ALDERMAN NEWTON'S EDUCATIONAL FOUNDATION

Charity Number: 527881
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants are made for educational activities to persons in need of financial assistance, who are under the age of 25 years and who are, or one or more of their parents are, normally resident in the Diocese of Leicester. Grants are also made to any maintained Church of England or other maintained schools within the City of Leicester or any other Church of England School in the Diocese of Leicester.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £189,371
Total expenditure: £217,645

People

13 Trustee(s)

Employees with total benefits over £60,000

No information available

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
Who the charity helps:
  • Children/young People
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Leicester City
  • Leicestershire

Governance

Registration history:
  • 22 January 1965: Standard registration
  • 08 July 2015: Funds received from 509225 THE WYVERNIAN FOUNDATION
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Cllr Dr Lynn Valerie Moore Trustee 25 January 2024
None on record
David Antony Fawcett Trustee 21 August 2023
YOUTH WITH A MISSION THE KING'S LODGE
Received: On time
Gordon Stanley Springall Trustee 25 April 2022
THE NICHOLSON MEMORIAL FUND
Received: On time
Pauline Edna Hinitt Trustee 27 March 2019
None on record
Damini Vaid Hansrani Trustee 27 March 2019
None on record
Rev Jonathan Mark Surridge Trustee 13 December 2017
ST PETER'S COMMUNITY CENTRE
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER, HIGHFIELDS
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PHILIP LEICESTER
Recently registered
Guy William Newbury Trustee 21 June 2016
None on record
REVEREND CANON PHILIP JONATHAN O'REILLY Trustee 27 February 2015
LEICESTER DIOCESAN BOARD OF EDUCATION
Received: On time
CHERYL PHAROAH Trustee 09 January 2014
LEICESTER INDIGENT OLD AGE SOCIETY
Received: On time
R. DAPHNE PLUNKET CHARITABLE TRUST
Received: On time
LEICESTER CHARITY ORGANISATION SOCIETY
Received: On time
MADAN KALLOW Trustee 27 November 2012
None on record
CHARLES LINDSAY FRANKS Trustee 27 November 2012
THE NICHOLSON MEMORIAL FUND
Received: On time
DR RICHARD RONAYNE HARRIES Trustee 27 November 2012
None on record
WENDY T MARTIN Trustee 27 November 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £178.30k £160.83k £178.61k £186.27k £189.37k
Total expenditure £195.40k £172.39k £208.45k £223.79k £217.65k
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 31 March 2024 06 November 2024 On Time
Accounts and TAR 31 March 2024 06 November 2024 On Time Download Open in new window
Annual return 31 March 2023 03 January 2024 On Time
Accounts and TAR 31 March 2023 03 January 2024 On Time Download Open in new window
Annual return 31 March 2022 26 January 2023 On Time
Accounts and TAR 31 March 2022 26 January 2023 On Time Download Open in new window
Annual return 31 March 2021 13 September 2021 On Time
Accounts and TAR 31 March 2021 13 September 2021 On Time Download Open in new window
Annual return 31 March 2020 14 September 2020 On Time
Accounts and TAR 31 March 2020 14 September 2020 On Time Download Open in new window
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 OF 11 JULY 1983 AND SCHEME OF 28 JUNE 1999 AS AMENDED BY RESOLUTION DATED 10 JUNE 2008 AS AMENDED BY SCHEME DATED 26 SEP 2017 as amended on 18 Sept 2024 as amended on 18 Sept 2024

Charitable objects

28. Application of income - Subject to payment of the expenses aforesaid the Trustees shall apply the income of the Charity as follows: (1) As to one third thereof, in dividing the same equally, or as near thereto as may be between the following charities and such other charities established for the advancement of education including religious education in the principles of the Church of England as the Trustees from time to time decide, to be applied by the Trustees of such charities in furtherance of their objects, for the benefit of young people in need of financial assistance: (a) Alderman Newton's Educational Foundation, at Earl Shilton, in the County of Leicestershire; (b) Alderman Newton's Educational Foundation, in the Ecclesiastical Parish of Christ Church, Coalville, in the said County; (c) Alderman Newton's Educational Foundation, in the Ancient Parish of Claybrooke, in the said County; (d) Alderman Newton's Educational Foundation, in the Ancient Parish of Barwell, in the said County; (e) Alderman Newton's Educational Foundation, in the Parish of Lubenham, in the said County; (f) Alderman Newton's Educational Foundation, in the former Borough of Huntingdon, in the County of Cambridgeshire; (g) Alderman Newton's Educational Foundation, in the former Borough of Bedford, in the County of Bedfordshire; (h) Ashby-de-la-Zouch Educational Foundation, in the Ancient Parish of Ashby-de-la-Zouch, in the County of Leicestershire; (i) Newton's and Hatley's School Foundation, in the Ancient Parish of St. Neot's, in the County of Cambridgeshire; (j) Newton Exhibition Foundation, in the former Borough of Hertford, in the County of Hertfordshire; (k) Royal Latin School, in the Ancient Parish of Buckingham, in the County of Buckinghamshire; (l) Northampton Blue Coat Foundation, in the former Borough of Northampton, in the County of Northamptonshire; Provided that if, in the opinion of the Trustees, the Trustees of any such charities as aforesaid fail effectively to provide as set out above, the Trustees may discontinue payments for the benefit of such charity. (2) as to the residue thereof, in either or both the following ways: (a) In providing for any Church of England or state funded schools within the City of Leicester or any other Church of England school in the Diocese of Leicester (hereinafter referred to as the area of benefit) those things which are not normally funded by general revenue funding or capital funding available from the local authority or Department for Education and its agencies (or their successors); (b) In promoting the education, including social and physical training, of persons in need of financial assistance and under the age of 25 years whom the Trustees consider resident (in accordance with their current Residency Policy) in the area of benefit in one or more of the following ways: (i) In providing religious instruction for such persons in the doctrines of the Church of England; (ii) In awarding to such persons grants to facilitate their attendance at any place of education or training approved by the Trustees; (iii) In providing financial assistance, outfits, clothing, tools, instruments or books to enable such persons on leaving school, university or any other educational establishment, to prepare for, or to enter a profession, trade or calling; (iv) In awarding bursaries or maintenance allowances to enable such persons to travel, whether in this country or abroad, to pursue their education; (v) In providing financial assistance to enable such persons to study music or other arts; (vi) In otherwise promoting the education of such persons. Provided that - within the limits prescribed by this Scheme the Trustees shall have full power to make rules for the award of grants, bursaries or maintenance allowances or other benefits, including rules as to the value and period of tenure of the awards, and the qualifications and method of ascertainment and selection of persons to benefit -the Trustees shall when appropriate consult with the local education authority or such other bodies or authorities as they consider relevant, taking into account the relevant status of the school, as to their general action under this clause and, if the occasion requires, as to the educational qualifications of candidates for benefit. (3) In the event that all the income is not required for the purposes above within any year, the Trustees may at their discretion consider grants to other charitable projects for the advancement of education or training of children and young people under the age of 25 years who are resident in the area of benefit and who are in need of financial assistance.

Area of benefit

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

THE ABBEY PARISH

Contact information

Address:
CHARITY LINK
20A MILLSTONE LANE
LEICESTER
LE1 5JN
Phone:
01162222200
Email:
info@charity-link.org
Website:

http://www.anef.org.uk Open in new window