CCEW Charity Commission profile

PHILLIPS EDUCATION FOUNDATION LIMITED

Registered charity 1163784 · organisation 5053307

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
30 September 2015
Removed
Not supplied
Company number supplied
08977155
Financial period
1 May 2024 – 30 April 2025
Latest income
£752,000
Latest expenditure
£574,638
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Barkham Manor, Barkham Lane, Piltdown, Uckfield, TN22 3XE

Website recorded by the regulator: http://www.selflearnreadandspell.co.uk/ (displayed as text)

02 Activities

What the charity does

To assist adults and children improve their way of life through education and humanitarian aid both within the United Kingdom and worldwide.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 May 2024
Fin Period End Date
30 April 2025
Ar Cycle Reference
AR25
Reporting Due Date
28 February 2026
Date Annual Return Received
23 February 2026
Date Accounts Received
23 February 2026
Total Gross Income
£752,000
Total Gross Expenditure
£574,638
Fin Period Start Date
1 May 2023
Fin Period End Date
30 April 2024
Ar Cycle Reference
AR24
Reporting Due Date
28 February 2025
Date Annual Return Received
12 February 2025
Date Accounts Received
12 February 2025
Total Gross Income
£1,145,503
Total Gross Expenditure
£684,542
Fin Period Start Date
1 May 2022
Fin Period End Date
30 April 2023
Ar Cycle Reference
AR23
Reporting Due Date
29 February 2024
Date Annual Return Received
22 May 2024
Date Accounts Received
22 May 2024
Total Gross Income
£747,196
Total Gross Expenditure
£745,856
Fin Period Start Date
1 May 2021
Fin Period End Date
30 April 2022
Ar Cycle Reference
AR22
Reporting Due Date
28 February 2023
Date Annual Return Received
13 April 2023
Date Accounts Received
13 April 2023
Total Gross Income
£609,088
Total Gross Expenditure
£647,326
Fin Period Start Date
1 May 2020
Fin Period End Date
30 April 2021
Ar Cycle Reference
AR21
Reporting Due Date
28 February 2022
Date Annual Return Received
25 February 2022
Date Accounts Received
25 February 2022
Total Gross Income
£1,151,000
Total Gross Expenditure
£1,720,740

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 May 2024
Fin Period End Date
30 April 2025
Ar Due Date
28 February 2026
Ar Received Date
23 February 2026
Total Gross Income
£752,000
Total Gross Expenditure
£574,638
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
1
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 May 2023
Fin Period End Date
30 April 2024
Ar Due Date
28 February 2025
Ar Received Date
12 February 2025
Total Gross Income
£1,145,503
Total Gross Expenditure
£684,542
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
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 May 2022
Fin Period End Date
30 April 2023
Ar Due Date
29 February 2024
Ar Received Date
22 May 2024
Total Gross Income
£747,196
Total Gross Expenditure
£745,856
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
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 May 2021
Fin Period End Date
30 April 2022
Ar Due Date
28 February 2023
Ar Received Date
13 April 2023
Total Gross Income
£609,088
Total Gross Expenditure
£647,326
Charity Raises Funds From Public
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
2
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 May 2020
Fin Period End Date
30 April 2021
Ar Due Date
28 February 2022
Ar Received Date
25 February 2022
Total Gross Income
£1,151,000
Total Gross Expenditure
£1,720,740
Charity Raises Funds From Public
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
2

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 May 2024
Fin Period End Date
30 April 2025
Ar Due Date
28 February 2026
Ar Received Date
23 February 2026
Income Donations And Legacies
752000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
752000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£574,488
Expenditure Other
150
Expenditure Total
574638
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£712,620
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£712,620
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£612,620
Funds Endowment
0
Funds Unrestricted
712620
Funds Restricted
0
Funds Total
712620
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 May 2023
Fin Period End Date
30 April 2024
Ar Due Date
28 February 2025
Ar Received Date
12 February 2025
Income Donations And Legacies
1145500
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
3
Income Other
0
Income Total Income And Endowments
1145503
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£683,944
Expenditure Other
598
Expenditure Total
684542
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£535,258
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£535,258
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£535,258
Funds Endowment
0
Funds Unrestricted
535258
Funds Restricted
0
Funds Total
535258
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 May 2022
Fin Period End Date
30 April 2023
Ar Due Date
29 February 2024
Ar Received Date
22 May 2024
Income Donations And Legacies
747196
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
747196
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£745,856
Expenditure Other
0
Expenditure Total
745856
Expenditure Investment Management
0
Expenditure Grants Institution
681926
Expenditure Governance
63930
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£74,298
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£74,298
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£74,298
Funds Endowment
0
Funds Unrestricted
74298
Funds Restricted
0
Funds Total
74298
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 May 2021
Fin Period End Date
30 April 2022
Ar Due Date
28 February 2023
Ar Received Date
13 April 2023
Income Donations And Legacies
609088
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
609088
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£604,700
Expenditure Other
42626
Expenditure Total
647326
Expenditure Investment Management
0
Expenditure Grants Institution
604700
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£72,958
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£72,958
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£72,958
Funds Endowment
0
Funds Unrestricted
33871
Funds Restricted
39087
Funds Total
72958
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 May 2020
Fin Period End Date
30 April 2021
Ar Due Date
28 February 2022
Ar Received Date
25 February 2022
Income Donations And Legacies
1151000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
1151000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,720,740
Expenditure Other
0
Expenditure Total
1720740
Expenditure Investment Management
0
Expenditure Grants Institution
1720740
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
0
Assets Own Use
0
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£111,197
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£111,197
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£111,197
Funds Endowment
0
Funds Unrestricted
111197
Funds Restricted
0
Funds Total
111197
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
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
106
Classification Type
What
Classification Description
Overseas Aid/famine Relief
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
PHILLIPS EDUCATION FOUNDATION LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2015-09-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 03 APR 2014AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 29/09/2015
Charitable Objects
THE OBJECTS OF THE CHARITY ARE TO ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC BY RESEARCHING, DEVELOPING AND IMPLEMENTING SUCH SOFTWARE, MATERIALS OR TECHNIQUES PROVEN CAPABLE OF IMPROVING READING AND LEARNING CAPABILITIES, IN PARTICULAR BUT NOT EXCLUSIVELY TO HELP THOSE WITH LEARNING DIFFICULTIES, OR BY SUCH OTHER MEANS AS THE TRUSTEES DEEM APPROPRIATE.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints handling
Policy Name
Conflicting interests
Policy Name
Paying staff