MOUNTSORREL EDUCATIONAL FUND

Charity number: 527912
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing equipment and other items, services and facilities for Christ Church and St Peters Church of England School and thereby advancing education. In promoting the education of persons under the age of 25 years who are pupils or former pupils of the above school and/or have been or have a parent or guardian who has been resident in the Parish of Mountsorrel for at least 12 months.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £90,693
Total expenditure: £209,986

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
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Leicestershire

Governance

Registration history:
  • 25 June 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:
  • Complaints policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding 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
MEGAN PIRT Chair 28 May 2021
MOUNTSORREL UNITED CHARITIES
Received: On time
MOUNTSORREL RELIEF IN NEED CHARITY
Received: On time
THE CASTLEDINE ALMSHOUSES
Received: On time
James Kendrick Trustee 31 October 2024
None on record
Ryan Gray Trustee 02 May 2024
None on record
Suzanne Parfitt Trustee 28 May 2023
None on record
Lisa Fortescue-Poole Trustee 28 May 2021
THE CASTLEDINE ALMSHOUSES
Received: On time
Rachel Louise Coulton Trustee 31 October 2019
None on record
Prof Alistair Duffy Trustee 01 November 2017
None on record
Rev Colin Ernst Resch Trustee 13 May 2015
MOUNTSORREL UNITED CHARITIES
Received: On time
MOUNTSORREL RELIEF IN NEED CHARITY
Received: On time
SANDRA JACQUELINE UTTERIDGE Trustee
None on record
PETER GEORGE HODSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £229.37k £161.60k £241.41k £171.02k £90.69k
Total expenditure £123.81k £123.45k £166.13k £197.22k £209.99k
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 2024 30 June 2025 On time
Accounts and TAR 31 December 2024 30 June 2025 On time Download Open in new window
Annual return 31 December 2023 24 May 2024 On time
Accounts and TAR 31 December 2023 24 May 2024 On time Download Open in new window
Annual return 31 December 2022 29 May 2023 On time
Accounts and TAR 31 December 2022 29 May 2023 On time Download Open in new window
Annual return 31 December 2021 29 June 2022 On time
Accounts and TAR 31 December 2021 29 June 2022 On time Download Open in new window
Annual return 31 December 2020 15 June 2021 On time
Accounts and TAR 31 December 2020 15 June 2021 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 SEALED 28 MAY 1993

Charitable objects

(A)PROVIDING EQUIPMENT AND OTHER ITEMS,SERVICES AND FACILITIES FOR AND THEREBY ADVANCE EDUCATION AT CHRIST CHURCH AND ST.PETER'S CHURCH OF ENGLAND SCHOOL(B)PROMOTING THE EDUCATION,INCLUDING SOCIAL AND PHYSICAL TRAINING,OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE PUPILS OR FORMER PUPILS OF THE SAID SCHOOL OR WHO HAVE BEEN OR WHO HAVE A PARENT OR GUARDIAN WHO HAS BEEN RESIDENT IN THE PARISH OF MOUNTSORREL FOR AT LEAST TWELVE CALENDAR MONTHS. FOR FURTHER DETAILS SEE SCHEME SEALED 28 MAY 1993.

Area of benefit

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

PARISH OF MOUNTSORREL

Contact information

Address:
4 Rothley Road
Mountsorrel
Loughborough
LE12 7JU
Phone:
01164299946
Email:
clerkmef@gmail.com
Website:

www.mountsorrelunitedcharities.com Open in new window