EDUCATIONAL TRUST NO 1 1982 — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 15 March 1983
Removed: Not supplied
Financial period: 6 April 2024 – 9 July 2025
Latest income: £90,071
Latest expenditure: £66,865
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Ludlow Trust Co (Southampton) Ltd, Yarmouth House, 1300 Parkway, Solent Business Park, Whiteley, PO15 7AX

02 Activities

What the charity does

The trustees distribute income strictly in line with the governing document and do not consider unsolicited applications.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 9 July 2025
Ar Cycle Reference: AR25
Reporting Due Date: 9 May 2026
Date Annual Return Received: 2 April 2026
Date Accounts Received: 2 April 2026
Total Gross Income: £90,071
Total Gross Expenditure: £66,865

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 14 January 2025
Date Accounts Received: 14 January 2025
Total Gross Income: £98,355
Total Gross Expenditure: £76,807

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 30 January 2024
Date Accounts Received: 30 January 2024
Total Gross Income: £71,413
Total Gross Expenditure: £86,547

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 30 January 2023
Date Accounts Received: 30 January 2023
Total Gross Income: £46,911
Total Gross Expenditure: £111,028

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 2 February 2022
Date Accounts Received: 2 February 2022
Total Gross Income: £59,090
Total Gross Expenditure: £134,442

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: 6 April 2024
Fin Period End Date: 9 July 2025
Ar Due Date: 9 May 2026
Ar Received Date: 2 April 2026
Total Gross Income: £90,071
Total Gross Expenditure: £66,865
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 14 January 2025
Total Gross Income: £98,355
Total Gross Expenditure: £76,807
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: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 30 January 2024
Total Gross Income: £71,413
Total Gross Expenditure: £86,547
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 30 January 2023
Total Gross Income: £46,911
Total Gross Expenditure: £111,028
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: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 2 February 2022
Total Gross Income: £59,090
Total Gross Expenditure: £134,442
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 Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

07 Official extract

Charity Event History

Charity Name: EDUCATIONAL TRUST NO 1 1982
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1983-03-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 6TH JANUARY 1983
Charitable Objects: THE ADVANCEMENT OF THE EDUCATION OF BOYS AND GIRLS AT SUCH SCHOOLS AS THE TRUSTEE OF THE DECLARATION OF TRUST SHALL IN ITS DESCRETION SELECT AND IN PARTICULAR (BUT WITHOUT IN ANY WAY LIMITING THE GENERALITY OF THE FOREGIONG) OF PUPILS AT THE FOLLOWING SCHOOLS: AMPLEFORTH, DOWNSIDE, ETON, (OPPIDANS ONLY) GORDONSTOUN, OUNDLE, RADLEY, SHERBORNE (BOYS), SHERBORNE (GIRLS) WINCHESTER AND WYCOMBE ABBEY.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investing charity funds policy and procedures