THE HOLMES EDUCATIONAL FOUNDATION
Charity number: 528701
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To give grants to those living in the Village of Arley and who are in higher Education or at University who are under 25years of age. And who ,in the opinion of the Trustees, are in need of financial assistance.
Income and expenditure
Data for financial year ending 29 February 2024
Total income: £669
Total expenditure: £1,150
People
8 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
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
Governance
Registration history:
- 18 October 1963: 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:
No policies declared
Land and property:
This charity does not own and/or lease 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
8 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Rev Steven Thomas Medley | Trustee | 20 October 2024 |
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| Alison Bowen | Trustee | 01 January 2021 |
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| Gerry Koppenhagen | Trustee | 01 January 2021 |
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| Peter Bowen | Trustee | 01 January 2021 |
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| Vic Murray | Trustee | 01 January 2015 |
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| Denise Whittle | Trustee | 01 January 2015 |
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| john cox Mr | Trustee | 01 January 2015 |
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| KEITH ASBURY M B E | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 29/02/2020 | 28/02/2021 | 28/02/2022 | 28/02/2023 | 29/02/2024 | ||
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Total gross income | £630 | £490 | £490 | £669 | £669 | |
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Total expenditure | £620 | £440 | £440 | £1.15k | £1.15k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 29 February 2024 | 09 February 2025 | 42 days late | |
| Accounts and TAR | 29 February 2024 | Not Required | ||
| Annual return | 28 February 2023 | 01 September 2024 | 248 days late | |
| Accounts and TAR | 28 February 2023 | Not Required | ||
| Annual return | 28 February 2022 | 11 October 2022 | On Time | |
| Accounts and TAR | 28 February 2022 | Not Required | ||
| Annual return | 28 February 2021 | 22 January 2022 | 25 days late | |
| Accounts and TAR | 28 February 2021 | Not Required | ||
| Annual return | 29 February 2020 | 21 October 2020 | On Time | |
| Accounts and TAR | 29 February 2020 | Not Required |