ALVECHURCH EDUCATIONAL TRUST

Charity number: 527440
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Promoting education of persons under the age of 25 years who are resident in or who have a parent resident in the area of benefit and who are in need of financial assistance. To make grants to any voluntary organisation in the area of benefit the objects of which include the promotion of education or improvement of the conditions of life for persons under the age of 25 years

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £31,055
Total expenditure: £31,756

People

9 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
  • Amateur Sport
  • Recreation
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 11 February 1969: Standard registration
Organisation type:
Other
Other names:
  • ALVECHURCH GRAMMAR SCHOOL ENDOWMENT (Previous name)
  • ALVECHURCH GRAMMAR SCHOOL ENDOWMENT FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Safeguarding 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Marc Worrall Chair 09 May 2017
ALVECHURCH ALMSHOUSE CHARITY
Received: On time
Frances Barnes Trustee 07 July 2025
None on record
Lisa Rees-Hurcombe Trustee 09 January 2024
ALVECHURCH CHURCH OF ENGLAND MIDDLE SCHOOL PARENT TEACHER ASSOCIATION
Received: On time
Rachel Reed Trustee 07 September 2023
None on record
DAWN DEARDEN Trustee 03 January 2023
None on record
Rev Gail Rogers Trustee 10 May 2022
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF REDDITCH HOLY TRINITY
Received: On time
PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ALVECHURCH
Received: On time
WORCESTER YMCA
Received: On time
WORCESTERSHIRE YMCA LIMITED
Received: On time
REDDITCH MISSION AREA
Recently registered
Stephen Paul Hornsby Trustee 05 January 2021
None on record
Lynda Joan Fawthrop Trustee 12 May 2020
None on record
JEREMY TRAFFORD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £30.31k £21.24k £31.24k £28.96k £31.06k
Total expenditure £14.56k £20.10k £24.43k £29.83k £31.76k
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 2025 16 October 2025 On time
Accounts and TAR 31 March 2025 16 October 2025 On time Download Open in new window
Annual return 31 March 2024 27 October 2024 On time
Accounts and TAR 31 March 2024 29 October 2024 On time Download Open in new window
Annual return 31 March 2023 26 October 2023 On time
Accounts and TAR 31 March 2023 02 November 2023 On time Download Open in new window
Annual return 31 March 2022 24 October 2022 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 10 November 2021 On time
Accounts and TAR 31 March 2021 10 November 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.

SCHEME DATED 25 APR 1994 AS AMENDED BY RESOLUTION DATED 16 MAY 2023 AS AMENDED BY SCHEME DATED 12 JUL 2023

Charitable objects

SUBJECT TO PAYMENT OF THE EXPENSES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN EITHER OR BOTH OF THE FOLLOWING WAYS: (A) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY OR WHERE THAT AUTHORITY HAS IMPLEMENTED LOCAL MANAGEMENT OF SCHOOLS IN CONSEQUENCE OF WHICH THE BUDGET HAS BEEN DEVOLVED TO THE HEAD TEACHER AND GOVERNORS OF THE SCHOOL CONCERNED SUCH BENEFITS SHALL BE OF A KIND NOT NORMALLY PROVIDED FOR IN THE BUDGET FOR ANY SCHOOL IN THE AREA OF BENEFIT AS MAY IN TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OR THE HEAD TEACHER AND THE GOVERNORS OF THE SCHOOL CONCERNED; (B) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN OR WHO HAVE A PARENT/CARER OR PARENTS/CARERS RESIDENT IN THE AREA OF BENEFIT OR WHO ATTEND AN EDUCATIONAL ESTABLISHMENT IN THE AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE FOR FURTHER DETAILS SEE GD.

Area of benefit

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

PARISHES OF ALVECHURCH AND BARNT GREEN

Contact information

Address:
20 WILLOW BROOK ROAD
ALVECHURCH
BIRMINGHAM
B48 7PZ
Phone:
07867387267
Email:
enquiries@alvechurchgst.org.uk
Website:

www.alvechurchgst.org.uk Open in new window