Finance Score: -3

Governance Score: -1

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -4

CHELTENHAM COLLEGE CHARITABLE TRUST

The object of the Trust is the advancement of education at Cheltenham College and Cheltenham College Preparatory School. The accounts incorporate a number of Bursary, Scholarship and Prize funds to sponsor pupils at Cheltenham College. The Trust also collects and administers funds raised for both enhancing existing and creating new facilities at the College.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been 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
31/08/22	£239	£65	£174	n/a	n/a	n/a	n/a	n/a
31/08/21	£107	£142	£-35	n/a	n/a	n/a	n/a	n/a
31/08/20	£154	£203	£-49	n/a	n/a	n/a	n/a	n/a
31/08/19	£128	£193	£-65	n/a	n/a	n/a	n/a	n/a
31/08/18	£271	£474	£-203	£0	£0	£0	n/a	0
31/08/17	£274	£162	£112	£0	£0	£0	n/a	0
31/08/16	£495	£164	£331	£0	£0	£0	n/a	0
31/08/15	£845	£489	£355	£2	£1,359	£454	11.1	0
31/08/14	£2,484	£2,581	£-97	£2	£984	£239	1.1	0
31/08/13	£442	£732	£-290	£0	£0	£0	n/a	0
31/08/12	£901	£909	£-8	£2	£1,225	£479	6.3	0
31/08/11	£275	£24	£251	£0	£0	£0	n/a	0
31/08/10	£160	£14	£146	£0	£0	£0	n/a	0
31/08/09	£82	£68	£14	£0	£0	£0	n/a	0
31/08/08	£30	£20	£10	£0	£0	£0	n/a	0
31/08/07	£32	£18	£14	£0	£0	£0	n/a	0
31/08/06	£25	£10	£15	£0	£0	£0	n/a	0
31/08/05	£109	£11	£98	£0	£0	£0	n/a	0
31/08/04	£25	£16	£9	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 32 years

www.cheltenhamcollege.org/supporting-college

foundation@cheltenhamcollege.org

01242705573

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Colleges and universities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Gloucestershire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

NICOLA HUGGETT Appointed: 2018

TOM O'SULLIVAN Appointed: 2018

DAVID STEWART Appointed: 2020, Other trusteeships: CHELTENHAM COLLEGE AND CHELTENHAM COLLEGE PREPARATORY SCHOOL, CHELTONIAN ENDOWMENT TRUST,

WILLIAM STRAKER-NESBIT (Chair) Appointed: 2016, Other trusteeship: CHELTENHAM COLLEGE AND CHELTENHAM COLLEGE PREPARATORY SCHOOL,

HUGH MONRO Appointed: 2018, Occupation: Consultant, Other trusteeship: ST PETROC'S SCHOOL TRUST LTD,

Legal constitution

Charity registered in England & Wales on 27/11/1991, number: 1006429

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: HOWARD WADSWORTH BURSARY FUND
26/04/2012 - Asset transfer in from CHELTENHAM COLLEGE FUND FOR EDUCATING SONS OF ENGINEERS
25/08/2023 - Asset transfer in from THE SIR MICHAEL MCWILLIAM FOUNDATION

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE SIR MICHAEL MCWILLIAM FOUNDATION on 25/08/2023

Main office

CHELTENHAM COLLEGE
BATH ROAD
CHELTENHAM
GL53 7LD

Objectives

THE ADVANCEMENT OF EDUCATION AT CHELTENHAM COLLEGE AND CHELTENHAM COLLEGE JUNIOR SCHOOL.

Defined Area of Benefit:

CHELTENHAM

Data Sources