ELIZABETH ALLEN TRUST

Charity Number: 310968
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Educational grants to (a) voluntary aided schools and (b) any such school in the area of benefit; (c) individuals under 25 years who are resident, attend college or further education, or are employed in the area of benefit and are in need of financial assistance for educational or preparation for entry into employment purposes. Grants are not available towards private school fees.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £34,202
Total expenditure: £25,566

People

6 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:
  • Barnet
  • Hertfordshire

Governance

Registration history:
  • 28 June 1963: Standard registration
Organisation type:
Other
Other names:
  • ELIZABETH ALLEN'S SCHOOL FOUNDATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • 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
PETER DOUGLAS ZIMAN Chair 19 June 2017
None on record
Alexander Wishart Trustee 20 January 2025
None on record
VALERIE FALKINDER JOHNSTON Trustee 19 June 2017
None on record
DIXIE LOCKE Trustee 09 June 2014
HADLEY WOOD WOMEN'S INSTITUTE
Received: On time
GORDON NICHOLS Trustee 09 June 2014
None on record
RUTH DYER Trustee 09 June 2014
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 £30.68k £27.81k £29.78k £33.40k £34.20k
Total expenditure £29.01k £27.10k £35.62k £38.98k £25.57k
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 August 2024 12 May 2025 On Time
Accounts and TAR 31 August 2024 12 May 2025 On Time Download Open in new window
Annual return 31 August 2023 04 April 2024 On Time
Accounts and TAR 31 August 2023 23 April 2024 On Time Download Open in new window
Annual return 31 August 2022 02 May 2023 On Time
Accounts and TAR 31 August 2022 02 May 2023 On Time Download Open in new window
Annual return 31 August 2021 11 May 2022 On Time
Accounts and TAR 31 August 2021 11 May 2022 On Time Download Open in new window
Annual return 31 August 2020 08 June 2021 On Time
Accounts and TAR 31 August 2020 08 June 2021 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 OF THE CHARITY COMMISSIONERS DATED 24 NOVEMBER 1976 AS AMENDED BY SCHEME DATED 1 MARCH 1979 AND SCHEME DATED 23 JULY 1999

Charitable objects

A) IN MAKING PAYMENTS TO THE GOVERNORS OR MANAGERS OF ANY VOLUNTARY AIDED SCHOOL IN THE AREA OF BENEFIT TO BE APPLIED BY SUCH GOVERNORS OR MANAGERS IN DISCHARGING THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944-73. B) IN OR TOWARDS PROVIDING SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY SUCH SCHOOL. (FOR FURTHER DETAILS SEE CLAUSE 26 OF SCHEME)

Area of benefit

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

DISTRICT OF BARNET AS CONSTITUTED IN 1965

Contact information

Address:
PO Box 1180
St. Albans
AL1 9XP
Phone:
01727823206
Email:
clerk@elizabethallentrust.org.uk
Website:

www.elizabethallentrust.org.uk Open in new window