Finance Score: 0
Governance Score: 0
Support Score: 0
  • Strong growth: +2
  • Multiple Deficits: -2
  • No PartB
  • 2 Trustees: -2
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 0 ?

THE ANN D FOUNDATION

To provide educational opportunities and funds educational purposes.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

  • There are only 2 trustees

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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/11/23£322£3,170£-2,848n/an/an/an/an/an/a
30/11/22£0£93£-93n/an/an/an/an/an/a
30/11/21*£0£179£-179n/an/an/an/an/an/a
30/11/20£26£96£-70n/an/an/an/an/an/a
30/11/19£400£81£319n/an/an/an/an/an/a
30/11/18*£302£71£231n/an/an/an/an/an/a
30/11/17*£248£5,063£-4,814n/an/an/an/an/an/a
30/11/16*£335£72£264n/an/an/an/an/an/a
30/11/15*£373£68£305n/an/an/an/an/an/a
30/11/14*£376£117£259n/an/an/an/an/an/a
30/11/13*£231£61£170n/an/an/an/an/an/a
30/11/12£536£54£482£4£6,584£6,5841461.800
30/11/11£396£50£346n/an/an/an/an/an/a
30/11/10£129£357£-228n/an/an/an/an/an/a
30/11/09£336£5,153£-4,817n/an/an/an/an/an/a
30/11/08£468£158£311n/an/an/an/an/an/a
30/11/07£581£51£530£6£10,491£10,4912462.900
30/11/06£492£45£448n/an/an/an/an/an/a
30/11/05£573£39£534n/an/an/an/an/an/a
30/11/04£501£3,437£-2,936n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 28 years

01454613511

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)
Gender Split

  • ABIGAIL LUCY BENNINGTON Appointed: 2011
  • DR CHRISTOPHER DAVID DOBSON (Chair)
Legal constitution
  • Charity registered in England & Wales on 03/12/1996, number: 1059539
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints policy and procedures
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR21: 9 days late, AR18: 50 days late, AR17: 25 days late, AR16: 25 days late, AR15: 20 days late, AR14: 22 days late, AR13: 40 days late,
Main office

IVYWELL
LOWER TOCKINGTON ROAD
TOCKINGTON
BRISTOL
BS32 4LF

Objectives

TO OR FOR SUCH CHARITABLE INSTITUTION(S) OR OBJECT(S) AS THE TRUSTEES SHALL THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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