HULME TRUST ESTATES (EDUCATIONAL)

Charity number: 532297
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity is governed by a 1979 Scheme approved by the Charity Commissioners. Under the scheme there are named beneficiaries to receive fixed, non-discretionary percentages of income. A small percentage of income is distributed by the Schools Committee. These distributions are discretionary to Charities specified in the Charity Commission Scheme.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £233,948
Total expenditure: £467,582

People

6 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:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Lancashire
  • Manchester City

Governance

Registration history:
  • 20 October 1964: Standard registration
Organisation type:
Other
Other names:
  • HULME TRUST ESTATES (EDUCATIONAL) FOUNDATION (Previous name)
  • WILLIAM HULME GRAMMAR SCHOOL MANCHESTER (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls 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
  • Trustee expenses 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THOMAS ANDREW HOYLE Chair
None on record
Andrew Marshall Trustee 20 March 2025
None on record
Michael Smith Trustee 14 September 2021
None on record
Sarah Newman Trustee 25 March 2020
None on record
Philip Christopher Liam Parker Trustee 07 June 2011
WOOTTON CONSERVATION TRUST
Received: On time
THE OXFORD PRESERVATION TRUST
Received: On time
WOOTTON CONSERVATION TRUST
Received: On time
THE KING'S HALL AND COLLEGE OF BRASENOSE IN OXFORD
Received: On time
THE 1815 CHARITABLE INCORPORATED ORGANISATION
Received: On time
IAN RANKIN Trustee 07 June 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £218.74k £203.95k £233.23k £256.29k £233.95k
Total expenditure £394.17k £409.40k £419.02k £453.20k £467.58k
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 2024 07 October 2025 On time
Accounts and TAR 31 December 2024 07 October 2025 On time Download Open in new window
Annual return 31 December 2023 07 October 2024 On time
Accounts and TAR 31 December 2023 07 October 2024 On time Download Open in new window
Annual return 31 December 2022 18 December 2023 48 days late
Accounts and TAR 31 December 2022 18 December 2023 48 days late Download Open in new window
Annual return 31 December 2021 31 October 2022 On time
Accounts and TAR 31 December 2021 31 October 2022 On time Download Open in new window
Annual return 31 December 2020 30 September 2021 On time
Accounts and TAR 31 December 2020 30 September 2021 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 26/10/1979 AS AMENDED BY SCHEME DATED 15/03/2006 AS AMENDED BY RESOLUTION DATED 29/09/2011

Charitable objects

AFTER EXPENSES 12% OF REMAINING INCOME TO THE GOVERNORS OF WILLIAM HULME'S GRAMMAR SCHOOL FOUNDATION. (510668) TO BE APPLIED IN ACCORDANCE WITH CLAUSES 52 TO 59 OF THE SCHEME DATED 26 OCTOBER 1979. THE RESIDUE TO BE PAID TO VARIOUS CHARITABLE INSTITUTIONS IN ACCORDANCE WITH CLAUSES 23 (2) (A) TO (D) OF SCHEME DATED 26 OCTOBER 1979.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Butcher & Barlow Llp
3 Royal Mews
Gadbrook Park
Rudheath
Northwich
CW9 7UD
Phone:
01606334309
Email:
No information available
Website:

No information available