CCEW Charity Commission profile

LENCH'S TRUST

Registered charity 1145847 · organisation 5024429

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
10 February 2012
Removed
Not supplied
Company number supplied
07860164
Financial period
1 January 2025 – 31 December 2025
Latest income
£3,513,797
Latest expenditure
£3,281,636
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Head Office, William Lench Court, 80 Ridgacre Road, Quinton, B32 2AQ

Website recorded by the regulator: www.lenchs-trust.co.uk (displayed as text)

02 Activities

What the charity does

Lench's Trust is an Almshouse Charity, providing care and quality homes to people over the age of 55 in need, in and around Birmingham, attempting to reduce social isolation within this demographic and creating communities within our Schemes.

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
12 October 2026
Date Accounts Received
12 October 2026
Total Gross Income
£3,513,797
Total Gross Expenditure
£3,281,636
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
9 October 2025
Date Accounts Received
9 October 2025
Total Gross Income
£3,257,970
Total Gross Expenditure
£3,153,283
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
16 July 2024
Date Accounts Received
16 July 2024
Total Gross Income
£3,048,426
Total Gross Expenditure
£2,831,757
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
27 July 2023
Date Accounts Received
27 July 2023
Total Gross Income
£2,631,398
Total Gross Expenditure
£2,524,080
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
24 August 2022
Date Accounts Received
24 August 2022
Total Gross Income
£2,581,049
Total Gross Expenditure
£2,362,980

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
12 October 2026
Total Gross Income
£3,513,797
Total Gross Expenditure
£3,281,636
Grant Making Is Main Activity
No
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 70001 80000
1
Count Salary Band 90001 100000
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
9 October 2025
Total Gross Income
£3,257,970
Total Gross Expenditure
£3,153,283
Grant Making Is Main Activity
No
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 Salary Band 70001 80000
1
Count Volunteers
3
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
16 July 2024
Total Gross Income
£3,048,426
Total Gross Expenditure
£2,831,757
Grant Making Is Main Activity
No
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
3
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
27 July 2023
Total Gross Income
£2,631,398
Total Gross Expenditure
£2,524,080
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
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
1
Count Volunteers
3
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
24 August 2022
Total Gross Income
£2,581,049
Total Gross Expenditure
£2,362,980
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
3

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
12 October 2026
Income Donations And Legacies
17700
Income Other Trading Activities
0
Income Charitable Activities
3199557
Income Investments
168098
Income Other
0
Income Total Income And Endowments
3385355
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,826,971
Expenditure Charitable Expenditure
£1,372,586
Expenditure Other
82079
Expenditure Total
3281636
Expenditure Investment Management
661720
Expenditure Grants Institution
0
Expenditure Governance
22363
Expenditure Support Costs
630927
Expenditure Depreciation
605353
Gain Loss Investment
202267
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,031,851
Assets Total Fixed
33233017
Assets Own Use
29521937
Assets Long Term Investment
3711080
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,809,385
Assets Total Liabilities
£6,650,499
Assets Current Investment
1865196
Assets Total Assets And Liabilities
£29,391,903
Creditors One Year Total Current
827666
Creditors Falling Due After One Year
5822833
Assets Cash
£571,825
Funds Endowment
2970222
Funds Unrestricted
26421681
Funds Restricted
0
Funds Total
29391903
Count Employees
36
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
9 October 2025
Income Donations And Legacies
20
Income Other Trading Activities
0
Income Charitable Activities
3048849
Income Investments
192277
Income Other
16824
Income Total Income And Endowments
3257970
Income Legacies
20
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,045,760
Expenditure Other
107523
Expenditure Total
3153283
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
530749
Expenditure Depreciation
727268
Gain Loss Investment
16209
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£584,000
Assets Total Fixed
32860218
Assets Own Use
29457302
Assets Long Term Investment
3402916
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,906,985
Assets Total Liabilities
£7,295,235
Assets Current Investment
2401947
Assets Total Assets And Liabilities
£28,471,968
Creditors One Year Total Current
897532
Creditors Falling Due After One Year
6397703
Assets Cash
£126,807
Funds Endowment
2824486
Funds Unrestricted
25647482
Funds Restricted
0
Funds Total
28471968
Count Employees
39
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
16 July 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
2407201
Income Investments
464656
Income Other
176569
Income Total Income And Endowments
3048426
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£27,806
Expenditure Charitable Expenditure
£2,803,951
Expenditure Other
0
Expenditure Total
2831757
Expenditure Investment Management
27806
Expenditure Grants Institution
0
Expenditure Governance
12250
Expenditure Support Costs
1007947
Expenditure Depreciation
652945
Gain Loss Investment
188488
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
-11919
Reserves
£2,205,164
Assets Total Fixed
31686537
Assets Own Use
16463536
Assets Long Term Investment
15223001
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,423,812
Assets Total Liabilities
£7,907,485
Assets Current Investment
2312197
Assets Total Assets And Liabilities
£28,202,864
Creditors One Year Total Current
848302
Creditors Falling Due After One Year
7059183
Assets Cash
£1,839,674
Funds Endowment
2809404
Funds Unrestricted
25393460
Funds Restricted
0
Funds Total
28202864
Count Employees
38
Charity Only Accounts
Yes
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
27 July 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
2259491
Income Investments
328084
Income Other
43823
Income Total Income And Endowments
2631398
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,497,501
Expenditure Other
26579
Expenditure Total
2524080
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
12250
Expenditure Support Costs
880363
Expenditure Depreciation
574684
Gain Loss Investment
43823
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
31416355
Assets Own Use
16230110
Assets Long Term Investment
15186245
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,649,998
Assets Total Liabilities
£9,071,836
Assets Current Investment
4710268
Assets Total Assets And Liabilities
£27,994,517
Creditors One Year Total Current
1373728
Creditors Falling Due After One Year
7698108
Assets Cash
£741,680
Funds Endowment
2691108
Funds Unrestricted
25303409
Funds Restricted
0
Funds Total
27994517
Count Employees
36
Charity Only Accounts
Yes
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
24 August 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
2084551
Income Investments
282085
Income Other
214413
Income Total Income And Endowments
2581049
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£91,891
Expenditure Charitable Expenditure
£2,261,039
Expenditure Other
10050
Expenditure Total
2362980
Expenditure Investment Management
91891
Expenditure Grants Institution
0
Expenditure Governance
10050
Expenditure Support Costs
791254
Expenditure Depreciation
436339
Gain Loss Investment
225175
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
-10762
Reserves
£0
Assets Total Fixed
30589143
Assets Own Use
15527952
Assets Long Term Investment
15061191
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,352,352
Assets Total Liabilities
£9,091,177
Assets Current Investment
5730426
Assets Total Assets And Liabilities
£27,850,318
Creditors One Year Total Current
777707
Creditors Falling Due After One Year
8313470
Assets Cash
£162,475
Funds Endowment
2623209
Funds Unrestricted
25227109
Funds Restricted
0
Funds Total
27850318
Count Employees
36
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Birmingham City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes

08 Official extract

Charity Event History

Charity Name
LENCH'S TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2012-02-10T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 24/11/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/10/2014
Charitable Objects
THE CHARITYS OBJECTS ("OBJECTS") ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: (A) THE PROVISION AND MAINTENANCE OF ALMSHOUSES OR SUCH OTHER PROPERTY APPROPRIATE TO THE NEEDS OF PERSONS IN NECESSITOUS CIRCUMSTANCES WHO ARE INHABITANTS OF THE CITY OF BIRMINGHAM AND ITS IMMEDIATE ENVIRONS OR PERSONS WHO SHALL THROUGH AGE OR OTHERWISE FIND THEMSELVES IN NECESSITOUS CIRCUMSTANCES AS A RESULT OF WHICH THEY HAVE BECOME UNABLE TO AFFORD TO CONTINUE TO LIVE IN AND MAINTAIN THEIR CURRENT RESIDENCES, OR WHO ALTHOUGH THEY HAVE SIGNIFICANT CAPITAL ASSETS ARE THROUGH LACK OF INCOME IN NECESSITOUS CIRCUMSTANCES, PROVIDED ALWAYS THAT THEY SHALL BE RESIDENTS OF THE CITY OF BIRMINGHAM AND ITS IMMEDIATE ENVIRONS; (B) TO RELIEVE THE ELDERLY AND POOR IN ANY WAY DEEMED CHARITABLE ACCORDING TO LAW, AND PROVIDED ALWAYS THAT THEY SHALL BE RESIDENTS OF THE CITY OF BIRMINGHAM AND ITS IMMEDIATE ENVIRONS. WITHOUT PREJUDICE TO THE GENERALITY OF THE FORGOING SUCH RELIEF MAY BE PROVIDED BY THE PROVISION OF HOME CARE FOR ELDERLY PEOPLE AND SUCH OTHER SUPPORT AS THE TRUSTEES SHALL DEEM APPROPRIATE BOTH WITHIN A CLIENTS HOME AND OTHERWISE INCLUDING THE MAKING OF CASH PAYMENTS TO PEOPLE IN NECESSITOUS CIRCUMSTANCES AND, IN PARTICULAR, RELATING TO HOUSING NEEDS. (C) A PERSON WHO QUALIFIES UNDER ARTICLE 4(A) ABOVE BUT WHO IS TO ENTER INTO AN EQUITY SHARING ARRANGEMENT WITH THE CHARITY WHEREBY THEY MAY PURCHASE UP TO A 75% SHARE IN A UNIT AS A QUALIFYING BENEFICIARY: (I) SHALL AT ALL TIMES AFFORD THE CHARITY THE FIRST OPTION TO RE-PURCHASE WHATEVER SHARE IN A UNIT HE OR SHE SHALL HAVE PURCHASED BY WAY OF EQUITY; (II) SHALL BE A QUALIFYING BENEFICIARY BY VIRTUE OF CLAUSE 4(A) ABOVE; (III) SHALL NOT ALLOW ANY OTHER PERSON TO OCCUPY OR SHARE THE ACCOMMODATION AND SHALL NOT TRANSFER HIS OR HER LEGAL INTEREST IN THE UNIT CONCERNED TO ANY THIRD PARTY WHETHER IN WHOLE OR IN PART; (IV) SHALL BEAR HIS OR HER OWN COSTS IN RELATION TO THE ACQUISITION AND DISPOSAL OF ANY INTEREST IN THE UNIT.

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission
Regulator Order
2
Regulator Name
Homes England

11 Official extract

Charity Policy

Policy Name
Internal risk management policy and procedures
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Investment
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints handling
Policy Name
Paying staff
Policy Name
Volunteer management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Conflicting interests
Policy Name
Financial reserves policy and procedures
Policy Name
Internal charity financial controls policy and procedures