KING CHARLES THE FIRST'S SCHOOL FOUNDATION

Charity number: 527596
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide benefits to King Charles1 School, Kidderminster,to provide awards and financial assistance to pupils and former pupils of that School and to promote the education of pupils and former pupils of that School.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £72,268
Total expenditure: £72,076

People

4 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
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 16 January 1984: Standard registration
  • 04 April 2002: Removed (Ceased to exist)
  • 04 April 2002: Funds transferred to
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
  • 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
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anthony John KIDD Trustee 05 November 2024
None on record
DAVID STEPHEN SIMONS Trustee 15 April 2024
None on record
RICHARD NEIL WOOLLEY Trustee 08 July 2023
None on record
Dr Richard Michael Shelton Trustee 29 April 2023
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 £70.86k £68.51k £70.99k £71.70k £72.27k
Total expenditure £70.86k £68.51k £70.99k £71.70k £72.08k
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 12 August 2024 On Time
Accounts and TAR 31 March 2024 12 August 2024 On Time Download Open in new window
Annual return 31 March 2023 14 December 2023 On Time
Accounts and TAR 31 March 2023 14 December 2023 On Time Download Open in new window
Annual return 31 March 2022 08 August 2022 On Time
Accounts and TAR 31 March 2022 08 August 2022 On Time Download Open in new window
Annual return 31 March 2021 13 November 2021 On Time
Accounts and TAR 31 March 2021 13 November 2021 On Time Download Open in new window
Annual return 31 March 2020 27 October 2020 On Time
Accounts and TAR 31 March 2020 10 December 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 DATED 16/02/1960 AS AMENDED BY SCHEME DATED 25/10/1985 AS AMENDED BY ORDER DATED 01/04/2012

Charitable objects

PROVISION OF BENEFITS FOR THE SCHOOL. EXHIBITIONS TO PUPILS ATTENDING OR WHO HAVE ATTENTED THE SCHOOL, TENABLE AT THE SCHOOL, OR AT ANY TRAINING COLLEGE FOR TEACHERS UNIVERSITY OR OTHER INSTITUTION OF FURTHER EDUCATION. TO ASSIST PUPILS, AND FORMER PUPILS OF THE SCHOOL, TO ENTER INTO A PROFESSION, TRADE OR CALLING. TO PROMOTE THE EDUCATION, INCLUDING SOCIAL AND PHYSICAL TRAINING OF PUPILS AND FORMER PUPILS OF THE SCHOOL.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 527596-1 ROY WOODWARD EDUCATIONAL FOUNDATION
Governing document
DECLARATION OF TRUST DATED 2 MARCH 1979 AND SCHEME OF 18 AUGUST 1986
Charitable objects
PROVIDING SPECIAL BENEFITS FACILITIES AND EQUIPMENT OF ANY KIND FOR THE BENEFIT OF THE PUPILS OF THE SCHOOL NOT USUALLY PROVIDED BY LOCAL EDUCATION AUTHORITY FOR THE SCHOOL
Area of benefit
NOT DEFINED
Registration history
  • 16 January 1984 : Standard registration
  • 04 April 2002 : Removed
  • 04 April 2002 : Asset transfer out

Contact information

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

No information available