PAUL LUNN-ROCKLIFFE CHARITABLE TRUST

Registered charity 264119 · accounts filings on the Charity Commission register · also known as PLR Trust

The object of the Charity is to make grants to any charity for any charitable purpose, at the Trustees' discretion, but preferably to those recipients likely to further Christianity, support the relief of poverty and assist the aged and infirm.

Objects

TO PAY OR APPLY THE CAPITAL AND INCOME OF THE TRUST FUND TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY DETERMINE.(SEE FURTHER CLAUSE 2 OF TRUT DEED DATED 13 APRIL 1972)

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · website · Get email alerts

Registered contact address: Lancaster, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £111,461 for the year ended 5 April 2025, resulting in a decrease in total unrestricted funds from £2,006,885 to £1,895,424. The trustees consider the financial performance satisfactory and note that grant support has exceeded income receipts, a practice sustained by holding available cash reserves. The charity is subject to independent examination rather than audit, with no material uncertainties or governance issues disclosed.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

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.

• Campaigns and political activity policy and procedures
• 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
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Trustees · trustee networks

• JAMES WILLIAM LUNN-ROCKLIFFEchair · trustee of 1 other charity
• Claire Madeleine Lunn-Rockliffe
• Dr Samuel Paul Lunn-Rockliffe
• Graeme Roderick Holmes Hamsphire
• Lucy Lunn-Rockliffe

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

Operates in: Costa Rica · India · Kenya · Tanzania · Throughout England And Wales · Uganda · Zimbabwe

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST.

• THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST income £48k
• THE R S BROWNLESS CHARITABLE TRUST income £44k
• ELH CHARITABLE TRUST income £41k
• FOUNDATION MATTERS income £355k
• HELP THE NEEDY CHARITABLE TRUST income £2.6m
• THE PARTNERSHIP TRUST income £206k

Side by side with its peers

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