MICHAEL ROBERTSON SCHOLARSHIP FUND

Charity Number: 1014388
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To further the education of children attending Sedbergh School. To award scholarships, exhibitions, bursaries for those who are attending Sedbergh School who are in need of financial assistance. To award grants to those who are attending Sedbergh School to enable them to travel (UK or abroad) in furtherance of their education. To otherwise further the education of such persons.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £201,237
Total expenditure: £204,646

People

5 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

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:
  • Cumbria

Governance

Registration history:
  • 23 September 1992: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Martin Stuart Ward Trustee 06 March 2024
None on record
James Alexander Cameron Whittle Trustee 15 November 2022
None on record
Nigel John Martin Trustee 16 December 2021
None on record
Susa Ellis Trustee 07 July 2020
None on record
John Vernon Light Trustee 09 May 2014
None on record

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 £243.97k £210.79k £238.48k £232.63k £201.24k
Total expenditure £249.37k £295.55k £51.25k £412.25k £204.65k
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 16 July 2024 On Time
Accounts and TAR 31 December 2023 16 July 2024 On Time Download Open in new window
Annual return 31 December 2022 06 July 2023 On Time
Accounts and TAR 31 December 2022 06 July 2023 On Time Download Open in new window
Annual return 31 December 2021 21 April 2022 On Time
Accounts and TAR 31 December 2021 21 April 2022 On Time Download Open in new window
Annual return 31 December 2020 10 April 2021 On Time
Accounts and TAR 31 December 2020 10 April 2021 On Time Download Open in new window
Annual return 31 December 2019 22 June 2020 On Time
Accounts and TAR 31 December 2019 22 June 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.

TRUST DEED DATED 14 SEPTEMBER 1992 AS AMENDED BY DEED OF VARIATION DATED 16 APRIL 2003

Charitable objects

TO FURTHER THE EDUCATION (INCLUDING SOCIAL & PHYSICAL TRAINING) OF CHILDREN ATTENDING SEDBERGH SCHOOL.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Rosebank
15A Scotby Village
CA4 8BS
Phone:
07970530876
Email:
johnvlight@yahoo.com
Website:

No information available