QUEEN ELIZABETH I FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 18 September 1987
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £119,320
Latest expenditure: £80,731
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Queen Elizabeth 1 Foundation, Victoria Road, Dodford, BROMSGROVE, Worcestershire, B61 9BZ

02 Activities

What the charity does

The Charity provides Schools in or substantially serving the area of benefit such special benefits of any kind not normally provided by the local education authority and in promoting the education of persons under the age of 25 who are resident in the area of benefit and who are in need of financial assistance.

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: 15 April 2026
Date Accounts Received: 15 April 2026
Total Gross Income: £119,320
Total Gross Expenditure: £80,731

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: 16 February 2025
Date Accounts Received: 16 February 2025
Total Gross Income: £113,110
Total Gross Expenditure: £54,386

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: 14 April 2024
Date Accounts Received: 14 April 2024
Total Gross Income: £90,373
Total Gross Expenditure: £78,628

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: 2 February 2023
Date Accounts Received: 2 February 2023
Total Gross Income: £105,741
Total Gross Expenditure: £50,209

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 6 January 2022
Date Accounts Received: 6 January 2022
Total Gross Income: £93,202
Total Gross Expenditure: £50,882

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: 15 April 2026
Total Gross Income: £119,320
Total Gross Expenditure: £80,731
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 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 16 February 2025
Total Gross Income: £113,110
Total Gross Expenditure: £54,386
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 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 14 April 2024
Total Gross Income: £90,373
Total Gross Expenditure: £78,628
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 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 2 February 2023
Total Gross Income: £105,741
Total Gross Expenditure: £50,209
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 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 6 January 2022
Total Gross Income: £93,202
Total Gross Expenditure: £50,882
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: 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

07 Official extract

Charity Event History

Charity Name: QUEEN ELIZABETH I FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1987-09-18T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 22 APRIL 1987
Charitable Objects: IN OR TOWARDS PROVIDING FOR STOURPORT-ON-SEVERN HIGH SCHOOL OR ANY OTHER SCHOOL IN OR SUBSTANTIALLY SERVING THE AREA OF BENEFIT SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE SCHOOL GOVERNORS AND THE TRUSTEES AFTER CONSULTATION WITH THE LOCAL EDUCATION AUTHORITY. IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS OF UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE AREA OF BENEFIT AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE.
Area Of Benefit: ANCIENT PARISH OF HARTLEBURY

09 Official extract

Charity Other Names

Charity Name Id: 11204
Charity Name Type: Previous name
Charity Name: QUEEN ELIZABETH'S GRAMMAR SCHOOL

Charity Name Id: 663978
Charity Name Type: Working name
Charity Name: HARTLEBURY QUEEN ELIZABETH 1 FOUNDATION

10 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures