THE BURSARY FOUNDATION CIO

Charity number: 1178542
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the CIO is, for the public benefit, to promote the education of children and young people aged up to and including 18 years in such ways as the charity trustees think fit, including by the provision of bursaries to enable children to attend independent schools and further and higher education and the provision of tutoring.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £157,383
Total expenditure: £239,477

People

3 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 29 May 2018: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Laura Firth Trustee 24 September 2024
None on record
EDWARD JOHN PRESTON Trustee 29 May 2018
THE PRESTON FAMILY CHARITABLE SETTLEMENT
Received: On time
JENNIFER ELIZABETH HOPKINSON Trustee 29 May 2018
THE PRESTON FAMILY CHARITABLE SETTLEMENT
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £44.54k £290.00k £105.00k £104.00k £157.38k
Total expenditure £39.53k £63.00k £133.42k £130.00k £239.48k
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 September 2024 30 June 2025 On time
Accounts and TAR 30 September 2024 30 June 2025 On time Download Open in new window
Annual return 30 September 2023 29 July 2024 On time
Accounts and TAR 30 September 2023 29 July 2024 On time Download Open in new window
Annual return 30 September 2022 25 July 2023 On time
Accounts and TAR 30 September 2022 25 July 2023 On time Download Open in new window
Annual return 30 September 2021 28 June 2022 On time
Accounts and TAR 30 September 2021 28 June 2022 On time Download Open in new window
Annual return 30 September 2020 30 June 2021 On time
Accounts and TAR 30 September 2020 30 June 2021 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.

CIO - FOUNDATION Registered 29 May 2018

Charitable objects

THE OBJECT OF THE CIO IS, FOR THE PUBLIC BENEFIT, TO PROMOTE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE AGED UP TO AND INCLUDING 18 YEARS IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING BY THE PROVISION OF BURSARIES TO ENABLE CHILDREN TO ATTEND INDEPENDENT SCHOOLS AND FURTHER AND HIGHER EDUCATION AND THE PROVISION OF TUTORING.

Contact information

Address:
11 Riverview
The Embankment Business Park
Vale Road
Heaton Mersey
Stockport
SK4 3GN
Phone:
07590531200
Email:
jenny@thebursaryfoundation.com
Website:

www.thebursaryfoundation.com Open in new window