PHILOLOGICAL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 13 December 1966
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £58,734
Latest expenditure: £50,733
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 5 Poulters Wood, KESTON, Kent, BR2 6JD

Website recorded by the regulator: www.philological.org.uk (displayed as text)

02 Activities

What the charity does

Gives grants to schools within the City of Westminster and the London Borough of Camden and to pupils in or from those schools seeking further or higher education but not beyond the age of 25 years.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 15 December 2025
Date Accounts Received: 15 December 2025
Total Gross Income: £58,734
Total Gross Expenditure: £50,733

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 30 January 2025
Date Accounts Received: 30 January 2025
Total Gross Income: £418,701
Total Gross Expenditure: £57,037

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 18 January 2024
Date Accounts Received: 18 January 2024
Total Gross Income: £33,905
Total Gross Expenditure: £67,672

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 22 December 2022
Total Gross Income: £15,453
Total Gross Expenditure: £59,566

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 20 December 2021
Date Accounts Received: 20 December 2021
Total Gross Income: £103,801
Total Gross Expenditure: £32,445

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 15 December 2025
Total Gross Income: £58,734
Total Gross Expenditure: £50,733
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 30 January 2025
Total Gross Income: £418,701
Total Gross Expenditure: £57,037
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 18 January 2024
Total Gross Income: £33,905
Total Gross Expenditure: £67,672
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 22 December 2022
Total Gross Income: £15,453
Total Gross Expenditure: £59,566
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 20 December 2021
Total Gross Income: £103,801
Total Gross Expenditure: £32,445
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: Local Authority
Geographic Area Description: City Of Westminster
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Camden
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
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

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

07 Official extract

Charity Event History

Charity Name: PHILOLOGICAL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1966-12-13T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 22 JULY 1982 AS VARIED BY SCHEME OF 9 MARCH 1990 AS AMENDED BY SCHEME OF 24 AUGUST 2006. as amended on 04 Jul 2024
Charitable Objects: (A) TO AWARD GRANTS, BURSARIES, MAINTENANCE ALLOWANCES, AND OTHER FINANCIAL BENEFITS TO HELP CHILDREN AND YOUNG MEN AND WOMEN WHO ARE OR HAVE BEEN PUPILS AT ANY SCHOOLS PROVIDING SECONDARY EDUCATION IN THE CITY OF WESTMINSTER OR THE LONDN BOROUGH OF CAMDEN AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE WITH PARTICULAR REGARD TO THE NEEDS OF FORMER PUPILS OF THE ST. MARYLEBONE GRAMMER SCHOOL AND OTHER BOYS AND YOUNG MEN WHO ARE QUALIFIED AS AFORESAID. (B) IN PROVIDING OR ASSISTING IN THE PROVISION OF SPECIAL BENFITS, INCLUDING FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION, AS SCHOOLS IN THE CITY OF WESTMINSTER AND THE LONDON BOROUGH OF CAMDEN WHICH ARE COUNTY OR VOLUNTARY OR GRANT MAINTAINED SCHOOLS WITHIN THE MEANING OF THE EDUCATION ACTS 1944 TO 1981 AND IN OTHERWISE PROMOTING THE EDUCATION. TRUSTEES IN APPLYING INCOME UNDER THIS HEAD SHALL CONSULT WITH THE INNER LONDON EDUCATION AUTHORITY AND THE GOVERNING BODIES OF THE SCHOOLS TO BE BENEFITED, AND SHALL PAY PARTICULAR REGARD TO THE NEEDS OF SCHOOLS IN THE AREA OF THE FORMER BOROUGH OF ST. MARYLEBONE. (C) IN GIVING EDUCATIONAL PRIZES OR AWARDS TO PUPILS AT SCHOOLS REFERRED TO IN SECTION (B): PROVIDED THAT ANY SINGLE PRIZE OR AWARD SHALL BE LIMITED TO THE OF ú50 IN CASH OR KIND VALUED AS THE THE 1ST JANUARY 1989, SUCH AMOUNT TO BE INCREASED IN THE SAME RATIO THAT THE RETAIL PRICES INDEX AT THE BEGINING OF EACH YEAR BEARS TO THE RETAIL PRICES INDEX AS AT THE 1ST JANUARY 1989; PROVIDED FURTHER THAT THE TOTAL AMOUNT IN ANY YEAR ON SUCH PRIZES OR AWARDS SHALL NOT EXCEED 5 PERCENT. OF THE INCOME OF THE CHARITY FOR THE PREVIOUS ACCOUNTING YEAR OF THE CHARITY. (D) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST CHILDREN AND YOUNG PERSONS QUALIFIED UNDER SECTION (A) OF THE SUB-CLAUSE TO PREPARE FOR OR ENTER A PROFESSION TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT.
Area Of Benefit: CITY OF WESTMINSTER AND LONDON BOROUGH OF CAMDEN

09 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Paying staff

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures