LADY DOWNE'S CHARITY

Registered charity 286577 · accounts filings on the Charity Commission register · also known as THE LADY DOWNE CHARITY

The charity provides grants for beneficiaries resident in Upton St Leonards, Gloucester, with special benefits to the school there.

Objects

IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS WHO ARE RESIDENT IN OR HAVE AT ANY TIME RESIDED FOR NOT LESS THAM TEN YEARS IN THE AREA OF THE PARISH OF UPTON ST LEONARDS AS CONSTITUTED IMMEDIATELY BEFORE THE 28TH DECEMBER 1966 WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS. IN EXCEPTIONAL CASES THETRUSTEES MAY GRANT RELIEF TO PERSONS OTHERWISE ELIGIBLE THEREFOR WHO ARE RESIDENT IMMEDIATELY OUTSIDE THEN AREA.2) IN PROVIDING SUCH SPECIAL BENEFITS FOR UPTON ST. LEONARDS CHURCH OF ENGLANDPRIMARY SCHOOL, OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATIONAUTHORITY. (SEE SCHEME FOR FULL DETAILS)

Area of benefit: SEE OBJECTS

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 · Disability · The Prevention Or Relief Of Poverty · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased to £53,739 from £55,952 in the prior year, while the endowment fund stood at £1,036,554. The trustees intend to retain a working balance of approximately £53,739 to cover at least one year’s total grants and expenditure. Investment income was £31,600 against total payments of £44,000, resulting in a net decrease in cash funds.

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.

• 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

Trustees · trustee networks

• Keith Henry Ardronchair
• Dorothy Shirley Cox
• Dr Amy Elizabeth Coker
• Jacqueline Sandra Clouting · trustee of 1 other charity
• Jonathan Edward Wasunna-Smith · trustee of 1 other charity
• Rachel Mary Ball
• Rev Helen Marie Champion · trustee of 1 other charity

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

Operates in: Gloucestershire

Income and spending

Common questions