THE DIXIE EDUCATIONAL FOUNDATION

Charity number: 527837
Charity reporting is up to date (10 days late)

Charity overview

Activities - how the charity spends its money

The objectives of the foundation are to assist the finances of the primary school of Market Bosworth, The High School of Market Bosworth, associated schools and organisations within the beneficial areas, and to assist with grants for the educational benefit of young persons under 25 years of age, who reside in the beneficial or extended beneficial areas.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £141,801
Total expenditure: £122,513

People

12 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

One or more of the employees were formerly trustees

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
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Leicestershire

Governance

Registration history:
  • 01 September 1972: 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gemma Tallis Trustee 01 November 2023
None on record
Judith Mackley Trustee 01 November 2023
None on record
Michelle nelson Trustee 26 November 2021
None on record
William John Crooks Trustee 26 May 2021
WEST LEICESTERSHIRE COMMUNITY FIRST RESPONDER GROUP
Received: On time
Martin Cartwright Trustee 01 May 2021
None on record
Kevin Morrell Trustee 06 March 2020
SHEEPY MEMORIAL HALL
Charity reporting is overdue by 302 days
MAUREEN COOK Trustee 06 May 2017
None on record
Martin Reed Trustee 01 May 2015
None on record
Margaret Brooke Trustee 01 March 2015
None on record
Caroline Dixie Trustee 05 November 2013
None on record
BRIAN SUTTON Trustee 13 October 2011
None on record
JANE GLENNON Trustee
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF MARKET BOSWORTH, CADEBY WITH SUTTON CHENEY AND CONGERSTONE
Received: On time

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 £71.38k £116.57k £130.18k £135.31k £141.80k
Total expenditure £64.36k £30.95k £111.11k £111.11k £122.51k
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 10 February 2025 10 days late
Accounts and TAR 31 March 2024 10 February 2025 10 days late Download Open in new window
Annual return 31 March 2023 11 March 2024 40 days late
Accounts and TAR 31 March 2023 11 March 2024 40 days late Download Open in new window
Annual return 31 March 2022 09 November 2022 On Time
Accounts and TAR 31 March 2022 09 November 2022 On Time Download Open in new window
Annual return 31 March 2021 25 July 2022 175 days late
Accounts and TAR 31 March 2021 25 July 2022 175 days late Download Open in new window
Annual return 31 March 2020 28 January 2021 On Time
Accounts and TAR 31 March 2020 28 January 2021 On Time Download Open in new window
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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 OF 29 AUGUST 1972 AS VARIED BY SCHEMES OF 31 OCTOBER 1975, 9 JUNE 1987 AND 11 JANUARY 1994

Charitable objects

THE TRUSTEES MAY APPLY SUCH YEARLY SUM AS THEY THINK FIT, BEING NOT MORE THAN ONE-THIRD OF THE SAID NET INCOME, IN PROVIDING SUCH SPECIAL BENEFITS, OF ANY KIND OR NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY, FOR THE PRIMARY SCHOOL OF THE FOUNDATION AND THE SECONDARY SCHOOL NOW KNOWN AS THE MARKET BOSWORTH HIGH SCHOOL.THE TRUSTEES MAY, IN ANY YEAR MAKE PAYMENTS WITHIN THE LIMITS FROM TIME TO TIME AGREED WITH THE CHARITY COMMISSIONERS TO THE MANAGERS OF THE BARLESTONE CHURCH OF ENGLAND PRIMARY SCHOOL AND TO THE MANAGERS OF ANY NEW SCHOOL OF THE FOUNDATION OR OF ANY NEW VOLUNTARY SCHOOL. THE RESIDUE OF THE SAID NET INCOME OF THE FOUNDATION SHALL BE APPLIED BY THE TRUSTEES FOR THE BENEFIT OF PERSONS OF EITHER SEX WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS, WHO OR WHOSE PARENTS OR GUARDIANS (SAVE AS HEREINAFTER PROVIDED IN THE CASE OF THOSE WHO ARE KIN OF THE FOUNDER) RESIDE IN THE BENEFICIAL AREA OR HAVE AT ANY TIME BEEN RESIDENT IN THAT AREA FOR A PERIOD OF NOT LESS THAN TWO YEARS, AND WHO, IN THE OPINION OF THE TRUSTEES, ARE IN NEED OF FINANCIAL ASSISTANCE. PROVIDING FINANCIAL ASSISTANCE TO ANY VOLUNTARY ORGANISATION IN THE BENEFICIAL AREA THE OBJECTS WHICH ARE, AMONGST OTHER THINGS, DIRECTED TO ADVANCING THE EDUCATION OF OR IMPROVING THE CONDITIONS OF LIFE FOR CHILDREN OR YOUNG PERSONS ELIGIBLE AS BENEFICIARIES OF THE FOUNDATION BY DEVELOPING THEIR PHYSICAL,MENTAL AND MORAL CAPACITIES THROUGH THEIR LEISURE TIME ACTIVITIES. BENEFICIAL AREA MEANS THE AREA FORMERLY CONTAINED IN THE ANCIENT PARISH OF MARKET BOSWORTH (WITH THE FORMER PARISH OF CADEBY) BEING THE AREA COMPRISING THE CIVIL PARISHES OF MARKET BOSWORTH, BARLESTONE, CARLTON, OSBASTON, SHENTON, SUTTON CHENEY AND CADEBY: FOR FURTHER DETAILS SEE CLAUSE 22 OF SCHEME DATED 29 AUGUST 1972

Area of benefit

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

SEE OBJECTS DESCRIPTION

Contact information

Address:
Cool Hill Farm
Sibson Road
Sheepy Parva
ATHERSTONE
Warwickshire
CV9 3RE
Phone:
01827880548
Email:
clerk@dixieeducationalfoundation.co.uk
Website:

www.dixieeducationalfoundation.co.uk Open in new window