THE LLOYD'S EDUCATIONAL FOUNDATION

Charity number: 527455
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Financial assistance, clothing, tools, instruments or books to enable beneficiaries on leaving school, university or other tertiary educational establishment to prepare for, or to assist their entry into a profession, trade or calling. The promotion of education by payment of yearly sums to the governors of Ombersley Endowed School and Sytchampton Endowed Primary School.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £21,867
Total expenditure: £38,603

People

10 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
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 13 December 1962: 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:
  • Internal charity financial controls 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ELAINE BELL Chair
None on record
Stephen Millington Trustee 26 January 2023
None on record
Harriet Marie Jones Trustee 26 January 2023
None on record
CHRISTOPHER GAIT Trustee 17 November 2022
OMBERSLEY CHURCH HOUSES CHARITY
Received: On time
Councillor Tony Miller Trustee 18 October 2021
None on record
ANN M STARR Trustee 18 October 2021
None on record
Pinky JAIN Trustee 25 January 2021
DROITWICH DIVISION GUIDES
Received: On time
RODNEY REYNOLDS Trustee 16 January 2018
None on record
PAUL W J ADAMS Trustee 30 December 2012
None on record
DAVID LINNEY Trustee
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 £19.99k £20.37k £20.31k £20.74k £21.87k
Total expenditure £15.97k £16.76k £16.11k £5.63k £38.60k
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 14 August 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 01 December 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 15 December 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 18 October 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 03 December 2020 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 1 FEBRUARY 1956

Charitable objects

MAINTENANCE OF THE TWO SCHOOLS OF THE FOUNDATION, WHICH ARE VOLUNTARY SCHOOLS. PROVISION OF EXHIBITIONS FOR FURTHER EDUCATION, AND FINANCIAL ASSISTANCE, CLOTHING, OUTFITS, EQUIPMENT AND BOOKS TO ENABLE YOUNG PERSONS RESIDENT IN THE PARISH OF OMBERSLEY, WHO HAVE FOR NOT LESS THAN TWO YEARS ATTENDED EITHER OF THE SAID SCHOOLS, TO ENTER A PROFESSION, TRADE OR CALLING, OTHERWISE PROMOTING THE EDUCATION OF SUCH YOUNG PERSONS.

Area of benefit

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

PARISH OF OMBERSLEY

Contact information

Address:
2 BROOMHALL GREEN
BROOMHALL
WORCESTER
WR5 2PG
Phone:
07545863460
Email:
hatchs1992@outlook.com
Website:

No information available