KATHARINE LADY BERKELEY'S SCHOOL FOUNDATION

Charity number: 311706
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants to the Academy, Katharine Lady Berkeley's School, are made from income generated by the Foundation's historic investment portfolio, to provide special benefits not normally afforded through the Academy's regular grant funding. Grants to pupils and past pupils are made where special need is demonstrated. Management of the investments forms a major part of the business of the Foundation.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £74,433
Total expenditure: £72,410

People

6 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
  • Makes Grants To Organisations
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 28 December 1962: Standard registration
Organisation type:
Other
Other names:
  • KATHARINE LADY BERKELEY'S GRAMMAR SCHOOL FOUNDATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Investment
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MARGARET CLARKE Chair
CHARFIELD NATIONAL SCHOOL FOUNDATION
Received: On time
Simon Bernard Valentine Weston Trustee 14 October 2019
None on record
Ian Colin Trayling Trustee 10 December 2014
None on record
LESLEY ANN CHASE Trustee
None on record
JANE HELEN KENDALL Trustee
None on record
Dr JOHN EDWARD CORDWELL Trustee
THE WOTTON-UNDER-EDGE CIVIC SOCIETY
Received: On time

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 £46.36k £42.75k £42.88k £56.24k £74.43k
Total expenditure £79.26k £45.88k £40.47k £61.20k £72.41k
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 26 March 2025 On Time
Accounts and TAR 31 July 2024 26 March 2025 On Time Download Open in new window
Annual return 31 July 2023 31 January 2024 On Time
Accounts and TAR 31 July 2023 31 January 2024 On Time Download Open in new window
Annual return 31 July 2022 16 September 2022 On Time
Accounts and TAR 31 July 2022 16 September 2022 On Time Download Open in new window
Annual return 31 July 2021 01 October 2021 On Time
Accounts and TAR 31 July 2021 01 October 2021 On Time Download Open in new window
Annual return 31 July 2020 18 March 2021 On Time
Accounts and TAR 31 July 2020 18 March 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.

SCHEMES OF 10 NOVEMBER 1964 AND 18 DECEMBER 1986

Charitable objects

A VOLUNTARY SCHOOL; THE NET INCOME TO BE APPLIED IN ANY OF THE FOLLOWING WAYS FOR THE BENEFIT OF PERSONS OF EITHER SEX UNDER THE AGE OF 25 YEARS WHO ARE PUPILS AT THE SCHOOL - SCHOLARSHIPS, BURSARIES OF MAINTENANCE ALLOWANCES; FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, BOOKS FOR BENEFICIARIES ON LEAVING AN EDUCATIONAL ESTABLISHMENT AND ENTERING INTO A PROFESSION, TRADE OR CALLING; SCHOLARSHIPS OR MAINTENANCE ALLOWANCES FOR STUDENTS TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION; SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY; SPECIAL FACILITIES FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING; FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS AND SCIENCES; OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES.

Area of benefit

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

PARISH OF WOTTON-UNDER-EDGE

Linked charities

Linked charities
Linked charity 311706-2 CHAIRMAN'S PRIZE
Governing document
TRUST DEED DATED 28 APRIL 1978
Charitable objects
AN ANNUAL PRIZE TO BE AWARDED BY THE CHAIRMAN OF THE GOVERNORS FOR THE TIME BEING AFTER CONSULTATION WITH THE GOVERNORS AND HEADMASTER OF THE SCHOOL FOR THE TIME BEING TO ANY PUPIL OF THE SCHOOL WHOSE SCHOLASTIC, ATHLETIC OR PERSONAL ATTAINMENTS OR ENDEAVOUR MERITS SUCH RECOGNITION. (FOR FURTHER DETAILS SEE GOVERNING INSTRUMENT.)
Area of benefit
NOT DEFINED
Registration history
  • 28 December 1962 : Standard registration

Contact information

Address:
9 Burleigh Way
Wickwar
WOTTON-UNDER-EDGE
Gloucestershire
GL12 8LR
Phone:
07525251206
Email:
klbsfoundation@outlook.com
Website:

No information available