OUR LADY'S DISCRETIONARY TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 15 October 2003
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £8,726
Latest expenditure: £12,581
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 6 Clay Acre, Chesham, HP5 3BL

02 Activities

What the charity does

The Advancement of the education, social and apiritual development of the pupils, present and future of Our Lady's Roman Catholic School, Chesham Bois, Amersham, either directly or indirectly (such as the provision of funds for building work, equipment, books, facilities, staffing and excursions.)

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: 31 January 2026
Total Gross Income: £8,726
Total Gross Expenditure: £12,581

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: 27 January 2025
Total Gross Income: £9,591
Total Gross Expenditure: £7,638

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: 30 January 2024
Total Gross Income: £11,709
Total Gross Expenditure: £8,423

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: 31 January 2023
Total Gross Income: £9,767
Total Gross Expenditure: £5,979

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: 30 January 2022
Total Gross Income: £12,752
Total Gross Expenditure: £10,872

04 Official extract

Charity Annual Return Parta

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: 30 January 2024
Total Gross Income: £11,709
Total Gross Expenditure: £8,423
Grant Making Is Main Activity: No
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: 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: 30 January 2022
Total Gross Income: £12,752
Total Gross Expenditure: £10,872
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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: Buckinghamshire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

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

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

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

07 Official extract

Charity Event History

Charity Name: OUR LADY'S DISCRETIONARY TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-10-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 19 MAY 2003.
Charitable Objects: THE ADVANCEMENT OF EDUCATION , SOCIAL AND SPIRITUAL DEVELOPMENT OF THE PUPILS, PRESENT AND FUTURE OF OUR LADY'S ROMAN CATHOLIC SCHOOL, CHESHAM BOIS, AMERSHAM EITHER DIRECTLY OR INDIRECTLY (SUCH AS, WITHOUT LIMITATION, BY THE PROVISION OF FUNDS FOR BUILDING WORK, EQUIPMENT, BOOKS, FACILITIES, STAFFING, AND EXCURSIONS FOR THE SCHOOL, AND FOR ITS PRESENT AND FUTURE PUPILS AND STAFF.)
Area Of Benefit: NOT DEFINED.

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Volunteer management

Policy Name: Risk management

Policy Name: Complaints handling