THE SUNDERLAND ORPHANAGE AND EDUCATIONAL FOUNDATION

Charity number: 527202
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide financial assistance by the way of pocket money, student and clothing allowances to children who have one or two deceased, disabled, separated or divorced parents.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £23,014
Total expenditure: £35,847

People

8 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Sunderland

Governance

Registration history:
  • 08 December 1965: Standard registration
Organisation type:
Other
Other names:
  • THE SUNDERLAND ORPHANAGE EDUCATIONAL FOUNDATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Councillor Stephen Lewis Elms Trustee 16 May 2024
None on record
Councillor Ehthesham Haque Trustee 16 May 2024
None on record
Rev Clare MacLaren-Sheppard Trustee 21 January 2024
SUNDERLAND MINSTER PAROCHIAL CHURCH COUNCIL
Received: On time
Kathleen Wilson Trustee 20 September 2016
THE MOTHERS UNION (DIOCESE OF DURHAM BRANCH)
Received: On time
MICHAEL DIXON Trustee 25 June 2014
GEORGE HUDSON'S CHARITY
Received: On time
DAVID SNOWDON Trustee 25 June 2014
WASHINGTON MILLENNIUM CENTRE TRUST LTD
Received: On time
LINDA COLLING Trustee 28 January 2013
None on record
COUNCILLOR ROSALIND COPELAND Trustee 02 February 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £21.81k £21.49k £22.01k £22.85k £23.01k
Total expenditure £20.00k £18.85k £32.95k £25.45k £35.85k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 31 January 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 02 February 2024 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 23 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 03 February 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 22 January 2021 On Time
Accounts and TAR 05 April 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SCHEME DATED 29 MAY 1964

Charitable objects

(A)PROVIDING BOARD,POCKET MONEY,CLOTHING,TOOLS,INSTRUMENTS OR BOOKS,AND IN PAYING THE COST OF REASONABLE HOLIDAYS AND SPECIAL MEDICAL TREATMENT,FOR BENEFICIARIES WHO ARE ATTENDING ANY SCHOOL,UNIVERSITY OR OTHER PLACE OF LEARNING APPROVED BY THE PRINCIPALS;(B)AWARDING TO BENEFICIARIES SCHOLARSHIPS,BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL,UNIVERSITY OR OTHER PLACE OF LEARNING APPROVED BY THE PRINCIPALS;(C)PROVIDING FINANCIAL ASSISTANCE,OUTFITS,CLOTHING,TOOLS,INSTRUMENTS OR BOOKS TO HELP BENEFICIARIES ON LEAVING SCHOOL,A UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR,OR TO ENTER,A PROFESSION,TRADE OR CALLING;(D)AWARDING SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION;(E)PROVIDING,OR ASSISTING THE PROVISION OF,FACILITIES,OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY,FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING,INCLUDING THE PROVISION OF COACHING IN ATHLETICS,SPORTS AND GAMES,FOR BENEFICIARIES WHO ARE RECEIVING PRIMARY,SECONDARY OR FURTHER EDUCATION;AND(F)PROVIDING FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

COUNTY BOROUGH OF SUNDERLAND AND NEIGHBOURHOOD.

Contact information

Address:
47 JOHN STREET
SUNDERLAND
TYNE AND WEAR
SR1 1QU
Phone:
01915656561
Email:
georgejohnston@mckenzie-bell.co.uk
Website:

No information available