THE EDUCATIONAL FOUNDATION OF JOHN EDWARDS AND LORD HERBERT

Charity number: 525722
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Assistance to local School - The Montgomery Church in Wales School

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £960
Total expenditure: £960

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

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 Organisations
Where the charity operates:
  • Powys

Governance

Registration history:
  • 21 May 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:
No policies declared
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CLLR DAVID RICHARD ERNEST JONES Chair
THE MONTGOMERY WELFARE FUND
Received: On time
Cllr Wendy Christine Beaven Trustee 25 May 2023
THE MONTGOMERY WELFARE FUND
Received: On time
THE ROTARY CLUB OF WELSHPOOL TRUST FUND
Received: On time
POWYS ASSOCIATION OF VOLUNTARY ORGANISATIONS CYMDEITHAS MUDIADAU GWIRFODDOL POWYS
Received: On time
MONTGOMERY INSTITUTE
Received: On time
Rev Paulette Rose-Mary de Garis Gower Trustee 16 May 2023
POOL MISSION AREA
Received: On time
THE MONTGOMERY WELFARE FUND
Received: On time
CLLR DAVID HAYDN ANDREW Trustee 07 June 2016
THE MONTGOMERY WELFARE 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 £101 £149 £160 £6.78k £960
Total expenditure £100 £150 £160 £718 £960
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 18 September 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 21 December 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 10 September 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 10 August 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 23 May 2020 On Time
Accounts and TAR 31 March 2020 Not Required
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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 8 FEBRUARY 1968.

Charitable objects

1. PAYMENTS TO THE MANAGERS OF THE MONTGOMERY CHURCH OF ENGLAND SCHOOL OR ANY OTHER MAINTAINED PRIMARY SCHOOL IN THE AREA OF BENEFIT, TO BE APPLIED IN PROVIDING SPECIAL BENEFITS FOR THE SCHOOL OR ITS PUPILS, OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FROM PUBLIC FUNDS. 2. OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES, I.E. PERSONS RESIDENT IN THE BOROUGH OF MONTGOMERY WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS).

Area of benefit

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

BOROUGH OF MONTGOMERY.

Contact information

Address:
2 Rowes Terrace
Pool Road
MONTGOMERY
SY15 6QD
Phone:
01686 668790
Email:
montgomerycharities@gmail.com
Website:

No information available