Finance Score: 0

Governance Score: -1

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

THE SIR HENRY STEPHENSON ENDOWMENT

Income from the endowment is used to support a visiting professorship, financial support and funding for residential experiences for University of Sheffield students and graduates meeting certain criteria. Additional activities will include a lecture series and one-day colloquium.

Analysis by Giving is Great

Positives:

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

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
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£11	£23	£-12	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£11	£14	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£11	£5	£6	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£13	£5	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£13	£8	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/18	*	£14	£7	£7	£0	£0	£0	n/a	0	0
31/03/17		£14	£9	£6	£0	£0	£0	n/a	0	0
31/03/16		£14	£8	£6	£0	£0	£0	n/a	0	0
31/03/15		£13	£8	£5	£0	£0	£0	n/a	0	0
31/03/14		£11	£0	£11	£0	£0	£0	NAN	0	0
31/03/13	*	£10	£0	£10	£0	£0	£0	NAN	0	0
31/03/12	*	£9	£1	£8	£0	£0	£0	n/a	0	0
31/03/11	*	£10	£0	£10	£0	£0	£0	NAN	0	0
31/03/10	*	£6	£0	£6	£0	£0	£0	n/a	0	0
31/03/09	*	£9	£2	£7	£0	£0	£0	n/a	0	0
31/03/08		£8	£2	£6	£0	£0	£0	n/a	0	0
31/03/07		£9	£3	£6	£0	£0	£0	n/a	0	0
31/03/06		£7	£1	£6	£0	£0	£0	n/a	0	0
31/03/05		£6	£0	£6	£0	£0	£0	n/a	0	0
31/03/04		£7	£0	£7	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 25 years

r.barker@sheffield.ac.uk

01142221741

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Barnsley, Doncaster, Rotherham, Sheffield City,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

PROFESSOR KOEN LAMBERTS Appointed: 2018

REV CASEY STRINE Appointed: 2018

THE VERY REVEREND DR PETE WILCOX (Chair) Appointed: 2017

ANNABEL DUNN Appointed: 2014

REV ABI THOMPSON Appointed: 2021

REV BILL GOODMAN Appointed: 2022

REV JEREMY CLINES Appointed: 2014

ELIZABETH MURRAY Appointed: 2014, Other trusteeships: DERWENT COTTAGE HOLIDAY FUND, CHERRYTREE, SHEFFIELD FAMILY HOLIDAY FUND, CHERRYTREE SUPPORT SERVICES LIMITED,

OLIVER STEPHENSON, Occupation: Chairman, Other trusteeship: DERBYSHIRE COMMUNITY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 07/09/1999, number: 1077292

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; AR23: 2 days late, AR18: 1 days late, AR13: 99 days late, AR12: 24 days late, AR11: 119 days late, AR10: 144 days late, AR09: 2 days late,

Main office

University Of Sheffield
University's Secretary's Office
Arts Tower
Bolsover Street
SHEFFIELD
S3 7NA

Objectives

(1) IN THE AWARD OF A FELLOWSHIP TO BE CALLED THE SIR HENRY STEPHENSON FELLOWSHIP TENABLE AT THE UNIVERSITY OF SHEFFIELD BY A PERSON WHO IS:-A) AN ACTUAL COMMUNICANT MEMBER OF THE CHURCH OF ENGLAND (WITH A PREFERENCE FOR A PERSON WHO IS OR INTENDS TO BE IN HOLY ORDERS IN THE SAID CHURCH), ANDB) A GRADUATE OF A UNIVERSITY IN THE BRITISH ISLES OR OF SOME OTHER UNIVERSITY APPROVED FOR THAT PURPOSE BY THE TRUSTEES; AND SUBJECT THERETO:(2) IN THE AWARD OF GRANTS OR BURSARIES TO PERSONS STUDYING FOR HOLY ORDER IN THE CHURCH OF ENGLAND (WITH A PREFERENCE FOR THOSE WHO ARE GRADUATES OF THE UNIVERSITY OF SHEFFIELD);(3) IN THE PROMOTION OF RELIGIOUS EDUCATION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND FOR THE BENEFIT OF STUDENTS ATTENDING THE UNIVERSITY OF SHEFFIELD

Defined Area of Benefit:

NOT DEFINED

Data Sources