01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 22 January 2014
- Removed
- Not supplied
- Financial period
- 6 April 2024 – 5 April 2025
- Latest income
- £17,248
- Latest expenditure
- £60,181
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Barclays Bank Chambers, Bridge Street, Stratford upon Avon, CV37 6AH
02 Activities
What the charity does
To advance education for socially or economically disadvantaged people in Warwickshire and Coventry through the provision of grants.
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
- 4 February 2026
- Total Gross Income
- £17,248
- Total Gross Expenditure
- £60,181
- 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
- 3 December 2024
- Total Gross Income
- £18,226
- Total Gross Expenditure
- £58,142
- 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
- 21 March 2024
- Total Gross Income
- £10,810
- Total Gross Expenditure
- £62,458
- 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
- 15 June 2022
- Total Gross Income
- £7,152
- Total Gross Expenditure
- £61,372
- 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
- 1 September 2021
- Total Gross Income
- £5,583
- Total Gross Expenditure
- £40,583
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
- 4 February 2026
- Total Gross Income
- £17,248
- Total Gross Expenditure
- £60,181
- 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
- 3 December 2024
- Total Gross Income
- £18,226
- Total Gross Expenditure
- £58,142
- 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
- 21 March 2024
- Total Gross Income
- £10,810
- Total Gross Expenditure
- £62,458
- 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
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Coventry City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Warwickshire
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
07 Official extract
Charity Event History
- Charity Name
- JOHN AND JULIA EGAN CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2014-01-22T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 10/12/2013
- Charitable Objects
- TO ADVANCE EDUCATION FOR SOCIALLY OR ECONOMICALLY DISADVANTAGED PEOPLE IN WARWICKSHIRE AND COVENTRY THROUGH THE PROVISION OF GRANTS
09 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures