LUMB'S EDUCATIONAL FOUNDATION

Charity number: 311683
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants given to 16-24 year old students for education/training, including fees, books, equipment and official travel projects. Applicants' home residence must be in Glos. Students who have come to county to study are eligible if funding is made available to Lumbs Educational Foundation for the purpose in any particular year.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £16,604
Total expenditure: £16,860

People

7 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
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 06 December 1962: 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:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JOHN PAUL KEHOE Chair 05 February 2018
None on record
Annmarie Lilian Adams Trustee 07 February 2022
None on record
Jane Rhiannon Holmes Trustee 07 February 2022
None on record
JULIE AMANDA GOODFELLOW Trustee 10 February 2020
None on record
NEVILLE CAPPER Trustee
None on record
KATHERINE HOLMES Trustee
None on record
Dr DENNIS SUTTON PHD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £12.76k £10.99k £22.69k £17.03k £16.60k
Total expenditure £11.73k £11.28k £21.29k £18.81k £16.86k
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 December 2023 14 September 2024 On time
Accounts and TAR 31 December 2023 Not required
Annual return 31 December 2022 03 October 2023 On time
Accounts and TAR 31 December 2022 Not required
Annual return 31 December 2021 23 September 2022 On time
Accounts and TAR 31 December 2021 Not required
Annual return 31 December 2020 13 October 2021 On time
Accounts and TAR 31 December 2020 Not required
Annual return 31 December 2019 26 August 2020 On time
Accounts and TAR 31 December 2019 Not required
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 MINISTER OF EDUCATION ON THE 20TH APRIL 1961 AS VARIED BY CHARITY COMMISSION SCHEME DATED 25TH MAY 1976 AND 26TH APRIL 1991 AND VARIED FURTHER BY A FULLY REGULATING SCHEME DATED 28 OCTOBER 1994

Charitable objects

THE AWARD IN ONE OR MORE OF THE FOLLOWING WAYS FOR THE BENEFIT OF YOUNG PERSONS OF EITHER SEX WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS AND ARE RESIDENT IN THE BENEFICIAL AREA:-(A)EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL OR OTHER INSTITUTION OF FURTHER EDUCATION; (B)ASSISTING THEM TO ENTER A PROFESSION, TRADE OR CALLING; (C)OTHERWISE PROMOTING THEIR EDUCATION.

Area of benefit

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

THE PETTY SESSIONAL DIVISION OF CHELTENHAM

Contact information

Address:
54 COLLUM END RISE
LECKHAMPTON
CHELTENHAM
GL53 0PB
Phone:
01242515673
Email:
jagoodfellow@lumbsfoundation.org.uk
Website:

www.lumbseducationalfoundation.org Open in new window