THE OLFORD BEQUEST

Charity number: 306936
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provides funds for young people going to University or FE College

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £5,346
Total expenditure: £6,308

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Cornwall
  • Devon
  • Plymouth City

Governance

Registration history:
  • 18 March 1964: 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 handling
  • Conflicting interests
  • Investment
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
JOHN COATES Chair 30 November 2018
None on record
Judith Cook Trustee 02 August 2024
None on record
Simon John Carder Trustee 01 October 2020
None on record
MARY ASPINALL Trustee 20 June 2014
SOUTH DEVON AND CORNWALL INSTITUTION FOR THE BLIND
Received: On time
Dr JOHN MAHONY Trustee 20 June 2014
PLYMOUTH PUBLIC DISPENSARY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £5.13k £3.84k £4.92k £5.25k £5.35k
Total expenditure £3.30k £3.30k £5.35k £6.25k £6.31k
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 March 2024 07 January 2025 On time
Accounts and TAR 31 March 2024 Not required
Annual return 31 March 2023 17 February 2024 17 days late
Accounts and TAR 31 March 2023 Not required
Annual return 31 March 2022 21 June 2022 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 07 July 2021 On time
Accounts and TAR 31 March 2021 Not required
Annual return 31 March 2020 09 October 2020 On time
Accounts and TAR 31 March 2020 Not required
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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 OF 13TH MAY 1963

Charitable objects

TO PROVIDE ALLOWANCES FOR 5 STUDENTS FROM PLYMOUTH SCHOOLS, WHO HAVE GAINED EXHIBITIONS OR SCHOLARSHIPS TO UNIVERSITIES, IN ADDITION TO THEIR GRANTS TWO OF WHICH ARE TO GO TO STUDENTS AT DEVONPORT HIGH SCHOOL FOR BOYS. SOME OF THE INCOME MAY BE APPLIED TO PROVIDING EXHIBITIONS OR FINANCIAL ASSISTANCE TO PRESENT OR PAST PUPILS OF ANY SCHOOL IN PLYMOUTH IN NEED OF FINANCIAL ASSISTANCE.

Area of benefit

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

PLYMOUTH

Contact information

Address:
Picket Rock
Renney Road
Down Thomas
PLYMOUTH
PL9 0BG
Phone:
07753308955
Email:
info@olfordbequest.org.uk
Website:

No information available