EDWARD STOCKS-MASSEY BEQUEST FUND

Charity number: 526516
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Joint Advisory Committee met on 13th July 2012 to discuss the scheme of allocation for 2012/13. The total allocations approved amounted to 46,500 and were awarded to Lancashire County Council, Burnley Borough Council and various individuals and voluntary organisations. In addition the fund made a separate allocation of 5,000 to the Burnley Mechanics Institure Trust.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £34,494
Total expenditure: £43,000

People

3 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:
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 01 November 1963: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Paul Wright Trustee 22 May 2020
None on record
Paul Halstead Trustee 22 May 2020
None on record
NEIL BEECHAM Trustee
BURNLEY ROTARY CLUB CIO
Received: On time

Financial history

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

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £33.00k £23.02k £29.47k £31.76k £34.49k
Total expenditure £57.78k £57.19k £44.75k £48.72k £43.00k
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

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 March 2024 30 January 2025 On Time
Accounts and TAR 31 March 2024 30 January 2025 On Time Download Open in new window
Annual return 31 March 2023 25 January 2024 On Time
Accounts and TAR 31 March 2023 25 January 2024 On Time Download Open in new window
Annual return 31 March 2022 26 January 2023 On Time
Accounts and TAR 31 March 2022 26 January 2023 On Time Download Open in new window
Annual return 31 March 2021 24 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 25 November 2020 On Time
Accounts and TAR 31 March 2020 25 November 2020 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.

WILL PROVED 3 MARCH 1910 AND SCHEME OF THE 13 SEPTEMBER 1977

Charitable objects

THE PROVISION OF EDUCATION (WETHER MENTAL, PHYSICAL, TECHNICAL OR ARTISTIC) THE ADVANCEMENT OF SCIENCE, LEARNING, MUSIC OR OTHER ARTS IN SUCH MANNER AS THE CORPORATION OF BURNLEY SHALL AT ANY ONE OR MORE TIMES BY RESOLUTION OF THE COUNCIL DETERMINE FOR THE BENEFIT OF THE INHABITANTS OF BURNLEY.

Area of benefit

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

BOROUGH OF BURNLEY

Contact information

Address:
Burnley Borough Council
Town Hall
Manchester Road
Burnley
BB11 9SA
Phone:
01282425011
Email:
cgay@burnley.gov.uk
Website:

https://www.burnley.gov.uk/about-council/other-information/charities Open in new window