Finance Score: 0

Governance Score: 3

Support Score: 0

Spending falling: -1
but now stabilising: +1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE CHELMSFORD CATHEDRAL SCHOOL FOUNDATION

Advancing the education of the pupils of the Cathedral School, Chelmsford.

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

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

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
31/03/23		£14	£2	£12	n/a	n/a	n/a	n/a	n/a
31/03/22		£11	£3	£8	n/a	n/a	n/a	n/a	n/a
31/03/21		£14	£4	£10	n/a	n/a	n/a	n/a	n/a
31/03/20		£13	£1	£12	n/a	n/a	n/a	n/a	n/a
31/03/19		£13	£20	£-7	n/a	n/a	n/a	n/a	n/a
31/03/18		£14	£4	£10	£0	£0	£0	n/a	0
31/03/17		£13	£11	£2	£0	£0	£0	n/a	0
31/03/16	*	£14	£6	£8	£0	£0	£0	n/a	0
31/03/15	*	£14	£1	£13	£0	£0	£0	n/a	0
31/03/14	*	£28	£18	£10	£0	£0	£0	n/a	0
31/03/13		£16	£21	£-5	£0	£0	£0	n/a	0
31/03/12		£16	£0	£16	£0	£0	£0	n/a	0
31/03/11		£17	£4	£13	£0	£0	£0	n/a	0
31/03/10		£21	£19	£2	£0	£0	£0	n/a	0
31/03/09		£24	£7	£17	£0	£0	£0	n/a	0
31/03/08		£29	£54	£-25	£0	£0	£0	n/a	0
31/03/07		£39	£25	£14	£0	£0	£0	n/a	0
31/03/06	*	£22	£9	£13	£0	£0	£0	n/a	0
31/03/05		£17	£24	£-7	£0	£0	£0	n/a	0
31/03/04		£13	£12	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 26 years

01245442842

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Essex,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

KEITH CHARLES BAGGS Appointed: 2019

LINDA WISKIN Appointed: 2015

SARAH WELLS Appointed: 2020

STEPHANIE KILBEY Appointed: 2014

ALUN POWELL Appointed: 2014, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY WITH ST. LEONARD, BROOMFIELD,

STEPHEN LINDSAY SCOTT Appointed: 2020, Other trusteeship: THE FRIENDS OF CHELMSFORD CATHEDRAL,

Legal constitution

Charity registered in England & Wales on 09/04/1998, number: 1069088

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

20 returns made; AR16: 0 days late, AR15: 110 days late, AR14: 2 days late, AR06: 1 days late,

Main office

14 Butlers Close
Broomfield
Chelmsford
CM1 7BE

Objectives

1.THE TRUSTEES SHALL STAND POSSESSED OF THE ENDOWMENT FUND AND OF ALL OTHER MONEY OR PROPERTY WHICH MAY BE PAID OR TRANSFERRED TO THEM UPON TRUST TO APPLY THE SAME AND INCOME FROM THE ENDOWMENT FUND TO ADVANCE THE EDUCATION OF THE PUPILS OF THE SCHOOL BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATIONAL RECREATIONAL AND OTHER CHARITABLE FACILITIES IN AUGMENTATION OF SUCH FACILITIES FINANCED BY THE STATUTORY BODY WHICH MAINTAINS THE SCHOOL FOR THE TIME BEING AND IN FURTHERANCE OF THIS OBJECT BUT NOT FURTHER OR OTHERWISE THE TRUSTEES MAY UNDERTAKE ACTIVITIES WHICH PROMOTE THE CHARITABLE WORK OF THE SCHOOL AND FURTHER THE EDUCATION AND ADVANCEMENT IN LIFE OF THE PUPILS. 2. TO APPLY SUCH SUM OR SUMS AS THE TRUSTEES THINK FIT FROM TIME TO TIME FROM THE NET ANNUAL INCOME AND OR CAPITAL OF THE ENDOWMENT FUND IN SUPPORTING THE SCHOOL AND IN PARTICULAR TO DEVELOP AND MAINTAIN THE FABRIC AND AMENITIES OF THE SCHOOL. 3. TO APPLY SUCH SUM OR SUMS AS THE TRUSTEES THINK FIT FROM TIME TO TIME IN ONE OR MORE OF THE FOLLOWING WAYS: 1. IN AWARDING TO PUPILS OF THE SCHOOL GRANTS OR MAINTENANCE ALLOWANCES TO ENABLE THEM TO TRAVEL WHETHER IN THE UNITED KINGDOM OR ABROAD IN FURTHERANCE OF THEIR EDUCATION; 2. IN OTHERWISE FURTHERING THE EDUCATION OF SUCH PERSONS.TO APPLY SUCH SUM IN WHATEVER OTHER CHARITABLE WAYS THAT THE TRUSTEES CONSIDER PROMOTE THE WELL BEING OF THE SCHOOL AND THE EDUCATION AND WELFARE OF THE PUPILS AND STAFF AT THE SCHOOL...

Defined Area of Benefit:

CHELMSFORD

Data Sources