JOHN AND PENELOPE LEBUS TRUST

Charity number: 1201045
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide grants only to charities registered in England and Wales with charitable purposes for the relief of those in need by reason of circumstance, educational or other disadvantage, ill-health, disability, financial hardship, with a particular focus on supporting people and individuals in need.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £131,335
Total expenditure: £194,820

People

4 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
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 17 November 2022: Standard registration
Organisation type:
Trust
Other names:

No other names

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
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrew Jonathan Lebus Chair 30 November 2021
FRIENDS OF ST OSWALDS, GRASMERE
Received: On time
Matthew John Lebus Trustee 30 November 2021
None on record
Amanda Jane Carolyn Suzanne Lebus Trustee 30 November 2021
None on record
SIMON DAVID LEBUS MA Trustee 30 November 2021
THE PERSE SCHOOL
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2023 31/12/2024
Total gross income £3.97m £131.34k
Total expenditure £202.86k £194.82k
Income from government contracts N/A N/A
Income from government grants N/A N/A
Income - Donations and legacies £3.93m N/A
Income - Other trading activities £0 N/A
Income - Charitable activities £0 N/A
Income - Endowments £0 N/A
Income - Investment £41.91k N/A
Income - Other £0 N/A
Income - Legacies £3.93m N/A
Expenditure - Charitable activities £198.36k N/A
Expenditure - Raising funds £4.50k N/A
Expenditure - Governance £3.75k N/A
Expenditure - Grants institution £194.61k N/A
Expenditure - Investment management £4.50k N/A
Expenditure - Other £0 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 2024 16 September 2025 On time
Accounts and TAR 31 December 2024 16 September 2025 On time Download Open in new window
Annual return 31 December 2023 26 October 2024 On time
Accounts and TAR 31 December 2023 26 October 2024 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 03 JUL 2020

Charitable objects

TO ADVANCE SUCH CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME BY MAKING GRANTS TO INDIVIDUALS AND CHARITABLE ORGANISATIONS IN ENGLAND AND WALES.

Contact information

Address:
S & W Partners
Stone Cross
Trumpington Road
Trumpington
CAMBRIDGE
CB2 9SU
Phone:
07787556810
Email:
ajlebus@yahoo.co.uk
Website:

No information available