BritDB

CCEW Charity Commission profile

LADY ELIZABETH HASTINGS' ESTATE CHARITY

Registered charity 224098 · organisation 224098

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
6 March 1964
Removed
Not supplied
Company number supplied
07754771
Financial period
25 June 2024 – 24 June 2025
Latest income
£684,407
Latest expenditure
£751,991
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: CARTER JONAS, 82 MICKLEGATE, YORK, YO1 6LF

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

02 Activities

What the charity does

Management of the charity's property and investment portfolio in order to provide grant funding for educational and religious purposes.

03 Official extract

Charity Annual Return History

Fin Period Start Date
25 June 2024
Fin Period End Date
24 June 2025
Ar Cycle Reference
AR25
Reporting Due Date
24 April 2026
Date Annual Return Received
13 February 2026
Date Accounts Received
13 February 2026
Total Gross Income
£684,407
Total Gross Expenditure
£751,991
Fin Period Start Date
25 June 2023
Fin Period End Date
24 June 2024
Ar Cycle Reference
AR24
Reporting Due Date
24 April 2025
Date Annual Return Received
24 April 2025
Date Accounts Received
24 April 2025
Total Gross Income
£656,487
Total Gross Expenditure
£998,783
Fin Period Start Date
25 June 2022
Fin Period End Date
24 June 2023
Ar Cycle Reference
AR23
Reporting Due Date
24 April 2024
Date Annual Return Received
12 April 2024
Date Accounts Received
12 April 2024
Total Gross Income
£744,542
Total Gross Expenditure
£704,145
Fin Period Start Date
25 June 2021
Fin Period End Date
24 June 2022
Ar Cycle Reference
AR22
Reporting Due Date
24 April 2023
Date Annual Return Received
17 October 2022
Date Accounts Received
17 October 2022
Total Gross Income
£665,326
Total Gross Expenditure
£639,589
Fin Period Start Date
25 June 2020
Fin Period End Date
24 June 2021
Ar Cycle Reference
AR21
Reporting Due Date
24 April 2022
Date Annual Return Received
16 November 2021
Date Accounts Received
16 November 2021
Total Gross Income
£627,582
Total Gross Expenditure
£577,816

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
25 June 2024
Fin Period End Date
24 June 2025
Ar Due Date
24 April 2026
Ar Received Date
13 February 2026
Total Gross Income
£684,407
Total Gross Expenditure
£751,991
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
25 June 2023
Fin Period End Date
24 June 2024
Ar Due Date
24 April 2025
Ar Received Date
24 April 2025
Total Gross Income
£656,487
Total Gross Expenditure
£998,783
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
25 June 2022
Fin Period End Date
24 June 2023
Ar Due Date
24 April 2024
Ar Received Date
12 April 2024
Total Gross Income
£744,542
Total Gross Expenditure
£704,145
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
25 June 2021
Fin Period End Date
24 June 2022
Ar Due Date
24 April 2023
Ar Received Date
17 October 2022
Total Gross Income
£665,326
Total Gross Expenditure
£639,589
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
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
5
Ar Cycle Reference
AR21
Fin Period Start Date
25 June 2020
Fin Period End Date
24 June 2021
Ar Due Date
24 April 2022
Ar Received Date
16 November 2021
Total Gross Income
£627,582
Total Gross Expenditure
£577,816
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
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
AR25
Fin Period Start Date
25 June 2024
Fin Period End Date
24 June 2025
Ar Due Date
24 April 2026
Ar Received Date
13 February 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
684407
Income Other
0
Income Total Income And Endowments
684407
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£298,064
Expenditure Charitable Expenditure
£453,927
Expenditure Other
0
Expenditure Total
751991
Expenditure Investment Management
298064
Expenditure Grants Institution
170885
Expenditure Governance
22906
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
1945852
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
26017506
Assets Own Use
0
Assets Long Term Investment
26017506
Defined Benefit Pension Scheme
0
Assets Other Assets
£268,936
Assets Total Liabilities
£106,608
Assets Current Investment
0
Assets Total Assets And Liabilities
£26,179,834
Creditors One Year Total Current
106608
Creditors Falling Due After One Year
0
Assets Cash
£230,149
Funds Endowment
25449082
Funds Unrestricted
0
Funds Restricted
730752
Funds Total
26179834
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
25 June 2023
Fin Period End Date
24 June 2024
Ar Due Date
24 April 2025
Ar Received Date
24 April 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
656487
Income Other
0
Income Total Income And Endowments
656487
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£329,105
Expenditure Charitable Expenditure
£669,678
Expenditure Other
0
Expenditure Total
998783
Expenditure Investment Management
329105
Expenditure Grants Institution
370408
Expenditure Governance
21443
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
1555401
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
24115391
Assets Own Use
0
Assets Long Term Investment
24115391
Defined Benefit Pension Scheme
0
Assets Other Assets
£395,968
Assets Total Liabilities
£209,793
Assets Current Investment
0
Assets Total Assets And Liabilities
£24,301,566
Creditors One Year Total Current
209793
Creditors Falling Due After One Year
0
Assets Cash
£368,759
Funds Endowment
23484423
Funds Unrestricted
0
Funds Restricted
817143
Funds Total
24301566
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
25 June 2022
Fin Period End Date
24 June 2023
Ar Due Date
24 April 2024
Ar Received Date
12 April 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
637042
Income Other
107500
Income Total Income And Endowments
744542
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£222,061
Expenditure Charitable Expenditure
£482,084
Expenditure Other
0
Expenditure Total
704145
Expenditure Investment Management
222061
Expenditure Grants Institution
174531
Expenditure Governance
21169
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
228425
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
22595201
Assets Own Use
10649107
Assets Long Term Investment
11946094
Defined Benefit Pension Scheme
0
Assets Other Assets
£596,980
Assets Total Liabilities
£103,720
Assets Current Investment
0
Assets Total Assets And Liabilities
£23,088,461
Creditors One Year Total Current
103720
Creditors Falling Due After One Year
0
Assets Cash
£568,682
Funds Endowment
21965561
Funds Unrestricted
0
Funds Restricted
1122900
Funds Total
23088461
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
25 June 2021
Fin Period End Date
24 June 2022
Ar Due Date
24 April 2023
Ar Received Date
17 October 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
665326
Income Other
0
Income Total Income And Endowments
665326
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£173,012
Expenditure Charitable Expenditure
£466,577
Expenditure Other
0
Expenditure Total
639589
Expenditure Investment Management
173012
Expenditure Grants Institution
60882
Expenditure Governance
18793
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
-692008
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
22340789
Assets Own Use
6867
Assets Long Term Investment
22333922
Defined Benefit Pension Scheme
0
Assets Other Assets
£577,123
Assets Total Liabilities
£98,273
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,819,639
Creditors One Year Total Current
98273
Creditors Falling Due After One Year
0
Assets Cash
£549,569
Funds Endowment
21756400
Funds Unrestricted
0
Funds Restricted
1063239
Funds Total
22819639
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
25 June 2020
Fin Period End Date
24 June 2021
Ar Due Date
24 April 2022
Ar Received Date
16 November 2021
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
627582
Income Other
0
Income Total Income And Endowments
627582
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£256,895
Expenditure Charitable Expenditure
£320,921
Expenditure Other
0
Expenditure Total
577816
Expenditure Investment Management
256895
Expenditure Grants Institution
50370
Expenditure Governance
16526
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
1704001
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
72000
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
22964763
Assets Own Use
10564785
Assets Long Term Investment
12399978
Defined Benefit Pension Scheme
0
Assets Other Assets
£584,050
Assets Total Liabilities
£62,903
Assets Current Investment
0
Assets Total Assets And Liabilities
£23,485,910
Creditors One Year Total Current
62903
Creditors Falling Due After One Year
0
Assets Cash
£539,495
Funds Endowment
22423014
Funds Unrestricted
0
Funds Restricted
1062896
Funds Total
23485910
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Leeds City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Kirklees
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
City Of Wakefield
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bradford City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
North Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Calderdale
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals

08 Official extract

Charity Event History

Charity Name
LADY ELIZABETH HASTINGS' ESTATE CHARITY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1964-03-06T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
SCHEME DATED 10/04/2012
Charitable Objects
TO MAKE PAYMENTS IN EQUAL PARTS TO:(1) LADY ELIZABETH HASTINGS' EDUCATIONAL FOUNDATION FOR APPLICATION IN ACCORDANCE WITH THE OBJECTS OF THAT CHARITY; AND(2) LADY ELIZABETH HASTINGS' NON-EDUCATIONAL CHARITY FOR APPLICATION IN ACCORDANCE WITH THE OBJECTS OF THAT CHARITY.
Area Of Benefit
SEE OBJECTS OF RECIPIENT CHARITIES

10 Official extract

Charity Policy

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