01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 10 October 1967
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £59,704
- Latest expenditure
- £32,160
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 2 Hermitage Gardens, UTTOXETER, Staffordshire, ST14 7DT
02 Activities
What the charity does
The trust administers six small retirement dwellings (three pairs of semi-detached bungalows) for people from Uttoxeter and district who need them. They also rent out a building for the use of community based groups and meetings.
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
- 13 January 2026
- Date Accounts Received
- 13 January 2026
- Total Gross Income
- £59,704
- Total Gross Expenditure
- £32,160
- 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
- 12 January 2025
- Date Accounts Received
- 21 January 2025
- Total Gross Income
- £36,888
- Total Gross Expenditure
- £35,897
- 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
- 25 November 2023
- Total Gross Income
- £16,267
- Total Gross Expenditure
- £11,558
- 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
- 25 November 2023
- Date Accounts Received
- 25 November 2023
- Total Gross Income
- £828,206
- Total Gross Expenditure
- £1,233,061
- Accounts Qualified
- Yes
- 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
- 15 January 2022
- Date Accounts Received
- 25 November 2023
- Total Gross Income
- £1,060,218
- Total Gross Expenditure
- £223,220
- Accounts Qualified
- Yes
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
- 13 January 2026
- Total Gross Income
- £59,704
- Total Gross Expenditure
- £32,160
- Grant Making Is Main Activity
- No
- 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
- 12 January 2025
- Total Gross Income
- £36,888
- Total Gross Expenditure
- £35,897
- Grant Making Is Main Activity
- No
- 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
- 1
- 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
- 25 November 2023
- Total Gross Income
- £16,267
- Total Gross Expenditure
- £11,558
- Grant Making Is Main Activity
- No
- 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
- Employees Salary Over 60k
- 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
- 25 November 2023
- Total Gross Income
- £828,206
- Total Gross Expenditure
- £1,233,061
- Charity Raises Funds From Public
- No
- 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
- 15 January 2022
- Total Gross Income
- £1,060,218
- Total Gross Expenditure
- £223,220
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £4
- Income From Government Grants
- £104,592
- 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
- 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
- 25 November 2023
- Income Donations And Legacies
- 23529
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 576438
- Income Investments
- 840
- Income Other
- 227399
- Income Total Income And Endowments
- 828206
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,233,061
- Expenditure Other
- 0
- Expenditure Total
- 1233061
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 452187
- Expenditure Support Costs
- 490941
- Expenditure Depreciation
- 46117
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -766908
- Gain Loss Other
- 0
- Reserves
- £6,120
- Assets Total Fixed
- 357975
- Assets Own Use
- 357975
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £13,896
- Assets Total Liabilities
- £7,652
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £364,219
- Creditors One Year Total Current
- 7652
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £13,896
- Funds Endowment
- 0
- Funds Unrestricted
- 364095
- Funds Restricted
- 124
- Funds Total
- 364219
- Count Employees
- 28
- Charity Only Accounts
- Yes
- 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
- 15 January 2022
- Income Donations And Legacies
- 104628
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 955590
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 1060218
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £0
- Expenditure Other
- 223220
- Expenditure Total
- 223220
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 7899
- Expenditure Depreciation
- 54148
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,369,363
- Assets Total Fixed
- 1775285
- Assets Own Use
- 1775285
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £114,142
- Assets Total Liabilities
- £543,479
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,345,948
- Creditors One Year Total Current
- 22774
- Creditors Falling Due After One Year
- 520705
- Assets Cash
- £81,730
- Funds Endowment
- 0
- Funds Unrestricted
- 1329448
- Funds Restricted
- 16500
- Funds Total
- 1345948
- Count Employees
- 40
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Staffordshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
08 Official extract
Charity Event History
- Charity Name
- DR. CHARLES BAMFORD CHARITY
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1967-10-10T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- SCHEME DATED 6 MARCH 2008 as amended on 13 Jan 2025 as amended on 13 Jan 2025
- Charitable Objects
- 1) (A) THE PROVISIONS OF HOUSING ACCOMMODATION FOR PERSONS IN NEED WHO:I) WERE BORN IN THE AREA OF BENEFIT ORII) HAVE RESIDED IN THE AREA OF BENEFIT FOR NOT LESS THAN 5 YEARS.B) THE PROVISION OF CARE FOR PERSONS IN THE AREA OF BENEFIT BY THE PROVISION OF A RESIDENTIAL CARE HOME KNOWN AS "THE HERMITAGE".2) THE LAND IDENTIFIED IN PART 2 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR OBJECT 1 OF THE CHARITY.3) IF THE PROPERTY IDENTIFIED IN PART 3 OF THE SCHEDULE TO THIS SCHEME IS NO LONGER REQUIRED FOR THE PROVISION OF A RESIDENTIAL CARE HOME, THE OBJECT WILL BE THE PROMOTION OF GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT.
- Area Of Benefit
- THE FORMER URBAN AND RURAL DISTRICTS OF UTTOXETER AND WITHIN A RADIUS OF 5 MILES FROM THE PARISH CHURCH OF UTTOXETER.
10 Official extract
Charity Other Names
- Charity Name Id
- 173418
- Charity Name Type
- Previous name
- Charity Name
- THE HERMITAGE CHARITY CARE TRUST
- Charity Name Id
- 173316
- Charity Name Type
- Previous name
- Charity Name
- THE DOCTOR CHARLES BAMFORD MEMORIAL HOMES OF REST
- Charity Name Id
- 173329
- Charity Name Type
- Working name
- Charity Name
- THE HERMITAGE BUNGALOWS
11 Official extract
Charity Policy
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Social media policy and procedures