EDUCATIONAL AND GENERAL CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 5 October 1961
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £117,315
Latest expenditure: £139,390
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Stonesfield, Burtons Lane, CHALFONT ST. GILES, Buckinghamshire, HP8 4BL

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

02 Activities

What the charity does

We distribute grants annually to solely UK registered smaller charities working in the areas of children's education, the environment and overseas development. We will not have any direct involvement in any overseas activities.

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: 28 September 2025
Date Accounts Received: 28 September 2025
Total Gross Income: £117,315
Total Gross Expenditure: £139,390

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: 22 October 2024
Date Accounts Received: 22 October 2024
Total Gross Income: £116,004
Total Gross Expenditure: £126,418

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: 11 January 2024
Date Accounts Received: 11 January 2024
Total Gross Income: £108,279
Total Gross Expenditure: £153,987

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: 24 October 2022
Date Accounts Received: 24 October 2022
Total Gross Income: £102,353
Total Gross Expenditure: £125,151

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: 26 January 2022
Date Accounts Received: 26 January 2022
Total Gross Income: £100,217
Total Gross Expenditure: £140,840

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: 28 September 2025
Total Gross Income: £117,315
Total Gross Expenditure: £139,390
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: 22 October 2024
Total Gross Income: £116,004
Total Gross Expenditure: £126,418
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: 11 January 2024
Total Gross Income: £108,279
Total Gross Expenditure: £153,987
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: 24 October 2022
Total Gross Income: £102,353
Total Gross Expenditure: £125,151
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: 26 January 2022
Total Gross Income: £100,217
Total Gross Expenditure: £140,840
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: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

07 Official extract

Charity Event History

Charity Name: EDUCATIONAL AND GENERAL CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1961-10-05T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 20 JUNE 1961
Charitable Objects: THE BENEFIT OR FURTHERANCE OF CHARITABLE PURPOSES, CHARITABLE INSTITUTES AND CHARITABLE FOUNDATIONS WITH SPECIAL REGARD TO THE ADVANCEMENT OF EDUCATION.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures