Ormskirk School Foundation Trust — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 2 July 1964
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £38,412
Latest expenditure: £37,027
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Fairhaven, 189 Wigan Road, Lathom, ORMSKIRK, Lancashire

Website recorded by the regulator: www.ormskirk.lancs.sch.uk (displayed as text)

02 Activities

What the charity does

1. Charity makes grants to students attending the school who are taking part in a variety of out-of-school activities of adventure, experiance training etc and 2. For school projects-to help and enrich student learning and experience, not normally provided from the "education budget", and 3. Provides awards to students for achievement, endeavour and reliability.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 24 June 2026
Date Accounts Received: 24 June 2026
Total Gross Income: £38,412
Total Gross Expenditure: £37,027

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 20 July 2025
Total Gross Income: £19,026
Total Gross Expenditure: £16,532

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 1 July 2024
Date Accounts Received: 1 July 2024
Total Gross Income: £26,042
Total Gross Expenditure: £24,649

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 12 July 2023
Total Gross Income: £14,603
Total Gross Expenditure: £7,022

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 24 July 2022
Date Accounts Received: 24 July 2022
Total Gross Income: £45,183
Total Gross Expenditure: £44,277

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 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 24 June 2026
Total Gross Income: £38,412
Total Gross Expenditure: £37,027
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 20 July 2025
Total Gross Income: £19,026
Total Gross Expenditure: £16,532
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 1 July 2024
Total Gross Income: £26,042
Total Gross Expenditure: £24,649
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 12 July 2023
Total Gross Income: £14,603
Total Gross Expenditure: £7,022
Charity Raises Funds From Public: No
Grant Making Is Main Activity: 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: 19

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 24 July 2022
Total Gross Income: £45,183
Total Gross Expenditure: £44,277
Charity Raises Funds From Public: No
Grant Making Is Main Activity: 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: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Lancashire
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: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name: Ormskirk School Foundation Trust
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-07-02T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF THE CHARITY COMMISSIONERS DATED 18 AUGUST 2006 AS AMENDED 5 MARCH 2008AS AMENDED BY TRUST MODIFICATION ORDER DATED 22 MAR 2022 as amended on 22 Jun 2022
Charitable Objects: THE OBJECT OF THE CHARITY IS THE PROVISION OF- (A) ITEMS, SERVICES, FACILITIES AND GRANTS FOR THE SCHOOL AND (B) SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR OTHER FINANCIAL ASSISTANCE TO PROMOTE THE EDUCATION OF THE SCHOOL’S CURRENT OR FUTURE PUPILS OR ITS (OR A PREDECESSOR SCHOOL’S) PAST PUPILS UNDER THE AGE OF 25 OR THEIR PREPARATION FOR ENTRY INTO A PROFESSION, TRADE OR CALLING PROVIDED THAT ANY ITEMS, SERVICES, FACILITIES OR GRANTS FOR THE SCHOOL SHALL BE OF A KIND NOT NORMALLY FUNDED BY THE LOCAL AUTHORITY OR CENTRAL GOVERNMENT.

09 Official extract

Charity Other Names

Charity Name Id: 10035
Charity Name Type: Previous name
Charity Name: ORMSKIRK SCHOOL TRUST

Charity Name Id: 10033
Charity Name Type: Working name
Charity Name: LAURA MCELROY PRIZE ACCOUNT

Charity Name Id: 10034
Charity Name Type: Previous name
Charity Name: ORMSKIRK GRAMMAR SCHOOL

Charity Name Id: 10036
Charity Name Type: Working name
Charity Name: RALPH TOMLINSON PRIZE ACCOUNT

Charity Name Id: 10032
Charity Name Type: Working name
Charity Name: CLIFF MEMORIAL FUND

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: Social media policy and procedures

Policy Name: Investing charity funds policy and procedures