CCEW Charity Commission profile

LANCASTER FOUNDATION

Registered charity 1066850 · organisation 3944510

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
15 December 1997
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£4,236,306
Latest expenditure
£2,815,959
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Turret House, Edisford Road, Clitheroe, Lancashire, BB7 2LN

Website recorded by the regulator: www.lancasterfoundation.co.uk (displayed as text)

02 Activities

What the charity does

The Lancaster Foundation has been founded on Christian principles offering medical and practical support to the suffering, disadvantaged and marginalized people throughout the UK and Africa Additionally the Foundation is committed to numerous ongoing local and national youth and community projects .

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
28 January 2026
Date Accounts Received
28 January 2026
Total Gross Income
£4,236,306
Total Gross Expenditure
£2,815,959
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
30 January 2025
Date Accounts Received
30 January 2025
Total Gross Income
£3,665,887
Total Gross Expenditure
£2,582,989
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
10 May 2024
Date Accounts Received
10 May 2024
Total Gross Income
£3,394,920
Total Gross Expenditure
£2,745,111
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
26 January 2023
Date Accounts Received
26 January 2023
Total Gross Income
£3,414,408
Total Gross Expenditure
£3,041,969
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
27 January 2022
Date Accounts Received
27 January 2022
Total Gross Income
£2,960,450
Total Gross Expenditure
£2,519,578

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
28 January 2026
Total Gross Income
£4,236,306
Total Gross Expenditure
£2,815,959
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 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
30 January 2025
Total Gross Income
£3,665,887
Total Gross Expenditure
£2,582,989
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 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
10 May 2024
Total Gross Income
£3,394,920
Total Gross Expenditure
£2,745,111
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 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
26 January 2023
Total Gross Income
£3,414,408
Total Gross Expenditure
£3,041,969
Charity Raises Funds From Public
No
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
30
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
27 January 2022
Total Gross Income
£2,960,450
Total Gross Expenditure
£2,519,578
Charity Raises Funds From Public
No
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
30

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 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
28 January 2026
Income Donations And Legacies
745922
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3490384
Income Other
0
Income Total Income And Endowments
4236306
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,815,959
Expenditure Other
0
Expenditure Total
2815959
Expenditure Investment Management
0
Expenditure Grants Institution
2179604
Expenditure Governance
199886
Expenditure Support Costs
199886
Expenditure Depreciation
41291
Gain Loss Investment
-374265
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,014,925
Assets Total Fixed
66894629
Assets Own Use
637539
Assets Long Term Investment
66257090
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,646,995
Assets Total Liabilities
£632,070
Assets Current Investment
0
Assets Total Assets And Liabilities
£68,909,554
Creditors One Year Total Current
632070
Creditors Falling Due After One Year
0
Assets Cash
£1,449,305
Funds Endowment
0
Funds Unrestricted
68909554
Funds Restricted
0
Funds Total
68909554
Count Employees
5
Charity Only Accounts
Yes
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
30 January 2025
Income Donations And Legacies
405152
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3260735
Income Other
0
Income Total Income And Endowments
3665887
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,582,989
Expenditure Other
0
Expenditure Total
2582989
Expenditure Investment Management
0
Expenditure Grants Institution
2030509
Expenditure Governance
221813
Expenditure Support Costs
221813
Expenditure Depreciation
41479
Gain Loss Investment
489421
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
1305275
Gain Loss Other
0
Reserves
£67,863,472
Assets Total Fixed
67311805
Assets Own Use
678380
Assets Long Term Investment
66633425
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,991,771
Assets Total Liabilities
£4,440,104
Assets Current Investment
0
Assets Total Assets And Liabilities
£67,863,472
Creditors One Year Total Current
4440104
Creditors Falling Due After One Year
0
Assets Cash
£3,884,758
Funds Endowment
0
Funds Unrestricted
67863472
Funds Restricted
0
Funds Total
67863472
Count Employees
4
Charity Only Accounts
Yes
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
10 May 2024
Income Donations And Legacies
150
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3394770
Income Other
0
Income Total Income And Endowments
3394920
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,745,111
Expenditure Other
0
Expenditure Total
2745111
Expenditure Investment Management
0
Expenditure Grants Institution
2141068
Expenditure Governance
255635
Expenditure Support Costs
255635
Expenditure Depreciation
41185
Gain Loss Investment
-3398725
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-188135
Gain Loss Other
0
Reserves
£64,985,878
Assets Total Fixed
62703679
Assets Own Use
716123
Assets Long Term Investment
61987556
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,659,910
Assets Total Liabilities
£4,377,711
Assets Current Investment
0
Assets Total Assets And Liabilities
£64,985,878
Creditors One Year Total Current
4377711
Creditors Falling Due After One Year
0
Assets Cash
£5,912,900
Funds Endowment
0
Funds Unrestricted
64985878
Funds Restricted
0
Funds Total
64985878
Count Employees
4
Charity Only Accounts
Yes
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
26 January 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3414408
Income Other
0
Income Total Income And Endowments
3414408
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,041,969
Expenditure Other
0
Expenditure Total
3041969
Expenditure Investment Management
0
Expenditure Grants Institution
2558228
Expenditure Governance
210270
Expenditure Support Costs
210270
Expenditure Depreciation
35887
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
2007020
Gain Loss Other
0
Reserves
£67,922,929
Assets Total Fixed
73622784
Assets Own Use
45162122
Assets Long Term Investment
28460662
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,657,898
Assets Total Liabilities
£8,357,753
Assets Current Investment
0
Assets Total Assets And Liabilities
£67,922,929
Creditors One Year Total Current
8357753
Creditors Falling Due After One Year
0
Assets Cash
£1,711,865
Funds Endowment
0
Funds Unrestricted
67922929
Funds Restricted
0
Funds Total
67922929
Count Employees
3
Charity Only Accounts
Yes
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
27 January 2022
Income Donations And Legacies
115750
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2844700
Income Other
0
Income Total Income And Endowments
2960450
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,519,578
Expenditure Other
0
Expenditure Total
2519578
Expenditure Investment Management
0
Expenditure Grants Institution
2171936
Expenditure Governance
132670
Expenditure Support Costs
132670
Expenditure Depreciation
33975
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
2684806
Gain Loss Other
0
Reserves
£61,321,455
Assets Total Fixed
63576581
Assets Own Use
37120940
Assets Long Term Investment
26455641
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,140,121
Assets Total Liabilities
£7,395,247
Assets Current Investment
0
Assets Total Assets And Liabilities
£61,321,455
Creditors One Year Total Current
7395247
Creditors Falling Due After One Year
0
Assets Cash
£2,506,465
Funds Endowment
0
Funds Unrestricted
61321455
Funds Restricted
0
Funds Total
61321455
Count Employees
3
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body

08 Official extract

Charity Event History

Charity Name
LANCASTER FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1997-12-15T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 2 JULY 1997 AS AMENDED BY SUPPLEMENTAL DEED DATED 26 JANUARY 2004
Charitable Objects
TO OR FOR SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR OTHER CHARITABLE OBJECT OR OBJECTS IN ANY PART OF THE WORLD AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT TO SUPPORT OR ESTABLISH
Area Of Benefit
WORLDWIDE

10 Official extract

Charity Other Names

Charity Name Id
444946
Charity Name Type
Previous name
Charity Name
THE JOHN AND ROSEMARY LANCASTER CHARITABLE FOUNDATION

11 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Complaints handling
Policy Name
Paying staff
Policy Name
Volunteer management
Policy Name
Conflicting interests
Policy Name
Internal charity financial controls 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 expenses policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Financial reserves policy and procedures