EDUCATIONAL FOUNDATION OF SIMON LORD DIGBY AND OTHERS

Registered charity 528710 · accounts filings on the Charity Commission register

The object of the charity is to advance, for the public benefit, the education of pupils who live or attend school in the ancient parish of Coleshill (including parts of Kingshurst and Chelmsley Wood) and are in financial need, by awarding grants, scholarships or making provisions in such other ways as the trustees decide, having regard to the principles of the Church of England.

Objects

THE OBJECT OF THE CHARITY IS TO ADVANCE, FOR THE PUBLIC BENEFIT, THE EDUCATION OF PUPILS WHO LIVE OR ATTEND SCHOOL IN THE PARISH OF COLESHILL AND ARE IN FINANCIAL NEED, BY AWARDING GRANTS, SCHOLARSHIPS OR MAKING PROVISIONS IN SUCH OTHER WAYS AS THE TRUSTEES DECIDE, HAVING REGARD TO THE PRINCIPLES OF THE CHURCH OF ENGLAND.

Area of benefit: PARISH OF COLESHILL

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

Latest income
£42k
Latest spending
£44k
Registered
1963
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that free reserves totalled £1,247,299 at the end of the year, with no stated reserves policy target. The charity reported a net movement in funds of (2,493) for the year, primarily due to charitable expenditure exceeding investment income, though accumulated funds remain substantial at £1,247,229.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 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.

Trustees · trustee networks

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

Operates in: Solihull · Warwickshire

Income and spending

Financial year endIncomeSpending
31/12/2024£42k£44k
31/12/2023£39k£39k
31/12/2022£38k£30k
31/12/2021£37k£1k
31/12/2020£34k£2k

Common questions

Is EDUCATIONAL FOUNDATION OF SIMON LORD DIGBY AND OTHERS financially healthy?

Per its FY2024 accounts: The accounts state that free reserves totalled £1,247,299 at the end of the year, with no stated reserves policy target. The charity reported a net movement in funds of (2,493) for the year, primarily due to charitable expenditure exceeding investment income, though accumulated funds remain substantial at £1,247,229. Its FY2024 accounts were independently examined.