THE DR CAROL ANN YATES FOUNDATION
Charity Number: 1164953
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The Trust was set up to advance education
Income and expenditure
Data for financial year ending 30 August 2024
Total income: £17,046
Total expenditure: £13,587
People
5 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
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:
- Worcestershire
Governance
Registration history:
- 21 December 2015: CIO registration
Organisation type:
CIO
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
- Investment
- Safeguarding policy and procedures
- 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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| CHRISTINE ANNE GROVE | Chair | 25 July 2014 |
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| June Armstrong | Trustee | 02 February 2023 |
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| Andrew Auger | Trustee | 12 July 2019 |
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| John Clifford | Trustee | 21 September 2018 |
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| Robert Walsh | Trustee | 25 July 2014 |
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Financial history
Financial period end date
| Income / Expenditure | 31/05/2020 | 31/05/2021 | 31/05/2022 | 30/08/2023 | 30/08/2024 | ||
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Total gross income | £8.57k | £8.66k | £14.22k | £12.18k | £17.05k | |
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Total expenditure | £7.46k | £6.36k | £16.84k | £13.27k | £13.59k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 30 August 2024 | 26 March 2025 | On Time | |
| Accounts and TAR | 30 August 2024 | 26 March 2025 | On Time | Download Open in new window |
| Annual return | 30 August 2023 | 21 June 2024 | On Time | |
| Accounts and TAR | 30 August 2023 | 21 June 2024 | On Time | Download Open in new window |
| Annual return | 31 May 2022 | 29 March 2023 | On Time | |
| Accounts and TAR | 31 May 2022 | 29 March 2023 | On Time | Download Open in new window |
| Annual return | 31 May 2021 | 26 March 2022 | On Time | |
| Accounts and TAR | 31 May 2021 | 26 March 2022 | On Time | Download Open in new window |
| Annual return | 31 May 2020 | 09 March 2021 | On Time | |
| Accounts and TAR | 31 May 2020 | 09 March 2021 | On Time | Download Open in new window |