WELTON ST MARY'S SCHOOL FUND

Charity number: 1057441
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Educational

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £21,493
Total expenditure: £25,364

People

9 Trustee(s)

12 Volunteer(s)

Employees with total benefits over £60,000

No information available

One or more of the employees were formerly trustees

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:
  • Other Charitable Activities
Where the charity operates:
  • Lincolnshire

Governance

Registration history:
  • 08 August 1996: Standard registration
Organisation type:
Other
Other names:
  • ST MARY'S SCHOOL FUND (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management 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 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev DARREN William MCFARLAND Trustee 27 March 2025
HEADINGTON PARISH CHARITY
Received: On time
THE COMMUNITY OF ST MARY THE VIRGIN AT WANTAGE
Received: On time
Evie Carlisle Trustee 17 October 2024
None on record
Voni Metcalfe Trustee 03 October 2024
None on record
Gemma Atkinson Trustee 17 July 2024
None on record
Dr Hollie Morgan Trustee 05 May 2023
None on record
Julie Shaw Trustee 24 November 2022
None on record
Joshua Lock Trustee 20 October 2022
None on record
Claire Tunstall Trustee 02 October 2020
None on record
NICOLA GOUGH Trustee 28 June 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £27.88k £27.88k £12.54k £40.39k £21.49k
Total expenditure £26.03k £15.68k £7.28k £27.89k £25.36k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £5.01k 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 August 2023 06 June 2024 On Time
Accounts and TAR 31 August 2023 Not Required
Annual return 31 August 2022 03 January 2024 187 days late
Accounts and TAR 31 August 2022 03 January 2024 187 days late Download Open in new window
Annual return 31 August 2021 14 July 2022 14 days late
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 11 February 2022 226 days late
Accounts and TAR 31 August 2020 11 February 2022 226 days late Download Open in new window
Annual return 31 August 2019 01 April 2021 275 days late
Accounts and TAR 31 August 2019 01 April 2021 275 days late 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.

DECLARATION OF TRUST DATED 26 JANUARY 1996

Charitable objects

TO ADVANCE THE EDUCATION OF THE PUPILS OF WELTON ST MARY'S SCHOOL

Area of benefit

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

NOT DEFINED

Contact information

Address:
WELTON ST MARY'S CE PRIMARY SCHOOL
SCHOOL DRIVE
WELTON
LINCOLN
LINCOLNSHIRE
LN2 3LA
Phone:
01673860339
Email:
enquiries@welton-st-marys.lincs.sch.uk
Website:

www.welton-st-marys.lincs.sch.uk Open in new window