Finance Score: -1

Governance Score: 2

Support Score: 0

Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE JOHN FERNLEY EDUCATIONAL FUND

Makes grants to individuals (children and young people) for Education/Training within the Sefton area

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained

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
05/04/23	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
05/04/22	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
05/04/21	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
05/04/20	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
05/04/19	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
05/04/18	£1	£2	£0	£0	£0	£0	n/a	0
05/04/17	£1	£1	£1	£0	£0	£0	n/a	0
05/04/16	£1	£2	£-1	£0	£0	£0	n/a	0
05/04/15	£1	£0	£1	£0	£0	£0	n/a	0
05/04/14	£1	£1	£0	£0	£0	£0	n/a	0
05/04/13	£1	£2	£-1	£0	£0	£0	n/a	0
05/04/12	£1	£1	£1	£0	£0	£0	n/a	0
05/04/11	£1	£3	£-2	£0	£0	£0	n/a	0
05/04/10	£1	£1	£0	£0	£0	£0	n/a	0
05/04/09	£1	£1	£0	£0	£0	£0	n/a	0
05/04/08	£1	£1	£1	£0	£0	£0	n/a	0
05/04/07	£1	£1	£0	£0	£0	£0	n/a	0
05/04/06	£1	£1	£1	£0	£0	£0	n/a	0
05/04/05	£1	£1	£0	£0	£0	£0	n/a	0
05/04/04	£1	£1	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 30 years

june.hobley@hotmail.co.uk

01704225274

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Individuals

Where it operates

Sefton,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DAVID MATTHEW TABERNER Appointed: 2022

MRS J C BENGE Appointed: 2008

MRS K BISHOP Appointed: 1994

JANET CARVER Appointed: 1994, Other trusteeship: THE CHARLES AND EDNA BROADHURST CHARITABLE TRUST,

PETER RONALD JONES Appointed: 2020, Other trusteeships: THE GRUNDY HOMES, ST PHILIP AND ST PAUL WITH WESLEY, SOUTHPORT,

Legal constitution

Charity registered in England & Wales on 26/09/1994, number: 1041119

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; all on time

Main office

11 SILVERTHORNE DRIVE
SOUTHPORT
PR9 9PF

Objectives

PROMOTING THE EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS RESIDENT IN SOUTHPORT AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND THE PROVISION IN THE INTERESTS OF SOCIAL WELFARE OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION; THE PROMOTION OF EDUCATION IN ACCORDANCE WITH THE PRINCIPLES AND DOCTRINES OF THE METHODIST CHURCH

Defined Area of Benefit:

SOUTHPORT

Data Sources