WINDERMERE SCHOOL ENDOWMENT
Charity number: 508324
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Management of assets and distribution of income, for the benefit of schools and pupils in the ancient parish of Windermere.
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £11,302
Total expenditure: £3,960
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
- Other Defined Groups
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Cumbria
Governance
Registration history:
- 29 June 1979: Standard registration
- 15 October 2009: Removed (Ceased to exist)
Organisation type:
Other
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 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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| Rev JAMES JOHNSTON RICHARDS | Chair |
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| Caroline Kearney | Trustee | 08 May 2024 |
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| Dr Andrew Guy Jarvis | Trustee | 25 January 2024 |
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| Stephen James Bavin | Trustee | 25 January 2024 |
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| Christine Hallatsch | Trustee | 14 February 2018 |
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| Mr Will Clark | Trustee | 01 August 2017 |
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| LISA GREASLEY | Trustee | 30 January 2013 |
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| MR NC MARTIN | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £10.09k | £8.32k | £12.47k | £10.85k | £11.30k | |
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Total expenditure | £13.47k | £7.32k | £12.72k | £20.12k | £3.96k | |
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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 March 2024 | 15 January 2025 | On Time | |
| Accounts and TAR | 31 March 2024 | Not Required | ||
| Annual return | 31 March 2023 | 23 February 2024 | 23 days late | |
| Accounts and TAR | 31 March 2023 | Not Required | ||
| Annual return | 31 March 2022 | 17 November 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | Not Required | ||
| Annual return | 31 March 2021 | 29 December 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | Not Required | ||
| Annual return | 31 March 2020 | 11 January 2021 | On Time | |
| Accounts and TAR | 31 March 2020 | Not Required |