ALDERMAN NEWTON'S EDUCATIONAL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 22 January 1965
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £193,492
Latest expenditure: £183,027
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: CHARITY LINK, 20A MILLSTONE LANE, LEICESTER, LE1 5JN

Website recorded by the regulator: http://www.anef.org.uk (displayed as text)

02 Activities

What the charity does

Grants are made for educational activities to persons in need of financial assistance, who are under the age of 25 years and who are, or one or more of their parents are, normally resident in the Diocese of Leicester. Grants are also made to any maintained Church of England or other maintained schools within the City of Leicester or any other Church of England School in the Diocese of Leicester.

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: 29 October 2025
Date Accounts Received: 29 October 2025
Total Gross Income: £193,492
Total Gross Expenditure: £183,027

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: 6 November 2024
Date Accounts Received: 6 November 2024
Total Gross Income: £189,371
Total Gross Expenditure: £217,645

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: 3 January 2024
Date Accounts Received: 3 January 2024
Total Gross Income: £186,269
Total Gross Expenditure: £223,788

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: 26 January 2023
Date Accounts Received: 26 January 2023
Total Gross Income: £178,609
Total Gross Expenditure: £208,454

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: 13 September 2021
Date Accounts Received: 13 September 2021
Total Gross Income: £160,830
Total Gross Expenditure: £172,392

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: 29 October 2025
Total Gross Income: £193,492
Total Gross Expenditure: £183,027
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
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: 6 November 2024
Total Gross Income: £189,371
Total Gross Expenditure: £217,645
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: 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: 3 January 2024
Total Gross Income: £186,269
Total Gross Expenditure: £223,788
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 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 26 January 2023
Total Gross Income: £178,609
Total Gross Expenditure: £208,454
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: 13 September 2021
Total Gross Income: £160,830
Total Gross Expenditure: £172,392
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: Leicestershire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Leicester City
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

07 Official extract

Charity Event History

Charity Name: ALDERMAN NEWTON'S EDUCATIONAL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-01-22T00:00:00

Charity Name: ALDERMAN NEWTON'S EDUCATIONAL FOUNDATION
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2015-07-08T00:00:00
Reason: Funds spent up (s.75)
Assoc Organisation Number: 509225
Assoc Registered Charity Number: 509225
Assoc Charity Name: THE WYVERNIAN FOUNDATION

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 11 JULY 1983 AND SCHEME OF 28 JUNE 1999 AS AMENDED BY RESOLUTION DATED 10 JUNE 2008AS AMENDED BY SCHEME DATED 26 SEP 2017 as amended on 18 Sept 2024 as amended on 18 Sept 2024
Charitable Objects: 28. Application of income - Subject to payment of the expenses aforesaid the Trustees shall apply the income of the Charity as follows:(1) As to one third thereof, in dividing the same equally, or as near thereto as may be between the following charities and such other charities established for the advancement of education including religious education in the principles of the Church of England as the Trustees from time to time decide, to be applied by the Trustees of such charities in furtherance of their objects, for the benefit of young people in need of financial assistance:(a) Alderman Newton's Educational Foundation, at Earl Shilton, in the County of Leicestershire;(b) Alderman Newton's Educational Foundation, in the Ecclesiastical Parish of Christ Church, Coalville, in the said County;(c) Alderman Newton's Educational Foundation, in the Ancient Parish of Claybrooke, in the said County;(d) Alderman Newton's Educational Foundation, in the Ancient Parish of Barwell, in the said County;(e) Alderman Newton's Educational Foundation, in the Parish of Lubenham, in the said County;(f) Alderman Newton's Educational Foundation, in the former Borough of Huntingdon, in the County of Cambridgeshire;(g) Alderman Newton's Educational Foundation, in the former Borough of Bedford, in the County of Bedfordshire;(h) Ashby-de-la-Zouch Educational Foundation, in the Ancient Parish of Ashby-de-la-Zouch, in the County of Leicestershire;(i) Newton's and Hatley's School Foundation, in the Ancient Parish of St. Neot's, in the County of Cambridgeshire;(j) Newton Exhibition Foundation, in the former Borough of Hertford, in the County of Hertfordshire;(k) Royal Latin School, in the Ancient Parish of Buckingham, in the County of Buckinghamshire;(l) Northampton Blue Coat Foundation, in the former Borough of Northampton, in the County of Northamptonshire;Provided that if, in the opinion of the Trustees, the Trustees of any such charities as aforesaid fail effectively to provide as set out above, the Trustees may discontinue payments for the benefit of such charity.(2) as to the residue thereof, in either or both the following ways:(a) In providing for any Church of England or state funded schools within the City of Leicester or any other Church of England school in the Diocese of Leicester (hereinafter referred to as the area of benefit) those things which are not normally funded by general revenue funding or capital funding available from the local authority or Department for Education and its agencies (or their successors);(b) In promoting the education, including social and physical training, of persons in need of financial assistance and under the age of 25 years whom the Trustees consider resident (in accordance with their current Residency Policy) in the area of benefit in one or more of the following ways:(i) In providing religious instruction for such persons in the doctrines of the Church of England;(ii) In awarding to such persons grants to facilitate their attendance at any place of education or training approved by the Trustees;(iii) In providing financial assistance, outfits, clothing, tools, instruments or books to enable such persons on leaving school, university or any other educational establishment, to prepare for, or to enter a profession, trade or calling;(iv) In awarding bursaries or maintenance allowances to enable such persons to travel, whether in this country or abroad, to pursue their education;(v) In providing financial assistance to enable such persons to study music or other arts;(vi) In otherwise promoting the education of such persons.Provided that- within the limits prescribed by this Scheme the Trustees shall have full power to make rules for the award of grants, bursaries or maintenance allowances or other benefits, including rules as to the value and period of tenure of the awards, and the qualifications and method of ascertainment and selection of persons to benefit-the Trustees shall when appropriate consult with the local education authority or such other bodies or authorities as they consider relevant, taking into account the relevant status of the school, as to their general action under this clause and, if the occasion requires, as to the educational qualifications of candidates for benefit.(3) In the event that all the income is not required for the purposes above within any year, the Trustees may at their discretion consider grants to other charitable projects for the advancement of education or training of children and young people 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: THE ABBEY PARISH

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures