Duke of Lancaster's Foundation — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 28 March 2001
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £2,252,256
Latest expenditure: £399,557
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: DUCHY OF LANCASTER, 1 LANCASTER PLACE, LONDON, WC2E 7ED

02 Activities

What the charity does

(1)The maintenance and preservation for the public benefit of any monument, castle or other property of historical or architectural interest in the vicinity of the Duchy lands. (2)The advancement of the Christian faith by maintaining and supporting the Queen's Chapel of the Savoy and clergy whose livings are within the gift of the Duke of Lancaster.(3)Other such charitable purposes.

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: 5 November 2025
Date Accounts Received: 5 November 2025
Total Gross Income: £2,252,256
Total Gross Expenditure: £399,557

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: 3 December 2024
Date Accounts Received: 3 December 2024
Total Gross Income: £672,320
Total Gross Expenditure: £467,163

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 January 2024
Date Accounts Received: 18 January 2024
Total Gross Income: £576,026
Total Gross Expenditure: £460,266

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: 7 December 2022
Date Accounts Received: 7 December 2022
Total Gross Income: £531,434
Total Gross Expenditure: £359,821

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: 31 January 2022
Date Accounts Received: 31 January 2022
Total Gross Income: £467,515
Total Gross Expenditure: £360,481

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: 5 November 2025
Total Gross Income: £2,252,256
Total Gross Expenditure: £399,557
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: 3 December 2024
Total Gross Income: £672,320
Total Gross Expenditure: £467,163
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 January 2024
Total Gross Income: £576,026
Total Gross Expenditure: £460,266
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: 7 December 2022
Total Gross Income: £531,434
Total Gross Expenditure: £359,821
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: 31 January 2022
Total Gross Income: £467,515
Total Gross Expenditure: £360,481
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 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: 5 November 2025
Income Donations And Legacies: 12300000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 904664
Income Other: 0
Income Total Income And Endowments: 13204664
Income Legacies: 0
Income Endowments: 12300000
Expenditure Raising Funds: £27,671
Expenditure Charitable Expenditure: £371,886
Expenditure Other: 0
Expenditure Total: 399557
Expenditure Investment Management: 27671
Expenditure Grants Institution: 351196
Expenditure Governance: 20440
Expenditure Support Costs: 14200
Expenditure Depreciation: 0
Gain Loss Investment: -295769
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,385,035
Assets Total Fixed: 38032774
Assets Own Use: 0
Assets Long Term Investment: 38032774
Defined Benefit Pension Scheme: 0
Assets Other Assets: £3,757,688
Assets Total Liabilities: £6,240
Assets Current Investment: 0
Assets Total Assets And Liabilities: £41,784,222
Creditors One Year Total Current: 6240
Creditors Falling Due After One Year: 0
Assets Cash: £3,358,501
Funds Endowment: 38399187
Funds Unrestricted: 3385035
Funds Restricted: 0
Funds Total: 41784222
Count Employees: 0
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: 3 December 2024
Income Donations And Legacies: 746904
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 672320
Income Other: 0
Income Total Income And Endowments: 1419224
Income Legacies: 0
Income Endowments: 746904
Expenditure Raising Funds: £104,111
Expenditure Charitable Expenditure: £363,052
Expenditure Other: 0
Expenditure Total: 467163
Expenditure Investment Management: 104111
Expenditure Grants Institution: 351196
Expenditure Governance: 11606
Expenditure Support Costs: 5726
Expenditure Depreciation: 0
Gain Loss Investment: 1666677
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,504,665
Assets Total Fixed: 27556064
Assets Own Use: 0
Assets Long Term Investment: 27556064
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,750,700
Assets Total Liabilities: £31,880
Assets Current Investment: 0
Assets Total Assets And Liabilities: £29,274,884
Creditors One Year Total Current: 31880
Creditors Falling Due After One Year: 0
Assets Cash: £1,522,249
Funds Endowment: 27770219
Funds Unrestricted: 1504665
Funds Restricted: 0
Funds Total: 29274884
Count Employees: 0
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: 18 January 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 576026
Income Other: 0
Income Total Income And Endowments: 576026
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £99,665
Expenditure Charitable Expenditure: £360,601
Expenditure Other: 0
Expenditure Total: 460266
Expenditure Investment Management: 99665
Expenditure Grants Institution: 351196
Expenditure Governance: 9155
Expenditure Support Costs: 9155
Expenditure Depreciation: 0
Gain Loss Investment: -53171
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £688,647
Assets Total Fixed: 25967499
Assets Own Use: 0
Assets Long Term Investment: 25967499
Defined Benefit Pension Scheme: 0
Assets Other Assets: £694,167
Assets Total Liabilities: £5,520
Assets Current Investment: 0
Assets Total Assets And Liabilities: £26,656,146
Creditors One Year Total Current: 5520
Creditors Falling Due After One Year: 0
Assets Cash: £692,410
Funds Endowment: 25967499
Funds Unrestricted: 688647
Funds Restricted: 0
Funds Total: 26656146
Count Employees: 0
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: 7 December 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 531434
Income Other: 0
Income Total Income And Endowments: 531434
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £359,821
Expenditure Other: 0
Expenditure Total: 359821
Expenditure Investment Management: 0
Expenditure Grants Institution: 351196
Expenditure Governance: 8375
Expenditure Support Costs: 8375
Expenditure Depreciation: 0
Gain Loss Investment: 2323567
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £473,222
Assets Total Fixed: 26120335
Assets Own Use: 0
Assets Long Term Investment: 26120335
Defined Benefit Pension Scheme: 0
Assets Other Assets: £477,842
Assets Total Liabilities: £4,620
Assets Current Investment: 23
Assets Total Assets And Liabilities: £26,593,557
Creditors One Year Total Current: 4620
Creditors Falling Due After One Year: 0
Assets Cash: £477,819
Funds Endowment: 26120335
Funds Unrestricted: 473222
Funds Restricted: 0
Funds Total: 26593557
Count Employees: 0
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: 101
Classification Type: What
Classification Description: General Charitable Purposes

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

08 Official extract

Charity Event History

Charity Name: Duke of Lancaster's Foundation
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2001-03-28T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 15 MARCH 2001 as amended on 12 Mar 2025 as amended on 12 Mar 2025
Charitable Objects: (A) THE MAINTENANCE OR INCREASE OF THE STIPENDS OF CLERGY WHO HAVE AT ANY TIME LIVED OR WORKED IN THE COUNTY PALATINE (MEANING THE COUNTY PALATINE OF LANCASTER AND ALL THE REST OF THE AREA OF LANCASHIRE GREATER MANCHESTER AND MERSEYSIDE) AND THE PROVISION OF ADVICE AND ASSISTANCE FOR THE BETTER SUPPORT OF THE CLERGY WHOSE LIVINGS ARE WITHIN THE GIFT OF THE DUKE OF LANCASTER; (B) THE MAINTENANCE OR PRESERVATION FOR THE PUBLIC BENEFIT OF ANY MONUMENT CASTLE OR OTHER PROPERTY OF HISTORICAL OR ARCHITECTURAL INTEREST EDUCATIVE VALUE OR ARTISTIC MERIT ON OR IN THE VICINITY OF LAND FORMING PART OF THE POSSESSIONS OF THE DUCHY AND INCLUDING ANY SUCH PROPERTY FORMING PART OF THE POSSESSIONS OF THE DUCHY NOTWITHSTANDING THAT IT FORMS SUCH PART; (C) THE ADVANCEMENT OF THE CHRISTIAN FAITH BY: (I) REPAIRING, IMPROVING, MAINTAINING AND PRESERVING THE FABRIC AND CONTENTS OF THE QUEEN'S CHAPEL OF THE SAVOY ("THE CHAPEL") AND ITS GROUNDS; (2) PROVIDING FOR THE CELEBRATION OF DIVINE SERVICE AT THE CHAPEL; AND (3) PROVIDING A STIPEND AND ACCOMMODATION FOR THE MINISTER OR MINISTERS FOR THE TIME BEING SERVING THE CHAPEL AND RELIEVING IN CASES OF FINANCIAL NEED MINISTERS OR RETIRED MINISTERS WHO HAVE SERVED AT THE CHAPEL; (D) THE EDUCATION OF THE PUBLIC BY UNDERTAKING OR SUPPORTING CLASSES, SEMINARS, LECTURES, MUSICAL OR DRAMATIC PERFORMANCES OR OTHER ARTISTIC ACTIVITIES AT THE CHAPEL AND BY MEANS OF MAKING GRANTS TO OTHER BODIES OR INSTITUTIONS; (E) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 483306
Charity Name Type: Previous name
Charity Name: THE DUCHY OF LANCASTER JUBILEE TRUST

11 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Serious incident reporting policy and procedures