BURTON-IN-KENDAL EDUCATIONAL FOUNDATION

Charity number: 526953
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To distribute funds from investments to young people in sixth form education and Universities and Colleges who live within the parishes of Burton-in-Kendal, Beetham and Arnside, Cumbria.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £3,247
Total expenditure: £3,020

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

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
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 19 May 1965: Standard registration
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 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ROGER KENNETH BINGHAM Trustee 11 November 2012
GRUNDYS CHARITY FOR POOR
Received: On time
STONELEIGH SURGERY CHARITY FUND
Charity reporting is overdue by 1552 days
CUMBRIA COUNTY HISTORY TRUST
Received: On time
Hugh Miles Trustee 16 May 1995
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £3.55k £3.55k £2.79k £3.13k £3.25k
Total expenditure £3.82k £4.01k £2.86k £3.40k £3.02k
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 31 March 2024 20 November 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 30 January 2023 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 14 March 2022 42 days late
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 29 January 2021 On Time
Accounts and TAR 31 March 2020 Not Required
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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 DATED 22 AUGUST 1957

Charitable objects

9(I) BENEFIT OF PERSONS UNDER 25 YEARS OF AGE LIVING IN THE BENEFICIAL AREA IN NEED OF FINANCIAL ASSISTANCE, WHO HAVE FOR OR NOT LESS THAN TWO YEARS ATTENDED A COUNTY OR VOLUNTARY SCHOOL BY (A) AWARD OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT A PLACE OF LEARNING. (B) PROVIDING FINANCIAL ASSISTANCE TO ENABLE THEM ON LEAVING SCHOOL OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR OR, TO ASSIST THEIR ENTRY INTO A PROFESSION, TRADE OF CALLING. (C) AWARDING SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION. (D) PROVISION OR ASSISTING THE PROVISION OF FACILITIES OF A KIND NOT NORMALLY PROVIDED BY THE L.E.A., FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING OR BENEFICIARIES WHO ARE RECEIVING PRIMARY, SECONDARY OR FURTHER EDUCATION. (E) PROVIDING FINANCIAL ASSISTANCE TO ENABLE THEM TO STUDY MUSIC OR OTHER ARTS. (II) PROVISION OF YEARLY SUMS OF NOT MORE THAN ú50 OUT OF THE BURTON-IN-KENDAL SHARE AND NOT MORE THAN ú20 OUT OF THE BEETHAM SHARE IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE L E A FOR COUNTY OR VOLUNTARY PRIMARY SCHOOLS IN THE ANCIENT PARISHES OF BURTON-IN-KENDAL AND BEETHAM RESPECTIVELY AS MAY FROM TIME TO TIME BE AGREED UPON BETWEEN THE GOVERORS.

Area of benefit

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

ANCIENT PARISHES OF BURTON IN KENDAL AND BEETHAM

Contact information

Address:
45 Pear Tree Park
Holme
CARNFORTH
LA6 1SD
Phone:
01524784918
Email:
mvrob23@gmail.com
Website:

No information available