PHYLLIS WALLBANK EDUCATIONAL TRUST

Charity Number: 312730
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Phyllis Wallbank Educational Trust provides properties for education and educational research. It also makes grants to individuals. Full details of the aims and objectives of the charity are published on the charity's website.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £116,073
Total expenditure: £91,114

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
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Camden
  • Hackney

Governance

Registration history:
  • 03 November 1964: Standard registration
Organisation type:
Trust
Other names:
  • PHYLLIS WALLBANK EDUCATIONAL TRUST - ICW THE GATEHOUSE MONTESSORI SCHOOL (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • 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
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev EUGENE CURRAN CM Chair
None on record
Katie Wallbank Trustee 07 September 2021
None on record
James Wallbank Trustee 07 September 2021
None on record
Ian Lyon Duncan Trustee 03 September 2018
None on record
BENEDICT NEWELL WALLBANK RIBA Trustee
None on record
BROTHER DUNSTAN ROBIDOUX OSB Trustee
None on record
MARK WALLBANK Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £115.76k £115.93k £122.06k £119.59k £116.07k
Total expenditure £66.09k £26.25k £41.69k £82.98k £91.11k
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 05 April 2024 21 November 2024 On Time
Accounts and TAR 05 April 2024 21 November 2024 On Time
Annual return 05 April 2023 05 March 2024 29 days late
Accounts and TAR 05 April 2023 05 March 2024 29 days late
Annual return 05 April 2022 05 December 2022 On Time
Accounts and TAR 05 April 2022 05 December 2022 On Time
Annual return 05 April 2021 17 December 2021 On Time
Accounts and TAR 05 April 2021 17 December 2021 On Time
Annual return 05 April 2020 17 December 2020 On Time
Accounts and TAR 05 April 2020 17 December 2020 On Time
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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.

TRUST DEED DATED 22 OCTOBER 1964

Charitable objects

(A) THE ACQUISITION OF THE GATEHOUSE SCHOOL, DALLINGTON STREET, E.C.1. (B) THE ADVANCEMENT OF EDUCATION AT THE SAID SCHOOL AS A DAY-SCHOOL FOR BOYS AND GIRLS

Area of benefit

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

NOT DEFINED

Contact information

Address:
158 AGAR GROVE
LONDON
NW1 9TY
Phone:
07906070178
Email:
mwallbank@hotmail.com
Website:

www.pwetrust.org Open in new window