ALVECHURCH EDUCATIONAL TRUST
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
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.
What the accounts disclose
“Trustees aim to maintain an average working balance of at least £15,000 throughout the financial year” — page 5
Trustees
- Marc Worrallchair
- DAWN DEARDEN
- Frances Barnes
- Hilary Harkness Allan
- JEREMY TRAFFORD
- Lisa Rees-Hurcombe
- Lynda Joan Fawthrop
- Rev Gail Rogers
- Stephen Paul Hornsby
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £31k | £32k |
| 31/03/2024 | £29k | £30k |
| 31/03/2023 | £31k | £24k |
| 31/03/2022 | £21k | £20k |
| 31/03/2021 | £30k | £15k |
Common questions
Is ALVECHURCH EDUCATIONAL TRUST financially healthy?
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.