THE ROGER EDWARDS EDUCATIONAL TRUST

Registered charity 525638 · accounts filings on the Charity Commission register · also known as THE MONMOUTHSHIRE FURTHER EDUCATION TRUST FUND

To advance education for the public benefit by providing an assisting in the provision of facilities, not required to be provided by the local education authority for education, at the voluntary primary School at Usk and to promote the education (including social and physical training) of people resident in the area of benefit in such ways as the charity trustees think fit.

Objects

THE OBJECT OF THE CHARITY IS TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT BY:(1) A PAYMENT OF TWO THIRDS OF THE INCOME OF THE ENDOWMENT TO THE MONMOUTHSHIRE FARM SCHOOL ENDOWMENT REGISTERED CHARITY NUMBER 525649.(2) PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES, NOT REQUIRED TO BE PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR EDUCATION, AT THE VOLUNTARY PRIMARY SCHOOL AT USK.(3) FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE RESIDENT IN THE AREA OF BENEFIT IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING BY:(1) AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER OR FURTHER EDUCATION;(2) PROVIDING THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT;(3) PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES FOR EDUCATION AT ANY CHARITABLE EDUCATIONAL ESTABLISHMENT IN THE AREA OF BENEFIT.

Area of benefit: USK AND DISTRICT

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

Causes: Education/training · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity's total funds decreased by £150,124 to £4,085,907, driven primarily by an unrealised loss of £69,901 on investments and significant grant expenditure of £80,480. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern, and unrestricted reserves are held within the endowment funds.

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 5 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.

• Campaigns and political activity 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
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• CHRISTOPHER EDWARD COWBURN
• Cathryn Fayrer Brooker · trustee of 2 other charities
• DR JAMES ALEXANDER OSBORNE
• Elaine Margaret Lewis
• GEOFFREY HUGHES
• JONATHAN STEPHENS
• MR GW EDWARDS · trustee of 2 other charities
• MR R B MORSE · trustee of 1 other charity
• TRACEY HUXLEY · trustee of 1 other charity

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

Operates in: Monmouthshire

Income and spending

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