01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 13 March 1964
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £1,181,547
- Latest expenditure
- £1,534,890
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: HELEN CARTER, STRICKLANDGATE HOUSE, 92 STRICKLANDGATE, KENDAL, CUMBRIA, LA9 4PU
Website recorded by the regulator: www.francis-scott.org.uk (displayed as text)
02 Activities
What the charity does
Grant giving
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
- 7 September 2026
- Date Accounts Received
- 7 September 2026
- Total Gross Income
- £1,181,547
- Total Gross Expenditure
- £1,534,890
- 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
- 5 September 2025
- Date Accounts Received
- 5 September 2025
- Total Gross Income
- £876,947
- Total Gross Expenditure
- £1,954,987
- 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 September 2024
- Date Accounts Received
- 11 September 2024
- Total Gross Income
- £558,156
- Total Gross Expenditure
- £1,546,649
- 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
- 30 October 2023
- Date Accounts Received
- 30 October 2023
- Total Gross Income
- £453,746
- Total Gross Expenditure
- £1,629,102
- 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
- 27 July 2022
- Date Accounts Received
- 27 July 2022
- Total Gross Income
- £454,753
- Total Gross Expenditure
- £1,556,243
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
- 7 September 2026
- Total Gross Income
- £1,181,547
- Total Gross Expenditure
- £1,534,890
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- 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
- 5 September 2025
- Total Gross Income
- £876,947
- Total Gross Expenditure
- £1,954,987
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- 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 September 2024
- Total Gross Income
- £558,156
- Total Gross Expenditure
- £1,546,649
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- 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
- 30 October 2023
- Total Gross Income
- £453,746
- Total Gross Expenditure
- £1,629,102
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- 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
- 27 July 2022
- Total Gross Income
- £454,753
- Total Gross Expenditure
- £1,556,243
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- 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
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 7 September 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1168151
- Income Other
- 13396
- Income Total Income And Endowments
- 1181547
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £138,604
- Expenditure Charitable Expenditure
- £1,396,286
- Expenditure Other
- 0
- Expenditure Total
- 1534890
- Expenditure Investment Management
- 138604
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 265255
- Expenditure Support Costs
- 265255
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 1980860
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 42321866
- Assets Own Use
- 632753
- Assets Long Term Investment
- 41689113
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £608,760
- Assets Total Liabilities
- £1,453,270
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £41,477,356
- Creditors One Year Total Current
- 1000485
- Creditors Falling Due After One Year
- 452785
- Assets Cash
- £586,467
- Funds Endowment
- 42277984
- Funds Unrestricted
- -800628
- Funds Restricted
- 0
- Funds Total
- 41477356
- Count Employees
- 4
- Charity Only Accounts
- Yes
- 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
- 5 September 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 876947
- Income Other
- 0
- Income Total Income And Endowments
- 876947
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £162,145
- Expenditure Charitable Expenditure
- £1,792,842
- Expenditure Other
- 0
- Expenditure Total
- 1954987
- Expenditure Investment Management
- 162145
- Expenditure Grants Institution
- 1577860
- Expenditure Governance
- 214982
- Expenditure Support Costs
- 214982
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 3628183
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £39,849,839
- Assets Total Fixed
- 40845900
- Assets Own Use
- 125000
- Assets Long Term Investment
- 40720900
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £600,365
- Assets Total Liabilities
- £1,596,426
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £39,849,839
- Creditors One Year Total Current
- 990366
- Creditors Falling Due After One Year
- 606060
- Assets Cash
- £539,942
- Funds Endowment
- 40794211
- Funds Unrestricted
- -944372
- Funds Restricted
- 0
- Funds Total
- 39849839
- Count Employees
- 5
- Charity Only Accounts
- Yes
- 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 September 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 558156
- Income Other
- 0
- Income Total Income And Endowments
- 558156
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £237,392
- Expenditure Charitable Expenditure
- £1,309,257
- Expenditure Other
- 0
- Expenditure Total
- 1546649
- Expenditure Investment Management
- 237392
- Expenditure Grants Institution
- 1094461
- Expenditure Governance
- 62984
- Expenditure Support Costs
- 149754
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 3657463
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 38204285
- Assets Own Use
- 37678181
- Assets Long Term Investment
- 526104
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £316,838
- Assets Total Liabilities
- £1,221,427
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £37,299,696
- Creditors One Year Total Current
- 863127
- Creditors Falling Due After One Year
- 358300
- Assets Cash
- £295,673
- Funds Endowment
- 38151431
- Funds Unrestricted
- -851735
- Funds Restricted
- 0
- Funds Total
- 37299696
- Count Employees
- 4
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lancashire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cumbria
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
08 Official extract
Charity Event History
- Charity Name
- FRANCIS C SCOTT CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-03-13T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 01/10/1963AS AMENDED ON 05/07/2013
- Charitable Objects
- TO SUCH CHARITABLE FOUNDATIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.
- Area Of Benefit
- NATIONAL
10 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Complaints handling
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Complaints policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures