01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 25 October 2017
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 August 2025
- Latest income
- £3,272,409
- Latest expenditure
- £3,232,692
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: Wallace Crooke, 20 Birmingham Road, Walsall, West Midlands, WS1 2LT
02 Activities
What the charity does
The Foundation furthers the education of pupils attending the Schools of the Foundation and which are, namely, Mayfield Preparatory School, Queen Mary's Grammar School and Queen Mary's High School. Each of the Schools are based in Walsall, West Midlands.The Foundation assists pupils by the funding of prizes, scholarships and maintenance allowances.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 August 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 June 2026
- Date Annual Return Received
- 26 June 2026
- Date Accounts Received
- 26 June 2026
- Total Gross Income
- £3,272,409
- Total Gross Expenditure
- £3,232,692
- 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
- 31 January 2025
- Date Accounts Received
- 31 January 2025
- Total Gross Income
- £2,328,764
- Total Gross Expenditure
- £2,200,199
- 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
- Date Accounts Received
- 30 January 2024
- Total Gross Income
- £2,220,036
- Total Gross Expenditure
- £2,207,025
- 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
- 27 January 2023
- Date Accounts Received
- 27 January 2023
- Total Gross Income
- £2,075,828
- Total Gross Expenditure
- £2,023,870
- 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
- 28 January 2022
- Date Accounts Received
- 28 January 2022
- Total Gross Income
- £1,904,083
- Total Gross Expenditure
- £1,883,802
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 April 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 26 June 2026
- Total Gross Income
- £3,272,409
- Total Gross Expenditure
- £3,232,692
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 20
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 31 January 2025
- Total Gross Income
- £2,328,764
- Total Gross Expenditure
- £2,200,199
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 20
- 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
- £2,220,036
- Total Gross Expenditure
- £2,207,025
- 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
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 8
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 27 January 2023
- Total Gross Income
- £2,075,828
- Total Gross Expenditure
- £2,023,870
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 8
- 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
- 28 January 2022
- Total Gross Income
- £1,904,083
- Total Gross Expenditure
- £1,883,802
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 19
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 April 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 26 June 2026
- Income Donations And Legacies
- 6718
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 3127015
- Income Investments
- 128676
- Income Other
- 10000
- Income Total Income And Endowments
- 3272409
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £17,881
- Expenditure Charitable Expenditure
- £3,214,811
- Expenditure Other
- 0
- Expenditure Total
- 3232692
- Expenditure Investment Management
- 17781
- Expenditure Grants Institution
- 91346
- Expenditure Governance
- 91956
- Expenditure Support Costs
- 126407
- Expenditure Depreciation
- 3581
- Gain Loss Investment
- 63193
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £689,027
- Assets Total Fixed
- 5316046
- Assets Own Use
- 4016046
- Assets Long Term Investment
- 1300000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,018,988
- Assets Total Liabilities
- £928,700
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,406,334
- Creditors One Year Total Current
- 307707
- Creditors Falling Due After One Year
- 620993
- Assets Cash
- £934,693
- Funds Endowment
- 4349216
- Funds Unrestricted
- 980334
- Funds Restricted
- 76784
- Funds Total
- 5406334
- Count Employees
- 46
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 31 January 2025
- Income Donations And Legacies
- 230
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2238323
- Income Investments
- 90211
- Income Other
- 0
- Income Total Income And Endowments
- 2328764
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £25,129
- Expenditure Charitable Expenditure
- £2,175,070
- Expenditure Other
- 0
- Expenditure Total
- 2200199
- Expenditure Investment Management
- 25129
- Expenditure Grants Institution
- 58186
- Expenditure Governance
- 99273
- Expenditure Support Costs
- 129196
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 89373
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £689,028
- Assets Total Fixed
- 4796683
- Assets Own Use
- 3648452
- Assets Long Term Investment
- 1148231
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £948,804
- Assets Total Liabilities
- £887,952
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,857,535
- Creditors One Year Total Current
- 218668
- Creditors Falling Due After One Year
- 669284
- Assets Cash
- £948,804
- Funds Endowment
- 4091724
- Funds Unrestricted
- 689028
- Funds Restricted
- 76783
- Funds Total
- 4857535
- Count Employees
- 44
- Charity Only Accounts
- Yes
- 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
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2134306
- Income Investments
- 85730
- Income Other
- 0
- Income Total Income And Endowments
- 2220036
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £167,077
- Expenditure Charitable Expenditure
- £2,039,948
- Expenditure Other
- 0
- Expenditure Total
- 2207025
- Expenditure Investment Management
- 73409
- Expenditure Grants Institution
- 66777
- Expenditure Governance
- 55959
- Expenditure Support Costs
- 118794
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -82233
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £601,708
- Assets Total Fixed
- 4707310
- Assets Own Use
- 3648452
- Assets Long Term Investment
- 1058858
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £931,555
- Assets Total Liabilities
- £982,053
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,656,812
- Creditors One Year Total Current
- 280483
- Creditors Falling Due After One Year
- 701570
- Assets Cash
- £895,931
- Funds Endowment
- 3974432
- Funds Unrestricted
- 601708
- Funds Restricted
- 80672
- Funds Total
- 4656812
- Count Employees
- 45
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 27 January 2023
- Income Donations And Legacies
- 577
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1996138
- Income Investments
- 79113
- Income Other
- 0
- Income Total Income And Endowments
- 2075828
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £159,643
- Expenditure Charitable Expenditure
- £1,864,227
- Expenditure Other
- 0
- Expenditure Total
- 2023870
- Expenditure Investment Management
- 68142
- Expenditure Grants Institution
- 70834
- Expenditure Governance
- 60483
- Expenditure Support Costs
- 115563
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 64285
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £663,749
- Assets Total Fixed
- 5099543
- Assets Own Use
- 3958452
- Assets Long Term Investment
- 1141091
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £919,273
- Assets Total Liabilities
- £969,063
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,049,753
- Creditors One Year Total Current
- 236184
- Creditors Falling Due After One Year
- 732879
- Assets Cash
- £905,760
- Funds Endowment
- 4336498
- Funds Unrestricted
- 633749
- Funds Restricted
- 79506
- Funds Total
- 5049753
- Count Employees
- 51
- Charity Only Accounts
- Yes
- 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
- 28 January 2022
- Income Donations And Legacies
- 117036
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1714562
- Income Investments
- 72485
- Income Other
- 0
- Income Total Income And Endowments
- 1904083
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £91,737
- Expenditure Charitable Expenditure
- £1,792,065
- Expenditure Other
- 0
- Expenditure Total
- 1883802
- Expenditure Investment Management
- 35436
- Expenditure Grants Institution
- 62936
- Expenditure Governance
- 58013
- Expenditure Support Costs
- 123901
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 152757
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £662,074
- Assets Total Fixed
- 5004517
- Assets Own Use
- 3927711
- Assets Long Term Investment
- 1076806
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £875,501
- Assets Total Liabilities
- £935,454
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,944,564
- Creditors One Year Total Current
- 172408
- Creditors Falling Due After One Year
- 763046
- Assets Cash
- £816,810
- Funds Endowment
- 4212402
- Funds Unrestricted
- 662074
- Funds Restricted
- 70088
- Funds Total
- 4944564
- Count Employees
- 51
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Walsall
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
08 Official extract
Charity Event History
- Charity Name
- QUEEN MARY'S SCHOOLS FOUNDATION
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2017-10-25T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 25 Oct 2017
- Charitable Objects
- THE OBJECTS OF THE CIO ARE THE ADVANCEMENT OF EDUCATION BY:(A) THE CONDUCT AND MAINTENANCE OF MAYFIELD PREPARATORY SCHOOL AND SUCH OTHER PREPARATORY SCHOOL OR SCHOOLS FOR THE EDUCATION OF GIRLS AND BOYS AS THE CHARITY TRUSTEES MAY FROM TIME TO TIME THINK FIT;(B) THE PROVISION OF PREMISES, SUPPORT, SERVICES AND FACILITIES FOR THE SCHOOLS OF THE FOUNDATION OR ANY FORMER SCHOOL OF THE FOUNDATION WHICH HAS BECOME AN ACADEMY WITHIN THE MEANING OF THE ACADEMIES ACT 2010; (C) THE AWARD OF:(I) SCHOLARSHIPS TENABLE TO ANY SCHOOL OF THE FOUNDATION TO PUPILS SELECTED ON GROUNDS OF MERIT;(II) LEAVING EXHIBITIONS, TO PUPILS WHO HAVE ATTENDED A SCHOOL OF THE FOUNDATION FOR AT LEAST TWO YEARS, TENABLE AT ANY UNIVERSITY OR OTHER INSTITUTION OF HIGHER OR FURTHER (INCLUDING PROFESSIONAL OR TECHNICAL) EDUCATION APPROVED BY THE CHARITY TRUSTEES OR FOR THE PURPOSE OF ENABLING THE EXHIBITOR TO PURSUE A COURSE OF STUDY APPROVED BY THEM;(III) MAINTENANCE ALLOWANCES FOR PUPILS WHO NEED FINANCIAL ASSISTANCE TO ATTEND ANY SCHOOL OF THE FOUNDATION; (IV) PRIZES OR OTHER SUITABLE REWARDS OR MARKS OF DISTINCTION TO ANY PUPIL WORTHY OF REWARD OR DISTINCTION; AND(D) OTHERWISE PROMOTING THE EDUCATION OF BOYS AND GIRLS ATTENDING THE SCHOOLS OF THE FOUNDATION IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT.
10 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Serious incident reporting policy and procedures