Finance Score: -5

Governance Score: 0

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -5

THE ROGER EDWARDS EDUCATIONAL TRUST

To advance education for the public benefit by providing an assisting in the provision of facilities, not required to be provided by the local education authority for education, at the voluntary primary School at Usk and to promote the education (including social and physical training) of people resident in the area of benefit in such ways as the charity trustees think fit.

Analysis by Giving is Great

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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
31/03/23		£35	£65	£-30	n/a	n/a	n/a	n/a	n/a
31/03/22		£268	£283	£-15	n/a	n/a	n/a	n/a	n/a
31/03/21		£72	£87	£-15	n/a	n/a	n/a	n/a	n/a
31/03/20		£84	£98	£-13	n/a	n/a	n/a	n/a	n/a
31/03/19		£83	£94	£-11	n/a	n/a	n/a	n/a	n/a
31/03/18		£73	£85	£-12	£0	£0	£0	n/a	0
31/03/17		£68	£91	£-23	£0	£0	£0	n/a	0
31/03/16		£65	£75	£-10	£0	£0	£0	n/a	0
31/03/15		£69	£89	£-20	£0	£0	£0	n/a	0
31/03/14	*	£68	£102	£-34	£0	£0	£0	n/a	0
31/03/13	*	£132	£69	£62	£0	£0	£0	n/a	0
31/03/12	*	£48	£39	£9	£0	£0	£0	n/a	0
31/03/11		£27	£21	£6	£0	£0	£0	n/a	0
31/03/10	*	£181	£226	£-45	£0	£0	£0	n/a	0
31/03/09		£70	£521	£-451	£0	£0	£0	n/a	0
31/03/08		£338	£104	£235	£0	£0	£0	n/a	0
31/03/07?	*	£1,900	£21	£1,879	£0	£2,061	£0	n/a	0
31/03/04	*	£9	£9	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 58 years

http://79.170.40.44/rogeredwardseducationaltr

ROGEREDWARDSEDUCATIONALTRUST@YAHOO.CO.UK

01291673233

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Monmouthshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

CATHRYN FAYRER BROOKER Appointed: 2015

CHRISTOPHER EDWARD COWBURN

DR JAMES ALEXANDER OSBORNE Appointed: 2017

ELAINE MARGARET LEWIS Appointed: 2023

GEOFFREY HUGHES

JONATHAN STEPHENS

TRACEY HUXLEY Appointed: 2023, Other trusteeship: THE USK ALMSHOUSES CHARITY,

MR GW EDWARDS Appointed: 2015, Other trusteeships: CHARLES WILLIAMS CHARITY, JOHN ANDREWS CHARITABLE TRUST,

MR R B MORSE Appointed: 2015, Other trusteeship: THE USK ALMSHOUSES CHARITY,

Legal constitution

Charity registered in England & Wales on 28/11/1966, number: 525638

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

18 returns made; AR14: 1 days late, AR13: 1 days late, AR12: 1 days late, AR10: 20 days late, AR07: 366 days late, AR04: 67 days late,

Main office

4 Chepstow Road
USK
NP15 1BL

Objectives

THE OBJECT OF THE CHARITY IS TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT BY:(1) A PAYMENT OF TWO THIRDS OF THE INCOME OF THE ENDOWMENT TO THE MONMOUTHSHIRE FARM SCHOOL ENDOWMENT REGISTERED CHARITY NUMBER 525649.(2) PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES, NOT REQUIRED TO BE PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR EDUCATION, AT THE VOLUNTARY PRIMARY SCHOOL AT USK.(3) FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE RESIDENT IN THE AREA OF BENEFIT IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING BY:(1) AWARDING TO SUCH PERSONS SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER OR FURTHER EDUCATION;(2) PROVIDING THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT;(3) PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES FOR EDUCATION AT ANY CHARITABLE EDUCATIONAL ESTABLISHMENT IN THE AREA OF BENEFIT.

Defined Area of Benefit:

USK AND DISTRICT

Data Sources