COLFE'S CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 23 March 1978
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £282,987
Latest expenditure: £102,803
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: COLFES SCHOOL, HORN PARK LANE, LONDON, SE12 8AW

Website recorded by the regulator: www.colfes.com (displayed as text)

02 Activities

What the charity does

To apply the Trust Fund to or for such charitable purposes connected to Colfe's School.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 June 2026
Date Annual Return Received: 15 May 2026
Date Accounts Received: 15 May 2026
Total Gross Income: £282,987
Total Gross Expenditure: £102,803

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 20 May 2025
Date Accounts Received: 20 May 2025
Total Gross Income: £346,030
Total Gross Expenditure: £87,193

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 7 June 2024
Date Accounts Received: 7 June 2024
Total Gross Income: £619,758
Total Gross Expenditure: £86,601

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 12 July 2023
Date Accounts Received: 12 July 2023
Total Gross Income: £143,319
Total Gross Expenditure: £104,391

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 6 May 2022
Date Accounts Received: 6 May 2022
Total Gross Income: £82,594
Total Gross Expenditure: £82,166

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Due Date: 30 June 2026
Ar Received Date: 15 May 2026
Total Gross Income: £282,987
Total Gross Expenditure: £102,803
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 20 May 2025
Total Gross Income: £346,030
Total Gross Expenditure: £87,193
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 7 June 2024
Total Gross Income: £619,758
Total Gross Expenditure: £86,601
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 12 July 2023
Total Gross Income: £143,319
Total Gross Expenditure: £104,391
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 6 May 2022
Total Gross Income: £82,594
Total Gross Expenditure: £82,166
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 7 June 2024
Income Donations And Legacies: 548822
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 70936
Income Other: 0
Income Total Income And Endowments: 619758
Income Legacies: 484530
Income Endowments: 21441
Expenditure Raising Funds: £285
Expenditure Charitable Expenditure: £86,316
Expenditure Other: 0
Expenditure Total: 86601
Expenditure Investment Management: 0
Expenditure Grants Institution: 84131
Expenditure Governance: 2185
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: -63591
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 1581381
Assets Own Use: 0
Assets Long Term Investment: 1581381
Defined Benefit Pension Scheme: 0
Assets Other Assets: £648,601
Assets Total Liabilities: £4,919
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,225,063
Creditors One Year Total Current: 4919
Creditors Falling Due After One Year: 0
Assets Cash: £138,362
Funds Endowment: 157151
Funds Unrestricted: 2034270
Funds Restricted: 33642
Funds Total: 2225063
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Lewisham
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

08 Official extract

Charity Event History

Charity Name: COLFE'S CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1978-03-23T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 9TH MARCH 1978AS AMENDED BY RESOLUTION DATED 16 MAY 2023
Charitable Objects: TO PAY OR APPLY THE ENTIRETY OF THE TRUST FUND TO OR FOR SUCH CHARITABLE PURPOSES CONNECTED WITH COLFE'S SCHOOL OR SUCH OTHER CHARITABLE PURPOSES OR CHARITABLE FOUNDATIONS AS THE TRUSTEES SHALL IN LIKE MANNER DETERMINE.
Area Of Benefit: (1) COLFE'S SCHOOL, LEE LONDON SE12. (2) NATIONAL.

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment