CCEW Charity Commission profile

HOME FOR AGED JEWS (LIVERPOOL AND DISTRICT)

Registered charity 220797 · organisation 220797

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Double Default
Charity type
Trust
Registered
25 March 1963
Removed
Not supplied
Financial period
1 April 2022 – 31 March 2023
Latest income
£2,193,564
Latest expenditure
£2,302,753
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Website recorded by the regulator: www.stapelycare.co.uk (displayed as text)

02 Activities

What the charity does

RESIDENTIAL AND NURSING CARE OF THE ELDERLY JEWISH POPULATION OF MERSEYSIDE AND SURROUNDING LOCAL AREA

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 July 2026
Fin Period Start Date
1 April 2023
Fin Period End Date
30 September 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 July 2025
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
31 January 2024
Date Accounts Received
31 January 2024
Total Gross Income
£2,193,564
Total Gross Expenditure
£2,302,753
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
22 December 2022
Date Accounts Received
22 December 2022
Total Gross Income
£2,133,388
Total Gross Expenditure
£2,112,246
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
16 December 2021
Date Accounts Received
16 December 2021
Total Gross Income
£2,284,085
Total Gross Expenditure
£2,148,199

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
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
31 January 2024
Total Gross Income
£2,193,564
Total Gross Expenditure
£2,302,753
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
22 December 2022
Total Gross Income
£2,133,388
Total Gross Expenditure
£2,112,246
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£9
Income From Government Grants
£248,522
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
3
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
16 December 2021
Total Gross Income
£2,284,085
Total Gross Expenditure
£2,148,199
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£8
Income From Government Grants
£387,913
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
4
Ar Cycle Reference
AR20
Fin Period Start Date
1 April 2019
Fin Period End Date
31 March 2020
Ar Due Date
31 January 2021
Ar Received Date
28 January 2021
Total Gross Income
£2,836,763
Total Gross Expenditure
£2,719,505
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR19
Fin Period Start Date
1 April 2018
Fin Period End Date
31 March 2019
Ar Due Date
31 January 2020
Ar Received Date
19 December 2019
Total Gross Income
£2,727,563
Total Gross Expenditure
£2,558,905
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Income Donations And Legacies
407063
Income Other Trading Activities
0
Income Charitable Activities
1786501
Income Investments
0
Income Other
0
Income Total Income And Endowments
2193564
Income Legacies
398578
Income Endowments
0
Expenditure Raising Funds
£148,301
Expenditure Charitable Expenditure
£2,154,452
Expenditure Other
0
Expenditure Total
2302753
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
50830
Expenditure Support Costs
162704
Expenditure Depreciation
111874
Gain Loss Investment
170000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,114,628
Assets Total Fixed
6349045
Assets Own Use
5894601
Assets Long Term Investment
454444
Defined Benefit Pension Scheme
0
Assets Other Assets
£254,640
Assets Total Liabilities
£3,387,054
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,216,631
Creditors One Year Total Current
666866
Creditors Falling Due After One Year
2720188
Assets Cash
£27,903
Funds Endowment
0
Funds Unrestricted
3144628
Funds Restricted
72003
Funds Total
3216631
Count Employees
55
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
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
22 December 2022
Income Donations And Legacies
237489
Income Other Trading Activities
0
Income Charitable Activities
1647377
Income Investments
0
Income Other
248522
Income Total Income And Endowments
2133388
Income Legacies
195000
Income Endowments
0
Expenditure Raising Funds
£122,578
Expenditure Charitable Expenditure
£1,989,668
Expenditure Other
0
Expenditure Total
2112246
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
71535
Expenditure Support Costs
210669
Expenditure Depreciation
139134
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,079,614
Assets Total Fixed
5745242
Assets Own Use
5745242
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£309,295
Assets Total Liabilities
£2,898,717
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,155,820
Creditors One Year Total Current
499015
Creditors Falling Due After One Year
2399702
Assets Cash
£128,073
Funds Endowment
0
Funds Unrestricted
3079614
Funds Restricted
76206
Funds Total
3155820
Count Employees
52
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
16 December 2021
Income Donations And Legacies
512784
Income Other Trading Activities
0
Income Charitable Activities
1771301
Income Investments
0
Income Other
0
Income Total Income And Endowments
2284085
Income Legacies
53694
Income Endowments
0
Expenditure Raising Funds
£34,275
Expenditure Charitable Expenditure
£2,113,924
Expenditure Other
0
Expenditure Total
2148199
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
76304
Expenditure Support Costs
142082
Expenditure Depreciation
142082
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,214,797
Assets Total Fixed
5192471
Assets Own Use
5192471
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£573,074
Assets Total Liabilities
£2,470,339
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,295,206
Creditors One Year Total Current
518100
Creditors Falling Due After One Year
1952239
Assets Cash
£442,358
Funds Endowment
0
Funds Unrestricted
3214797
Funds Restricted
80409
Funds Total
3295206
Count Employees
70
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR20
Fin Period Start Date
1 April 2019
Fin Period End Date
31 March 2020
Ar Due Date
31 January 2021
Ar Received Date
28 January 2021
Income Donations And Legacies
496339
Income Other Trading Activities
0
Income Charitable Activities
2340424
Income Investments
0
Income Other
0
Income Total Income And Endowments
2836763
Income Legacies
375000
Income Endowments
0
Expenditure Raising Funds
£68,622
Expenditure Charitable Expenditure
£2,650,883
Expenditure Other
0
Expenditure Total
2719505
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
79545
Expenditure Support Costs
222211
Expenditure Depreciation
142666
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,074,708
Assets Total Fixed
5059091
Assets Own Use
5059091
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£297,701
Assets Total Liabilities
£2,197,472
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,159,320
Creditors One Year Total Current
576179
Creditors Falling Due After One Year
1621293
Assets Cash
£23,218
Funds Endowment
0
Funds Unrestricted
3074708
Funds Restricted
84612
Funds Total
3159320
Count Employees
84
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR19
Fin Period Start Date
1 April 2018
Fin Period End Date
31 March 2019
Ar Due Date
31 January 2020
Ar Received Date
19 December 2019
Income Donations And Legacies
494793
Income Other Trading Activities
0
Income Charitable Activities
2232770
Income Investments
0
Income Other
0
Income Total Income And Endowments
2727563
Income Legacies
435000
Income Endowments
0
Expenditure Raising Funds
£62,695
Expenditure Charitable Expenditure
£2,496,210
Expenditure Other
0
Expenditure Total
2558905
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
120927
Expenditure Support Costs
1061594
Expenditure Depreciation
134882
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,042,062
Assets Total Fixed
4813224
Assets Own Use
4813224
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£650,873
Assets Total Liabilities
£2,422,035
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,042,062
Creditors One Year Total Current
706484
Creditors Falling Due After One Year
1715551
Assets Cash
£61,399
Funds Endowment
0
Funds Unrestricted
2953247
Funds Restricted
88815
Funds Total
3042062
Count Employees
86
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Liverpool City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Merseyside
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Lancashire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
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

08 Official extract

Charity Event History

Charity Name
HOME FOR AGED JEWS (LIVERPOOL AND DISTRICT)
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1963-03-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
DEED OF TRUST DATED THE 8TH DAY OF JULY 1947
Charitable Objects
TO PROVIDE A HOME FOR NEEDY AND AGED JEWS AND JEWESSES AND MORE PARTICULARLY TO CARE FOR MAINTAIN HOUSE AND OTHERWISE PROVIDE FOR SUCH JEWS AND JEWESSES RESIDENT IN ANY OF THE BOROUGHS OR URBAN OR RURAL DISTRICTS COMPRISED IN LIVERPOOL AND DISTRICT AREA..
Area Of Benefit
LIVERPOOL AND DISTRICT

10 Official extract

Charity Other Names

Charity Name Id
218137
Charity Name Type
Working name
Charity Name
STAPELY RESIDENTIAL AND NURSING HOME
Charity Name Id
218150
Charity Name Type
Working name
Charity Name
STAPLEY RESIDENTIAL AND NURSING HOME

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

Policy Name
Financial reserves policy and procedures
Policy Name
Paying staff
Policy Name
Complaints handling
Policy Name
Volunteer management
Policy Name
Bullying and harassment policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Serious incident reporting 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
Conflicting interests
Policy Name
Safeguarding policy and procedures
Policy Name
Risk management
Policy Name
Investment
Policy Name
Trustee expenses policy and procedures
Policy Name
Complaints policy and procedures