01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 21 January 1964
- Removed
- Not supplied
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £9,103
- Latest expenditure
- £10,938
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: BSG Solicitors, 3-4 Aalborg Place, LANCASTER, LA1 1BJ
Website recorded by the regulator: www.bsglaw.co.uk (displayed as text)
02 Activities
What the charity does
Provision of a quarterly payment to single men and women living in Lancaster who have attained the age of 50 and do not have an income of more than £12,000.00 per annum from all sources.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 21 October 2025
- Total Gross Income
- £9,103
- Total Gross Expenditure
- £10,938
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 29 October 2024
- Total Gross Income
- £11,037
- Total Gross Expenditure
- £80,638
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 1 December 2023
- Total Gross Income
- £6,415
- Total Gross Expenditure
- £8,664
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 25 September 2022
- Total Gross Income
- £8,251
- Total Gross Expenditure
- £7,730
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 31 October 2021
- Date Annual Return Received
- 30 October 2021
- Total Gross Income
- £8,113
- Total Gross Expenditure
- £12,142
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 29 October 2024
- Total Gross Income
- £11,037
- Total Gross Expenditure
- £80,638
- 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
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lancashire
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
07 Official extract
Charity Event History
- Charity Name
- BROCKBANK'S ANNUITIES TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-01-21T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- DECLARATION OF TRUST DATED 21.12.1875. SCHEME DATED 14.2.1928. SCHEMES DATED 6.5.1960 AND 12.3.1969 LANCS. P.R. LANCASTER P.91 as amended on 03 Feb 2019
- Charitable Objects
- Provision of annuities for deserving single persons in reduced circumstances exceeding 50 years of age and having resided in Lancaster for 3 years prior to selection.
- Area Of Benefit
- LANCASTER
09 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Risk management