UPTON UPON SEVERN EDUCATIONAL FOUNDATION

Charity Number: 527465
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing for any school at which girls attend and which is in or substantially serves the beneficial area (Parish of Upton upon Severn) such benefits of any kind not normally provided by the local education authority. Promoting the education and social and physical training of females under the age of 25 years who are resident in the beneficial area and who are in need of financial assistance.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £2,719
Total expenditure: £2,188

People

6 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 Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 12 December 1962: 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:
  • Conflicting interests
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Christine St Leger-Chambers Chair 07 June 2021
None on record
Rachel Foley Trustee 03 March 2023
None on record
Doreen Small Trustee 03 March 2023
None on record
Martin Allen Trustee 10 May 2021
None on record
Rev Barry Unwin Trustee 11 September 2016
Welland Residents Charity
Received: On time
THE ANCIENT PARISH OF RIPPLE TRUST
Received: On time
LADY ANN RUSSELL FOUNDATION
Received: On time
THE RIPPLE ECCLESIASTICAL CHARITY
Received: On time
THE ALMSHOUSES
Received: On time
EARLS CROOME CHURCH AND TOWER PROJECT
Received: On time
BARBARA HINTON Trustee
HANLEY CASTLE HIGH SCHOOL
Received: On time

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 £3.59k £2.84k £2.76k £2.64k £2.72k
Total expenditure £2.60k £4.68k £1.37k £1.97k £2.19k
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 31 October 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 24 January 2024 85 days late
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 20 October 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 07 June 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 10 March 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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 10 OCTOBER 1986

Charitable objects

A. IN PROVIDING FORANY SCHOOL AT WHICH GIRLS ATTEND AND WHICH IS IN OR SUBSTANTIALLY SERVES THE BENEFICIAL AREA SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY. B. IN PROMOTING THE EDUCATION (INCLUDING RELIGIOUS EDUCATION AND SOCIAL AND PHYSCAL TRINING OF FEMALES UNDER THE AGE OF 25 YEARS WHO OR WHOSE PARENTS ARE RESIDENT IN THE BENEFICIAL AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE. (FOR FURTHER DETAILS SEE CLAUSE 27 OF ABOVE-MENTIONED SCHEME).

Area of benefit

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

PARISH OF UPTON SEVERN

Contact information

Address:
1 Prices Lane
Upton-Upon-Severn
WORCESTER
WR8 0LY
Phone:
01684 210617
Email:
kate@katepriceaccountants.co.uk
Website:

No information available