MARGARET ALLEN FOUNDATION

Charity Number: 701232
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Supporting the education of children in Herefordshire

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £13,641
Total expenditure: £10,211

People

4 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
  • Makes Grants To Organisations
Where the charity operates:
  • Herefordshire

Governance

Registration history:
  • 27 February 1989: Standard registration
Organisation type:
Charitable company
Other names:
  • HABERDASHERS' REDCAP SCHOOL (Working name)
  • HABERDASHERS' REDCAP SCHOOL (Previous name)
  • THE MARGARET ALLEN PREPARATORY SCHOOL (Previous name)
Company number:
02328878 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ELSPETH FRANCES METCALFE Chair
THE PENYARD TRUST
Received: On time
Audley William Twiston-Davies Trustee 24 November 2016
None on record
ANNA ELLIS Trustee 03 February 2012
None on record
ROGER GILLARD Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £11.97k £11.40k £10.99k £13.93k £13.64k
Total expenditure £93 £93 £25.06k £13.33k £10.21k
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 August 2024 20 May 2025 On Time
Accounts and TAR 31 August 2024 Not Required
Annual return 31 August 2023 07 June 2024 On Time
Accounts and TAR 31 August 2023 Not Required
Annual return 31 August 2022 08 December 2022 On Time
Accounts and TAR 31 August 2022 Not Required
Annual return 31 August 2021 11 November 2021 On Time
Accounts and TAR 31 August 2021 Not Required
Annual return 31 August 2020 30 April 2021 On Time
Accounts and TAR 31 August 2020 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15 DECEMBER 1988 AS AMENDED BY SPECIAL RESOLUTION 28 OCTOBER 2004

Charitable objects

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT, CARRY ON ACQUIRE AND DEVELOP IN THE UNITED KINGDOM AND BOARDING OR DAY SCHOOL OR SCHOOLS OR ANY ESTABLISHMENT OR ESTABLISHMENTS OF FURTHER EDUCATION OF (1) CHILDREN AND YOUNG PERSONS OF THE BENEFICIAL AREA AND (2) OTHER CHILDREN AND YOUNG PERSONS.

Area of benefit

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

CO HEREFORD AND WORCESTER AND AREA W. MIDS MID-WALES AND S.

Contact information

Address:
MONMOUTH SCHOOL FOR GIRLS
HEREFORD ROAD
MONMOUTH
NP25 5XT
Phone:
01600710401
Email:
muir.sue@habsmonmouth.org
Website:

www.habs-monmouth.org Open in new window