 June 2021 On Time Download Open in new window
Annual return 31 December 2019 25 January 2021 86 days late
Accounts and TAR 31 December 2019 25 January 2021 86 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 OF ASSOCIATION INCORPORATED 10 SEPTEMBER 2008 AS AMENDED BY SPECIAL RESOLUTION 5 FEBRUARY 2009

Charitable objects

3.I TO PROMOTE AND IMPROVE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES FOR THE BENEFIT OF THE PUBLIC: 3.1.1 BY PROVIDING INFRASTRUCTURE, SERVICES AND ADVICE GEARED TO THE NEEDS OF CHARITIES; 3.1.2 BY ENCOURAGING INTERACTION, CO-OPERATION AND COLLABORATION BETWEEN CHARITIES, SOCIAL ENTERPRISE, ACADEMIA, COMMERCE AND THE PUBLIC SECTOR. 3.2 TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY: 3.2.1 THE PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; 3.2.2 THE RELIEF OF POVERTY AND THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES; 3.23 THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION; AND TO ADVANCE THE EDUCATION OF THE PUBLIC IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE. SUSTAINABLE DEVELOPMENT MEANS "DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS." 3.3 THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR TOR BAY) BY ALL OR ANY OF THE FOLLOWING MEANS: 3.3,1 THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FIT; 33.2 THE RELIEF OF UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTANCE TO FIND EMPLOYMENT; 3.3.3 THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE; 3.3.4 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS; 3.3.5 THE PRESERVATION, CONSERVATION, AND REGENERATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE; 3.3.6 THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT; 3.3.7 SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR CONSENT OF THE CHARITY COMMISSION FOR ENGLAND AND WALES. 3.4 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE RESTORATION, PRESERVATION, CONSERVATION, REGENERATION AND ENHANCEMENT OF LUPTON HOUSE AND ITS GARDENS. 3.5 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT.

Area of benefit

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

TOR BAY

Contact information

Address:
Lupton House
Churston Ferrers
Brixham
TQ5 0LD
Phone:
01803845800
Email:
janet@discoverlupton.com
Website:

www.discoverlupton.com Open in new window