Finance Score: 0
Governance Score: 6
Support Score: 0
  • Strong growth: +2
  • Deficit latest year: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 6 ?

DUCHY OF LANCASTER BENEVOLENT FUND 

To support charitable causes in the County Palatine of Lancaster, in the administrative counties of Lancashire, Greater Manchester and Merseyside, and elsewhere in the country where the Duchy of Lancaster has historical links.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates most of its income
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

  • Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£938£1,059£-121£0£17,984£3000
31/03/22£511£620£-109£0£18,405£260.500
31/03/21£362£1,117£-755n/an/an/an/an/a0
31/03/20£478£561£-83n/an/an/an/an/a0
31/03/19£448£448£0n/an/an/an/an/a0
31/03/18£269£531£-262£0£0£0n/a00
31/03/17£391£320£71£0£0£0n/a00
31/03/16*£364£428£-64£0£0£0n/a00
31/03/15£384£569£-185£0£0£0n/a00
31/03/14£374£418£-44£0£0£0n/a00
31/03/13£364£397£-33£0£0£0n/a00
31/03/12£385£381£4£0£0£0n/a00
31/03/11£403£403£0£0£0£0n/a00
31/03/10£400£400£0£0£0£0n/a00
31/03/09£398£403£-5£0£0£0n/a00
31/03/08£406£392£14£0£0£0n/a00
31/03/07£373£371£1£0£0£0n/a00
31/03/06£150£287£-137£0£0£0n/a00
31/03/05£258£270£-11£0£0£0n/a00
31/03/04£274£276£-2£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 2 months
Quick Ratio: 7.9
Asset Split ?
Established: 31 years

info@duchyoflancaster.co.uk

02072691700

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Amateur Sport
  • Animals
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Other Charitable Purposes
  • Recreation
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other religious associations
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Legal constitution
  • Charity registered in England & Wales on 01/10/1993, number: 1026752
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR16: 1 days late,
Main office

DUCHY OF LANCASTER
1 LANCASTER PLACE
LONDON
WC2E 7ED

Objectives

TO OR FOR SUCH CHARITIES (FOR THEIR GENERAL PURPOSES OR FOR ANY SPECIAL PURPOSES IN EITHER CASE BEING QUALIFYING CHARITABLE PURPOSES) AND IN OR TOWARDS SUCH QUALIFYING CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE (FOR FURTHER DETAILS SEE DECLARATION OF TRUST )

Defined Area of Benefit:

THE COUNTIES LANCASHIRE, GREAT MANCHESTER, AND MERSEYSIDE

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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