Finance Score: -3

Governance Score: 3

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE JOSEPH AND LILIAN SULLY FOUNDATION

-The relief of suffering, distress, disease and poverty among children and the provision of education assistance for children, their families and their communities.-The conservation and other activities for the preservation of Epping Forest as a public amenity-Other general charitable purposes

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 gender

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 recently and was significantly lower than spending in the latest year

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		£448	£1,225	£-777	n/a	n/a	n/a	n/a	n/a
31/03/22		£1,038	£603	£436	£0	£17,051	£330	6.6	2
31/03/21		£522	£474	£49	£116	£16,349	£305	7.7	2
31/03/20		£602	£584	£18	£115	£13,487	£179	3.7	2
31/03/19		£434	£427	£6	n/a	n/a	n/a	n/a	n/a
31/03/18		£39	£209	£-170	£0	£0	£0	n/a	0
31/03/17		£49	£90	£-41	£0	£0	£0	n/a	0
31/03/16	*	£57	£75	£-18	£0	£0	£0	n/a	0
31/03/15		£22	£23	£0	£0	£0	£0	n/a	0
31/03/14		£0	£18	£-17	£0	£0	£0	n/a	0
31/03/13	*	£0	£3	£-3	£0	£0	£0	n/a	0
31/03/12		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/11		£6	£3	£3	£0	£0	£0	n/a	0
31/03/10		£2	£3	£-1	£0	£0	£0	n/a	0
31/03/09		£6	£3	£3	£0	£0	£0	n/a	0
31/03/08		£0	£1	£-1	£0	£0	£0	n/a	0
31/03/07		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/06	*	£0	£2	£-2	£0	£0	£0	n/a	0
31/03/05	*	£0	£2	£-2	£0	£0	£0	n/a	0
31/03/04	*	£1	£6	£-6	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 32 years

pjtimms45@gmail.com

01582760752

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DIONNE DIXON Appointed: 2019

JOHN MORTIMER Appointed: 2012

MR P J TIMMS

STELLA MURPHY Appointed: 2023

ALASTAIR COLLETT LLB Appointed: 2019, Other trusteeships: THE SHERIFFS' AND RECORDERS' FUND, THE CITY CHARITY TRUST, TRURO FUND, THE GEORGE DREXLER FOUNDATION, THE LORD MAYOR'S 800TH ANNIVERSARY AWARDS TRUST, THE BLYTH WATSON CHARITABLE TRUST, THE PEARSON-YOUNG MEMORIAL TRUST, THE MACLEOD FAMILY CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 17/10/1992, number: 1014823

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR16: 2 days late, AR13: 120 days late, AR06: 357 days late, AR05: 4 days late, AR04: 1 days late,

Main office

92 CRABTREE LANE
HARPENDEN
AL5 5RW

Objectives

1. THE RELIEF OF SUFFERING DISTRESS DISEASE AND POVERTY AMONG CHILDREN AND THE PROVISION OF EDUCATION AND ASSISTANCE FOR CHILDREN THEIR FAMILIES AND THEIR COMMUNITIES SO FAR AS CHARITABLE. 2. THE CONSERVATION OF AND ALL OTHER ACTIVITIES SO FAR AS CHARITABLE FOR PRESERVATION OF EPPING FOREST AS A PUBLIC AMENITY AND SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR OTHER CHARITABLE OBJECT OR OBJECTS OR OTHER CHARITABLE PURPOSE OR PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION SHALL THINK TO SUPPORT OR ESTABLISH.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources