CCEW Charity Commission profile

COOPER PATTINSON'S TRUST HOMES

Registered charity 502457 · organisation 502457

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
29 May 1973
Removed
Not supplied
Financial period
6 April 2024 – 5 April 2025
Latest income
£167,279
Latest expenditure
£158,868
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Rayriggs Estates Ltd, Rayrigg Road, Windermere, LA23 1BW

02 Activities

What the charity does

Provides sheltered accommodation for those over 60 years of age. There are 3 categories of eligibility including Christian scientists and those who have resided in the S. Lakeland district for at least 15 years.

03 Official extract

Charity Annual Return History

Fin Period Start Date
6 April 2024
Fin Period End Date
5 April 2025
Ar Cycle Reference
AR25
Reporting Due Date
5 February 2026
Date Annual Return Received
5 February 2026
Date Accounts Received
5 February 2026
Total Gross Income
£167,279
Total Gross Expenditure
£158,868
Fin Period Start Date
6 April 2023
Fin Period End Date
5 April 2024
Ar Cycle Reference
AR24
Reporting Due Date
5 February 2025
Date Annual Return Received
18 March 2025
Date Accounts Received
18 March 2025
Total Gross Income
£171,799
Total Gross Expenditure
£132,023
Fin Period Start Date
6 April 2022
Fin Period End Date
5 April 2023
Ar Cycle Reference
AR23
Reporting Due Date
5 February 2024
Date Annual Return Received
19 March 2024
Date Accounts Received
19 March 2024
Total Gross Income
£181,126
Total Gross Expenditure
£139,596
Fin Period Start Date
6 April 2021
Fin Period End Date
5 April 2022
Ar Cycle Reference
AR22
Reporting Due Date
5 February 2023
Date Annual Return Received
4 March 2024
Date Accounts Received
4 March 2024
Total Gross Income
£165,135
Total Gross Expenditure
£102,829
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Cycle Reference
AR21
Reporting Due Date
5 February 2022
Date Annual Return Received
26 January 2022
Date Accounts Received
26 January 2022
Total Gross Income
£130,646
Total Gross Expenditure
£189,575

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
6 April 2024
Fin Period End Date
5 April 2025
Ar Due Date
5 February 2026
Ar Received Date
5 February 2026
Total Gross Income
£167,279
Total Gross Expenditure
£158,868
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
6 April 2023
Fin Period End Date
5 April 2024
Ar Due Date
5 February 2025
Ar Received Date
18 March 2025
Total Gross Income
£171,799
Total Gross Expenditure
£132,023
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
6 April 2022
Fin Period End Date
5 April 2023
Ar Due Date
5 February 2024
Ar Received Date
19 March 2024
Total Gross Income
£181,126
Total Gross Expenditure
£139,596
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
6 April 2021
Fin Period End Date
5 April 2022
Ar Due Date
5 February 2023
Ar Received Date
4 March 2024
Total Gross Income
£165,135
Total Gross Expenditure
£102,829
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Due Date
5 February 2022
Ar Received Date
26 January 2022
Total Gross Income
£130,646
Total Gross Expenditure
£189,575
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
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Cumbria
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People

07 Official extract

Charity Event History

Charity Name
COOPER PATTINSON'S TRUST HOMES
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2023-11-20T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
271782
Assoc Registered Charity Number
271782
Assoc Charity Name
AUXILIARY COMMITTEE FOR RETIREMENT HOMES (SERVING CHRISTIAN SCIENTISTS)
Charity Name
COOPER PATTINSON'S TRUST HOMES
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1973-05-29T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 14 MAY 1973 AS AMENDED BY ORDER OF COMMISSIONERS18.11.99
Charitable Objects
THE OBJECT OF THE CHARITY OS BY CHARITABLE MEANS BUT NOT OTHERWISE TO PROVIDE AND MAINTAIN DWELLINGHOUSES FLATS OR OTHER RESIDENTIAL ACCOMMODATION FOR THE RESIDENCE AND USE OF PERSONS WHO HAVE ATTAINED RETIREMENT AGE. (FOR FURTHER DETAILS SEE TRUST DEED)
Area Of Benefit
WINDERMERE

09 Official extract

Charity Policy

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