OUR LADY'S DISCRETIONARY TRUST

Charity Number: 1100070
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Advancement of the education, social and apiritual development of the pupils, present and future of Our Lady's Roman Catholic School, Chesham Bois, Amersham, either directly or indirectly (such as the provision of funds for building work, equipment, books, facilities, staffing and excursions.)

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £9,591
Total expenditure: £7,638

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Religious Activities
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Buckinghamshire

Governance

Registration history:
  • 15 October 2003: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
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
Vita Purina Trustee 23 May 2023
None on record
Alise Sipola Ellithy Trustee 23 May 2023
None on record
Greg Birbeck Trustee 28 February 2023
None on record
Steven Spencer Trustee 14 October 2019
None on record
Joanna Zieziulewicz Trustee 31 January 2017
None on record
PETER KIRK Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £9.94k £12.75k £9.77k £11.71k £9.59k
Total expenditure £12.10k £10.87k £5.98k £8.42k £7.64k
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 March 2024 27 January 2025 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 30 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 31 January 2021 On Time
Accounts and TAR 31 March 2020 Not Required
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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.

DECLARATION OF TRUST DATED 19 MAY 2003.

Charitable objects

THE ADVANCEMENT OF EDUCATION , SOCIAL AND SPIRITUAL DEVELOPMENT OF THE PUPILS, PRESENT AND FUTURE OF OUR LADY'S ROMAN CATHOLIC SCHOOL, CHESHAM BOIS, AMERSHAM EITHER DIRECTLY OR INDIRECTLY (SUCH AS, WITHOUT LIMITATION, BY THE PROVISION OF FUNDS FOR BUILDING WORK, EQUIPMENT, BOOKS, FACILITIES, STAFFING, AND EXCURSIONS FOR THE SCHOOL, AND FOR ITS PRESENT AND FUTURE PUPILS AND STAFF.)

Area of benefit

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

NOT DEFINED.

Contact information

Address:
6 Clay Acre
Chesham
HP5 3BL
Phone:
07891194044
Email:
srobbie@gmail.com
Website:

No information available