PERKINS'S EDUCATIONAL FOUNDATION

Charity number: 528678
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity awards grants to young people under the age of 25 to pursue courses in higher or further education or in connection with vocational training. Only rarely are awards made to those under 17 years of age. Applicants must have lived in the parishes of Salford Priors, Bidford-on-Avon, Harvington or Cleeve Priors for at least 2 years before applying.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £53,785
Total expenditure: £46,740

People

10 Trustee(s)

1 Volunteer(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:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Warwickshire
  • Worcestershire

Governance

Registration history:
  • 01 September 1964: Standard registration
Organisation type:
Other
Other names:
  • PERKIN'S EDUCATIONAL FOUNDATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Paying staff
  • Risk management
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
Dr Stephen Kenneth Roberts Chair
WORCESTERSHIRE HISTORICAL SOCIETY
Received: On time
HONOURABLE SOCIETY OF CYMMRODORION
Received: On time
THE DUGDALE SOCIETY
Received: On time
Tom Genders Trustee 07 November 2023
None on record
James Hibbard Trustee 07 November 2023
None on record
Tereza Cullum Trustee 10 May 2023
BIDFORD ON AVON PAROCHIAL CHARITIES
Received: On time
Katie Kavanagh Trustee 08 March 2017
None on record
Susan Robinson Trustee 22 July 2015
None on record
JOHN LANGLEY Trustee 25 June 2012
None on record
MICHAEL JOHN DAVIES Trustee
None on record
SUSAN WALKER Trustee
None on record
FREDERICK JOHN HISCOCKS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £67.35k £47.51k £45.80k £58.38k £53.79k
Total expenditure £50.63k £46.73k £35.06k £53.60k £46.74k
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 December 2023 07 August 2024 On Time
Accounts and TAR 31 December 2023 07 August 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 26 October 2022 On Time
Accounts and TAR 31 December 2021 26 October 2022 On Time Download Open in new window
Annual return 31 December 2020 31 October 2021 On Time
Accounts and TAR 31 December 2020 31 October 2021 On Time Download Open in new window
Annual return 31 December 2019 29 October 2020 On Time
Accounts and TAR 31 December 2019 29 October 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 06/05/1964 AS AMENDED BY RESOLUTION DATED 13/03/2012

Charitable objects

THE PROVISION OF ASSISTANCE FOR HIGHER EDUCATION BY MEANS OF SCHOLARSHIP BURSARIES OR MAINTENANCE ALLOWANCES OR FINANCIAL HELP TO ENABLE BENEFICIARIES TO PREPARE FOR , OR TO ENTER, A PROFESSION, TRADE OR CALLING; AND THE PROVISION, OR ASSISTANCE TOWARDS THE PROVISIONS OF FACILTIES OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY ALL FOR THE BENEFIT OF INHABITANTS UNDER 25 YEARS OF AGE IN THE PARISHES OF SALFORD PRIORS AND BIDFORD ON AVON IN THE COUNTY OF WARWICKSHIRE,AND THE PARISHES OF HARVINGTON AND CLEEVE PRIORS IN THE COUNTY OF HEREFORD AND WORCESTER.

Area of benefit

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

SEE OBJECT

Contact information

Address:
NO 10 ELM COURT
ARDEN STREET
STRATFORD UPON AVON
WARKS
CV37 6PA
Phone:
01789293259
Email:
No information available
Website:

www.williamperkinscharity.org Open in new window