CCEW Charity Commission profile

MILLFIELD FOUNDATION

Registered charity 1121630 · organisation 4035681

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
20 November 2007
Removed
Not supplied
Company number supplied
06370560
Financial period
1 September 2024 – 31 August 2025
Latest income
£244,094
Latest expenditure
£205,355
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Millfield School, STREET, Somerset, BA16 0YD

02 Activities

What the charity does

Provision of scholarships to underprivileged children.

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
12 May 2026
Date Accounts Received
12 May 2026
Total Gross Income
£244,094
Total Gross Expenditure
£205,355
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
24 June 2025
Date Accounts Received
24 June 2025
Total Gross Income
£414,477
Total Gross Expenditure
£137,239
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
26 June 2024
Date Accounts Received
26 June 2024
Total Gross Income
£956,817
Total Gross Expenditure
£233,132
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
29 June 2023
Date Accounts Received
29 June 2023
Total Gross Income
£678,101
Total Gross Expenditure
£249,523
Fin Period Start Date
1 July 2020
Fin Period End Date
31 August 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 June 2022
Date Annual Return Received
10 May 2022
Date Accounts Received
10 May 2022
Total Gross Income
£459,478
Total Gross Expenditure
£181,884

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
12 May 2026
Total Gross Income
£244,094
Total Gross Expenditure
£205,355
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
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
24 June 2025
Total Gross Income
£414,477
Total Gross Expenditure
£137,239
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
26 June 2024
Total Gross Income
£956,817
Total Gross Expenditure
£233,132
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
29 June 2023
Total Gross Income
£678,101
Total Gross Expenditure
£249,523
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 July 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
10 May 2022
Total Gross Income
£459,478
Total Gross Expenditure
£181,884
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
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
26 June 2024
Income Donations And Legacies
851059
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
105758
Income Other
0
Income Total Income And Endowments
956817
Income Legacies
69678
Income Endowments
0
Expenditure Raising Funds
£36,058
Expenditure Charitable Expenditure
£197,074
Expenditure Other
0
Expenditure Total
233132
Expenditure Investment Management
28664
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
-115749
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
5137679
Assets Own Use
0
Assets Long Term Investment
5137679
Defined Benefit Pension Scheme
0
Assets Other Assets
£312,300
Assets Total Liabilities
£16,990
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,432,989
Creditors One Year Total Current
16990
Creditors Falling Due After One Year
0
Assets Cash
£240,733
Funds Endowment
0
Funds Unrestricted
0
Funds Restricted
5432989
Funds Total
5432989
Count Employees
0
Charity Only Accounts
Yes
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
29 June 2023
Income Donations And Legacies
593389
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
84712
Income Other
0
Income Total Income And Endowments
678101
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£26,219
Expenditure Charitable Expenditure
£223,304
Expenditure Other
0
Expenditure Total
249523
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
16433
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,474,024
Assets Total Fixed
4276466
Assets Own Use
0
Assets Long Term Investment
4276466
Defined Benefit Pension Scheme
0
Assets Other Assets
£569,387
Assets Total Liabilities
£20,800
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,825,053
Creditors One Year Total Current
20800
Creditors Falling Due After One Year
0
Assets Cash
£84,304
Funds Endowment
0
Funds Unrestricted
1474024
Funds Restricted
3351029
Funds Total
4825053
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 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

08 Official extract

Charity Event History

Charity Name
MILLFIELD FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2007-11-20T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 13 SEPTEMBER 2007AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03 MAR 2010 AS AMENDED ON 01 SEP 2022AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 22 NOV 2022
Charitable Objects
1 THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION OF SCHOLARSHIPS TO CURRENT AND PROSPECTIVE PUPILS OF MILLFIELD SCHOOL AND MILLFIELD PREPARATORY SCHOOL WHOSE PARENTS OR GUARDIANS ARE IN NEED OF FINANCIAL ASSISTANCE,2 THE PROMOTION OF SUCH OTHER PURPOSES BEING EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE
Area Of Benefit
UNDEFINED. IN PRACTICE NATIONAL

10 Official extract

Charity Policy

Policy Name
Trustee expenses policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures