BritDB

CCEW Charity Commission profile

DUCHY OF LANCASTER BENEVOLENT FUND

Registered charity 1026752 · organisation 1026752

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
1 October 1993
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£643,419
Latest expenditure
£592,456
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: DUCHY OF LANCASTER, 1 LANCASTER PLACE, LONDON, WC2E 7ED

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
24 November 2025
Date Accounts Received
24 November 2025
Total Gross Income
£643,419
Total Gross Expenditure
£592,456
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
3 December 2024
Date Accounts Received
3 December 2024
Total Gross Income
£1,393,338
Total Gross Expenditure
£1,602,757
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
18 January 2024
Date Accounts Received
18 January 2024
Total Gross Income
£938,089
Total Gross Expenditure
£1,058,816
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
15 November 2022
Date Accounts Received
15 November 2022
Total Gross Income
£510,882
Total Gross Expenditure
£620,122
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
31 January 2022
Date Accounts Received
31 January 2022
Total Gross Income
£361,714
Total Gross Expenditure
£1,116,733

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
24 November 2025
Total Gross Income
£643,419
Total Gross Expenditure
£592,456
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
3 December 2024
Total Gross Income
£1,393,338
Total Gross Expenditure
£1,602,757
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
18 January 2024
Total Gross Income
£938,089
Total Gross Expenditure
£1,058,816
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
15 November 2022
Total Gross Income
£510,882
Total Gross Expenditure
£620,122
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
31 January 2022
Total Gross Income
£361,714
Total Gross Expenditure
£1,116,733
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
24 November 2025
Income Donations And Legacies
100000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
543419
Income Other
0
Income Total Income And Endowments
643419
Income Legacies
0
Income Endowments
100000
Expenditure Raising Funds
£78,228
Expenditure Charitable Expenditure
£514,228
Expenditure Other
0
Expenditure Total
592456
Expenditure Investment Management
78228
Expenditure Grants Institution
473183
Expenditure Governance
41045
Expenditure Support Costs
41045
Expenditure Depreciation
0
Gain Loss Investment
-343026
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£67,031
Assets Total Fixed
18466093
Assets Own Use
0
Assets Long Term Investment
18466093
Defined Benefit Pension Scheme
0
Assets Other Assets
£276,780
Assets Total Liabilities
£41,380
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,701,493
Creditors One Year Total Current
41380
Creditors Falling Due After One Year
0
Assets Cash
£271,234
Funds Endowment
18634462
Funds Unrestricted
67031
Funds Restricted
0
Funds Total
18701493
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
3 December 2024
Income Donations And Legacies
1493338
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
1493338
Income Legacies
0
Income Endowments
100000
Expenditure Raising Funds
£72,345
Expenditure Charitable Expenditure
£1,530,412
Expenditure Other
0
Expenditure Total
1602757
Expenditure Investment Management
72345
Expenditure Grants Institution
1496749
Expenditure Governance
33263
Expenditure Support Costs
33263
Expenditure Depreciation
0
Gain Loss Investment
1119362
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£16,068
Assets Total Fixed
18870674
Assets Own Use
0
Assets Long Term Investment
18870674
Defined Benefit Pension Scheme
0
Assets Other Assets
£212,842
Assets Total Liabilities
£89,960
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,993,556
Creditors One Year Total Current
57960
Creditors Falling Due After One Year
32000
Assets Cash
£206,383
Funds Endowment
18977488
Funds Unrestricted
16068
Funds Restricted
0
Funds Total
18993556
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
18 January 2024
Income Donations And Legacies
520000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
418089
Income Other
0
Income Total Income And Endowments
938089
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£70,672
Expenditure Charitable Expenditure
£988,144
Expenditure Other
0
Expenditure Total
1058816
Expenditure Investment Management
70672
Expenditure Grants Institution
958535
Expenditure Governance
29609
Expenditure Support Costs
29609
Expenditure Depreciation
0
Gain Loss Investment
-300690
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,987
Assets Total Fixed
17823657
Assets Own Use
0
Assets Long Term Investment
17823657
Defined Benefit Pension Scheme
0
Assets Other Assets
£209,496
Assets Total Liabilities
£49,540
Assets Current Investment
0
Assets Total Assets And Liabilities
£17,983,613
Creditors One Year Total Current
25540
Creditors Falling Due After One Year
24000
Assets Cash
£202,766
Funds Endowment
17978126
Funds Unrestricted
2987
Funds Restricted
2500
Funds Total
17983613
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
15 November 2022
Income Donations And Legacies
100000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
410882
Income Other
0
Income Total Income And Endowments
510882
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£620,122
Expenditure Other
0
Expenditure Total
620122
Expenditure Investment Management
0
Expenditure Grants Institution
594007
Expenditure Governance
26115
Expenditure Support Costs
20500
Expenditure Depreciation
0
Gain Loss Investment
1690342
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£26,214
Assets Total Fixed
18195019
Assets Own Use
0
Assets Long Term Investment
18195019
Defined Benefit Pension Scheme
0
Assets Other Assets
£284,091
Assets Total Liabilities
£74,080
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,405,030
Creditors One Year Total Current
31080
Creditors Falling Due After One Year
43000
Assets Cash
£269,927
Funds Endowment
18378816
Funds Unrestricted
26214
Funds Restricted
0
Funds Total
18405030
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
111
Classification Type
What
Classification Description
Animals
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
116
Classification Type
What
Classification Description
Recreation

08 Official extract

Charity Event History

Charity Name
DUCHY OF LANCASTER BENEVOLENT FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1993-10-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST DATED 29 SEPTEMBER 1993 AS AMENDED BY DEEDS OF VARIATION DATED 31 MAY 1994, 30 JANUARY 1998 AND 14 OCTOBER 2004.
Charitable Objects
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 )
Area Of Benefit
THE COUNTIES LANCASHIRE, GREAT MANCHESTER, AND MERSEYSIDE

10 Official extract

Charity Policy

Policy Name
Social media policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Conflicting interests