ST PETER'S FORMBY EDUCATIONAL TRUST 2015

Charity Number: 1168392
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

1.Provision of items, services and facilities for Trinity St Peter's Primary (Aided) Primary School, and any school substantially serving Formby 2.Promotion of education of persons in Formby in need of financial assistance and who are persons who are attending the school or have attended the school or are under 25 3.Provision of facilities for recreation for persons under 25 resident in Formby

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £49,110
Total expenditure: £30,834

People

3 Trustee(s)

3 Volunteer(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:
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Sefton

Governance

Registration history:
  • 22 July 2016: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
09978248 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gillian Mary Holroyd Trustee 16 May 2022
None on record
Sarah Elizabeth Howard Gorman Trustee 15 October 2020
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PETER, FORMBY
Received: On time
Rev ANNE ELIZABETH TAYLOR Trustee 31 January 2016
SEFTON NORTH DEANERY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £34.65k £34.74k £36.82k £42.02k £49.11k
Total expenditure £29.05k £36.47k £18.01k £26.13k £30.83k
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 December 2023 03 October 2024 On Time
Accounts and TAR 31 December 2023

(These accounts
have been qualified)

03 October 2024 On Time Download Open in new window
Annual return 31 December 2022 13 June 2023 On Time
Accounts and TAR 31 December 2022 13 June 2023 On Time Download Open in new window
Annual return 31 December 2021 20 July 2022 On Time
Accounts and TAR 31 December 2021 20 July 2022 On Time Download Open in new window
Annual return 31 December 2020 23 June 2021 On Time
Accounts and TAR 31 December 2020 23 June 2021 On Time Download Open in new window
Annual return 31 December 2019 23 September 2020 On Time
Accounts and TAR 31 December 2019 23 September 2020 On Time Download Open in new window
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 INCORPORATED 31 JAN 2016 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20 JUL 2016

Charitable objects

THE FOLLOWING OBJECTS ARE FOR THE PUBLIC BENEFIT: 1.1.1 TO ADVANCE EDUCATION BY THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR THE SCHOOL KNOWN AS TRINITY ST PETER’S CHURCH OF ENGLAND (AIDED) PRIMARY SCHOOL; 1.1.2 TO ADVANCE EDUCATION BY THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR ANY SCHOOL SUBSTANTIALLY SERVING FORMBY; 1.1.3 TO ADVANCE THE EDUCATION OF PERSONS IN FORMBY WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE: 1.1.3.1. PERSONS WHO ARE ATTENDING TRINITY ST PETER’S CHURCH OF ENGLAND (AIDED) PRIMARY SCHOOL; OR 1.1.3.2. PERSONS WHO HAVE AT ANY TIME ATTENDED TRINITY ST PETER’S CHURCH OF ENGLAND (AIDED) PRIMARY SCHOOL; OR 1.1.3.3. PERSONS UNDER THE AGE OF 25. 1.1.4 THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR THE RECREATION OF PERSONS UNDER THE AGE OF 25 RESIDENT IN FORMBY, WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR AGE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE. 1.2 THIS PROVISION MAY BE AMENDED BY SPECIAL RESOLUTION BUT ONLY WITH THE PRIOR WRITTEN CONSENT OF THE COMMISSION.

Contact information

Address:
Apartment 15
Devonshire Court
Derbyshire Road South
Sale
Phone:
01704875703
Email:
No information available
Website:

No information available