EDUCATIONAL FOUNDATION OF SIMON LORD DIGBY AND OTHERS — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 21 October 1963
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £41,762
Latest expenditure: £44,255
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: THE VICARAGE, HIGH STREET, COLESHILL, BIRMINGHAM, B46 3BP

02 Activities

What the charity does

The object of the charity is to advance, for the public benefit, the education of pupils who live or attend school in the ancient parish of Coleshill (including parts of Kingshurst and Chelmsley Wood) and are in financial need, by awarding grants, scholarships or making provisions in such other ways as the trustees decide, having regard to the principles of the Church of England.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 24 October 2025
Date Accounts Received: 24 October 2025
Total Gross Income: £41,762
Total Gross Expenditure: £44,255

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 29 October 2024
Date Accounts Received: 29 October 2024
Total Gross Income: £39,416
Total Gross Expenditure: £39,393

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 27 October 2023
Date Accounts Received: 27 October 2023
Total Gross Income: £37,966
Total Gross Expenditure: £29,852

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 11 October 2022
Date Accounts Received: 11 October 2022
Total Gross Income: £36,548
Total Gross Expenditure: £1,456

Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 21 October 2021
Date Accounts Received: 21 October 2021
Total Gross Income: £33,912
Total Gross Expenditure: £1,532

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 24 October 2025
Total Gross Income: £41,762
Total Gross Expenditure: £44,255
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 29 October 2024
Total Gross Income: £39,416
Total Gross Expenditure: £39,393
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 27 October 2023
Total Gross Income: £37,966
Total Gross Expenditure: £29,852
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 11 October 2022
Total Gross Income: £36,548
Total Gross Expenditure: £1,456
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: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 January 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 21 October 2021
Total Gross Income: £33,912
Total Gross Expenditure: £1,532
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: 1

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Solihull
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Warwickshire
Welsh Ind: No

06 Official extract

Charity Classification

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: 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: EDUCATIONAL FOUNDATION OF SIMON LORD DIGBY AND OTHERS
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-10-21T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 03/04/1925AS AMENDED BY SCHEME DATED 06/06/2012
Charitable Objects: THE OBJECT OF THE CHARITY IS TO ADVANCE, FOR THE PUBLIC BENEFIT, THE EDUCATION OF PUPILS WHO LIVE OR ATTEND SCHOOL IN THE PARISH OF COLESHILL AND ARE IN FINANCIAL NEED, BY AWARDING GRANTS, SCHOLARSHIPS OR MAKING PROVISIONS IN SUCH OTHER WAYS AS THE TRUSTEES DECIDE, HAVING REGARD TO THE PRINCIPLES OF THE CHURCH OF ENGLAND.
Area Of Benefit: PARISH OF COLESHILL

09 Official extract

Charity Policy

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests