Finance Score: -2

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

WALLSCOURT FOUNDATION

The Foundation's objects are to advance and further education and learning at or in connection with the University of the West of England, Bristol. It furthers these objects by providing or assisting in the provision of funds and/or physical resources to or for the purposes of the University.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £40,938,798 available, equivalent to 450 months of spending and so may not be able to utilise additional funding

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
31/08/23	£1,274	£1,091	£183	£0	£41,066	£40,939	450.3	0
31/08/22	£7,014	£2,142	£4,873	£0	£40,902	£40,767	228.4	0
31/08/21	£853	£1,404	£-552	£0	£35,875	£35,735	305.4	0
31/08/20	£1,094	£1,394	£-300	£0	£36,546	£36,407	313.4	0
31/08/19	£1,225	£493	£733	£0	£37,507	£37,364	910.4	0
31/08/18	£959	£435	£523	£10	£37,174	£37,026	1021.1	0
31/08/17	£1,100	£1,070	£30	£0	£36,767	£36,619	410.7	0
31/08/16	£25,329	£265	£25,064	£0	£36,635	£36,635	1659.1	0
31/08/15?	£713	£748	£-35	£18	£11,571	£11,571	185.6	0
31/12/14	£1,098	£227	£871	£12	£11,606	£11,606	614.7	0
31/12/13	£1,102	£150	£952	£16	£10,835	£10,835	867.3	0
31/12/12	£1,105	£155	£950	£11	£9,883	£9,883	763.6	0
31/12/11	£1,058	£225	£833	£12	£8,933	£8,933	476.4	0
31/12/10	£1,032	£170	£862	£11	£8,450	£8,450	597.4	0
31/12/09	£1,100	£324	£776	£9	£7,588	£7,588	281	1
31/12/08	£1,517	£1,165	£352	£13	£6,812	£6,812	70.2	0
31/12/07	£1,480	£1,328	£152	£14	£7,347	£7,347	66.4	1
31/12/06	£1,427	£1,229	£198	£0	£0	£0	n/a	0
31/12/05	£1,421	£1,168	£253	£0	£0	£0	n/a	0
31/12/04	£1,355	£1,113	£242	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 10.1%
Fundraising Costs/Total Spending: 4.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 450.3 months
Net Current Assets/Spending: 221 months
Quick Ratio: 3.4

Asset Split ?

Established: 29 years

hugh.boyes@uwe.ac.uk

01173286695

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Bristol City, South Gloucestershire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 62-78

MARTIN JOHN HAGEN Appointed: 2020, Occupation: Chartered Accountant

PROFESSOR S G WEST, Occupation: Vice Chancellor

PAUL OLANIYI OLOMOLAIYE Appointed: 2023, Occupation: Retired Professor

GILLIAN ELIZABETH CAMM Appointed: 2017, Occupation: Company Director

JOHN STEVEN LAYCOCK Appointed: 2017, Occupation: Retired

RICHARD JOHN SKERRETT HOLMES Appointed: 2021, Occupation: Director, Other trusteeship: WILTSHIRE SCOUT COUNCIL,

SONIA BRENDA MILLS Appointed: 2022, Occupation: Retired, Other trusteeship: THE ANCHOR SOCIETY CIO,

CHRISTOPHER ARTHUR BOOY Appointed: 2017, Occupation: Consultant, Other trusteeship: THE BRISTOL CLIFTON AND WEST OF ENGLAND ZOOLOGICAL SOCIETY LIMITED,

MRS K J MORGAN, Occupation: Public Servant, Other trusteeships: Caring for Communities and People, FRIENDS OF THE COTSWOLDS, COLSTON'S SCHOOL FOUNDATION, THE DOOR YOUTH PROJECT, THE HONOURABLE COMPANY OF GLOUCESTERSHIRE CHARITABLE TRUST,

WILLIAM JOHN MARSHALL Appointed: 2019, Occupation: Accountant, Other trusteeships: THE GUILD OF GUARDIANS OF BRISTOL CHARITABLE TRUST, LOCKLEAZE SPORTS CENTRE TRUST LTD,

Legal constitution

Charitable company registered in England & Wales on 08/11/1995, number: 1050468
Registered at Companies House on 16/11/1994, number: 02991142

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

Filing Record

20 returns made; all on time

Main office

UNIVERSITY OF THE WEST OF ENGLAND
FRENCHAY CAMPUS
COLDHARBOUR LANE
BRISTOL
BS16 1QY

Objectives

TO ADVANCE AND FURTHER EDUCATION AND LEARNING AT OR IN CONNECTION WITH THE UNIVERSITY OF THE WEST OF ENGLAND, BRISTOL.

Defined Area of Benefit:

IN PRACTICE BRISTOL AND SURROUNDING AREA.

Data Sources