LADY LUMLEY'S EDUCATIONAL FOUNDATION

Charity number: 529625
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Awarding grants to Lady Lumley's School Pickering North Yorkshire and to individuals under twenty-five living in the locality for educational purposes and assisting them into employment

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £95,814
Total expenditure: £77,954

People

9 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:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 19 March 1969: 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:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CRAIG MELVYN COOPER Chair 24 October 2002
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
JANET PEARSON Trustee 02 July 2025
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
HEATHER GALE YEABSLEY Trustee 05 March 2025
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
Dr JAMES SAMUEL COPPACK Trustee 20 March 2024
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
LADY LUMLEY'S ALMSHOUSES
Received: On time
Joy Andrews Trustee 16 November 2022
ANNIE AMELIA NAYLOR CHARITY
Received: On time
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
Cheryl Belinda Eade Trustee 13 July 2022
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
Clair Alison Foden Trustee 03 November 2021
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
EMMA LOUISE DAPLYN Trustee 04 November 2020
PICKERING YOUTH GROUP
Received: 26 days late
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time
GEOFFREY ACOMB Trustee 05 July 2007
LADY LUMLEY'S SINNINGTON SCHOOL CHARITY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £83.67k £79.67k £88.35k £91.44k £95.81k
Total expenditure £19.12k £81.41k £116.54k £75.90k £77.95k
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 2025 22 January 2026 On time
Accounts and TAR 31 March 2025 22 January 2026 On time Download Open in new window
Annual return 31 March 2024 21 January 2025 On time
Accounts and TAR 31 March 2024 21 January 2025 On time Download Open in new window
Annual return 31 March 2023 08 January 2024 On time
Accounts and TAR 31 March 2023 08 January 2024 On time Download Open in new window
Annual return 31 March 2022 10 January 2023 On time
Accounts and TAR 31 March 2022 10 January 2023 On time Download Open in new window
Annual return 31 March 2021 30 November 2021 On time
Accounts and TAR 31 March 2021 30 November 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.

SCHEME DATED 20 OCT 1959 AS AMENDED BY SCHEME DATED 06 SEP 1990

Charitable objects

A YEARLY SUM OF NOT MORE THAN 500 POUNDS,TO PROVIDE SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE L.E.A.FOR SINNINGTON COUNTY PRIMARY SCHOOL.THE RESIDUE OF THE NET INCOME OF THE FOUNDATION SHALL BE APPLIED;A)TO PROVIDE SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE L.E.A. FOR LADY LUMLEYS COUNTY GRAMMAR AND MODERN SCHOOL.B)AWARDING SCHOLARSHIPS,BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL,UNIVERSITY OR OTHER PLACE OF LEARNING.C)PROVIDING FINANCIAL ASSISTANCE,OUTFITS,CLOTHING,TOOLS,INSTRUMENTS OR BOOKS TO PREPARE FOR OR ASSIST THEIR ENTRY INTO A PROFESSION,TRADE OR CALLING.D)AWARDING SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION. E)IN PROVIDING,OR ASSISTING THE PROVISION OF RECREATIONAL FACILITIES FOR BENEFICIARIES WHO ARE RECEIVING PRIMARY,SECONDARY,OR FURTHER EDUCATION.F)PROVIDING FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS.

Area of benefit

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

PARISHES OF PICKERING, THORNTON DALE, SINNINGTON AND ELSEWHERE

Contact information

Address:
Roxby Hill
Pickering Road
Thornton-le-Dale
PICKERING
YO18 7LH
Phone:
07799666357
Email:
clerk@llef.org.uk
Website:

No information available