PHILLPOTTS AND BOYD EDUCATIONAL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 14 November 1962
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £19,808
Latest expenditure: £12,182
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 1 The Cloisters, Exeter, Devon, EX1 1HS

02 Activities

What the charity does

Supporting clergy, especially those taking higher degrees

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: 16 January 2026
Total Gross Income: £19,808
Total Gross Expenditure: £12,182

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: 20 January 2025
Total Gross Income: £19,419
Total Gross Expenditure: £10,578

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: 18 December 2023
Total Gross Income: £19,419
Total Gross Expenditure: £8,177

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: 13 March 2023
Total Gross Income: £18,303
Total Gross Expenditure: £4,336

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: 3 December 2021
Total Gross Income: £18,303
Total Gross Expenditure: £4,336

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: 16 January 2026
Total Gross Income: £19,808
Total Gross Expenditure: £12,182
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: 20 January 2025
Total Gross Income: £19,419
Total Gross Expenditure: £10,578
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: 18 December 2023
Total Gross Income: £19,419
Total Gross Expenditure: £8,177
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: 13 March 2023
Total Gross Income: £18,303
Total Gross Expenditure: £4,336
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: 1

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: 3 December 2021
Total Gross Income: £18,303
Total Gross Expenditure: £4,336
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: 1

05 Official extract

Charity Area Of Operation

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

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

06 Official extract

Charity Classification

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

07 Official extract

Charity Event History

Charity Name: PHILLPOTTS AND BOYD EDUCATIONAL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-11-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 15TH DECEMBER 1922, AS VARIED BY SCHEME DATED 28TH FEBRUARY 1938
Charitable Objects: PROVISION OF FINANCIAL ASSISTANCE FOR TRAINING FOR PERSONS WHO ARE PREPARING FOR,OR WHO HAVE ALREADY RECEIVED,PRIESTS' ORDERS IN ORDER TO ENABLE THEM TO PERFORM THEIR ECCLESIASTICAL DUTIES MORE EFFECTIVELY IN EITHER OF THE DIOCESES OF EXETER AND TRURO (FOR FULL DETAILS SEE SCHEMES OF 15 DECEMBER 1922 AND 28 FEBRUARY 1938)
Area Of Benefit: DIOCESES OF EXETER AND TRURO

09 Official extract

Charity Other Names

Charity Name Id: 73716
Charity Name Type: Previous name
Charity Name: PHILLPOTTS AND BOYS EDUCATIONAL FOUNDATION

10 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Volunteer management

Policy Name: Investment

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Paying staff

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures