DR DONALD DUNCAN WILL TRUST

Charity number: 295150
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

In accordance with the terms of the Trust , the available income is paid to Scottish Local Education Authority in perpetuity . The Trustees are satisfied that these purposes remain charitable and for the public benefit. The Trustees have complied with the duty in Section 4 of the Charity Act 2006 to have due regard to public benefit guidance published by the Charity Commission.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £13,247
Total expenditure: £1,714

People

1 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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Scotland

Governance

Registration history:
  • 03 September 1986: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • 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

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lloyds Bank Plc Trustee 14 October 2013
THE THEODORE ROUSSEL MEMORIAL TRUST
Received: On time
ESTATE CHARITY OF G H NICHOLLS
Received: On time
THE LOUISE ALLEN TRUST
Received: On time
THE DINGLE TRUSTS ORGANIST FUND
Received: On time
THE EMMA REID AND LESLIE REID SCHOLARSHIPS AND FELLOWSHIPS FUND
Received: On time
DR JAMES ALLAN BRANDS'S SETTLEMENT
Received: On time
DR JAMES ALLAN BRAND'S WILL TRUST
Received: On time
SAMUEL FRANK FIELDS WILL TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £13.89k £10.73k £10.02k £11.81k £13.25k
Total expenditure £10.39k £620 £34.17k £1.71k £1.71k
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 05 April 2024 03 December 2024 On time
Accounts and TAR 05 April 2024 Not required
Annual return 05 April 2023 05 February 2024 On time
Accounts and TAR 05 April 2023 Not required
Annual return 05 April 2022 21 September 2022 On time
Accounts and TAR 05 April 2022 Not required
Annual return 05 April 2021 15 September 2021 On time
Accounts and TAR 05 April 2021 Not required
Annual return 05 April 2020 14 September 2020 On time
Accounts and TAR 05 April 2020 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.

WILL PROVED AT NOTTINGHAM PROBAGTE REGISTRY ON 1ST AUGUST 1962 AND SCHEME OF 17TH JULY 1987

Charitable objects

FOR THE PURPOSE OF ASSISTING PUPILS OF BOTH SEXES ONE OR BOTH OF THE PARENTS OF WHICH MUST HAVE BEEN RESIDENT IN THE COUNTY OF KINROSS AT THE TIME OF THE PUPILS BIRTH TO ENABLE THEM TO ACQUIRE FURTHER EDUCATION IN THE ARTS, SCIENCES, PROFESSIONS, COMMERCE OR INDUSTRY INCLUDING ATTENDANCE AT UNIVERSITIES OR OTHER INSTITUTIONS OR CLASSES WHETHER SITUATED IN THE UNITED KINGDOM OR ABROAD AND THE PAYMENT OF VOCATIONAL GRANTS FOR RESEARCH, STUDY OR FOREIGN TRAVEL AND THE PROVISION OF EQUIPMENT, TEXT BOOKS AND OTHER ITEMS NECESSARY TO ACQUIRE FURTHER EDUCATION IN ITS WIDEST SENSE.

Area of benefit

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

KINROSS, SCOTLAND

Contact information

Address:
Lloyds Banking Group
City Park
The Droveway
HOVE
East Sussex
BN3 7AU
Phone:
0345 300 0304
Email:
PBUKTCCharityAdmin@lloydsbanking.com
Website:

No information available