Finance Score: 0

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2

Only 4 Trustees: -1
Good trustee age range: +3

No supporters identified

Overall GiG Score: 2

THE DUKE OF LANCASTER HOUSING TRUST

The objects of the charity are the provision of housing, accommodation, assistance to help house people and associated facilities and amenities for those in necessitous circumstances.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 4 trustees
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,119,232 available, equivalent to 774 months of spending and so may not be able to utilise additional funding

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
31/03/23		£575	£110	£464	£0	£7,119	£7,119	774.1	0
31/03/22		£1,089	£115	£974	£0	£6,655	£6,655	696.4	0
31/03/21		£185	£96	£89	n/a	n/a	n/a	n/a	n/a
31/03/20		£1,149	£89	£1,059	£6	£5,592	£5,592	750.1	0
31/03/19		£124	£55	£69	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£352	£44	£308	£0	£0	£0	n/a	0
31/03/17		£89	£35	£54	£0	£0	£0	n/a	0
31/03/16	*	£89	£23	£66	£0	£0	£0	n/a	0
31/03/15		£238	£28	£210	£0	£0	£0	n/a	0
31/03/14		£71	£21	£50	£0	£0	£0	n/a	0
31/03/13		£160	£26	£134	£0	£0	£0	n/a	0
31/03/12		£1,577	£4	£1,573	£3	£4,407	£4,407	12063.2	0
31/03/11		£1,600	£3	£1,597	£3	£2,834	£2,834	12337.1	0
31/03/10		£1,288	£29	£1,259	£4	£1,237	£1,237	512.4	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 774.1 months
Net Current Assets/Spending: 20 months
Quick Ratio: 6.3

Asset Split ?

Established: 15 years

info@duchyoflancaster.co.uk

02072691700

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-67

JAMES MALONEY Appointed: 2023, Occupation: Lawyer

LISA DUCKWORTH Appointed: 2022, Occupation: Property Manager

TOM FAWCETT Appointed: 2023, Occupation: Chartered Surveyor

HUGH BULLOCK Appointed: 2016, Occupation: Chairman Gerald Eve Llp, Other trusteeships: THE COMPANY OF CHARTERED SURVEYORS CHARITABLE TRUST FUND (1992), THE DUCHY OF LANCASTER JUBILEE TRUST,

Legal constitution

Charitable company registered in England & Wales on 31/07/2009, number: 1130880
Registered at Companies House on 18/12/2007, number: 06455755

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
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

14 returns made; AR18: 19 days late, AR16: 1 days late,

Main office

DUCHY OF LANCASTER
1 LANCASTER PLACE
LONDON
WC2E 7ED

Objectives

THE PROVISION OF HOUSING, ACCOMMODATION, ASSISTANCE TO HELP HOUSE PEOPLE, ANDASSOCIATED FACILITIES AND AMENITIES (INCLUDING, WITHOUT LIMITATION, THE PROVISION OFWORKSPACES CONNECTED WITH SUCH ACCOMMODATION), FOR THOSE IN NECESSITOUS CIRCUMSTANCESON TERMS APPROPRIATE TO THEIR MEANS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources