Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -3

HAWKSHEAD GRAMMAR SCHOOL FOUNDATION

Educational Charity providing grants to young people from Hawkshead for further education or for entry into one of the professions. Also providing a museum experience based on the Old Grammar School Building showing how an Elizabethan Grammar school worked.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Volun- teers
31/10/22	£62	£76	£-14	n/a	n/a	n/a	n/a	n/a	4
31/10/21	£73	£96	£-23	n/a	n/a	n/a	n/a	n/a	5
31/10/20	£53	£68	£-15	n/a	n/a	n/a	n/a	n/a	0
31/10/19	£53	£52	£1	n/a	n/a	n/a	n/a	n/a	0
31/10/18	£54	£38	£16	£0	£0	£0	n/a	0	1
31/10/17	£55	£31	£24	£0	£0	£0	n/a	0	0
31/10/16	£53	£29	£24	£0	£0	£0	n/a	0	0
31/10/15	£53	£32	£22	£0	£0	£0	n/a	0	0
31/10/14	£52	£32	£21	£0	£0	£0	n/a	0	0
31/10/13	£54	£31	£23	£0	£0	£0	n/a	0	0
31/10/12	£49	£30	£19	£0	£0	£0	n/a	0	0
31/10/11	£57	£35	£21	£0	£0	£0	n/a	0	0
31/10/10	£46	£78	£-32	£0	£0	£0	n/a	0	0
31/10/09	£50	£33	£17	£0	£0	£0	n/a	0	0
31/10/08	£31	£15	£16	£0	£0	£0	n/a	0	0
31/10/07	£29	£13	£15	£0	£0	£0	n/a	0	0
31/10/06	£18	£13	£5	£0	£0	£0	n/a	0	0
31/10/05	£36	£26	£10	£0	£0	£0	n/a	0	0
31/10/04	£36	£47	£-11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 30 years

www.hawksheadgrammar.org.uk

hgsfclerk@gmail.com

01539444717

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
4 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Gender Split

ANDREW STOKER

DR CLAIRE FRANCES SALISBURY

GRAHAM WHITWORTH Appointed: 2023

IAN MOULTON Appointed: 2011

JUDITH MYERS

MYLES CHRISTOPHER ROSS SANDYS (Chair)

RAYMOND MAURICE BROWN Appointed: 2014

IAN ROGER BONHAM Appointed: 2018, Other trusteeship: THE LAKELAND HOUSING TRUST,

REV JOHN DIXON, Other trusteeships: THE BRAITHWAITE HALL, RUSLAND PARISH AND READING ROOMS,

Legal constitution

Charity registered in England & Wales on 09/12/1993, number: 1030002

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

SCUTCHEON HOUSE FARM
FAR SAWREY
AMBLESIDE
LA22 0LQ

Objectives

(1) PROMOTING THE EDUCATION OF PEOPLE UNDER 25 IN THE AREA OF BENEFIT AS THE GOVERNORS THINK FIT INCLUDING: AWARDING SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS (TO BE CALLED ARCHBISHOP SANDYS EXHIBITIONS) TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER EDUCATION; AND PROMOTING THE EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE BY ASSISTING THEM WITH TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT (2) MAINTAIN THE MUSEUM OF THE OLD GRAMMAR SCHOOL, HAWKSHEAD, CUMBRIA FOR THE BENEFIT OF THE PUBLIC (3) OUTSIDE MUSEUM OPERATING HOURS OR THE MUSEUM SEASON, THE PROVISION AND MAINTENANCE OF A HALL FOR THE USE OF INHABITANTS OF THE AREA OF BENEFIT AND OTHER PERSONS WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS INCLUDING USE FOR: MEETINGS, LECTURES AND CLASSES; AND OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION WITH THE THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS.

Defined Area of Benefit:

THE PARISHES OF HAWKSHEAD, CLAIFE AND SATTERTHWAITE AND THOSE PARTS OF MONK CONISTON AND SKELWITH WHICH WERE ONCE PART OF THE ANCIENT PARISH OF HAWKSHEAD

Data Sources