Finance Score: 0
Governance Score: 0
Support Score: 0
  • No PartB
    • No supporters identified
    Overall GiG Score: 0 ?

    THE MRS HENRIETTA FRANCES LE PERSONNE BENEVOLENT TRUST

    The Le Personne Trust provides sheltered housing for the benefit of elderly needy women in north Tandridge, Surrey, giving priority to those who are, or have been, long term residents of Caterham or, more exceptionally, for the benefit of those living further away but having family connections to Caterham and the surrounding area.
    Analysis by Giving is Great

    Positives:

    • Spending has increased over the last 3 years relative to the previous period
    • There have been no material income shortfalls in recent years

    Financial issues to consider:

    • A PartB annual return has not been required and so detailed financial information is not available from the online data

    Financial Data ?

    Income & Spending ?
    Sources of Income ?
    Y/E Income
    £k
    Spending
    £k
    Surplus/
    Deficit £k
    Fundraising
    Cost £k
    Total
    Funds £k
    Unrestricted
    Funds £k
    Mths
    Rsrvs
    Staff Volun-
    teers
    31/12/23£427£340£87n/an/an/an/an/an/a
    31/12/22£379£271£108n/an/an/an/an/an/a
    31/12/21£346£332£14n/an/an/an/an/an/a
    31/12/20£295£260£35n/an/an/an/an/an/a
    31/12/19£550£252£297£0£2,404£2,403114.340
    31/12/18£299£261£38n/an/an/an/an/an/a
    31/12/17£302£219£82n/an/an/an/an/an/a
    31/12/16£323£219£104n/an/an/an/an/an/a
    31/12/15£294£222£72n/an/an/an/an/an/a
    31/12/14£289£212£76n/an/an/an/an/an/a
    31/12/13£258£197£61n/an/an/an/an/an/a
    31/12/12£258£203£55n/an/an/an/an/an/a
    31/12/11£213£196£16n/an/an/an/an/an/a
    31/12/10£163£165£-1n/an/an/an/an/an/a
    31/12/09£179£174£5n/an/an/an/an/an/a
    31/12/08£181£174£7n/an/an/an/an/an/a
    31/12/07£159£146£13n/an/an/an/an/an/a
    31/12/06£154£144£10n/an/an/an/an/an/a
    31/12/05£129£125£4n/an/an/an/an/an/a
    31/12/04£114£106£8n/an/an/an/an/an/a

    Highest pay bracket: less than £60,000
    Balance Sheet History
    Established: 63 years

    www.lepersonne.co.uk

    clerk@lepersonne.co.uk

    01883343685

    Charity Commission for England and Wales
    UN SDGs
    ?
    Listed activities
    • Accommodation/Housing
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • Shelter for homeless, vulnerable & excluded people
    How it operates
    • Provides buildings/facilities/open space
    • Provides services
    Where it operates
    • Surrey,
    Who it helps
    • Elderly/Old People

    Who supports them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (5)

    • AMANDA JANE COOPER Appointed: 2021
    • EITHNE WEBSTER (Chair)
    • LUCINDA LEIGH STEER Appointed: 2022
    • PATRICK DENIS EDWARD CANNON Appointed: 2015
    • ROB RICHARDS
    Legal constitution
    • Charity registered in England & Wales on 20/07/1961, number: 200290
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Other Regulators
    • Homes England
    Policies in force
    • Bullying and harassment policy and procedures
    • 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
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding policy and procedures
    • Safeguarding vulnerable beneficiaries
    • 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; all on time
    Main office

    THE OFFICE
    LE PERSONNE HOMES
    BANSTEAD ROAD
    CATERHAM
    CR3 5SW

    Objectives

    (A) TO CREATE AND ENDOW HOMES AND CHARITIES FOR OLD WOMEN FOLK IN REDUCED OR POOR CIRCUMSTANCES LIVING IN CATERHAM. (B) FOR THE BENEFIT OF THE RESIDENTS OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT.

    Defined Area of Benefit:

    CATERHAM AND DISTRICT

    Data Sources

    Charity Commission for England and Wales

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