THE ENDOWMENT FUND OF THE SCHOOLS OF QUEEN ELIZABETH THE FIRST, BARNET

Charity number: 1069496
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants for educational purposes are given to individuals and, in the form of Special Purpose Grants, to the two Queen Elizabeth's Schools. Please note that individual beneficiaries of the charity must be students who are about to attend, are attending or have attended the schools of Queen Elizabeth the First, Barnet. They must be under 25.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £44,135
Total expenditure: £38,575

People

10 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Barnet

Governance

Registration history:
  • 11 May 1998: Standard registration
Organisation type:
Other
Other names:
  • Q E ENDOWMENT FUND BARNET (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MARTYN HENRY STEWART BRADISH Chair
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
Giuliano Pietro Eugenio Gregori Trustee 23 March 2022
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
Revd Samuel Benjamin Stuart Rossiter-Peters Trustee 23 March 2022
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
JESUS HOSPITAL IN CHIPPING BARNET
Received: On time
JAMES RAVENSCROFT CHARITY
Received: On time
ALAN EUGENE SOLOMON Trustee 01 November 2011
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
SUSAN PAMELA CASWELL Trustee
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
MRS VOULLA DEMETRI Trustee
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
ERIC HOUSTON Trustee
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
DAVID JOHN PERKINS Trustee
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
MRS WENDY PRENTICE Trustee
THE SPECIAL PRIZES AND AWARDS FUND
Received: On time
GILLIAN MYRA WILLIAMS Trustee
THE SPECIAL PRIZES AND AWARDS FUND
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 £55.92k £83.33k £33.86k £44.13k £44.14k
Total expenditure £31.60k £87.15k £11.59k £84.93k £38.58k
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 05 December 2024 On Time
Accounts and TAR 31 March 2024 05 December 2024 On Time Download Open in new window
Annual return 31 March 2023 02 February 2024 2 days late
Accounts and TAR 31 March 2023 02 February 2024 2 days late Download Open in new window
Annual return 31 March 2022 01 December 2022 On Time
Accounts and TAR 31 March 2022 01 December 2022 On Time Download Open in new window
Annual return 31 March 2021 07 January 2022 On Time
Accounts and TAR 31 March 2021 07 January 2022 On Time
Annual return 31 March 2020 24 October 2020 On Time
Accounts and TAR 31 March 2020 24 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.

SCHEME OF THE COMMISSION DATED 3RD FEBRUARY 1998 AS AMENDED ON 21 OCT 2020 AS AMENDED BY SCHEME DATED 08 APR 2021

Charitable objects

APPLICATION OF INCOME OF THE BOYS' ENDOWMENT:- THE TRUSTEES MAY APPLY UP TO 80% OF THE CLEAR INCOME OF THE BOY'S ENDOWMENT IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT PROVIDED FROM PUBLIC FUNDS FOR THE QUEEN ELIZABETH'S GRANT MAINTAINED BOYS SCHOOL, BARNET AS MAY FROM TIME TO TIME BE AGREED UPON BETWEEN THE TRUSTEES AND THE SCHOOL GOVERNORS. THE RESIDUE OF THE SAID NET INCOME SHALL BE APPLIED BY THE TRUSTEES IN PROMOTING THE EDUCATION OF BOYS AND YOUNG MEN UNDER THE AGE OF TWENTY-FIVE YEARS WHO ARE ABOUT TO ATTEND OR ARE ATTENDING OR HAVE FOR NOT LESS THAN TWO YEARS ATTENDED THE SAID BOYS SCHOOL AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE IN ONE OR MORE OF THE FOLLOWING WAYS:- (A) THE AWARD OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY UNIVERSITY OR OTHER PLACE OF LEARNING APPROVED BY THE TRUSTEES; (B) THE PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, CLOTHING TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR OR TO ASSIST WITH THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING; (C) THE AWARD OF SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS OR TO TRAVEL TO FURTHER THEIR EDUCATION; (C) IN OTHERWISE PROMOTING THE EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING OF BENEFICIARIES. APPLICATION OF INCOME OF THE GIRLS' ENDOWMENT:- THE TRUSTEES MAY APPLY UP TO 80% OF THE CLEAR INCOME OF THE GIRLS' ENDOWMENT IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR THE QUEEN ELIZABETH'S COUNTY MAINTAINED SCHOOL FOR GIRLS, BARNET AS MAY FROM TIME TO TIME BE AGREED UPON BETWEEN THE TRUSTEES AND THE SCHOOL GOVERNORS. THE RESIDUE OF THE SAID NET INCOME SHALL BE APPLIED BY THE TRUSTEES IN PROMOTING THE EDUCATION OF GIRLS AND YOUNG WOMEN UNDER THE AGE OF TWENTY-FIVE YEARS WHO ARE ABOUT TO ATTEND OR ARE ATTENDING OR HAVE FOR NOT LESS THAN TWO YEARS ATTENDED THE GIRLS SCHOOL AND ARE IN NEED OF FINANCIAL ASSISTANCE IN ONE OR MORE OF THE FOLLOWING WAYS:- (A) THE AWARD OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY UNIVERSITY OR OTHER PLACE OF LEARNING APPROVED BY THE TRUSTEES; (B) THE PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR OR TO ASSIST WITH THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING; (C) THE AWARD OF SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS OR TO TRAVEL TO FURTHER THEIR EDUCATION; (D) IN OTHERWISE PROMOTING THE EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING OF BENEFICIARIES. DISCRETIONARY FUND WHERE A BEQUEST OR DONATION IS RECEIVED, AND IT IS NOT DESIGNATED AS FOR THE BENEFIT OF THE BOYS’ ENDOWMENT OR THE GIRLS’ ENDOWMENT SUCH MONIES SHALL BE CREDITED TO THE DISCRETIONARY FUND. THE NET INCOME AFTER DEFRAYING THE DIRECT COSTS OF THE DISCRETIONARY FUND SHALL BE APPLIED BY THE TRUSTEES IN THE MANNER AND FOR THE OBJECTS PRESCRIBED IN CLAUSES 26 TO 31 OF THE SCHEME OF 3 FEBRUARY 1998 SAVE THAT THE TRUSTEES SHALL HAVE THE SOLE DISCRETION IN APPLYING THAT INCOME IN WHATEVER PROPORTIONS, IF ANY, THAT THEY SHALL DECIDE TO THE BENEFIT OF THE BOYS OR GIRLS AND SHALL NOT BE BOUND BY THE PERCENTAGES SET OUT IN CLAUSES 27, 28, 30 OR 31 OF THE SCHEME OF 3 FEBRUARY 1998.

Area of benefit

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

NOT DEFINED

Contact information

Address:
19 Homefield Road
WARE
SG12 7NG
Phone:
01920 484382
Email:
pgyates19@outlook.com
Website:

No information available