QUEEN ELIZABETH I FOUNDATION

Charity number: 527594
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity provides Schools in or substantially serving the area of benefit such special benefits of any kind not normally provided by the local education authority and in promoting the education of persons under the age of 25 who are resident in the area of benefit and who are in need of financial assistance.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £113,110
Total expenditure: £54,386

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

Governance

Registration history:
  • 18 September 1987: Standard registration
Organisation type:
Other
Other names:
  • HARTLEBURY QUEEN ELIZABETH 1 FOUNDATION (Working name)
  • QUEEN ELIZABETH'S GRAMMAR SCHOOL (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MICHAEL JAMES CUPPER Chair 01 October 2019
QUEEN ELIZABETH I FOUNDATION PRIZES FUND
Received: On time
RAYMOND KIRBY Trustee 14 May 2024
None on record
Christopher John Rogers Trustee 09 February 2024
QUEEN ELIZABETH I FOUNDATION PRIZES FUND
Received: On time
Caroline Edith Anne Boughton-Thomas Trustee 03 December 2023
QUEEN ELIZABETH I FOUNDATION PRIZES FUND
Received: On time
JOHN STUART SMITH Trustee 30 January 2023
QUEEN ELIZABETH I FOUNDATION PRIZES FUND
Received: On time
GEOFFREY PHILIP THORP Trustee 05 September 2022
None on record
HOWARD WILLIAMS Trustee 17 May 2022
QUEEN ELIZABETH I FOUNDATION PRIZES FUND
Received: On time
MADELINE ROSETTA CRESSWELL Trustee 06 April 2022
QUEEN ELIZABETH I FOUNDATION PRIZES FUND
Received: On time
Peter Holden Trustee 28 January 2021
KIDDERMINSTER FOODBANK
Received: On time
QUEEN ELIZABETH I FOUNDATION PRIZES FUND
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 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £85.44k £93.20k £105.74k £90.37k £113.11k
Total expenditure £24.61k £50.88k £50.21k £78.63k £54.39k
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 August 2024 16 February 2025 On time
Accounts and TAR 31 August 2024 16 February 2025 On time Download Open in new window
Annual return 31 August 2023 14 April 2024 On time
Accounts and TAR 31 August 2023 14 April 2024 On time Download Open in new window
Annual return 31 August 2022 02 February 2023 On time
Accounts and TAR 31 August 2022 02 February 2023 On time Download Open in new window
Annual return 31 August 2021 06 January 2022 On time
Accounts and TAR 31 August 2021 06 January 2022 On time Download Open in new window
Annual return 31 August 2020 09 February 2021 On time
Accounts and TAR 31 August 2020 09 February 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 OF 22 APRIL 1987

Charitable objects

IN OR TOWARDS PROVIDING FOR STOURPORT-ON-SEVERN HIGH SCHOOL OR ANY OTHER SCHOOL IN OR SUBSTANTIALLY SERVING THE AREA OF BENEFIT SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE SCHOOL GOVERNORS AND THE TRUSTEES AFTER CONSULTATION WITH THE LOCAL EDUCATION AUTHORITY. IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS OF UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE AREA OF BENEFIT AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE.

Area of benefit

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

ANCIENT PARISH OF HARTLEBURY

Contact information

Address:
THE HEATH
WILDEN TOP ROAD
STOURPORT-ON-SEVERN
DY13 9JF
Phone:
01299823458
Email:
morgproof@gmail.com
Website:

No information available