Ormskirk School Foundation Trust

Charity Number: 526703
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

1. Charity makes grants to students attending the school who are taking part in a variety of out-of-school activities of adventure, experiance training etc and 2. For school projects-to help and enrich student learning and experience, not normally provided from the "education budget", and 3. Provides awards to students for achievement, endeavour and reliability.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £26,042
Total expenditure: £24,649

People

19 Trustee(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

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:
  • Lancashire

Governance

Registration history:
  • 25 October 1988: Standard registration
Organisation type:
Other
Other names:
  • CLIFF MEMORIAL FUND (Working name)
  • LAURA MCELROY PRIZE ACCOUNT (Working name)
  • RALPH TOMLINSON PRIZE ACCOUNT (Working name)
  • ORMSKIRK GRAMMAR SCHOOL (Previous name)
  • ORMSKIRK SCHOOL TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
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

19 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ROSE HALSALL Chair 05 May 2019
None on record
JOHN MERCER Trustee 01 November 2023
None on record
Lisa Molyeneux Trustee 17 August 2023
None on record
Andrew Timon Trustee 01 June 2022
None on record
Angela Draper Trustee 13 January 2022
PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION)
Received: On time
Elaine Farrer Trustee 27 October 2021
None on record
Michael Wainwright Trustee 18 June 2021
None on record
Robert Bailey Trustee 10 June 2021
None on record
MRS M M WESTLEY Trustee 10 June 2021
None on record
Nikki Hennessy Cllr Trustee 09 June 2021
None on record
Edward Pope Trustee 10 May 2021
None on record
JANE MARSHALL Trustee 20 April 2021
PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION)
Received: On time
GARETH DOWLING Trustee 23 November 2020
None on record
Linda Webster Trustee 17 August 2019
None on record
GEORGE C SLAWINSKI Trustee 05 June 2019
None on record
STUART SMITH Trustee 12 November 2018
None on record
MR A OWENS Trustee 17 August 2018
PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION)
Received: On time
Hilary Anne Rosbotham Trustee 17 August 2018
WATKINSON'S CHARITY
Charity reporting is overdue by 1662 days
BICKERSTAFFE PENSIONERS SOCIAL FUND
Received: On time
BICKERSTAFFE EDUCATION TRUST
Received: On time
LORD EDWARD DERBY Trustee 11 June 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £50.05k £31.95k £45.18k £14.60k £26.04k
Total expenditure £52.93k £15.87k £44.28k £7.02k £24.65k
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 2023 01 July 2024 On Time
Accounts and TAR 30 September 2023 01 July 2024 On Time Download Open in new window
Annual return 30 September 2022 12 July 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 24 July 2022 On Time
Accounts and TAR 30 September 2021 24 July 2022 On Time Download Open in new window
Annual return 30 September 2020 25 July 2021 On Time
Accounts and TAR 30 September 2020 25 July 2021 On Time Download Open in new window
Annual return 30 September 2019 28 July 2020 On Time
Accounts and TAR 30 September 2019 28 July 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.

SCHEME OF THE CHARITY COMMISSIONERS DATED 18 AUGUST 2006 AS AMENDED 5 MARCH 2008 AS AMENDED BY TRUST MODIFICATION ORDER DATED 22 MAR 2022 as amended on 22 Jun 2022

Charitable objects

THE OBJECT OF THE CHARITY IS THE PROVISION OF- (A) ITEMS, SERVICES, FACILITIES AND GRANTS FOR THE SCHOOL AND (B) SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR OTHER FINANCIAL ASSISTANCE TO PROMOTE THE EDUCATION OF THE SCHOOL’S CURRENT OR FUTURE PUPILS OR ITS (OR A PREDECESSOR SCHOOL’S) PAST PUPILS UNDER THE AGE OF 25 OR THEIR PREPARATION FOR ENTRY INTO A PROFESSION, TRADE OR CALLING PROVIDED THAT ANY ITEMS, SERVICES, FACILITIES OR GRANTS FOR THE SCHOOL SHALL BE OF A KIND NOT NORMALLY FUNDED BY THE LOCAL AUTHORITY OR CENTRAL GOVERNMENT.

Linked charities

Linked charities
Linked charity 526703-9 ANDREW MEGSON MEMORIAL PRIZE
Governing document
LETTER DATED 15 OCTOBER 1975
Charitable objects
PRIZES TO BE AWARDED ANNUALLY AT SIXTH FORM LEVEL FOR SOME ASPECT OF GEOGRAPHY
Area of benefit
NOT DEFINED
Registration history
  • 25 October 1988 : Standard registration

Contact information

Address:
Fairhaven
189 Wigan Road
Lathom
ORMSKIRK
Lancashire
Phone:
01695583040
Email:
pjd@ormskirk.lancs.sch.uk
Website:

www.ormskirk.lancs.sch.uk Open in new window