THE WELLINGTON SCHOOL FOUNDATION

Charity number: 1105256
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote the charitable work of Wellington School by the raising of funds for new scholarships and bursaries and investing the funds to maximise their value to support Wellington School in its aim of providing an education for children from all walks of life no matter what their financial circumstances.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £307,999
Total expenditure: £181,253

People

6 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:
  • General Charitable Purposes
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 13 September 2007: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
05176879 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Risk management
Land and property:
This charity owns and/or leases 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
John Darvall Trustee 06 December 2021
None on record
Dr David Rolfe Lungley Trustee 14 June 2021
ULEY VILLAGE HALL
Received: On time
Robert Palfrey Trustee 27 November 2017
None on record
ALISON WEEKES BA Trustee 03 November 2014
None on record
Kevin Phillips Trustee 03 November 2014
None on record
MR ALAN HOOPER Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £209.47k £183.40k £174.35k £187.36k £308.00k
Total expenditure £167.36k £804.14k £159.64k £118.55k £181.25k
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 August 2023 11 April 2024 On time
Accounts and TAR 31 August 2023 11 April 2024 On time Download Open in new window
Annual return 31 August 2022 23 March 2023 On time
Accounts and TAR 31 August 2022 23 March 2023 On time Download Open in new window
Annual return 31 August 2021 04 January 2022 On time
Accounts and TAR 31 August 2021 04 January 2022 On time Download Open in new window
Annual return 31 August 2020 27 March 2021 On time
Accounts and TAR 31 August 2020 27 March 2021 On time Download Open in new window
Annual return 31 August 2019 09 May 2020 On time
Accounts and TAR 31 August 2019 01 September 2020 63 days late 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.

MEMORANDUM AND ARTICLES INCORPORATED 12/07/2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/06/2007 as amended on 25 Jun 2021 as amended on 23 Jul 2021

Charitable objects

3. OBJECTS 3.1. The objects of the Charity are: 3.1.1. to promote the charitable work of Wellington School 1837 (being a company registered with Companies House for England and Wales under number 09316033, and registered with the Charity Commission for England and Wales under number 1161447); 3.1.2. to further the education and the advancement in life of present and past pupils of Wellington School through the provision of scholarships, bursaries and grants, and such other means as the Trustees shall consider appropriate from time to time; 3.1.3. to preserve for the benefit of the public the school Chapel and such other parts of the school site as are worthy of preservation in view of their historical, architectural or environmental significance; 3.1.4. to promote the education principally but not exclusively of persons resident or working in Wellington and its environs through the provision of teaching and the facilities for learning and in such other ways and on such terms as the Trustees shall consider appropriate; 3.1.5. to promote community participation in healthy recreation for the benefit of persons resident or working in Wellington and its environs by the provision of instruction and facilities for the same on such terms as the Trustees shall consider appropriate; and 3.1.6. to further such other charitable purposes as the Trustees shall from time to time decide; (the “Objects”). 3.2. This Article 3 may be amended by special resolution but only with the prior written consent of the Commission.

Area of benefit

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

WELLINGTON, SOMERSET

Linked charities

Linked charities
Linked charity 1105256-1 THE CARLA COGGAN TRUST
Governing document
TRUST DEED DATED 1 AUGUST 2000 AS AFFECTED BY A UNITING DIRECTION MADE UNDER S.96 OF THE CHARITIES ACT 1993 AND DATED 18 JUNE 2007.
Charitable objects
THE SCHOOL SHALL HOLD THE FUND UPON TRUST FOR THE APPLICATION OF THE INCOME IN PERPETUITY FOR THE PROVISION OF A BURSARY OR BURSARIES TO BE AWARDED AT THE DISCRETION OF THE HEAD.
Area of benefit
NOT DEFINED IN PRACTICE WELLINGTON SCHOOL, SOMERSET
Registration history
  • 13 September 2007 : Standard registration

Contact information

Address:
WELLINGTON SCHOOL
SOUTH STREET
WELLINGTON
TA21 8NT
Phone:
01823668806
Email:
bursar@wellington-school.org.uk
Website:

www.wellington-school.org.uk Open in new window