THE LOVAT FOUNDATION

Charity number: 1194369
Regulatory alert
Charity reporting is up to date (on time)

Charity overview

Regulatory alerts

  • Notice of dissolution on application of the CIO (see details)
    The Commission intends to dissolve this CIO after three months from the date of this notice unless cause is shown to the contrary. Representations must be made to the Commission within three months. Email your representation to CIOnotices@charitycommission.gov.uk
    Quote the charity number and head the email 'CIO dissolution representation'.
    Notice dated: 09 May 2025

Activities - how the charity spends its money

The Foundation awards grants, prizes, and scholarships to people under 25 in the county of Devon in order to facilitate, encourage, and support the pursuit of educational opportunities.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £2
Total expenditure: £110

People

3 Trustee(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:
  • General Charitable Purposes
  • Education/training
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Devon

Governance

Registration history:
  • 07 May 2021: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not 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 policy and procedures
  • 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
  • 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
Bella Westlake Chair 01 May 2021
None on record
Alexander Alder-Westlake JP Trustee 01 May 2021
None on record
Frederick Leo Trustee 01 May 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2022 05/04/2023 05/04/2024
Total gross income £0 £550 £2
Total expenditure £0 £180 £110
Income from government contracts N/A N/A N/A
Income from government grants 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 05 April 2024 17 October 2024 On Time
Accounts and TAR 05 April 2024 17 October 2024 On Time Download Open in new window
Annual return 05 April 2023 12 January 2024 On Time
Accounts and TAR 05 April 2023 12 January 2024 On Time Download Open in new window
Annual return 05 April 2022 23 January 2023 On Time
Accounts and TAR 05 April 2022 23 January 2023 On Time
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 07 May 2021

Charitable objects

FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE UNDER THE AGE OF 25 YEARS IN DEVON IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING BY: 1. AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER OR FURTHER EDUCATION. 2. PROVIDING THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT.

Contact information

Address:
1 Elm Grove Road
Topsham
Devon
England
UK
EX3 0EQ
Phone:
02077985634
Email:
lovat.foundation@gmail.com
Website:

www.lovat.foundation Open in new window