WATERMILLOCK EDUCATIONAL FOUNDATION

Charity number: 505215
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To give discretionary grants to applicants who live in the village of Watermillock Cumbria and who have left secondary education and entered further education or training.

Income and expenditure

Data for financial year ending 30 June 2025

Total income: £378
Total expenditure: £340

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

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
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 12 May 1976: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
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
MARJORIE EMERY Chair
None on record
Claire Elizabeth Beaumont Trustee 01 December 2021
None on record
Dr KAY HALL Trustee
PENRITH COMMUNITY HOSPITAL LEAGUE OF FRIENDS
Received: On time
ANNE LLOYD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2021 30/06/2022 30/06/2023 30/06/2024 30/06/2025
Total gross income £306 £302 £201 £408 £378
Total expenditure £460 £472 £362 £440 £340
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 30 June 2025 24 October 2025 On time
Accounts and TAR 30 June 2025 Not required
Annual return 30 June 2024 06 January 2025 On time
Accounts and TAR 30 June 2024 Not required
Annual return 30 June 2023 27 June 2024 58 days late
Accounts and TAR 30 June 2023 Not required
Annual return 30 June 2022 07 December 2022 On time
Accounts and TAR 30 June 2022 Not required
Annual return 30 June 2021 01 December 2021 On time
Accounts and TAR 30 June 2021 Not required
Submit annual return Open in new window

Contact information

Address:
GOWBARROW OLD HALL
WATERMILLOCK
PENRITH
CA11 0JP
Phone:
01768486641
Email:
No information available
Website:

No information available