THE ILMINSTER EDUCATIONAL FOUNDATION

Charity number: 310265
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE PROVISION OF GRANTS TO FOUR LOCAL SCHOOLS, TO SCHOOL PUPILS ON EDUCATIONAL TRIPS AND TO ILMINSTER BASED UNIVERSITY AND COLLEGE STUDENTS. THERE IS ALSO PROVISION FOR A SMALL GRANT EACH YEAR FOR THE BENEFIT OF THE PARISH OF ILMINSTER GENERALLY

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £147,833
Total expenditure: £55,992

People

11 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
  • Makes Grants To Organisations
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 23 March 1972: Standard registration
Organisation type:
Other
Other names:
  • ILMINSTER EDUCATIONAL FOUNDATION (Working name)
Gift aid:
Not 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
  • Paying staff
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Carol Warry Trustee 17 November 2016
None on record
MRS Sophie Louise Storey Trustee 10 March 2014
None on record
LINDA PATRICIA PIGGOTT Trustee 22 July 2013
None on record
MARIE JEWSON Trustee 12 December 2011
None on record
Wendy Elizabeth OUTRAM Trustee 18 April 2011
None on record
JONATHAN HENRY PERRY Trustee
None on record
STUART RICHARD SHEPHERD Trustee
None on record
ROGER SWANN Trustee
None on record
FREDERICK STEPHEN FISHER Trustee
None on record
NIGEL JOHNSON CORBETT Trustee
None on record
GORDON STEPHEN TWINBERROW Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £43.06k £64.57k £51.67k £91.62k £147.83k
Total expenditure £40.73k £51.08k £44.88k £49.98k £55.99k
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 July 2024 23 April 2025 On Time
Accounts and TAR 31 July 2024 23 April 2025 On Time Download Open in new window
Annual return 31 July 2023 26 April 2024 On Time
Accounts and TAR 31 July 2023 26 April 2024 On Time Download Open in new window
Annual return 31 July 2022 10 January 2023 On Time
Accounts and TAR 31 July 2022 10 January 2023 On Time Download Open in new window
Annual return 31 July 2021 23 February 2022 On Time
Accounts and TAR 31 July 2021 23 February 2022 On Time Download Open in new window
Annual return 31 July 2020 24 November 2020 On Time
Accounts and TAR 31 July 2020 27 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.

SCHEME MADE BY THE SECRETARY OF STATE FOR EDUCATION AND SCIENCE ON THE 25TH FEBRUARY 1972 AS VARIED OR AFFECTED BY A SCHEME OF THE CHARITY COMMISSIONERS OF 5 DECEMBER 1989

Charitable objects

1. NOT MORE THAN 1/3RD OF THE NET INCOME TO BE APPLIED IN PROVIDING SPECIAL BENEFITS, NOT PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY COUNTY OR VOLUNTARY SCHOOL. 2. THE RESIDUE OF THE INCOME TO BE APPLIED IN PROVIDING SCHOLARSHIPS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS AND OTHER BENEFITS FOR YOUNG PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS, WHO ARE RESIDENT IN THE ANCIENT PARISH OF ILMINSTER, OR WHO HAVE FOR NOT LESS THAN 2 YEARS ATTENDED AN EDUCATIONAL INSTITUTION IN THE SAID ANCIENT PARISH.

Area of benefit

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

PARISH OF ILMINSTER

Linked charities

Linked charities
Linked charity 310265-1 THE SMITH FUND
Governing document
WILL DATED 25TH OCTOBER 1947 AS AMENDED BY SCHEME DATED 25TH FEBRUARY 1972
Charitable objects
ASSISTING GIRLS OR YOUNG WOMEN WHO HAVE NOT ATTAINED THE AGE OF 25 WHO ARE ATTENDING OR WHO HAVE FOR NOT LESS THAN 2 YEARS ATTENDED AN EDUCATIONAL INSTITUTION IN THE ANCIENT PARISH OF ILMINSTER AND WHO IN THE OPINION OF THE TRUSTEES ARE IN NEED OF FINANCIAL ASSISTANCE
Area of benefit
PARISH OF ILMINSTER
Registration history
  • 23 March 1972 : Standard registration

Contact information

Address:
12 Ladymeade
Ilminster
Somerset
TA19 0EA
Phone:
07970190228
Email:
sspurwayief@gmail.com
Website:

No information available