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

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

Latest income
£31k
Latest spending
£32k
Registered
1969
Accounts read
FY2025

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

Reserves policy: at least £15,000 (held: £709k)
Trustees aim to maintain an average working balance of at least £15,000 throughout the financial year — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Worcestershire

Income and spending

Financial year endIncomeSpending
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.