LADY DOWNE'S CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 March 1983
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £31,634
Latest expenditure: £44,025
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 29 Bondend Road, Upton St. Leonards, GLOUCESTER, GL4 8DX

Website recorded by the regulator: www.ladydowne.org (displayed as text)

02 Activities

What the charity does

The charity provides grants for beneficiaries resident in Upton St Leonards, Gloucester, with special benefits to the school there.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 6 January 2026
Date Accounts Received: 6 January 2026
Total Gross Income: £31,634
Total Gross Expenditure: £44,025

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 17 December 2024
Date Accounts Received: 17 December 2024
Total Gross Income: £30,739
Total Gross Expenditure: £30,499

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 18 December 2023
Date Accounts Received: 18 December 2023
Total Gross Income: £30,441
Total Gross Expenditure: £27,069

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 19 December 2022
Date Accounts Received: 19 December 2022
Total Gross Income: £30,207
Total Gross Expenditure: £40,397

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 10 December 2021
Date Accounts Received: 10 December 2021
Total Gross Income: £29,339
Total Gross Expenditure: £23,843

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 6 January 2026
Total Gross Income: £31,634
Total Gross Expenditure: £44,025
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 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Total Gross Income: £30,739
Total Gross Expenditure: £30,499
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 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 18 December 2023
Total Gross Income: £30,441
Total Gross Expenditure: £27,069
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 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 19 December 2022
Total Gross Income: £30,207
Total Gross Expenditure: £40,397
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 10 December 2021
Total Gross Income: £29,339
Total Gross Expenditure: £23,843
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: Gloucestershire
Welsh Ind: No

06 Official extract

Charity Classification

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

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: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

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

Classification Code: 104
Classification Type: What
Classification Description: Disability

07 Official extract

Charity Event History

Charity Name: LADY DOWNE'S CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1983-03-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 11 MAY 1982. SCHEME OF 5TH JANUARY 1995
Charitable Objects: IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS WHO ARE RESIDENT IN OR HAVE AT ANY TIME RESIDED FOR NOT LESS THAM TEN YEARS IN THE AREA OF THE PARISH OF UPTON ST LEONARDS AS CONSTITUTED IMMEDIATELY BEFORE THE 28TH DECEMBER 1966 WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS. IN EXCEPTIONAL CASES THETRUSTEES MAY GRANT RELIEF TO PERSONS OTHERWISE ELIGIBLE THEREFOR WHO ARE RESIDENT IMMEDIATELY OUTSIDE THEN AREA.2) IN PROVIDING SUCH SPECIAL BENEFITS FOR UPTON ST. LEONARDS CHURCH OF ENGLANDPRIMARY SCHOOL, OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATIONAUTHORITY. (SEE SCHEME FOR FULL DETAILS)
Area Of Benefit: SEE OBJECTS

09 Official extract

Charity Other Names

Charity Name Id: 253083
Charity Name Type: Working name
Charity Name: THE LADY DOWNE CHARITY

10 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Paying staff

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures