TEWKESBURY EDUCATION TRUST FUND

Charity Number: 311703
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The income from the assets is used to provide special benefits to Tewkesbury School and needy young people in the defined territory to support their education.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £28,021
Total expenditure: £8,536

People

5 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 Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 20 December 1962: Standard registration
Organisation type:
Other
Other names:
  • TEWKESBURY GRAMMAR SCHOOL FOR BOYS (Previous name)
  • TEWKESBURY SCHOOL FUND (Previous name)
  • TEWKESBURY SCHOOL TRUST FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Katherine Thompson Trustee 20 October 2020
None on record
Catherine Folkes Trustee 20 October 2020
None on record
Patricia Stringfellow Trustee 01 September 2020
None on record
Jonathon Quinn Trustee 01 September 2018
None on record
STEPHEN HAWKINS Trustee 24 May 2012
PETER LANG CHILDREN'S TRUST
Received: On time
THE WITCOMBE AND BENTHAM VILLAGE HALL
Received: On time

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 £27.86k £26.63k £27.66k £28.02k £28.02k
Total expenditure £15.02k £22.03k £13.40k £11.28k £8.54k
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 04 November 2024 On Time
Accounts and TAR 31 March 2024 14 January 2025 On Time Download Open in new window
Annual return 31 March 2023 19 December 2023 On Time
Accounts and TAR 31 March 2023 19 December 2023 On Time Download Open in new window
Annual return 31 March 2022 25 October 2022 On Time
Accounts and TAR 31 March 2022 25 October 2022 On Time Download Open in new window
Annual return 31 March 2021 16 December 2021 On Time
Accounts and TAR 31 March 2021

(These accounts
have been qualified)

16 December 2021 On Time Download Open in new window
Annual return 31 March 2020 29 January 2021 On Time
Accounts and TAR 31 March 2020 29 January 2021 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 THE 19TH JUNE 1975 AS AMENDED BY (MODIFICATION) ORDER OF 15TH JANUARY 1981 AND 4TH MAY 1978 AS AMENDED ON 28 NOV 2018 AS AMENDED ON 28 DEC 2018 AS AMENDED BY SCHEME DATED 03 FEB 2020

Charitable objects

NOT MORE THAN ONE-THIRD OF THE YEARLY INCOME OF THE CHARITY IN PROVIDING SPECIAL BENEFITS FOR TEWKESBURY SCHOOL NOT NORMALLY PROVIDED BY THE EDUCATION FUNDING AGENCY / DEPARTMENT FOR EDUCATION AND SUBJECT THERETO THE TRUSTEES SHALL APPLY THE SAID INCOME IN PROMOTING THE EDUCATION OF YOUNG PERSONS WHO ARE RESIDENT IN THE TOWN OF TEWKESBURY OR IN ANY OF THE PARISHES OF ASHCHURCH RURAL, NORTHWAY, CHACELEY, DEERHURST, FORTHAMPTON LEIGH, TEDDINGTON, TWYNING, AND WHEATPIECES, ALL IN THE COUNTY OF GLOUCESTERSHIRE, WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS AND WHO IN THE OPINION OF THE GOVERNORS ARE IN NEED OF FINANCIAL ASSISTANCE.

Area of benefit

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

SEE OBJECT

Contact information

Address:
4 Willow Bank Road
Alderton
TEWKESBURY
Gloucestershire
United Kingdom
GL20 8NJ
Phone:
01684292152
Email:
Nichola.Jones@tewkesburyschool.org
Website:

www.tewkesburyschool.org Open in new window