01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 9 March 1964
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £15,566
- Latest expenditure
- £22,276
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Temple Heelis D R Ltd, 1 Kent View, KENDAL, LA9 4DZ
02 Activities
What the charity does
Pays annuities/makes yearly donations to unmarried/widowed women over the age of 50 who appear to be in needy circumstances and who live in the parish of Ambleside, Cumbria.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 17 April 2026
- Total Gross Income
- £15,566
- Total Gross Expenditure
- £22,276
- 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
- 4 June 2025
- Total Gross Income
- £18,071
- Total Gross Expenditure
- £12,289
- 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
- 11 October 2024
- Total Gross Income
- £17,515
- Total Gross Expenditure
- £33,832
- 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
- 11 September 2023
- Total Gross Income
- £15,188
- Total Gross Expenditure
- £33,896
- 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
- 9 August 2022
- Total Gross Income
- £17,866
- Total Gross Expenditure
- £20,759
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 17 April 2026
- Total Gross Income
- £15,566
- Total Gross Expenditure
- £22,276
- 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 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 4 June 2025
- Total Gross Income
- £18,071
- Total Gross Expenditure
- £12,289
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- 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 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 11 October 2024
- Total Gross Income
- £17,515
- Total Gross Expenditure
- £33,832
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- 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 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 11 September 2023
- Total Gross Income
- £15,188
- Total Gross Expenditure
- £33,896
- 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
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- 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
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 9 August 2022
- Total Gross Income
- £17,866
- Total Gross Expenditure
- £20,759
- 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
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other 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
06 Official extract
Charity Classification
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
07 Official extract
Charity Event History
- Charity Name
- AGNES BACKHOUSE ANNUITY FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-03-09T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- WILL PROVED ON 12/03/1915AS AMENDED BY SCHEME DATED 08/01/2014
- Charitable Objects
- TO MAKE GRANTS TO UNMARRIED OR WIDOWED WOMEN OVER THE AGE OF FIFTY WHO APPEAR TO BE IN NEEDY CIRCUMSTANCES (SELECTED BY THE TRUSTEES) AND WHO LIVE IN THE HISTORIC COUNTY OF WESTMORLAND, PRINCIPALLY IN THE PARISH OF AMBLESIDE, AND TO MAKE GRANTS DIRECTLY OR THROUGH ANOTHER CHARITABLE ORGANISATION TO NEEDY AND ELDERLY PEOPLE WHO LIVE IN THE HISTORIC COUNTY OF WESTMORLAND, PRINCIPALLY IN THE PARISH OF AMBLESIDE FOR THE PUBLIC BENEFIT.
- Area Of Benefit
- AMBLESIDE AND DISTRICT
09 Official extract
Charity Policy
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints handling