ANN JOHNSON'S EDUCATIONAL FOUNDATION

Charity number: 310799
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The purpose of the Charity is to provide financial support to individuals under the age of 25 years and from schools and colleges within the former municipal borough of Chelmsford and parishes adjoining thereto, to further their education.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £30,200
Total expenditure: £25,022

People

8 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:
  • Essex

Governance

Registration history:
  • 05 July 1963: 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:
  • Internal charity financial controls policy and procedures
  • Investing charity funds 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anthony John McQuiggan Trustee 21 September 2021
STOW MARIES GREAT WAR AERODROME LTD
Received: On time
GALLEYWOOD HERITAGE CENTRE
Received: On time
Alan Ball Trustee 12 January 2021
None on record
Rhiannon Clare Connolly Trustee 17 April 2018
None on record
Alison Denise Feist Trustee 17 April 2018
None on record
Michael Minta Trustee 01 February 2016
THE PALACE TRUST
Received: On time
Marco Franco Gregorio Iciek Trustee 08 January 2013
None on record
ANTHONY JAMES MITTY Trustee 08 January 2013
None on record
NOREEN HIOM Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £42.49k £24.05k £21.14k £23.29k £30.20k
Total expenditure £43.22k £41.23k £37.39k £31.78k £25.02k
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 30 September 2023 19 July 2024 On Time
Accounts and TAR 30 September 2023 19 July 2024 On Time Download Open in new window
Annual return 30 September 2022 16 May 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 21 July 2022 On Time
Accounts and TAR 30 September 2021 Not Required
Annual return 30 September 2020 29 July 2021 On Time
Accounts and TAR 30 September 2020 Not Required
Annual return 30 September 2019 29 July 2020 On Time
Accounts and TAR 30 September 2019 29 July 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 11TH SEPTEMBER 1985

Charitable objects

THE GOVERNORS SHALL FIRST DEFRAY OUT OF THE INCOME OF THE CHARITY THE COST OF MAINTAINING THE PROPERTY OF THE CHARITY (INCLUDING THE REPAIR AND INSURANCE OF ANY BUILDINGS THEREON) AND ALL OTHER CHARGES AND OUTGOINGS PAYABLE IN RESPECT THEREOF AND ALL THE PROPER COSTS,CHARGES AND EXPENSES OF AND INCIDENTAL TO THE ADMINISTRATION AND MANAGEMENT OF THE CHARITY.(1)SUBJECT TO PAYMENT OF THE EXPENSES AFORESAID THE GOVERNORS MAY APPLY NOT MORE THAN ú1,000,OR SUCH OTHER SUM AS THE COMMISSIONERS MAY APPROVE,IN ANY YEAR IN MAKING PAYMENTS TO THE SCHOOL GOVERNORS OF ANY VOLUNTARY AIDED SCHOOL IN THE AREA OF THE FORMER MUNICIPAL BOROUGH OF CHELMSFORD IN WHICH RELIGIOUS INSTRUCTION IS GIVEN IN THE DOCTRINES OF THE CHURCH OF ENGLAND TOWARDS MEETING THE SCHOOL GOVERNORS' OBLIGATIONS IN RESPECT OF THE MAINTAINANCE,IMPROVEMENT OR ADDITION TO SCHOOL PREMISES.(2)SUBJECT THERETO THE GOVERNORS SHALL APPLY THE INCOME OF THE CHARITY IN ONE OR MORE OF THE FOLLOWING WAYS:(A)IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AT ANY SCHOOL OR COLLEGE IN THE MAINTAINED SECTOR CATERING FOR THE BENEFICIARIES OF THE CHARITY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE GOVERNORS AND THE GOVERNORS OF THE SCHOOL CONCERNED AFTER CONSULTATION WITH THE SAID AUTHORITY.(B)IN AWARDING TO BENEFICIARIES SCHOLARSHIPS,BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL,UNIVERSITY OR OTHER PLACE OF LEARNING,APPROVED BY THE GOVERNORS;(C)IN ASSISTING BENEFICIARIES WHO ARE PREPARING FOR,ENTERING UPON OR ENGAGED IN ANY PROFESSION,TRADE,OCCUPATION OR SERVICE,BY PROVIDING THEM WITH OUTFITS,OR BY PAYING FEES,TRAVELLING OR MAINTENANCE EXPENSES, OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE GOVERNORS THINK FIT;(D)IN AWARDING SCHOLARSHIPS AND MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION;(E)IN PROVIDING FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC AND OTHER ARTS.(3)WITHIN THE LIMITS PRESCRIBED BY THIS SCHEME THE GOVERNORS SHALL HAVE FULL POWER TO MAKE RULES FOR THE AWARD OF SCHOLARSHIPS,EXHIBITIONS,BURSARIES,MAINTENANCE ALLOWANCES AND OTHER BENEFITS,INCLUDING RULES AS TO THE VALUE AND PERIOD OF TENURE OF THE AWARDS AND THE QUALIFICATIONS,METHOD OF ASCERTAINMENT AND SELECTION OF CANDIDATES FOR BENEFIT.(4)THE GOVERNORS SHALL HAVE REGARD TO THE DESIRABILITY OF CONSULTING THE LOCAL EDUCATION AUTHORITY AS TO THEIR GENERAL ACTION UNDER SECTIONS(B),(D) AND (E) OF SUB-CLAUSE (2) OF THIS CLAUSE AND, IF OCCASION REQUIRES,AS TO THE EDUCATIONAL QUALIFICATIONS OF CANDIDATES FOR BENEFIT.(5)IN THIS CLAUSE THE EXPRESSION "BENEFICIARIES" MEANS PERSONS UNDER THE AGE OF 25 YEARS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE EITHER RESIDENT IN THE AREA OF THE FORMER MUNICIPAL BOROUGH OF CHELMSFORD AND THE PARISHES ADJOINING THERETO OR ARE ATTENDING OR HAVE FOR NOT LESS THAN ONE YEAR AT ANY TIME ATTENDED A SCHOOL OR COLLEGE OF FURTHER EDUCATION IN THAT AREA.

Area of benefit

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

CHELMSFORD

Contact information

Address:
Gepp Solicitors
5 Springfield Lyons Approach
Springfield
CHELMSFORD
CM2 5LB
Phone:
01245493939
Email:
contactajef@yahoo.com
Website:

No information available