CCEW Charity Commission profile

KING EDWARD VI SHELDON HEATH ENDOWMENT FUND

Registered charity 1197289 · organisation 5189170

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
23 December 2021
Removed
Not supplied
Financial period
1 September 2024 – 31 August 2025
Latest income
£90,000
Latest expenditure
£90,000
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: King Edward VI S.H. Academy, SHELDON HEATH ROAD, BIRMINGHAM, B26 2RZ

Website recorded by the regulator: www.keshacademy.com (displayed as text)

02 Activities

What the charity does

Support the pupils of King Edward VI Sheldon Heath Academy through grants and donations to the school

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
2 June 2026
Date Accounts Received
2 June 2026
Total Gross Income
£90,000
Total Gross Expenditure
£90,000
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
10 December 2025
Date Accounts Received
10 December 2025
Total Gross Income
£83,000
Total Gross Expenditure
£83,000
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
15 August 2024
Total Gross Income
£93
Total Gross Expenditure
£93
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
22 May 2023
Date Accounts Received
22 May 2023
Total Gross Income
£92,000
Total Gross Expenditure
£92,000

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
2 June 2026
Total Gross Income
£90,000
Total Gross Expenditure
£90,000
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
10 December 2025
Total Gross Income
£83,000
Total Gross Expenditure
£83,000
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
22 May 2023
Total Gross Income
£92,000
Total Gross Expenditure
£92,000
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
No
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Birmingham City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
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
104
Classification Type
What
Classification Description
Disability

07 Official extract

Charity Event History

Charity Name
KING EDWARD VI SHELDON HEATH ENDOWMENT FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2021-12-23T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 25 MAY 2010AS AMENDED ON 30 SEP 2020
Charitable Objects
1. THE TRUSTEE SHALL HOLD THE ENDOWMENT FUND ON THE FOLLOWING DECLARED TRUSTS: 1.1 THE INCOME OF ENDOWMENT FUND ARISING DURING EACH YEAR (BEING TWELVE MONTHS FROM THE DATE OF THIS DEED AND EACH TWELVE MONTH PERIOD THEREAFTER) SHALL BE APPLIED BY THE TRUSTEE TO ADVANCE EDUCATION FOR THE BENEFIT OF THE COMMUNITY OF BIRMINGHAM INCLUDING BUT WITHOUT LIMITATION BY: (I) ASSISTING AND SUPPORTING THE EDUCATION OF STUDENTS AT THE SCHOOL INCLUDING THE PROVISION OF AWARDS, PRIZES OR OTHER REWARDS; (II) RELIEVING THE FINANCIAL HARDSHIP OF PUPILS AND EX-PUPILS OF THE SCHOOL BY THE PROVISION OF BURSARIES, SCHOLARSHIPS, EQUIPMENT OR IN ANY OTHER WAY THE TRUSTEE THINKS FIT TO ENABLE THEM TO PURSUE THEIR EDUCATION; (III) PROVIDING GRANTS OR OTHER FINANCIAL ASSISTANCE TO ASSIST PUPILS IN FINANCIAL NEED TO UNDERTAKE EXTRA-CURRICULAR ACTIVITIES (INCLUDING EDUCATIONAL TRAVEL IN THE UNITED KINGDOM OR OVERSEAS); (IV) PROVIDING OR ASSISTING IN THE PROVISION OF SERVICES OR FACILITIES AT THE SCHOOL NOT PROVIDED FOR UNDER THE FUNDING AGREEMENT; (V) FOSTERING CLOSER TIES BETWEEN THE SCHOOL AND COMMUNITY, INCLUDING PROMOTING EDUCATION IN THE COMMUNITY SERVED BY THE SCHOOL. PROVIDED THAT IN CARRYING OUT THE FOREGOING DECLARED TRUSTS THE TRUSTEE MUST (WHERE APPLICABLE) HAVE REGARD TO ANY RELEVANT GUIDANCE ISSUED BY THE SECRETARY OF STATE FROM TIME TO TIME ON THE EXPENDITURE OF INCOME ARISING ON ENDOWMENT FUNDS.

09 Official extract

Charity Policy

Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures