DR CHALLONER'S SCHOOL EDUCATIONAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 18 March 1988
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £358,324
Latest expenditure: £417,336
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: DR CHALLONERS GRAMMAR SCHOOL, CHESHAM ROAD, AMERSHAM, HP6 5HA

02 Activities

What the charity does

The provision of scholarships, prizes, grants, equipment, buildings, playing fields and other assistance for the benefit of Dr Challoner's Grammar School and its pupils.

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: 2 December 2025
Date Accounts Received: 2 December 2025
Total Gross Income: £358,324
Total Gross Expenditure: £417,336

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: 26 November 2024
Date Accounts Received: 26 November 2024
Total Gross Income: £471,449
Total Gross Expenditure: £43,100

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: 11 December 2023
Date Accounts Received: 11 December 2023
Total Gross Income: £401,845
Total Gross Expenditure: £241,061

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 December 2022
Date Accounts Received: 12 December 2022
Total Gross Income: £307,257
Total Gross Expenditure: £343,908

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: 24 November 2021
Date Accounts Received: 24 November 2021
Total Gross Income: £540,867
Total Gross Expenditure: £614,464

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: 2 December 2025
Total Gross Income: £358,324
Total Gross Expenditure: £417,336
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: 26 November 2024
Total Gross Income: £471,449
Total Gross Expenditure: £43,100
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: 11 December 2023
Total Gross Income: £401,845
Total Gross Expenditure: £241,061
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 December 2022
Total Gross Income: £307,257
Total Gross Expenditure: £343,908
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 24 November 2021
Total Gross Income: £540,867
Total Gross Expenditure: £614,464
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 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: 24 November 2021
Income Donations And Legacies: 540747
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 120
Income Other: 0
Income Total Income And Endowments: 540867
Income Legacies: 105609
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £614,464
Expenditure Other: 0
Expenditure Total: 614464
Expenditure Investment Management: 0
Expenditure Grants Institution: 601699
Expenditure Governance: 6118
Expenditure Support Costs: 1051
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £67,027
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £79,570
Assets Total Liabilities: £1,920
Assets Current Investment: 0
Assets Total Assets And Liabilities: £77,650
Creditors One Year Total Current: 1920
Creditors Falling Due After One Year: 0
Assets Cash: £46,228
Funds Endowment: 0
Funds Unrestricted: 67027
Funds Restricted: 10623
Funds Total: 77650
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Buckinghamshire
Welsh Ind: No

07 Official extract

Charity Classification

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

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

08 Official extract

Charity Event History

Charity Name: DR CHALLONER'S SCHOOL EDUCATIONAL TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2015-08-13T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 3941027
Assoc Registered Charity Number: 1065722
Assoc Charity Name: DR CHALLONER'S GRAMMAR SCHOOL FUND

Charity Name: DR CHALLONER'S SCHOOL EDUCATIONAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1988-03-18T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 12/12/1987AS AMENDED BY DEED DATED 06/02/2012AS AMENDED BY DEED DATED 18 OCT 2017 as amended on 09 Jul 2026
Charitable Objects: PROMOTION OF THE EDUCATION OF PUPILS OF DR CHALLONER'S GRAMMAR SCHOOL.
Area Of Benefit: AMERSHAM

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures