LADY LUMLEY'S EDUCATIONAL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 19 March 1969
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £95,814
Latest expenditure: £77,954
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Roxby Hill, Pickering Road, Thornton-le-Dale, PICKERING, YO18 7LH

02 Activities

What the charity does

Awarding grants to Lady Lumley's School Pickering North Yorkshire and to individuals under twenty-five living in the locality for educational purposes and assisting them into employment

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: 22 January 2026
Date Accounts Received: 22 January 2026
Total Gross Income: £95,814
Total Gross Expenditure: £77,954

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: 21 January 2025
Date Accounts Received: 21 January 2025
Total Gross Income: £91,435
Total Gross Expenditure: £75,900

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: 8 January 2024
Date Accounts Received: 8 January 2024
Total Gross Income: £88,354
Total Gross Expenditure: £116,542

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: 10 January 2023
Date Accounts Received: 10 January 2023
Total Gross Income: £79,671
Total Gross Expenditure: £81,409

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: 30 November 2021
Date Accounts Received: 30 November 2021
Total Gross Income: £83,670
Total Gross Expenditure: £19,121

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: 22 January 2026
Total Gross Income: £95,814
Total Gross Expenditure: £77,954
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: 21 January 2025
Total Gross Income: £91,435
Total Gross Expenditure: £75,900
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: 8 January 2024
Total Gross Income: £88,354
Total Gross Expenditure: £116,542
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: 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: 10 January 2023
Total Gross Income: £79,671
Total Gross Expenditure: £81,409
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: 30 November 2021
Total Gross Income: £83,670
Total Gross Expenditure: £19,121
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: North Yorkshire
Welsh Ind: No

06 Official extract

Charity Classification

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

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

07 Official extract

Charity Event History

Charity Name: LADY LUMLEY'S EDUCATIONAL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1969-03-19T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 20 OCT 1959AS AMENDED BY SCHEME DATED 06 SEP 1990
Charitable Objects: A YEARLY SUM OF NOT MORE THAN 500 POUNDS,TO PROVIDE SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE L.E.A.FOR SINNINGTON COUNTY PRIMARY SCHOOL.THE RESIDUE OF THE NET INCOME OF THE FOUNDATION SHALL BE APPLIED;A)TO PROVIDE SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE L.E.A. FOR LADY LUMLEYS COUNTY GRAMMAR AND MODERN SCHOOL.B)AWARDING SCHOLARSHIPS,BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL,UNIVERSITY OR OTHER PLACE OF LEARNING.C)PROVIDING FINANCIAL ASSISTANCE,OUTFITS,CLOTHING,TOOLS,INSTRUMENTS OR BOOKS TO PREPARE FOR OR ASSIST THEIR ENTRY INTO A PROFESSION,TRADE OR CALLING.D)AWARDING SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION. E)IN PROVIDING,OR ASSISTING THE PROVISION OF RECREATIONAL FACILITIES FOR BENEFICIARIES WHO ARE RECEIVING PRIMARY,SECONDARY,OR FURTHER EDUCATION.F)PROVIDING FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS.
Area Of Benefit: PARISHES OF PICKERING, THORNTON DALE, SINNINGTON AND ELSEWHERE

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures