WELFORD EDUCATIONAL TRUST (INCORPORATING WELFORD CHURCH OF ENGLAND SCHOOL AND SCHOOL HOUSE TRUST)

Charity number: 1199601
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity provides grants to persona under the age of 25 years residing in the ancient parish of Welford for the purposes of supporting their education

Income and expenditure

Data for financial year ending 30 September 2025

Total income: £10,709
Total expenditure: £8,037

People

8 Trustee(s)

1 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:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Northamptonshire

Governance

Registration history:
  • 08 July 2022: CIO registration
Organisation type:
CIO
Other names:
  • WELFORD EDUCATIONAL TRUST (INCORPORATING WELFORD CHURCH OF ENGLND SCHOOL AND SCHOOL HOUSE TRUST) (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • 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
Robert Peter Finch MSc Chair 07 August 2022
None on record
Julian David Howell-Jones Trustee 10 September 2025
None on record
Jacqueline Ann Perry Trustee 03 March 2025
None on record
Rev Thomas Andrew Grant Trustee 29 July 2024
CHURCH AND POOR'S LAND
Received: On time
Michelle Wilson Trustee 02 February 2024
None on record
Gordon Frank Ball Trustee 07 August 2022
None on record
Nigel David Brotherton ACIS Trustee 07 August 2022
None on record
Janet Margaret Roberts BA FCA Trustee 07 August 2022
WELFORD YOUTH AND COMMUNITY CENTRE
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 30/09/2023 30/09/2024 30/09/2025
Total gross income £9.46k £9.20k £10.71k
Total expenditure £14.07k £6.55k £8.04k
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 30 September 2025 06 March 2026 On time
Accounts and TAR 30 September 2025 06 March 2026 On time Download Open in new window
Annual return 30 September 2024 10 April 2025 On time
Accounts and TAR 30 September 2024 10 April 2025 On time Download Open in new window
Annual return 30 September 2023 22 July 2024 On time
Accounts and TAR 30 September 2023 14 September 2024 46 days late 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 08 Jul 2022

Charitable objects

THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT BY: 1) PERMITTING THE LAND AND BUILDINGS KNOWN AS WELFORD SIBBERTOFT AND SULBY ENDOWED SCHOOL, WEST STREET, WELFORD, NORTHAMPTON NN6 6HU (“THE SCHOOL”) TO BE USED AS A VOLUNTARY DAY SCHOOL; 2) THE PROVISION OF GRANTS OF FINANCIAL ASSISTANCE IN OR TOWARDS: A) PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY OR SCHOOL TRUST FOR THE SCHOOL AS MAY FROM TIME TO TIME BE AGREED BY THE TRUSTEES AND THE GOVERNORS OF THE SCHOOL; B) PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE AREA OF THE ANCIENT PARISH OF WELFORD AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE, AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING: (I) AWARDING TO SUCH PERSONS SCHOLARSHIPS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER EDUCATION (INCLUDING PROFESSIONAL OR TECHNICAL) APPROVED FOR THE PURPOSE BY THE TRUSTEES. (II) PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST SUCH PERSONS TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT. 3) THE PROVISION OF GRANTS OF FINANCIAL ASSISTANCE TO VOLUNTARY ORGANISATIONS LOCATED IN THE ANCIENT PARISH OF WELFORD AND THE SURROUNDING AREA WHO PROVIDE SERVICES TO PERSONS UNDER THE AGE OF 25 YEARS TO ASSIST IN THE PROVISION OF ACTIVITIES NOT FUNDED FROM NORMAL SUBSCRIPTIONS WHICH ASSIST IN THE EDUCATION AND DEVELOPMENT OF SAID PERSONS. FOR THE PURPOSES OF THIS CLAUSE ‘VOLUNTARY ORGANISATIONS’ ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

LOCAL

Contact information

Address:
Wheler Lodge
Welford Road
Husbands Bosworth
Lutterworth
Leicestershire
LE17 6JL
Phone:
00
Email:
No information available
Website:

No information available