CCEW Charity Commission profile

ESTATE CHARITY OF ALICE,DUCHESS DUDLEY

Registered charity 244804 · organisation 244804

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
14 October 1965
Removed
Not supplied
Financial period
1 July 2024 – 30 June 2025
Latest income
£232,988
Latest expenditure
£229,952
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Oaklands Farm, Balsall Street, Balsall Common, Nr Coventry, West Midlands, CV7 7AQ

02 Activities

What the charity does

Manage the assets to maximum advantage and distribute surplus income.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 July 2024
Fin Period End Date
30 June 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 April 2026
Date Annual Return Received
22 April 2026
Date Accounts Received
22 April 2026
Total Gross Income
£232,988
Total Gross Expenditure
£229,952
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 April 2025
Date Annual Return Received
9 April 2025
Date Accounts Received
9 April 2025
Total Gross Income
£220,437
Total Gross Expenditure
£181,041
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 April 2024
Date Annual Return Received
24 May 2024
Date Accounts Received
24 May 2024
Total Gross Income
£211,416
Total Gross Expenditure
£185,720
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 April 2023
Date Annual Return Received
13 October 2022
Date Accounts Received
13 October 2022
Total Gross Income
£214,626
Total Gross Expenditure
£158,558
Fin Period Start Date
1 July 2020
Fin Period End Date
30 June 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 April 2022
Date Annual Return Received
3 November 2021
Date Accounts Received
3 November 2021
Total Gross Income
£189,526
Total Gross Expenditure
£140,805

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 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
22 April 2026
Total Gross Income
£232,988
Total Gross Expenditure
£229,952
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 July 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
9 April 2025
Total Gross Income
£220,437
Total Gross Expenditure
£181,041
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
1 July 2022
Fin Period End Date
30 June 2023
Ar Due Date
30 April 2024
Ar Received Date
24 May 2024
Total Gross Income
£211,416
Total Gross Expenditure
£185,720
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
1 July 2021
Fin Period End Date
30 June 2022
Ar Due Date
30 April 2023
Ar Received Date
13 October 2022
Total Gross Income
£214,626
Total Gross Expenditure
£158,558
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 July 2020
Fin Period End Date
30 June 2021
Ar Due Date
30 April 2022
Ar Received Date
3 November 2021
Total Gross Income
£189,526
Total Gross Expenditure
£140,805
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
Northamptonshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Warwickshire
Welsh Ind
No

06 Official extract

Charity Classification

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
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name
ESTATE CHARITY OF ALICE,DUCHESS DUDLEY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1965-10-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
SCHEME DATED 11/01/1962
Charitable Objects
THE INCOME OF THE CHARITY, AFTER EXPENSES OF MANAGEMENT AND PAYMENT OF A YEARLY SUM TO MAINTAIN THE RESERVE FUND IS TO BE DISTRIBUTED TO THE EIGHT NAMED PARISHES IN WARWICKSHIRE AND NORTHAMPTONSHIRE AND THE TWO VICARS FOR THE TIME BEING OF THE TWO OTHER NAMED PARISHES IN AMOUNTS AUTHORISED BY THE SCHEME OF 11 JANUARY 1962.
Area Of Benefit
SEE OBJECTS

09 Official extract

Charity Other Names

Charity Name Id
264002
Charity Name Type
Working name
Charity Name
ESTATE CHARITY OF ALICE DUCHESS DUDLEY

10 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Serious incident reporting policy and procedures