ALVECHURCH EDUCATIONAL TRUST

Registered charity 527440 · accounts filings on the Charity Commission register · also known as ALVECHURCH GRAMMAR SCHOOL ENDOWMENT, ALVECHURCH GRAMMAR SCHOOL ENDOWMENT FUND

Promoting education of persons under the age of 25 years who are resident in or who have a parent resident in the area of benefit and who are in need of financial assistance.To make grants to any voluntary organisation in the area of benefit the objects of which include the promotion of education or improvement of the conditions of life for persons under the age of 25 years

Objects

SUBJECT TO PAYMENT OF THE EXPENSES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN EITHER OR BOTH OF THE FOLLOWING WAYS:(A) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY OR WHERE THAT AUTHORITY HAS IMPLEMENTED LOCAL MANAGEMENT OF SCHOOLS IN CONSEQUENCE OF WHICH THE BUDGET HAS BEEN DEVOLVED TO THE HEAD TEACHER AND GOVERNORS OF THE SCHOOL CONCERNED SUCH BENEFITS SHALL BE OF A KIND NOT NORMALLY PROVIDED FOR IN THE BUDGET FOR ANY SCHOOL IN THE AREA OF BENEFIT AS MAY IN TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OR THE HEAD TEACHER AND THE GOVERNORS OF THE SCHOOL CONCERNED;(B) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN OR WHO HAVE A PARENT/CARER OR PARENTS/CARERS RESIDENT IN THE AREA OF BENEFIT OR WHO ATTEND AN EDUCATIONAL ESTABLISHMENT IN THE AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE FOR FURTHER DETAILS SEE GD.

Area of benefit: PARISHES OF ALVECHURCH AND BARNT GREEN

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

Causes: Education/training · Amateur Sport · Recreation · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported an operating surplus of £5,290.60 for the year ended 31 March 2025, though this was offset by a loss on investment assets, resulting in a net movement in funds of £11,667.89. Per the trustees' report, grants payable exceeded investment income in the last two reporting periods, and trustees have raised concerns about the management and performance of the investment portfolio.

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

What the accounts disclose

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.

• Complaints handling
• 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
• Safeguarding policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Marc Worrallchair · trustee of 1 other charity
• DAWN DEARDEN
• Frances Barnes
• Hilary Harkness Allan
• JEREMY TRAFFORD
• Lisa Rees-Hurcombe · trustee of 1 other charity
• Lynda Joan Fawthrop
• Rev Gail Rogers · trustee of 5 other charities
• Stephen Paul Hornsby

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

Operates in: Worcestershire

Income and spending

Common questions