DR DONALD DUNCAN WILL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 3 September 1986
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £11,833
Latest expenditure: £1,651
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Lloyds Banking Group, City Park, The Droveway, HOVE, East Sussex, BN3 7AU

02 Activities

What the charity does

In accordance with the terms of the Trust , the available income is paid to Scottish Local Education Authority in perpetuity .The Trustees are satisfied that these purposes remain charitable and for the public benefit.The Trustees have complied with the duty in Section 4 of the Charity Act 2006 to have due regard to public benefit guidance published by the Charity Commission.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 7 January 2026
Total Gross Income: £11,833
Total Gross Expenditure: £1,651

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: 3 December 2024
Total Gross Income: £13,247
Total Gross Expenditure: £1,714

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: 5 February 2024
Total Gross Income: £11,805
Total Gross Expenditure: £1,709

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: 21 September 2022
Total Gross Income: £10,015
Total Gross Expenditure: £34,174

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: 15 September 2021
Total Gross Income: £10,733
Total Gross Expenditure: £620

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: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 7 January 2026
Total Gross Income: £11,833
Total Gross Expenditure: £1,651
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: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 3 December 2024
Total Gross Income: £13,247
Total Gross Expenditure: £1,714
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: 5 February 2024
Total Gross Income: £11,805
Total Gross Expenditure: £1,709
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: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 21 September 2022
Total Gross Income: £10,015
Total Gross Expenditure: £34,174
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: 15 September 2021
Total Gross Income: £10,733
Total Gross Expenditure: £620
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: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
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: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name: DR DONALD DUNCAN WILL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1986-09-03T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT NOTTINGHAM PROBAGTE REGISTRY ON 1ST AUGUST 1962 AND SCHEME OF 17TH JULY 1987
Charitable Objects: FOR THE PURPOSE OF ASSISTING PUPILS OF BOTH SEXES ONE OR BOTH OF THE PARENTS OF WHICH MUST HAVE BEEN RESIDENT IN THE COUNTY OF KINROSS AT THE TIME OF THE PUPILS BIRTH TO ENABLE THEM TO ACQUIRE FURTHER EDUCATION IN THE ARTS, SCIENCES, PROFESSIONS, COMMERCE OR INDUSTRY INCLUDING ATTENDANCE AT UNIVERSITIES OR OTHER INSTITUTIONS OR CLASSES WHETHER SITUATED IN THE UNITED KINGDOM OR ABROAD AND THE PAYMENT OF VOCATIONAL GRANTS FOR RESEARCH, STUDY OR FOREIGN TRAVEL AND THE PROVISION OF EQUIPMENT, TEXT BOOKS AND OTHER ITEMS NECESSARY TO ACQUIRE FURTHER EDUCATION IN ITS WIDEST SENSE.
Area Of Benefit: KINROSS, SCOTLAND

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures