THE MRS HENRIETTA FRANCES LE PERSONNE BENEVOLENT TRUST

Registered charity 200290 · accounts filings on the Charity Commission register · also known as LA PERSONNE BENEVOLENT TRUST, LE PERSONNE HOMES, MRS HENRIETTA FRANCES LE PERSONNE BENEVOLENT TRUST FOR OLD WOMEN FOLK, THE LE PERSONNE TRUST

The Le Personne Trust provides sheltered housing for the benefit of elderly needy women in north Tandridge, Surrey, giving priority to those who are, or have been, long term residents of Caterham or, more exceptionally, for the benefit of those living further away but having family connections to Caterham and the surrounding area.

Objects

(A) TO CREATE AND ENDOW HOMES AND CHARITIES FOR OLD WOMEN FOLK IN REDUCED OR POOR CIRCUMSTANCES LIVING IN CATERHAM. (B) FOR THE BENEFIT OF THE RESIDENTS OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT.

Area of benefit: CATERHAM AND DISTRICT

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts

Registered contact address: Tandridge, South East, England (from the postcode on the register)

Latest income

£487k

Latest spending

£385k

Registered

1961

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust achieved a surplus of £101,790 for the year ended 31 December 2025, with total reserves increasing to £2,814,830. The Trust holds significant unrestricted cash reserves of £306,537 and maintains a designated reserve of £1,177,354 for long-term repairs and modernisation. Per the trustees' report, the Trust has sufficient liquidity to meet short-term needs and is prepared on a going concern basis with no material uncertainties identified by the auditors.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: for fluctuations in short term expenditure - approximately one month’s expenditure in a cheque account; for cyclical maintenance expenditure - approximately one month’s expenditure in a cheque account; for long term extraordinary repairs and modernisation —a target of five years’ expenditure in unit Trusts (reserves figure: £2.8m)

“The Trust’s planned levels of reserves are: + for fluctuations in short term expenditure - approximately one month’s expenditure in a cheque account + for cyclical maintenance expenditure - approximately one month’s expenditure in a cheque account * (the CMF reserve) + — for long term extraordinary repairs and modernisation —a target of five years’ expenditure in unit Trusts (the designated ERF and Development reserves).”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Almshouse Association provided an interest free loan of £70,000 in 2019 which is to be repaid over 10 years, Although the loan is interest free there was an administration charge of £3,500, which will be written off over the term of the loan.

“The Almshouse Association also provided an interest free loan of £70,000 in 2019 which is to be repaid over 10 years, Although the loan is interest free there was an administration charge of £3,500, which will be written off over the term of the loan.” — page 21

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Affinia. Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Homes England. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Government income: £1,453 — grants £1,453 (1); under 1% of the £486,685 total gross income on the same return

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Patrick Denis Edward Cannonchair
Amanda Jane Cooper
Gina Caunt
Lucinda Leigh Steer
ROB RICHARDS · trustee of 3 other charities
Sandra Woodwards

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

Operates in: Surrey

Income and spending

Financial year end	Income	Spending
31/12/2025	£487k	£385k
31/12/2024	£476k	£412k
31/12/2023	£427k	£340k
31/12/2022	£379k	£271k
31/12/2021	£346k	£332k

Common questions

Is THE MRS HENRIETTA FRANCES LE PERSONNE BENEVOLENT TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust achieved a surplus of £101,790 for the year ended 31 December 2025, with total reserves increasing to £2,814,830. The Trust holds significant unrestricted cash reserves of £306,537 and maintains a designated reserve of £1,177,354 for long-term repairs and modernisation. Per the trustees' report, the Trust has sufficient liquidity to meet short-term needs and is prepared on a going concern basis with no material uncertainties identified by the auditors. Its FY2025 accounts were audited by Affinia.

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.

Funder	Similar charities funded	Amount to them
THE VALLADOLID TRUST FUND	1	£140k
The Trevor Hemmings Foundation	1	£110k
WILLIAM PALMER COLLEGE EDUCATIONAL TRUST	1	£66k
PINK RIBBON FOUNDATION	1	£47k
THE HOPE KEITH VILLAGERS TRUST	1	£32k
THE INLIGHT TRUST	1	£10k
BALI CHALK	1	£4k
THE LANCASHIRE FOUNDATION	1	£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE MARGERY MAPLETHORPE TRUST.

THE MARGERY MAPLETHORPE TRUST income £154k
EMILY BENTLEY HOMES income £31k
BEQUEST OF JOSEPH EWART income £194k
CHESHIRE RESIDENTIAL HOMES TRUST income £4.8m
SAMBOURNE TRUST income £84k
ST CATHERINES HOSPICE (LANCASHIRE) LIMITED income £10.4m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE MRS HENRIETTA FRANCES LE PERSONNE BENEVOLENT TRUST	£487k	—	0	unclear	—	no doubt
THE MARGERY MAPLETHORPE TRUST FY2025	£154k	—	0	above	—	no doubt
EMILY BENTLEY HOMES FY2025	£31k	—	0	unclear	—	no doubt
BEQUEST OF JOSEPH EWART FY2025	£194k	—	0	unclear	—	no doubt
CHESHIRE RESIDENTIAL HOMES TRUST FY2025	£4.8m	—	—	unclear	—	no doubt
SAMBOURNE TRUST FY2026	£84k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.