COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION

Charity number: 528750
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To support the education of local young people, through grants to individuals in financial need, schools, or community/voluntary organisations. Young people being those under the age of 25 years, who live in the parish of Coleshill, Maxstoke, Shustoke, Whitacres, Curdworth, Lea Marston, Water Orton, or attend a school in one of these parishes, or previously attended The Coleshill School.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £159,472
Total expenditure: £191,487

People

12 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
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Warwickshire

Governance

Registration history:
  • 30 September 1971: 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:
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • 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
LORD AYLESFORD Chair
THE AYLESFORD FAMILY CHARITABLE TRUST
Received: On time
ST JAMES GREAT PACKINGTON TRUST
Received: On time
THE COVENTRY HOSPITALS CHARITY
Received: On time
Dave Humphreys Trustee 20 May 2021
FILLONGLEY EDUCATIONAL FOUNDATION
Received: On time
Peter Symonds Trustee 20 May 2021
None on record
Caroline Symonds Trustee 26 February 2018
THE COLESHILL PARISH TRUST FUND
Received: On time
Elizabeth Jones Trustee 30 January 2017
None on record
Jeremy Currin Trustee 07 April 2014
OPERATION ORPHAN
Received: On time
THE SPONGE
Received: On time
Christopher Page Trustee 14 January 2014
THE MAXSTOKE CHARITY
Received: On time
Ben Henry Trustee 21 October 2013
None on record
Dr COLIN HAYFIELD Trustee 01 December 2009
None on record
KENELM EDWARD WINGFIELD DIGBY Trustee
THE SIMON DIGBY (SHERBORNE) MEMORIAL TRUST
Received: On time
SIMON DIGBY CHARITABLE TRUST
Received: On time
SUSAN MARY WALLACE Trustee
RELIEF IN NEED CHARITY OF SIMON LORD DIGBY AND OTHERS
Received: On time
EDUCATIONAL FOUNDATION OF SIMON LORD DIGBY AND OTHERS
Received: On time
Dr Andrew David Watkins Trustee
THE DUGDALE SOCIETY
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 £127.90k £166.76k £203.41k £167.88k £159.47k
Total expenditure £94.73k £136.97k £150.30k £170.65k £191.49k
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 01 October 2024 On Time
Accounts and TAR 31 March 2024 01 October 2024 On Time Download Open in new window
Annual return 31 March 2023 30 October 2023 On Time
Accounts and TAR 31 March 2023 30 October 2023 On Time Download Open in new window
Annual return 31 March 2022 20 December 2022 On Time
Accounts and TAR 31 March 2022 20 December 2022 On Time Download Open in new window
Annual return 31 March 2021 08 December 2021 On Time
Accounts and TAR 31 March 2021 08 December 2021 On Time Download Open in new window
Annual return 31 March 2020 14 October 2020 On Time
Accounts and TAR 31 March 2020 14 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 11TH JULY 1958, VARIED BY SCHEME 13TH JULY 1971

Charitable objects

1. PROVISION OF SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR COUNTY OR VOLUNTARY SCHOOLS IN THE RURAL DISTRICT OF MERIDEN. 2. PROVISION OF OTHER EDUCATIONAL BENEFITS IN THE WAY OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCE; ASSISTANCE TO PREPARE FOR, OR TO ENTER, A PROFESSION, TRADE OR CALLING; TO TRAVEL ABROAD IN PURSUIT OF EDUCATION, OR TO STUDY MUSIC OR OTHER ARTS. PROVISION OF FACILITIES FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING; FINANCIAL ASSISTANCE TO ANY CHARITABLE VOLUNTARY ORGANISATION IN OR NEAR THE RURAL DISTRICT OF MERIDEN, (INACCORDANCE WITH THE TERMSOF THE SCHEMES OF 1958 AND 1971, REGULATING THE FOUNDATION)NOTE:- THE BENEFICIARIES UNDER 2. ABOVE SHALL BE PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS AND WHO, IN THE OPINION OF THE GOVERNORS, ARE IN NEED OF FINANCIAL ASSISTANCE, WITH A PREFERENCE (OTHER THINGS BEING EQUAL) FOR SUCH PERSONS WHO ARE RESIDENT IN THE PARISH OF COLESHILL.

Area of benefit

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

RURAL DISTRICT OF MERIDEN

Contact information

Address:
Barkers Piece
Dog Lane
Nether Whitacre
Coleshill
BIRMINGHAM
B46 2DT
Phone:
01675467464
Email:
clerk@coleshillgst.org.uk
Website:

www.coleshillgst.org.uk Open in new window