ALVECHURCH EDUCATIONAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 11 February 1969
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £31,055
Latest expenditure: £31,756
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 20 WILLOW BROOK ROAD, ALVECHURCH, BIRMINGHAM, B48 7PZ

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

02 Activities

What the charity does

Promoting education of persons under the age of 25 years who are resident in or who have a parent resident in the area of benefit and who are in need of financial assistance.To make grants to any voluntary organisation in the area of benefit the objects of which include the promotion of education or improvement of the conditions of life for persons under the age of 25 years

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: 16 October 2025
Date Accounts Received: 16 October 2025
Total Gross Income: £31,055
Total Gross Expenditure: £31,756

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: 27 October 2024
Date Accounts Received: 29 October 2024
Total Gross Income: £28,955
Total Gross Expenditure: £29,832

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: 26 October 2023
Date Accounts Received: 2 November 2023
Total Gross Income: £31,244
Total Gross Expenditure: £24,426

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: 24 October 2022
Total Gross Income: £21,240
Total Gross Expenditure: £20,095

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: 10 November 2021
Date Accounts Received: 10 November 2021
Total Gross Income: £30,306
Total Gross Expenditure: £14,555

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: 16 October 2025
Total Gross Income: £31,055
Total Gross Expenditure: £31,756
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: 27 October 2024
Total Gross Income: £28,955
Total Gross Expenditure: £29,832
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: 26 October 2023
Total Gross Income: £31,244
Total Gross Expenditure: £24,426
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: 24 October 2022
Total Gross Income: £21,240
Total Gross Expenditure: £20,095
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: 10 November 2021
Total Gross Income: £30,306
Total Gross Expenditure: £14,555
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: Worcestershire
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

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

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

07 Official extract

Charity Event History

Charity Name: ALVECHURCH EDUCATIONAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1969-02-11T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 25 APR 1994AS AMENDED BY RESOLUTION DATED 16 MAY 2023AS AMENDED BY SCHEME DATED 12 JUL 2023
Charitable Objects: SUBJECT TO PAYMENT OF THE EXPENSES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN EITHER OR BOTH OF THE FOLLOWING WAYS:(A) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY OR WHERE THAT AUTHORITY HAS IMPLEMENTED LOCAL MANAGEMENT OF SCHOOLS IN CONSEQUENCE OF WHICH THE BUDGET HAS BEEN DEVOLVED TO THE HEAD TEACHER AND GOVERNORS OF THE SCHOOL CONCERNED SUCH BENEFITS SHALL BE OF A KIND NOT NORMALLY PROVIDED FOR IN THE BUDGET FOR ANY SCHOOL IN THE AREA OF BENEFIT AS MAY IN TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OR THE HEAD TEACHER AND THE GOVERNORS OF THE SCHOOL CONCERNED;(B) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN OR WHO HAVE A PARENT/CARER OR PARENTS/CARERS RESIDENT IN THE AREA OF BENEFIT OR WHO ATTEND AN EDUCATIONAL ESTABLISHMENT IN THE AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE FOR FURTHER DETAILS SEE GD.
Area Of Benefit: PARISHES OF ALVECHURCH AND BARNT GREEN

09 Official extract

Charity Other Names

Charity Name Id: 10992
Charity Name Type: Previous name
Charity Name: ALVECHURCH GRAMMAR SCHOOL ENDOWMENT FUND

Charity Name Id: 10991
Charity Name Type: Previous name
Charity Name: ALVECHURCH GRAMMAR SCHOOL ENDOWMENT

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling