LIVERPOOL INSTITUTE EDUCATIONAL FOUNDATION
Charity number: 526626
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Aim/Objectives - To promote the education of persons who, are under the age of 25 years, are in need of financial assistance, are or whose parents are residently in the city of Liverpool and at anytime attended a school in the city of Liverpool.
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £7,915
Total expenditure: £8,019
People
7 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- Education/training
Who the charity helps:
- Children/young People
How the charity helps:
- Makes Grants To Individuals
Where the charity operates:
- Liverpool City
Governance
Registration history:
- 05 November 1964: Standard registration
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
- Conflicting interests
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| PETER JOSEPH BARNES | Chair |
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| CHRISTOPHER CHARLES CLARKE | Trustee | 01 December 2023 |
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| Gerard Heffey | Trustee | 17 May 2023 |
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| Juliette Gelling | Trustee | 01 September 2022 |
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| Lee Ratcliffe | Trustee | 01 September 2018 |
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| MARGARET RANNARD | Trustee | 28 June 2018 |
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| MRS JAN CLEIN | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £11.51k | £7.85k | £5.47k | £7.12k | £7.92k | |
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Total expenditure | £13.77k | £8.32k | £10.07k | £7.98k | £8.02k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 11 December 2024 | On time | |
| Accounts and TAR | 31 March 2024 | Not required | ||
| Annual return | 31 March 2023 | 17 December 2023 | On time | |
| Accounts and TAR | 31 March 2023 | Not required | ||
| Annual return | 31 March 2022 | 30 October 2022 | On time | |
| Accounts and TAR | 31 March 2022 | Not required | ||
| Annual return | 31 March 2021 | 02 November 2021 | On time | |
| Accounts and TAR | 31 March 2021 | Not required | ||
| Annual return | 31 March 2020 | 16 October 2020 | On time | |
| Accounts and TAR | 31 March 2020 | Not required |