THE MAURICE UPPERTON FOUNDATION

Charity number: 1132826
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Foundation was formed to replace the Maurice Upperton Charitable Trust. This has now happened and the Foundation is now operational to support young people with their education and development of their commercial potential.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £153,000
Total expenditure: £194,476

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

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:
  • Hampshire
  • Surrey
  • West Sussex

Governance

Registration history:
  • 20 November 2009: Standard registration
  • 28 June 2016: Funds received from 1115289 MAURICE UPPERTON CHARITABLE TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
06603689 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ann Marguerite Berry Trustee 06 June 2017
None on record
Charlotte Elizabeth Coster Trustee 06 June 2017
None on record
Frances Davies-Coster Trustee 22 October 2016
None on record
HUGH GERVASE COSTER Trustee 20 November 2009
None on record

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/03/2024
Total gross income £15.00k £20.00k £20.00k £180.00k £153.00k
Total expenditure £29.96k £29.99k £24.13k £8.90k £194.48k
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 17 December 2024 On Time
Accounts and TAR 31 March 2024 17 December 2024 On Time Download Open in new window
Annual return 31 May 2023 15 March 2024 On Time
Accounts and TAR 31 May 2023 15 March 2024 On Time Download Open in new window
Annual return 31 May 2022 28 March 2023 On Time
Accounts and TAR 31 May 2022 Not Required
Annual return 31 May 2021 25 February 2022 On Time
Accounts and TAR 31 May 2021 Not Required
Annual return 31 May 2020 30 March 2021 On Time
Accounts and TAR 31 May 2020 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 27 MAY 2008

Charitable objects

THE OBJECTS OF THE CHARITY ARE TO FURTHER THE FOLLOWING CHARITABLE PURPOSES FOR THE BENEFIT OF CHILDREN AND YOUNG ADULTS WHO ARE RESIDENT OR ATTENDING SCHOOLS OR OTHER EDUCATIONAL OR TRAINING ESTABLISHMENTS IN ENGLAND OR WALES, OR ARE UNDERGOING A COURSE OF EDUCATION OR TRAINING IN ENGLAND OR WALES, AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE ('BENEFICIARIES'): (1) TO ADVANCE THE PHYSICAL AND MENTAL EDUCATION AND TRAINING OF BENEFICIARIES; (2) TO ENABLE BENEFICIARIES TO STUDY AND PRACTISE SPORTS OR THE ARTS AS PART OF THEIR EDUCATION OR TRAINING; (3) TO FURTHER THE SOCIAL AND MORAL TRAINING OF BENEFICIARIES THROUGH THEIR LEISURE TIME ACTIVITIES; (4) TO ASSIST BENEFICIARIES TO PREPARE FOR AND ESTABLISH THEMSELVES IN A TRADE, PROFESSION OR VOCATION OR TO EARN THEIR OWN LIVING. 3.2 THIS CLAUSE MAY NOT BE AMENDED WITHOUT THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION.

Area of benefit

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

ENGLAND OR WALES

Contact information

Address:
15 East Avenue
Bognor Regis
PO22 6EG
Phone:
01243587922
Email:
upptnfound@hotmail.com
Website:

www.mauriceuppertonfoundation.org Open in new window