ST MARY'S SCHOOL ASCOT CHARITABLE FUND

Charity Number: 800450
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity promotes the charitable work of the Congregation of Jesus which promotes and provides for the advancement of education and religion, (with preference to girls of the Roman Catholic faith) and to help develop St Mary's School Ascot in the provision of bursaries, scholarships and grant-in-aid for the benefit of present and future pupils and for the maintenance and support of the school.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £281,789
Total expenditure: £237,099

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:
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 13 December 1988: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • 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
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Antonia Faye Brooks Chair 05 October 2017
THE D'OYLY CARTE CHARITABLE TRUST
Received: On time
MILLIE WENTWORTH-STANLEY Trustee 01 January 2025
None on record
Charlotte McBride Trustee 01 January 2024
None on record
Lisabel Mary Miles Trustee 01 October 2019
None on record
Stuart Walter Mitchell Trustee 01 October 2019
None on record
Calum Sillars Trustee 10 October 2013
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 £535.41k £229.78k £162.05k £302.66k £281.79k
Total expenditure £175.24k £314.68k £254.83k £189.62k £237.10k
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
Income - Donations and legacies £393.00k N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £142.41k N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £152.47k N/A N/A N/A N/A
Expenditure - Raising funds £22.76k N/A N/A N/A N/A
Expenditure - Governance £0 N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £22.76k N/A N/A N/A N/A
Expenditure - Other £0 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 13 May 2025 On Time
Accounts and TAR 31 August 2024 13 May 2025 On Time Download Open in new window
Annual return 31 August 2023 09 July 2024 9 days late
Accounts and TAR 31 August 2023 09 July 2024 9 days late Download Open in new window
Annual return 31 August 2022 21 June 2023 On Time
Accounts and TAR 31 August 2022 21 June 2023 On Time Download Open in new window
Annual return 31 August 2021 11 April 2022 On Time
Accounts and TAR 31 August 2021 11 April 2022 On Time Download Open in new window
Annual return 31 August 2020 24 March 2021 On Time
Accounts and TAR 31 August 2020 24 March 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.

DECLARATION OF TRUST DATED 02/11/1988 AS AMENDED BY DEED DATED 25/03/2013 AS AMENDED BY DEED DATED 23/06/2015

Charitable objects

PROMOTING THE CHARITABLE WORK CARRIED ON OR PROMOTED OR SUPPORTED BY THE INSTITUTE BEING WORK TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND RELIGION (WITH PRECEDENCE TO FEMALE CHILDREN OF THE ROMAN CATHOLIC FAITH) AND TO HELP TO DEVELOP ST MARY'S SCHOOL ASCOT WHERESOEVER BY SUCH MEANS AS THE TRUSTEES FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit

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

WINDSOR AND MAIDENHEAD

Contact information

Address:
ST. MARYS SCHOOL
ST. MARYS ROAD
ASCOT
SL5 9JF
Phone:
01344293620
Email:
bursar@st-marys-ascot.co.uk
Website:

www.st-marys-ascot.co.uk Open in new window