ST PETER'S FORMBY EDUCATIONAL TRUST 2015

Registered charity 1168392 · accounts filings on the Charity Commission register

1.Provision of items, services and facilities for Trinity St Peter's Primary (Aided) Primary School, and any school substantially serving Formby2.Promotion of education of persons in Formby in need of financial assistance and who are persons who are attending the school or have attended the school or are under 253.Provision of facilities for recreation for persons under 25 resident in Formby

Objects

THE FOLLOWING OBJECTS ARE FOR THE PUBLIC BENEFIT:1.1.1 TO ADVANCE EDUCATION BY THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR THE SCHOOL KNOWN AS TRINITY ST PETER’S CHURCH OF ENGLAND (AIDED) PRIMARY SCHOOL;1.1.2 TO ADVANCE EDUCATION BY THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR ANY SCHOOL SUBSTANTIALLY SERVING FORMBY;1.1.3 TO ADVANCE THE EDUCATION OF PERSONS IN FORMBY WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE:1.1.3.1. PERSONS WHO ARE ATTENDING TRINITY ST PETER’S CHURCH OF ENGLAND (AIDED) PRIMARY SCHOOL; OR1.1.3.2. PERSONS WHO HAVE AT ANY TIME ATTENDED TRINITY ST PETER’S CHURCH OF ENGLAND (AIDED) PRIMARY SCHOOL; OR1.1.3.3. PERSONS UNDER THE AGE OF 25.1.1.4 THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR THE RECREATION OF PERSONS UNDER THE AGE OF 25 RESIDENT IN FORMBY, WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR AGE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.1.2 THIS PROVISION MAY BE AMENDED BY SPECIAL RESOLUTION BUT ONLY WITH THE PRIOR WRITTEN CONSENT OF THE COMMISSION.

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

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net movement in funds of £21,615 for the year, increasing its unrestricted reserves to £183,282. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity maintains a reserves policy target of 3 to 6 months' operating costs, against which the current unrestricted balance appears sufficient.

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 4 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Safeguarding policy and procedures
• Trustee conflicts of interest policy and procedures

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

• Gillian Mary Holroyd
• Rev ANNE ELIZABETH TAYLOR · trustee of 1 other charity
• Sarah Elizabeth Howard Gorman · trustee of 2 other charities

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

Operates in: Sefton

Income and spending

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