THE ENDOWMENT FUND OF THE SCHOOLS OF QUEEN ELIZABETH THE FIRST, BARNET

Registered charity 1069496 · accounts filings on the Charity Commission register · also known as Q E ENDOWMENT FUND BARNET

Grants for educational purposes are given to individuals and, in the form of Special Purpose Grants, to the two Queen Elizabeth's Schools. Please note that individual beneficiaries of the charity must be students who are about to attend, are attending or have attended the schools of Queen Elizabeth the First, Barnet. They must be under 25.

Objects

APPLICATION OF INCOME OF THE BOYS' ENDOWMENT:- THE TRUSTEES MAY APPLY UP TO 80% OF THE CLEAR INCOME OF THE BOY'S ENDOWMENT IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT PROVIDED FROM PUBLIC FUNDS FOR THE QUEEN ELIZABETH'S GRANT MAINTAINED BOYS SCHOOL, BARNET AS MAY FROM TIME TO TIME BE AGREED UPON BETWEEN THE TRUSTEES AND THE SCHOOL GOVERNORS. THE RESIDUE OF THE SAID NET INCOME SHALL BE APPLIED BY THE TRUSTEES IN PROMOTING THE EDUCATION OF BOYS AND YOUNG MEN UNDER THE AGE OF TWENTY-FIVE YEARS WHO ARE ABOUT TO ATTEND OR ARE ATTENDING OR HAVE FOR NOT LESS THAN TWO YEARS ATTENDED THE SAID BOYS SCHOOL AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE IN ONE OR MORE OF THE FOLLOWING WAYS:- (A) THE AWARD OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY UNIVERSITY OR OTHER PLACE OF LEARNING APPROVED BY THE TRUSTEES; (B) THE PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, CLOTHING TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR OR TO ASSIST WITH THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING; (C) THE AWARD OF SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS OR TO TRAVEL TO FURTHER THEIR EDUCATION; (C) IN OTHERWISE PROMOTING THE EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING OF BENEFICIARIES.APPLICATION OF INCOME OF THE GIRLS' ENDOWMENT:- THE TRUSTEES MAY APPLY UP TO 80% OF THE CLEAR INCOME OF THE GIRLS' ENDOWMENT IN PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR THE QUEEN ELIZABETH'S COUNTY MAINTAINED SCHOOL FOR GIRLS, BARNET AS MAY FROM TIME TO TIME BE AGREED UPON BETWEEN THE TRUSTEES AND THE SCHOOL GOVERNORS. THE RESIDUE OF THE SAID NET INCOME SHALL BE APPLIED BY THE TRUSTEES IN PROMOTING THE EDUCATION OF GIRLS AND YOUNG WOMEN UNDER THE AGE OF TWENTY-FIVE YEARS WHO ARE ABOUT TO ATTEND OR ARE ATTENDING OR HAVE FOR NOT LESS THAN TWO YEARS ATTENDED THE GIRLS SCHOOL AND ARE IN NEED OF FINANCIAL ASSISTANCE IN ONE OR MORE OF THE FOLLOWING WAYS:- (A) THE AWARD OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY UNIVERSITY OR OTHER PLACE OF LEARNING APPROVED BY THE TRUSTEES; (B) THE PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR OR TO ASSIST WITH THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING; (C) THE AWARD OF SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS OR TO TRAVEL TO FURTHER THEIR EDUCATION; (D) IN OTHERWISE PROMOTING THE EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING OF BENEFICIARIES.DISCRETIONARY FUNDWHERE A BEQUEST OR DONATION IS RECEIVED, AND IT IS NOT DESIGNATED AS FOR THE BENEFIT OF THE BOYS’ ENDOWMENT OR THE GIRLS’ ENDOWMENT SUCH MONIES SHALL BE CREDITED TO THE DISCRETIONARY FUND.THE NET INCOME AFTER DEFRAYING THE DIRECT COSTS OF THE DISCRETIONARY FUND SHALL BE APPLIED BY THE TRUSTEES IN THE MANNER AND FOR THE OBJECTS PRESCRIBED IN CLAUSES 26 TO 31 OF THE SCHEME OF 3 FEBRUARY 1998 SAVE THAT THE TRUSTEES SHALL HAVE THE SOLE DISCRETION IN APPLYING THAT INCOME IN WHATEVER PROPORTIONS, IF ANY, THAT THEY SHALL DECIDE TO THE BENEFIT OF THE BOYS OR GIRLS AND SHALL NOT BE BOUND BY THE PERCENTAGES SET OUT IN CLAUSES 27, 28, 30 OR 31 OF THE SCHEME OF 3 FEBRUARY 1998.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Get email alerts

Registered contact address: Hertsmere, East of England, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds total endowment reserves of £1,260,607, with unrestricted funds of £147,432. The trustees report that the financial performance was satisfactory and that the charity is dependent on investment income, noting that investments are performing satisfactorily.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 02/02/2024, 2 days after the 31/01/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• MARTYN HENRY STEWART BRADISHchair · trustee of 1 other charity
• ALAN EUGENE SOLOMON · trustee of 1 other charity
• DAVID JOHN PERKINS · trustee of 1 other charity
• GILLIAN MYRA WILLIAMS · trustee of 1 other charity
• Giuliano Pietro Eugenio Gregori · trustee of 1 other charity
• MRS VOULLA DEMETRI · trustee of 1 other charity
• MRS WENDY PRENTICE · trustee of 1 other charity
• Matthew Thomas Rose · trustee of 1 other charity
• Revd Samuel James Thomas Rossiter · trustee of 3 other charities
• SUSAN PAMELA CASWELL · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Barnet

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with QUEEN ELIZABETH I FOUNDATION.

• QUEEN ELIZABETH I FOUNDATION income £119k
• QUEEN ELIZABETH'S GRAMMAR SCHOOL CHARITY income £37k
• ELIZABETH ALLEN TRUST income £34k
• THE FRIENDS OF QUEEN ELIZABETH'S SCHOOL income £2.2m
• QUEEN ELIZABETH'S ENDOWED SCHOOL TRUST income £57k
• KING JAMES'S SCHOOL FOUNDATION income £113k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.