MIDDLEMORE EDUCATIONAL FOUNDATION

Charity number: 528971
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grants made to individuals for further education for those born in Birmingham, with a connection with Birmingham and under the age of 35 years

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £16,789
Total expenditure: £18,806

People

3 Trustee(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:
  • Birmingham City

Governance

Registration history:
  • 23 October 1963: Standard registration
  • 27 August 2015: Funds received from 528920 WILLIAM PIDDOCK'S FOUNDATION
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
James Fletcher Chair 12 September 2022
THE BIRMINGHAM AND MIDLAND INSTITUTE
Received: On time
Jacqui Francis Trustee 12 September 2022
THE COLE CHARITABLE TRUST
Received: On time
BIRMINGHAM DIOCESAN TRUST
Received: On time
THE BIRMINGHAM AND MIDLAND INSTITUTE
Received: On time
Stephen Hartland Trustee 14 September 2021
THE JOINT CHURCH COUNCIL OF THE ECCLESIASTICAL BENEFICE OF HOLY TRINITY MALVERN AND WEST MALVERN
Received: On time
THE BIRMINGHAM BIG ART FOUNDATION
Received: On time
FRIENDS OF BIRMINGHAM MUSEUMS AND ART GALLERY
Charity reporting is overdue by 62 days

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £12.40k £13.44k £14.50k £15.46k £16.79k
Total expenditure £21.15k £21.16k £22.78k £13.89k £18.81k
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 2025 24 September 2025 On time
Accounts and TAR 31 March 2025 Not required
Annual return 31 March 2024 22 October 2024 On time
Accounts and TAR 31 March 2024 Not required
Annual return 31 March 2023 01 December 2023 On time
Accounts and TAR 31 March 2023 Not required
Annual return 31 March 2022 11 October 2022 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 27 September 2021 On time
Accounts and TAR 31 March 2021 Not required
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 27 AUGUST 1958 AS VARIED BY SCHEME DATED 10 JULY 1968

Charitable objects

THE NET YEARLY INCOME SHALL BE APPIED BY THE TRUSTEES IN ANY OF THE FOLLOWING WAYS FOR THE BENEFIT OF PERSON WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS, WHO IN THE OPINION OF THE TRUSTEES, ARE IN NEED OF FINANCIAL ASSISTANCE AND ARE RESIDENT IN THE BENEFICIAL AREA; PROVIDED THAT PREFERENCE BE GIVEN WHERE SUITABLE TO MEMBERS OF THE BIRMINGHAM AND MIDLAND INSTITUTE WHEREVER THEY MAY BE RESIDENT; (A) THE PROVISION OF ASSISTANCE FOR HIGHER EDUCATION BY MEANS OF EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL, TRAINING COLLEGE FOR TEACHERS, UNIVERSITY, OR OTHER INSTITUTE OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION. (B) FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ASSIST THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING; (C) OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSCIAL TRAINING) OF BENEFICIARIES.

Area of benefit

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

CITY OF BIRMINGHAM

Contact information

Address:
The Estate Office
Wharf Cottage
TENBURY WELLS
WR15 8NY
Phone:
07940 160 844
Email:
CHRISSY@MIDDLEMOREEDUCATIONALFOUNDATION.ORG.UK
Website:

www.middlemoreeducationalfoundation.org.uk Open in new window