Wells Blue School Charity

Charity number: 310266
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Administration of Foundation income and assets; decisions on spending of income according to Scheme of Foundation in support of the school and its students.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £196,769
Total expenditure: £29,828

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
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 26 June 1967: Standard registration
Organisation type:
Other
Other names:
  • THE FOUNDATION (Working name)
  • WELLS BLUE SCHOOL (Previous name)
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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Laura Ashford Trustee 05 June 2024
None on record
Darrell Frost Trustee 28 May 2024
None on record
Phillip Burrows Trustee 23 April 2024
None on record
Paul James Trustee 08 January 2024
None on record
Philip Welch Trustee 11 October 2022
HEADS UP SOMERSET LTD
Received: On time
CITY OF WELLS ALMSHOUSES CIO
Received: On time
Marisa Louise Taylor Trustee 26 September 2022
None on record
Thomas Ruddle Trustee 27 July 2022
None on record
Alexia James Trustee 02 May 2022
STOBERRY PARK SCHOOL CIRCLE OF FRIENDS
Received: On time
Jonathan Brown Trustee 26 January 2021
None on record
Rev Samuel Denyer Trustee 07 December 2017
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WELLS ST CUTHBERT
Received: On time
BERRYMAN ANNUITY TRUST
Received: On time
Mark Robert Woodlock Trustee 01 September 2017
None on record
David Hiscox Trustee 25 October 2013
None on record
Dr Katrina Bradley Trustee 09 March 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £29.31k £27.11k £34.58k £36.29k £196.77k
Total expenditure £22.43k £29.67k £67.66k £13.58k £29.83k
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 December 2023 29 October 2024 On time
Accounts and TAR 31 December 2023 29 October 2024 On time Download Open in new window
Annual return 31 December 2022 30 October 2023 On time
Accounts and TAR 31 December 2022 30 October 2023 On time Download Open in new window
Annual return 31 December 2021 31 October 2022 On time
Accounts and TAR 31 December 2021 31 October 2022 On time Download Open in new window
Annual return 31 December 2020 01 November 2021 1 days late
Accounts and TAR 31 December 2020 01 November 2021 1 days late Download Open in new window
Annual return 31 December 2019 16 October 2020 On time
Accounts and TAR 31 December 2019 16 October 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.

INSTRUMENT OF GOVERNMENT DATED 4 FEBRUARY 1970 AS VARIED ON 24 NOVEMBER 1975 AND SCHEME DATED 14/03/2013 as amended on 27 Jun 2023 as amended on 27 Jun 2023

Charitable objects

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT, TO ADVANCE EDUCATION THROUGH (1) THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR THE SCHOOL; AND (2) PROMOTING THE EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE IN THE FOLLOWING ORDER OF PRIORITY: (A) PERSONS WHO ARE ATTENDING THE SCHOOL; AND (B) PERSONS WHO HAVE AT ANY TIME ATTENDED THE SCHOOL. IN SUCH WAYS AS THE TRUSTEES THINK FIT INCLUDING BY I. AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AY ANY UNIVERSITY, COLLEGE OR INSTITUTION OF FURTHER OR HIGHER EDUCATION; II. PROVIDING THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT.

Area of benefit

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

SOMERSET

Contact information

Address:
The Blue School
Kennion Road
Wells
BA5 2NR
Phone:
01749678799
Email:
Govsclerk@theblueschool.somerset.sch.uk
Website:

www.theblueschoolwells.co.uk Open in new window