Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

LADY LUMLEY'S ALMSHOUSES

The charity is restricted to work within the Ecclesiastical Deanery of Pickering. Its main function is to provide housing accommodation for elderly people in housing need who are already resident in the area.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£91	£74	£18	n/a	n/a	n/a	n/a	n/a
31/03/22		£91	£70	£21	n/a	n/a	n/a	n/a	n/a
31/03/21		£87	£71	£16	n/a	n/a	n/a	n/a	n/a
31/03/20		£100	£71	£29	n/a	n/a	n/a	n/a	n/a
31/03/19		£98	£84	£13	n/a	n/a	n/a	n/a	n/a
31/03/18		£108	£78	£31	£0	£0	£0	n/a	0
31/03/17		£80	£71	£9	£0	£0	£0	n/a	0
31/03/16		£81	£66	£15	£0	£0	£0	n/a	0
31/03/15		£55	£77	£-22	£0	£0	£0	n/a	0
31/03/14		£37	£56	£-19	£0	£0	£0	n/a	0
31/03/13		£36	£34	£1	£0	£0	£0	n/a	0
31/03/12	*	£36	£31	£5	£0	£0	£0	n/a	0
31/03/11		£38	£30	£8	£0	£0	£0	n/a	0
31/03/10		£41	£38	£3	£0	£0	£0	n/a	0
31/03/09		£50	£41	£10	£0	£0	£0	n/a	0
31/03/08		£46	£41	£5	£0	£0	£0	n/a	0
31/03/07		£45	£32	£12	£0	£0	£0	n/a	0
31/03/06		£41	£35	£6	£0	£0	£0	n/a	0
31/03/05		£42	£18	£24	£0	£0	£0	n/a	0
31/03/04		£42	£68	£-26	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

mafletch@hotmail.co.uk

07793444964

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

North Yorkshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

HOWARD HALLSWORTH Appointed: 2019

JANIE DUDLEY SMITH

LYNDA MARGARET LOCKWOOD

MICHAEL JOHN SWINNERTON Appointed: 2021

RANA SHARROCK Appointed: 2013

REV ROBERT G BARKER Appointed: 2017

DR JIM COPPACK, Other trusteeships: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY, LADY LUMLEY'S EDUCATIONAL FOUNDATION,

GILL GARBUTT (Chair) Appointed: 2016, Other trusteeship: THE OLD MEETING HOUSE TRUST,

Legal constitution

Charity registered in England & Wales on 04/11/1963, number: 229068

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
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; AR12: 1 days late,

Main office

73 Outgang Road
PICKERING
YO18 7EL

Objectives

1) THE OBJECTS OF THE CHARITY ARE; A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE; AND C) IF AND IN SO FAR AS THE INCOME CANNOT BE APPLIED AS ABOVE, FOR SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF PERSONS WHO ARE NOT RESIDENT IN THE HOMES. THE PERSONS SHOULD BE OF GOOD CHARACTER AND WHO FOR REASONS OF AGE OR INFIRMITY ARE IN CONDITIONS OF NEED. 2) THE LAND IDENTIFIED IN THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECTS OF THE CHARITY

Defined Area of Benefit:

SEE OBJECTS

Data Sources