LADY HEWLEY'S CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 25 October 1963
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £857,566
Latest expenditure: £505,499
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: MILITARY HOUSE, 24 CASTLE STREET, CHESTER, CH1 2DS

02 Activities

What the charity does

The making of grants to Ministers, Retired Ministers and their Widows who are members of the United Reformed or Baptist churches and also students who are studying for ministries in these churches and attending certain specified colleges. Preference is given to those fro the Northern Counties of England. The management of Almshouses belonging to the trust in York

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 6 January 2026
Date Accounts Received: 6 January 2026
Total Gross Income: £857,566
Total Gross Expenditure: £505,499

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 17 January 2025
Date Accounts Received: 17 January 2025
Total Gross Income: £463,086
Total Gross Expenditure: £580,965

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 22 January 2024
Date Accounts Received: 22 January 2024
Total Gross Income: £377,665
Total Gross Expenditure: £525,984

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 1 February 2023
Date Accounts Received: 1 February 2023
Total Gross Income: £438,848
Total Gross Expenditure: £401,565

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 15 December 2021
Date Accounts Received: 15 December 2021
Total Gross Income: £287,865
Total Gross Expenditure: £451,098

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 6 January 2026
Total Gross Income: £857,566
Total Gross Expenditure: £505,499
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 17 January 2025
Total Gross Income: £463,086
Total Gross Expenditure: £580,965
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 22 January 2024
Total Gross Income: £377,665
Total Gross Expenditure: £525,984
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 1 February 2023
Total Gross Income: £438,848
Total Gross Expenditure: £401,565
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: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 15 December 2021
Total Gross Income: £287,865
Total Gross Expenditure: £451,098
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: 3

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 6 January 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 50643
Income Charitable Activities: 0
Income Investments: 361052
Income Other: 445871
Income Total Income And Endowments: 857566
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £73,166
Expenditure Charitable Expenditure: £432,333
Expenditure Other: 0
Expenditure Total: 505499
Expenditure Investment Management: 73166
Expenditure Grants Institution: 93675
Expenditure Governance: 63778
Expenditure Support Costs: 63778
Expenditure Depreciation: 52000
Gain Loss Investment: -849274
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £380,681
Assets Total Fixed: 19054642
Assets Own Use: 4369959
Assets Long Term Investment: 14684683
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,608,716
Assets Total Liabilities: £58,431
Assets Current Investment: 0
Assets Total Assets And Liabilities: £20,604,927
Creditors One Year Total Current: 58431
Creditors Falling Due After One Year: 0
Assets Cash: £1,600,658
Funds Endowment: 20224246
Funds Unrestricted: 380681
Funds Restricted: 0
Funds Total: 20604927
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

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

Geographic Area Type: Local Authority
Geographic Area Description: City Of York
Welsh Ind: No

07 Official extract

Charity Classification

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

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

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

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

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

08 Official extract

Charity Event History

Charity Name: LADY HEWLEY'S CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-10-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 16/06/2011 as amended on 04 Nov 2021
Charitable Objects: 1. THE OBJECTS OF THE CHARITY ARE, FOR THE BENEFIT OF THE PUBLIC:A) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF BAPTIST, CONGREGATIONAL AND UNITED REFORMED CHURCH MINISTERS AND MEMBERS, INCLUDING THROUGH THE PROCLAMATION OF THE GOSPEL AND THE PROMOTION OF PREACHING, WITH A PREFERENCE FOR SUCH WORK IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION.B) TO ADVANCE THE EDUCATION OF MEN AND WOMEN FOR THE BAPTIST, CONGREGATIONAL, AND UNITED REFORMED CHURCH MINISTRIES, BY SUCH MEANS AS THE TRUSTEES DECIDE INCLUDING THE AWARD OF GRANTS, ALLOWANCES AND OTHER FINANCIAL AND NON FINANCIAL SUPPORT.C) TO RELIEVE FROM NEED, HARDSHIP AND DISTRESS WHETHER BY REASON OF POVERTY, AGE OR DISABILITY, PERSONS WHO ARE: (I) BAPTIST, CONGREGATIONAL AND UNITED REFORMED CHURCH MINISTERS AND THEIR DEPENDANTS (II) THE DEPENDANTS OF FORMER PRESBYTERIAN CHURCH OF ENGLAND MINISTERS(III) MEMBERS OF ANY BAPTIST, CONGREGATIONAL, OR UNITED REFORMED CHURCHBY SUCH MEANS AS THE TRUSTEES DECIDE, INCLUDING THE AWARD OF FINANCIAL AND NON FINANCIAL SUPPORT.D) TO RELIEVE NEED, HARDSHIP AND DISTRESS BY: (I) PROVIDING HOUSING ACCOMMODATION TO PERSONS WHO ARE IN NEED AND AGED OVER 55 YEARS AND OF THE PROTESTANT FAITH (II) SUCH OTHER CHARITABLE MEANS FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.2. IN CARRYING OUT THE CHARITY’S OBJECTS, THE TRUSTEES MUST GIVE PREFERENCE TO PLACES SITUATED IN AND PERSONS RESIDENT IN THE NORTHERN COUNTIES OF ENGLAND AND THEN TO OTHER AREAS OF ENGLAND AND WALES.
Area Of Benefit: THE TRUSTEES MUST GIVE PREFERENCE TO PLACES AND PERSONS RESIDENT IN THE NORTHERN COUNTIES OF ENGLAND AND THEN TO OTHER AREAS OF ENGLAND AND WALES.

10 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Complaints handling

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures