DR CHALLONER'S SCHOOL EDUCATIONAL TRUST

Charity number: 298550
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The provision of scholarships, prizes, grants, equipment, buildings, playing fields and other assistance for the benefit of Dr Challoner's Grammar School and its pupils.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £471,449
Total expenditure: £43,100

People

6 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
  • Makes Grants To Organisations
Where the charity operates:
  • Buckinghamshire

Governance

Registration history:
  • 18 March 1988: Standard registration
  • 13 August 2015: Funds received from 1065722 DR CHALLONER'S GRAMMAR SCHOOL FUND
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAVID ALASTAIR ATKINSON Chair 01 September 2016
None on record
Jonathan David Pearson Trustee 14 November 2024
None on record
Paul Serkis Trustee 01 September 2022
None on record
Christopher Barratt Trustee 09 March 2022
THE FRIENDS OF DR CHALLONER'S GRAMMAR SCHOOL
Received: On time
Mark Haines Trustee 18 November 2017
None on record
PETER MILLINS Trustee 12 May 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £218.86k £540.87k £307.26k £401.85k £471.45k
Total expenditure £140.37k £614.46k £343.91k £241.06k £43.10k
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
Income - Donations and legacies N/A £540.75k N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £120 N/A N/A N/A
Income - Other N/A £0 N/A N/A N/A
Income - Legacies N/A £105.61k N/A N/A N/A
Expenditure - Charitable activities N/A £614.46k N/A N/A N/A
Expenditure - Raising funds N/A £0 N/A N/A N/A
Expenditure - Governance N/A £6.12k N/A N/A N/A
Expenditure - Grants institution N/A £601.70k N/A N/A N/A
Expenditure - Investment management N/A £0 N/A N/A N/A
Expenditure - Other N/A £0 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 August 2024 26 November 2024 On Time
Accounts and TAR 31 August 2024 26 November 2024 On Time Download Open in new window
Annual return 31 August 2023 11 December 2023 On Time
Accounts and TAR 31 August 2023 11 December 2023 On Time Download Open in new window
Annual return 31 August 2022 12 December 2022 On Time
Accounts and TAR 31 August 2022 12 December 2022 On Time Download Open in new window
Annual return 31 August 2021 24 November 2021 On Time
Accounts and TAR 31 August 2021 24 November 2021 On Time Download Open in new window
Annual return 31 August 2020 17 November 2020 On Time
Accounts and TAR 31 August 2020 17 November 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.

DECLARATION OF TRUST DATED 12/12/1987 AS AMENDED BY DEED DATED 06/02/2012 AS AMENDED BY DEED DATED 18 OCT 2017

Charitable objects

PROMOTION OF THE EDUCATION OF PUPILS OF DR CHALLONER'S GRAMMAR SCHOOL.

Area of benefit

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

AMERSHAM

Contact information

Address:
DR CHALLONERS GRAMMAR SCHOOL
CHESHAM ROAD
AMERSHAM
HP6 5HA
Phone:
01494787570
Email:
edtrustsecretary@challoners.com
Website:

No information available