HERBERT EDUCATIONAL FOUNDATION
Charity number: 507021
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
This Charity makes donations to assist local children/students to undertake further activies or make grants for equipment to support their education
Income and expenditure
Data for financial year ending 31 December 2023
Total income: £40,392
Total expenditure: £16,490
People
8 Trustee(s)
1 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Warwickshire
Governance
Registration history:
- 06 December 1977: 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:
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
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
8 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Catherine Dorothea Lisztwan | Chair | 05 December 2013 |
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| Vanessa Sheila Braithwaite | Trustee | 29 October 2020 |
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| Victoria Kay Deasley | Trustee | 10 December 2015 |
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| NEIL THOMPSON | Trustee | 19 July 2011 |
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| PAUL Howard MABEY | Trustee | 07 July 1979 |
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| PAUL Underhill WHITBY | Trustee |
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| Rev Barbara Carol Clutton | Trustee |
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| ROBERT JOHN KENNEDY | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2019 | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | ||
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Total gross income | £36.71k | £35.50k | £37.56k | £27.65k | £40.39k | |
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Total expenditure | £24.16k | £13.73k | £44.92k | £57.16k | £16.49k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 December 2023 | 02 September 2024 | On Time | |
| Accounts and TAR | 31 December 2023 | 02 September 2024 | On Time | Download Open in new window |
| Annual return | 31 December 2022 | 09 October 2023 | On Time | |
| Accounts and TAR | 31 December 2022 | 09 October 2023 | On Time | Download Open in new window |
| Annual return | 31 December 2021 | 07 October 2022 | On Time | |
| Accounts and TAR | 31 December 2021 | 07 October 2022 | On Time | Download Open in new window |
| Annual return | 31 December 2020 | 28 September 2021 | On Time | |
| Accounts and TAR | 31 December 2020 | 28 September 2021 | On Time | Download Open in new window |
| Annual return | 31 December 2019 | 01 October 2020 | On Time | |
| Accounts and TAR | 31 December 2019 | 01 October 2020 | On Time | Download Open in new window |