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DUCHY OF LANCASTER BENEVOLENT FUND

Registered charity 1026752 · accounts filings on the Charity Commission register

Latest income
£643k
Latest spending
£592k
Registered
1993
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity generated £1,493,338 in incoming resources and applied £1,602,757 towards charitable activities and fundraising costs during the year. The Unrestricted General Fund held free reserves of £16,068 at the year end, while the Expendable Endowment Fund held £18,977,488. The trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Reserves policy: maintain a reserve in the Unrestricted General Fund (held: £16k)
“The Trustees' policy is to distribute investment income received and to maintain a reserve in the Unrestricted General Fund.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£643k
Total spending
£592k
Cost of raising funds
£78k
Reserves (reported)
£67k
Employees
0

Reported reserves equal ~1.4 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£643k£592k
31/03/2024£1.4m£1.6m
31/03/2023£938k£1.1m
31/03/2022£511k£620k
31/03/2021£362k£1.1m

Common questions

Is DUCHY OF LANCASTER BENEVOLENT FUND financially healthy?

The accounts state that the charity generated £1,493,338 in incoming resources and applied £1,602,757 towards charitable activities and fundraising costs during the year. The Unrestricted General Fund held free reserves of £16,068 at the year end, while the Expendable Endowment Fund held £18,977,488. The trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2024 accounts were audited by Saffery LLP.

Who funds DUCHY OF LANCASTER BENEVOLENT FUND?

Funders whose own accounts filings name DUCHY OF LANCASTER BENEVOLENT FUND as a grant recipient include THE BOLTON GUILD OF HELP.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmount
THE BOLTON GUILD OF HELPFY2023£4k

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
MRS WATERHOUSE CHARITABLE TRUST1£410k
THE PETER KERSHAW TRUST1£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Duke of Lancaster's Foundation.