THE JOHN LUCY TRUST

Charity number: 528686
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust manages its property which is situated in the parish of Hampton Lucy. From the net proceeds of income, the trust makes grants for the benefit of Hampton Lucy C of E Primary School, Hampton Lucy Parish Church and to promote the education of persons under the age of 25 who are, or whose parents are resident in the parish of Hampton Lucy, and who are in need of financial assistance.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £44,019
Total expenditure: £39,001

People

5 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
  • Religious Activities
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 18 October 1963: Standard registration
Organisation type:
Other
Other names:
  • JOHN LUCY TRUST (Working name)
  • LUCY EDUCATIONAL FOUNDATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investing charity funds policy and procedures
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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
ALISON JANE HARRISON Chair
None on record
Rev Linda Karen MacDermott Trustee 26 November 2024
None on record
Dr Tanya Potter Trustee 29 March 2021
None on record
Christopher Stafford Northcote-Green Trustee 01 August 2019
None on record
Mr Eddie Hoare Trustee 17 December 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £42.56k £42.68k £118.00k £47.93k £44.02k
Total expenditure £10.52k £35.05k £88.66k £47.67k £39.00k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £25.61k 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 05 April 2024 06 November 2024 On Time
Accounts and TAR 05 April 2024 06 November 2024 On Time Download Open in new window
Annual return 05 April 2023 12 October 2023 On Time
Accounts and TAR 05 April 2023 12 October 2023 On Time Download Open in new window
Annual return 05 April 2022 21 September 2022 On Time
Accounts and TAR 05 April 2022 21 September 2022 On Time Download Open in new window
Annual return 05 April 2021 29 October 2021 On Time
Accounts and TAR 05 April 2021 29 October 2021 On Time Download Open in new window
Annual return 05 April 2020 17 September 2020 On Time
Accounts and TAR 05 April 2020 17 September 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.

SCHEME OF 5TH DECEMBER 1997

Charitable objects

PROVIDING HAMPTON LUCY JUNIOR SCHOOL OR OTHER SCHOOL IN THE AOB SPECIAL BENEFIT NOT PROVIDED BY THE LEA IN PROMOTING EDUCATION ALSO TO PERSONS UNDER THE AGE OF 25 WHO ARE OR PARENTS ARE RESIDENTS IN THE AOB , UPKEEP AND REPAIR OF THE PARISH CHURCH

Area of benefit

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

HAMPTON LUCY

Contact information

Address:
Jasmine Cottage
Church Street
Hampton Lucy
WARWICK
CV35 8BE
Phone:
01789 840375
Email:
northcotegreen.chris@gmail.com
Website:

No information available