Finance Score: -3

Governance Score: -4

Support Score: 3

Volatile income: -3
No PartB

Only 3 Trustees: -2
Very static board: -5
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: -4

THE ISBOURNE FOUNDATION

The principal objective of the charity is to create positive lives through education. This encompasses enabling individuals to develop their knowledge and self-awareness in harmony with natural and spiritual laws.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 3 trustees
The Board composition appears to be very static

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

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
31/05/23		£240	£258	£-18	n/a	n/a	n/a	n/a	n/a
31/05/22		£288	£254	£34	n/a	n/a	n/a	n/a	n/a
31/05/21		£116	£169	£-53	n/a	n/a	n/a	n/a	n/a
31/05/20		£311	£301	£10	n/a	n/a	n/a	n/a	n/a
31/05/19	*	£284	£313	£-29	n/a	n/a	n/a	n/a	n/a
31/05/18	*	£309	£306	£3	£0	£0	£0	n/a	0
31/05/17		£364	£362	£2	£0	£0	£0	n/a	0
31/05/16		£256	£247	£9	£0	£0	£0	n/a	0
31/05/15		£210	£196	£14	£0	£0	£0	n/a	0
31/05/14		£163	£181	£-19	£0	£0	£0	n/a	0
31/05/13		£204	£189	£15	£0	£0	£0	n/a	0
31/05/12		£373	£355	£18	£0	£0	£0	n/a	0
31/05/11		£372	£328	£44	£0	£0	£0	n/a	0
31/05/10		£388	£356	£32	£0	£0	£0	n/a	0
31/05/09		£484	£430	£54	£0	£0	£0	n/a	0
31/05/08	*	£441	£425	£16	£0	£0	£0	n/a	0
31/05/07		£135	£144	£-9	£0	£0	£0	n/a	0
31/05/06		£92	£95	£-3	£0	£0	£0	n/a	0
31/05/05		£97	£83	£14	£0	£0	£0	n/a	0
31/05/04		£90	£88	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 28 years

www.isbourne.org

education@isbourne.org

01242544549

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Social & legal advocacy

How it operates

Makes Grants to Organisations
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - VSCE CMC Fund
£5,000	02/10/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£30,000	18/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-86

MICHAEL RICHARDSON RATCLIFFE (Chair) Appointed: 1999, Occupation: Insurance Broker

JOANNA SARAH HILL Appointed: 2012, Occupation: Trustee, Other trusteeships: THE RATCLIFFE FOUNDATION, The ITSA Digital Trust,

PATRICIA ROSE RATCLIFFE Appointed: 2005, Occupation: Company Director, Other trusteeships: THE CHRISTOS FOUNDATION, THE RATCLIFFE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 21/12/1995, number: 1051622
Registered at Companies House on 21/12/1995, number: 03141906

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR19: 47 days late, AR18: 37 days late, AR08: 17 days late,

Main office

1 WOLSELEY TERRACE
CHELTENHAM
GL50 1TH

Objectives

A) THE RELIEF OF THE SICK AND IN PARTICULAR BY THE PROVISION OF CENTRES FOR THE HEALING BY MEANS OF TRADITIONAL MEDICINE, MODERN MEDICINE AND NATURAL MEDICINE AND HOLISTIC HEALING WHEREBY PHYSICAL, MENTAL, EMOTIONAL AND SPIRITUAL NEEDS ARE ALL ADRESSEDB) THE ADVANCEMENT OF EDUCATION AND RESEARCH FOR THE PUBLIC BENEFIT INTO BOTH NATURAL, TRADITIONAL AND COMPLEMENTARY MEDICINEC) TO EDUCATE AND ASSIST PERSONS OF ALL AGES THROUGH COURSES OF STUDY AND LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL EMOTIONAL MENTAL AND SPIRITUAL CAPACITIES SO THAT THEY MAY GROW TO GREATER MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED AND IN FURTHERENCE OF THAT OBJECT TO PROVIDE CENTRES FOR MEETINGS, LECTURES, CLASSES AND VARIOUS FORMS OF LEISURE TIME OCCUPATION FOR THE BENEFIT OF SUCH PERSONSD) TO ADVANCE THE SPIRITUAL EDUCATION AND MENTAL AND MORAL IMPROVEMENT OF PERSONS OF ALL AGES.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources