CROSSLEY AND PORTER ORPHAN HOME AND SCHOOL — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 27 June 1961
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £47,452
Latest expenditure: £41,590
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Hodgson Hey Ltd, South Lane, ELLAND, West Yorkshire, HX5 0HG

02 Activities

What the charity does

Provision of special benefits for the school conducted at the Charity's property; promotion of education of persons under 25 residing within the Borough of Calderdale or who have attended any school or former school of the Charity; relief of hardship or promotion of education of persons who have lost one or both parents (with preference to persons residing within the former County of York

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: £47,452
Total Gross Expenditure: £41,590

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: 3 February 2025
Date Accounts Received: 3 February 2025
Total Gross Income: £47,927
Total Gross Expenditure: £43,032

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: 1 February 2024
Date Accounts Received: 1 February 2024
Total Gross Income: £43,285
Total Gross Expenditure: £44,717

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: 3 February 2023
Date Accounts Received: 3 February 2023
Total Gross Income: £38,253
Total Gross Expenditure: £57,918

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: 4 February 2022
Date Accounts Received: 4 February 2022
Total Gross Income: £38,984
Total Gross Expenditure: £49,663

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: £47,452
Total Gross Expenditure: £41,590
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: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 3 February 2025
Total Gross Income: £47,927
Total Gross Expenditure: £43,032
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: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 1 February 2024
Total Gross Income: £43,285
Total Gross Expenditure: £44,717
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: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 3 February 2023
Total Gross Income: £38,253
Total Gross Expenditure: £57,918
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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 4 February 2022
Total Gross Income: £38,984
Total Gross Expenditure: £49,663
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: Calderdale
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

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

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

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

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

07 Official extract

Charity Event History

Charity Name: CROSSLEY AND PORTER ORPHAN HOME AND SCHOOL
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2019-03-11T00:00:00
Reason: Does not operate
Assoc Organisation Number: 225062
Assoc Registered Charity Number: 225062
Assoc Charity Name: SIR FRANCIS CROSSLEY'S LOAN FUND

Charity Name: CROSSLEY AND PORTER ORPHAN HOME AND SCHOOL
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1961-06-27T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 30 JANUARY 1968, ROYAL CHARTERS DATED 11 SEPTEMBER 1868 AND 30 JANUARY 1887 AS VARIED BY SCHEMES OF 20 DECEMBER 1918, 29 DECEMBER 1960 AND 20 JUNE 1988 AND BY A LETTER OF THE COMMISSION DATED 30 APRIL 1992 AS AMENDED BY TRUST MODIFICATION ORDER 19/12/2012
Charitable Objects: FOR SUCH PERIOD AS THE PROPERTY BELONGING TO THE CHARITY FORMERLY USED AS A VOLUNTARY SCHOOL WITHIN THE EDUCATION ACTS 1944-1986 (“THE PROPERTY”) SHALL BE USED AND OCCUPIED AS AN ACADEMY PURSUANT TO THE ACADEMIES ACT 2010 THE PROPERTY SHALL BE APPROPRIATED AND USED AS SUCH AN ACADEMY TO BE KNOWN AS THE CROSSLEY HEATH ACADEMY (OR BY SUCH OTHER NAME AS THE GOVERNING BODY OF SUCH ACADEMY SHALL FROM TIME TO TIME DECIDE)5 (1) (A) AS TO SUCH SUM AS THE TRUSTEE MAY DETERMINE NOT EXCEEDING •24,000 OR ONE FIFTH OF SUCH INCOME (WHICHEVER IS THE GREATER), OR SUCH OTHER SUM AS THE CHARITY COMMISSION MAY FROM TIME TO TIME APPROVE, IN PROVIDING SUCH SPECIAL BENEFITS FOR THE CROSSLEY HEATH ACADEMY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEE AND THE GOVERNORS OF THE SCHOOL; (1) (B) AS TO SUCH SUM AS THE TRUSTEE MAY DETERMINE NOT EXCEEDING •16,000 OR THREE TENTHS OF SUCH INCOME (WHICHEVER IS THE GREATER), OR SUCH OTHER SUM AS THE CHARITY COMMISSION MAY FROM TIME TO TIME APPROVE, IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO OR WHOSE PARENTS ARE RESIDENT IN THE AREA OF THE BOROUGH COUNCIL OF CALDERDALE OR WHO HAVE AT ANY TIME ATTENDED AS A PUPIL AT ANY SCHOOL OR FORMER SCHOOL OF THE CHARITY AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING -(I) IN AWARDING TO SUCH PERSONS SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEE;(II) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST SUCH PERSONS TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT.(1) (C) AS TO THE RESIDUE OF SUCH INCOME, FOR THE BENEFIT OF PERSONS WHO HAVE LOST EITHER BOTH PARENTS OR ONE PARENT, OR WHOSE PARENTS ARE LIVING TEMPORARILY OR PERMANENTLY APART, PREFERENCE BEING GIVEN TO SUCH PERSONS AS AFORESAID WHO ARE RESIDENT IN THE AREA OF THE FORMER COUNTY OF YORK, IN ONE OR BOTH OF THE FOLLOWING WAYS:(I) IN RELIEVING SUCH PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS;(II) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF SUCH PERSONS.
Area Of Benefit: BOROUGH OF CALDERDALE

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests