KELSICK'S EDUCATIONAL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 December 1965
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £448,969
Latest expenditure: £527,050
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: KELSICK'S EDUCATIONAL FOUNDATION, THE KELSICK CENTRE, ST. MARYS LANE, AMBLESIDE, LA22 9DG

Website recorded by the regulator: www.kelsick.org.uk (displayed as text)

02 Activities

What the charity does

To provide grants for educational needs to young people under 25 and resident in the Lakes Parish, and to the voluntary schools (and to academies that were formerly voluntary schools) in the Lakes Parish. Grants may also be given to groups or organisations where the members satisfy the age and residence requirements. Considerable aid is given to young people with special needs.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 9 December 2025
Date Accounts Received: 9 December 2025
Total Gross Income: £448,969
Total Gross Expenditure: £527,050

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: 9 January 2025
Date Accounts Received: 9 January 2025
Total Gross Income: £411,338
Total Gross Expenditure: £408,717

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: 12 March 2024
Date Accounts Received: 12 March 2024
Total Gross Income: £406,341
Total Gross Expenditure: £481,624

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: 18 August 2022
Date Accounts Received: 18 August 2022
Total Gross Income: £407,536
Total Gross Expenditure: £382,351

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: 6 January 2022
Date Accounts Received: 6 January 2022
Total Gross Income: £387,390
Total Gross Expenditure: £381,641

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 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 9 December 2025
Total Gross Income: £448,969
Total Gross Expenditure: £527,050
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 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 9 January 2025
Total Gross Income: £411,338
Total Gross Expenditure: £408,717
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 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 12 March 2024
Total Gross Income: £406,341
Total Gross Expenditure: £481,624
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 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 18 August 2022
Total Gross Income: £407,536
Total Gross Expenditure: £382,351
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

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: 6 January 2022
Total Gross Income: £387,390
Total Gross Expenditure: £381,641
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: Cumbria
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

07 Official extract

Charity Event History

Charity Name: KELSICK'S EDUCATIONAL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-12-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 13/11/2001AS AMENDED BY RESOLUTION DATED 20/08/2009AS AMENDED BY SCHEME DATED 16/07/2015AS AMENDED BY RESOLUTION DATED 18 FEB 2016
Charitable Objects: 1)THE PROVISION OF SPECIAL BENEFITS, OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY, FOR ANY VOLUNTARY SCHOOLS AND ACADEMIES THAT WERE FORMERLY VOLUNTARY SCHOOLS SERVING THE AREA OF BENEFIT, WITH PREFERENCE BEING GIVEN TO VOLUNTARY SCHOOLS AND ACADEMIES THAT WERE FORMERLY VOLUNTARY SCHOOLS WITHIN AMBLESIDE2)IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 WHO ARE RESIDENT IN THE AREA OF BENEFIT AND ARE IN NEED OF FINANCIAL ASSISTANCE.3) ANY SURPLUS INCOME MAY BE APPLIED FOR THE ABOVE OBJECTS IN PATTERDALE WARD AND FORMER COUNTY OF WESTMORELAND.
Area Of Benefit: LAKES PARISH

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures