MILTON MOUNT FOUNDATION

Charity number: 306981
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

AWARDING EDUCATIONAL BURSARIES AND GRANTS

Income and expenditure

Data for financial year ending 30 June 2025

Total income: £152,212
Total expenditure: £205,876

People

8 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 11 November 1968: Standard registration
  • 16 November 1988: Removed
Organisation type:
Other
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
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Geoffrey Felton Trustee 06 November 2025
THE UNITED REFORMED CHURCH (MERSEY PROVINCE) TRUST LIMITED
Received: On time
LIVERPOOL HOPE UNIVERSITY
Received: On time
CHURCHES TOGETHER IN THE MERSEYSIDE REGION
Received: On time
Carole Rachel Marsden Trustee 06 November 2025
None on record
Gwyn Davies Trustee 02 November 2023
None on record
Ann Susan Bulley Trustee 06 July 2023
None on record
Sara Louise Iles Trustee 05 November 2020
None on record
REV KEVIN PATRICK SWAINE Trustee 27 August 2013
None on record
RAYMOND DUNNETT Trustee 25 April 2011
None on record
KATHLEEN OLIVER Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2021 30/06/2022 30/06/2023 30/06/2024 30/06/2025
Total gross income £149.81k £151.09k £153.15k £152.52k £152.21k
Total expenditure £190.39k £203.41k £178.19k £179.11k £205.88k
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 30 June 2025 12 January 2026 On time
Accounts and TAR 30 June 2025 12 January 2026 On time
Annual return 30 June 2024 15 November 2024 On time
Accounts and TAR 30 June 2024 15 November 2024 On time
Annual return 30 June 2023 13 November 2023 On time
Accounts and TAR 30 June 2023 13 November 2023 On time
Annual return 30 June 2022 09 January 2023 On time
Accounts and TAR 30 June 2022 09 January 2023 On time
Annual return 30 June 2021 24 March 2022 On time
Accounts and TAR 30 June 2021 24 March 2022 On time
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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 7 AUGUST 1963 AS AMENDED BY SCHEME OF 23 FEBRUARY 1973

Charitable objects

THE GENERAL PROMOTION OF THE EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS. (FOR FURTHER DETAILS SEE CLAUSE 13 OF THE GOVERNING INSTRUMENT)

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 306981-2 BRAYBROOKE PRIZE FUND
Governing document
DECLARATION OF TRUST DATED 22 JUNE 1968
Charitable objects
TO PROVIDE AN ANNUAL PRIZE OR PRIZES TO STUDENTS IN ARTS SUBJECTS AT WENTWIRTH MILTON MOUNT SCHOOL. PROPERTY TRANSFERRED TO THE BURSARIES AND SCHOLARSHIPS TRUST FUND - 306322 - NOTICE UNDER SECTION 3 OF THE CHARITIES ACT 1985 DATED 8 JUNE 1988.
Area of benefit
NOT DEFINED
Registration history
  • 11 November 1968 : Standard registration
  • 16 November 1988 : Removed

Contact information

Address:
The Town House
Crondall Lane
Farnham
Surrey
Surrey
GU9 7BQ
Phone:
01252715087
Email:
miltonmountfoundation@gmail.com
Website:

www.miltonmountfoundation.org.uk Open in new window