PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION) — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 19 February 1964
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £57,196
Latest expenditure: £81,870
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: c/o Advance Accountancy Ltd, 71-73 Hoghton Street, SOUTHPORT, Merseyside, PR9 0PR

02 Activities

What the charity does

The key objectives of the charity are to provide financial assistance for the education and training of persons under the age of 25 years resident within the districts forming the area of benefit of the charity, and in the application of income for the relief of persons in need, hardship or distress similarly resident within the said districts - qualifying.

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: 8 October 2026
Date Accounts Received: 8 October 2026
Total Gross Income: £57,196
Total Gross Expenditure: £81,870

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: 28 September 2025
Date Accounts Received: 28 September 2025
Total Gross Income: £59,987
Total Gross Expenditure: £66,838

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: 14 September 2024
Date Accounts Received: 14 September 2024
Total Gross Income: £58,850
Total Gross Expenditure: £66,692

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: 13 September 2023
Date Accounts Received: 13 September 2023
Total Gross Income: £57,078
Total Gross Expenditure: £60,321

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: 26 September 2022
Date Accounts Received: 26 September 2022
Total Gross Income: £55,725
Total Gross Expenditure: £64,415

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: 8 October 2026
Total Gross Income: £57,196
Total Gross Expenditure: £81,870
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
Employees Salary Over 60k: 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: 28 September 2025
Total Gross Income: £59,987
Total Gross Expenditure: £66,838
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
Employees Salary Over 60k: 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: 14 September 2024
Total Gross Income: £58,850
Total Gross Expenditure: £66,692
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
Employees Salary Over 60k: 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: 13 September 2023
Total Gross Income: £57,078
Total Gross Expenditure: £60,321
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 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 26 September 2022
Total Gross Income: £55,725
Total Gross Expenditure: £64,415
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: Lancashire
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 102
Classification Type: What
Classification Description: Education/training

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

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

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

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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: PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION)
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-02-19T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 9 MAY 1902, ORDER DATED 21 MARCH 1905 AND SCHEME OF 21 JANUARY 1974 as amended on 20 Sept 2024
Charitable Objects: (A) ONE TWENTIETH OF INCOME TO BE APPLIED IN RELIEVING PERSONS RESIDENT IN ANY OF THE DISTRICTS FORMING THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. (B) RESIDUE OF INCOME TO BE PAID OVER IN SUCH PROPORTIONS AS THE CENTRAL TRUSTEES THINK FIT TO EACH OF THE BODIES OF LOCAL TRUSTEES FOR APPLICATION BY THEM IN RELIEVING PERSONS RESIDENT IN THE RESPECTIVE DISTRICTS OF THE LOCAL TRUSTEES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.
Area Of Benefit: DISTRICTS OF CHORLEY AND WEST LANCASHIRE

09 Official extract

Charity Other Names

Charity Name Id: 328543
Charity Name Type: Previous name
Charity Name: PETER LATHOM (EXCLUDING THE LATHOM EDUCATIONAL FOUNDATION)

10 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Safeguarding policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures