BRYAN LANCASTER TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 27 September 1965
Removed: Not supplied
Financial period: 1 August 2024 – 31 July 2025
Latest income: £25,125
Latest expenditure: £25,938
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: C/O FRIENDS MEETING HOUSE, STRAMONGATE, KENDAL, CUMBRIA, LA9 4BH

02 Activities

What the charity does

Bryan Lancaster is an independent Quaker charity.It makes small grants to other registered charities for the relief of social exclusion predominately in Kendal, Cumbria and the North West. It also makes grants to various Quaker charities.Occasional grants are made to British charities working abroad.Grants to individuals are made via other registered charities & statutory bodies.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 August 2024
Fin Period End Date: 31 July 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 May 2026
Date Annual Return Received: 5 April 2026
Date Accounts Received: 5 April 2026
Total Gross Income: £25,125
Total Gross Expenditure: £25,938

Fin Period Start Date: 1 August 2023
Fin Period End Date: 31 July 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 May 2025
Date Annual Return Received: 1 April 2025
Total Gross Income: £24,756
Total Gross Expenditure: £25,913

Fin Period Start Date: 1 August 2022
Fin Period End Date: 31 July 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 May 2024
Date Annual Return Received: 22 March 2024
Total Gross Income: £24,841
Total Gross Expenditure: £24,644

Fin Period Start Date: 1 August 2021
Fin Period End Date: 31 July 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 May 2023
Date Annual Return Received: 16 January 2023
Total Gross Income: £24,970
Total Gross Expenditure: £18,618

Fin Period Start Date: 1 August 2020
Fin Period End Date: 31 July 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 May 2022
Date Annual Return Received: 14 February 2022
Total Gross Income: £22,683
Total Gross Expenditure: £22,333

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 August 2024
Fin Period End Date: 31 July 2025
Ar Due Date: 31 May 2026
Ar Received Date: 5 April 2026
Total Gross Income: £25,125
Total Gross Expenditure: £25,938
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 August 2023
Fin Period End Date: 31 July 2024
Ar Due Date: 31 May 2025
Ar Received Date: 1 April 2025
Total Gross Income: £24,756
Total Gross Expenditure: £25,913
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 August 2022
Fin Period End Date: 31 July 2023
Ar Due Date: 31 May 2024
Ar Received Date: 22 March 2024
Total Gross Income: £24,841
Total Gross Expenditure: £24,644
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 August 2021
Fin Period End Date: 31 July 2022
Ar Due Date: 31 May 2023
Ar Received Date: 16 January 2023
Total Gross Income: £24,970
Total Gross Expenditure: £18,618
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 August 2020
Fin Period End Date: 31 July 2021
Ar Due Date: 31 May 2022
Ar Received Date: 14 February 2022
Total Gross Income: £22,683
Total Gross Expenditure: £22,333
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 Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 115
Classification Type: What
Classification Description: Human Rights/religious Or Racial Harmony/equality Or Diversity

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

07 Official extract

Charity Event History

Charity Name: BRYAN LANCASTER TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-09-27T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 12 AUGUST 1997
Charitable Objects: 1. THE TRUSTEES SHALL APPLY 2% OF THE INCOME OF THE CHARITY OR SUCH SUM AS THE COMMISSIONERS APPROVE FROM TIME TO TIME IN RELIEVING GENERALLY OR INDIVIDUALLY PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS WITH PREFERENCE FOR SUCH PERSONS WHO ARE RESIDENT IN THE BOROUGH OF KENDAL. 2. APPLY THE RESIDUE OF SUCH INCOME FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT.
Area Of Benefit: BOROUGH OF KENDAL

09 Official extract

Charity Other Names

Charity Name Id: 250749
Charity Name Type: Previous name
Charity Name: BRYAN LANCASTER'S CHARITY

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures