Finance Score: 2

Governance Score: 9

Support Score: 0

Strong growth: +2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 11

IAPS CHARITABLE TRUST

The Trust is established to support the education for children of early, primary or middle school years both in the UK and overseas where such provision cannot be fully provided from the public purse. Support may include the provision of grants to pupils or schools, the provision of training or courses to teachers, the award of grants to teachers to enable them to conduct research or training

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£193	£207	£-14	n/a	n/a	n/a	n/a	n/a	0
31/03/22	£180	£166	£15	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£171	£107	£64	n/a	n/a	n/a	n/a	n/a	12
31/03/20	£172	£92	£80	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£182	£102	£81	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£171	£76	£95	£0	£0	£0	n/a	0	0
31/03/17	£171	£76	£95	£0	£0	£0	n/a	0	0
31/03/16	£196	£87	£109	£0	£0	£0	n/a	0	0
31/03/15	£58	£62	£-3	£0	£0	£0	n/a	0	0
31/03/14	£237	£54	£183	£0	£0	£0	n/a	0	0
31/03/13	£66	£35	£31	£0	£0	£0	n/a	0	0
31/03/12	£453	£2	£451	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years

https://iaps.uk/about/fees-financial-assistan

jcm@iaps.uk

01926887833

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Overseas Aid/Famine Relief
The Prevention Or Relief Of Poverty

GiG Classification

Early years interventions

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-69

DAVID JAMES HEWLETT Appointed: 2023, Occupation: Headteacher

EMMA JANINE NEVILLE Appointed: 2023, Occupation: Head Teacher

HENRY MATTHEWS Appointed: 2023, Occupation: Head Teacher

SASKIE ANNE SCHALKWYK Appointed: 2023, Occupation: Head Teacher

TIMOTHY GEORGE SMITH Appointed: 2021, Occupation: Headteacher

WILLIAM EDWARD CHARLES SAWYER Appointed: 2020, Occupation: Head Teacher

CAROLYN JANE SCOTT (Chair) Appointed: 2015, Occupation: Headteacher, Other trusteeships: BARBICAN PLAYGROUP AND MOTHERS AND TODDLERS GROUP, ST GEORGE'S SCHOOL WINDSOR CASTLE,

DOMINIC NORRISH Appointed: 2023, Occupation: Group Director Of Technology

JACQUELINE MOORE Appointed: 2019, Occupation: Management Accountant

DONNA VINSOME Appointed: 2019, Occupation: Headmistress, Other trusteeship: BARNARD CASTLE SCHOOL,

TIMOTHY CHARLES WHEELER Appointed: 2015, Occupation: Headteacher, Other trusteeship: THE LITTLE PRINCESS TRUST,

TIMOTHY RICHARD CANNELL Appointed: 2019, Occupation: Headmaster, Other trusteeships: THE HEIGHTS EDUCATIONAL BURSARY TRUST LIMITED, EXETER CATHEDRAL SCHOOL, THE ARTHUR WILLIAMS CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 04/08/2011, number: 1143241
Registered at Companies House on 03/08/2011, number: 07728215

Gift Aid

Registered with HMRC for Gift Aid

Event History

10/07/2012 - Asset transfer in from THE INCORPORATED ASSOCIATION OF PREPARATORY SCHOOLS BENEVOLENT FUND
10/07/2012 - Asset transfer in from INCORPORATED ASSOCIATION OF PREPARATORY SCHOOLS BURSARY TRUST
21/05/2014 - Asset transfer in from I A P S ORCHESTRA TRUST

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures

Filing Record

12 returns made; all on time

Main office

Bishop's House
Artemis Drive
Tachbrook Park
WARWICK
CV34 6UD

Objectives

4.1TO SUPPORT THE PROVISION OF EDUCATION FOR CHILDREN OF EARLY, PRIMARY OR MIDDLE SCHOOL YEARS BOTH IN THE UNITED KINGDOM AND OVERSEAS WHERE SUCH PROVISION CANNOT BE FULLY PROVIDED FROM THE PUBLIC PURSE. SUCH SUPPORT MAY INCLUDE THE PROVISION OF GRANTS TO PUPILS OR THEIR SCHOOL, THE DIRECT PROVISION OF TRAINING OR COURSES TO TEACHERS, THE AWARD OF GRANTS TO TEACHERS TO ENABLE THEM TO CONDUCT RESEARCH OR INDIVIDUAL TRAINING.4.2TO PROMOTE THE EDUCATION OF CHILDREN OF MEMBERS OR DECEASED MEMBERS OF THE TEACHING PROFESSION BY PROVIDING FINANCIAL SUPPORT FOR THEM TO CONTINUE THEIR EDUCATION IN INDEPENDENT SENIOR SCHOOLS WHERE THEIR FAMILIES' FINANCIAL CIRCUMSTANCES ARE SUCH THAT THEY WOULD OTHERWISE BE PREVENTED FROM DOING SO.4.3TO RELIEVE HARDSHIP BY PROVIDING FINANCIAL SUPPORT FOR ANY OF THE FOLLOWING PERSONS WHO ARE IN NECESSITOUS CIRCUMSTANCES:4.3.1ANY PERSON WHO HAS OR SHALL HAVE BEEN A MEMBER OF IAPS AS A HEAD-TEACHER WHO HAS RETIRED FROM SUCH HEADSHIP;4.3.2ANY PERSON WHO HAS OR SHALL HAVE BEEN AN OFFICIAL OR EMPLOYEE OF IAPS4.3.3THE WIDOWS, CHILDREN OR OTHER DEPENDENTS OF ANY SUCH PERSON AS AFORESAID OR OF A DECEASED PERSON WHO WAS AT ONE TIME A MEMBER OF IAPS; AND,4.3.4ANY OTHER CLASS OF PERSONS CONNECTED WITH EDUCATION OR SCHOOLS AND NOT FOR THE TIME BEING MEMBERS OF IAPS AS MAY BE SPECIFIED BY IAPS BY ORDINARY RESOLUTION WITH THE CONSENT OF THE DIRECTORS.

Data Sources