THE SHEPPEY ACADEMY ENDOWMENT FUND

Charity number: 1155889
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance education for the benefit of the community in Kent

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £58,871
Total expenditure: £89,191

People

5 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:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Kent

Governance

Registration history:
  • 21 February 2014: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Steve Chalke Chair 06 June 2018
None on record
Katherine Agar Trustee 31 March 2025
None on record
Andrew Blundell Trustee 15 December 2021
None on record
SARAH COCCIA Trustee 30 January 2014
None on record
Oasis Community learning Trustee 30 January 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £3.62k £0 £0 £30.92k £58.87k
Total expenditure £0 £0 £0 £600 £89.19k
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 August 2024 16 May 2025 On Time
Accounts and TAR 31 August 2024 16 May 2025 On Time Download Open in new window
Annual return 31 August 2023 27 June 2024 On Time
Accounts and TAR 31 August 2023 27 June 2024 On Time Download Open in new window
Annual return 31 August 2022 26 April 2023 On Time
Accounts and TAR 31 August 2022 Not Required
Annual return 31 August 2021 18 May 2022 On Time
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 18 May 2021 On Time
Accounts and TAR 31 August 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.

TRUST DEED DATED 28 JUL 2010 AS AMENDED BY DEED DATED 20/12/2013 AS AMENDED BY DEED DATED 13 OCT 2015

Charitable objects

3.1.1 THE INCOME OF THE ENDOWMENT FUND ARISING DURING EACH FINANCIAL YEAR SHALL BE APPLIED BY THE TRUSTEES TO ADVANCE EDUCATION FOR THE BENEFIT OF THE COMMUNITY OF KENT INCLUDING BUT WITHOUT LIMITATION BY: (I) ASSISTING AND SUPPORTING THE EDUCATION OF STUDENTS AT THE SCHOOL INCLUDING THE PROVISION OF AWARDS, PRIZES OR OTHER REWARDS; (II) RELIEVING THE FINANCIAL HARDSHIP OF PUPILS AND EX-PUPILS OF THE SCHOOL BY THE PROVISION OF BURSARIES, SCHOLARSHIPS, EQUIPMENT OR IN ANY OTHER WAY THE TRUSTEES THINK FIT TO ENABLE THEM TO PURSUE THEIR EDUCATION; (III) PROVIDING GRANTS OR OTHER FINANCIAL ASSISTANCE TO ASSIST PUPILS IN FINANCIAL NEED TO UNDERTAKE EXTRA-CURRICULAR ACTIVITIES (INCLUDING EDUCATIONAL TRAVEL IN THE UNITED KINGDOM OR OVERSEAS); (IV) PROVIDING OR ASSISTING IN THE PROVISION OF SERVICES OR FACILITIES AT THE SCHOOL NOT PROVIDED FOR UNDER THE FUNDING AGREEMENT; (V) FOSTERING CLOSER TIES BETWEEN THE SCHOOL AND COMMUNITY, INCLUDING PROMOTING EDUCATION IN THE COMMUNITY SERVED BY THE SCHOOL (THE ?OBJECTS?). PROVIDED THAT IN CARRYING OUT THE FOREGOING DECLARED TRUSTS THE TRUSTEES MUST (WHERE APPLICABLE) HAVE REGARD TO, BUT SHALL NOT BE BOUND BY, ANY RELEVANT GUIDANCE ISSUED BY THE SECRETARY OF STATE FROM TIME TO TIME ON THE EXPENDITURE OF INCOME ARISING ON ENDOWMENT FUNDS.

Contact information

Address:
Oasis Community Learning
75 Westminster Bridge Road
London
SE1 7HS
Phone:
02079214200
Email:
claudia.hardy@oasisuk.org
Website:

No information available