THE FOUNDATION OF SAINT MATTHIAS

Charity number: 311696
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Foundation's primary object is the advancement of education in the area of benefit, in particular the Dioceses of Bath & Wells, Bristol and Gloucester but extending to the whole of the United Kingdom, with a preference for higher or further education; such education contributing to the advancement of the Church of England.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £241,225
Total expenditure: £367,363

People

14 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
  • Religious Activities
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 26 March 1965: 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:
  • 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
  • Risk management
  • Serious incident reporting 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

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Bishop Neil Warwick Chair 17 April 2024
None on record
Karen Czapiewski Trustee 09 April 2025
Sportily
Received: On time
Richard Wheeler Trustee 09 April 2025
None on record
Rev Leonard Browne Trustee 20 November 2024
None on record
Rev Sharon Roberts Trustee 17 April 2024
None on record
Pamela Cosh Trustee 17 April 2024
None on record
Jane Borgeaud Trustee 22 November 2023
None on record
Simon John Taylor Trustee 01 January 2020
None on record
Liz Townend Trustee 16 February 2019
None on record
EDWARD GREGORY Trustee 23 October 2018
GLASTONBURY ABBEY
Received: On time
THE BATH AND WELLS DBE TRUST
Received: On time
BERYL ELIZABETH GLEICH Trustee 01 January 2016
GLOUCESTERSHIRE GUIDE ASSOCIATION
Received: On time
Rev ANTHONY DAVID EVERITT Trustee 01 January 2016
None on record
MAUREEN ELIZABETH LOMAS Trustee 05 November 2014
None on record
Dr PAUL JOHN SMITH Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £233.85k £222.43k £242.25k £241.55k £241.23k
Total expenditure £336.80k £320.84k £359.77k £391.54k £367.36k
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 2024 07 May 2025 On time
Accounts and TAR 31 December 2024 07 May 2025 On time Download Open in new window
Annual return 31 December 2023 22 May 2024 On time
Accounts and TAR 31 December 2023 22 May 2024 On time Download Open in new window
Annual return 31 December 2022 17 October 2023 On time
Accounts and TAR 31 December 2022 17 October 2023 On time Download Open in new window
Annual return 31 December 2021 12 July 2022 On time
Accounts and TAR 31 December 2021 12 July 2022 On time Download Open in new window
Annual return 31 December 2020 21 June 2021 On time
Accounts and TAR 31 December 2020 21 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 DATED 22/08/2011 AS AMENDED BY RESOLUTION DATED 11/11/2015 as amended on 16 Mar 2021 as amended on 09 Apr 2025 as amended on 09 Apr 2025

Charitable objects

THE OBJECT OF THE CHARITY IS THE ADVANCEMENT OF EDUCATION IN THE AREA OF BENEFIT WITH A PREFERENCE FOR HIGHER OR FURTHER EDUCATION; SUCH EDUCATION CONTRIBUTING TO THE ADVANCEMENT OF THE CHURCH OF ENGLAND, IN PARTICULAR THROUGH THE FOLLOWING MEANS: (1) THE EDUCATION AND TRAINING OF PERSONS WHO ARE, OR INTEND TO BECOME, ENGAGED IN SOCIAL WELFARE WORK AS SOCIAL WORKERS, COMMUNITY WORKERS, YOUTH WORKERS, TEACHERS, SUPERVISORS OF PRE-SCHOOL GROUPS OR OTHERWISE; (2) THE EDUCATION AND TRAINING OF PERSONS INTENDING TO BECOME MINISTERS OF THE CHURCH OF ENGLAND OR OF A CHURCH IN COMMUNION THEREWITH; (3) IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITIES OR FROM CENTRAL GOVERNMENT FUNDS IN SCHOOLS OR ACADEMIES (WITHIN THE MEANING OF THE EDUCATION ACTS) IN WHICH RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND IS GIVEN, IN THE DIOCESES OF BATH AND WELLS, BRISTOL OR GLOUCESTER AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE SCHOOL CONCERNED; (4) IN PROVIDING, OR ASSISTING IN THE PROVISION OF, A CHAPLAINCY FOR STUDENTS OF ESTABLISHMENTS OF HIGHER OR FURTHER EDUCATION BY PAYING, OR ASSISTING IN THE PAYMENT OF, THE STIPEND OF ONE OR MORE PRIESTS OF THE CHURCH OF ENGLAND OR OTHERWISE; (5) IN ASSISTING COLLEGES ESTABLISHED FOR CHARITABLE PURPOSES ONLY AT WHICH PROVISION IS MADE FOR THE TRAINING OF TEACHERS; AND (6) IN MAKING GRANTS TO PERSONS IN NEED OF FINANCIAL ASSISTANCE TO ENABLE THEM TO ATTEND AN ESTABLISHMENT OF HIGHER OR FURTHER EDUCATION, TO TRAVEL IN FURTHERANCE OF THEIR EDUCATION, TO STUDY MUSIC OR OTHER ARTS OR, ON LEAVING ANY EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ENTER A PROFESSION, TRADE OR CALLING.

Area of benefit

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

BRISTOL

Contact information

Address:
FIRST FLOOR
HILLSIDE HOUSE
1500 PARKWAY NORTH
NEWBRICK ROAD
STOKE GIFFORD
BRISTOL
Phone:
01179060100
Email:
stmatthiastrust@bristoldiocese.org
Website:

stmatthiastrust.org.uk