Finance Score: 3

Governance Score: 6

Support Score: 9

Liabilities <10%: +3

Good trustee age range: +3
Gender balanced board: +3

Overall weighted support: +9

Overall GiG Score: 18

THE HOPE FOUNDATION LIMITED

The restoration of Hope to the disadvantaged through education, creating opportunities for training and building peoples' self esteem through listening social inclusion/interaction and supporting in a non judgemental environment.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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
31/07/23		£518	£517	£1	£0	£703	£641	14.9	14	15
31/07/22		£514	£531	£-17	£0	£703	£655	14.8	16	30
31/07/21		£637	£587	£50	£0	£719	£649	13.3	18	2
31/07/20		£668	£697	£-29	£0	£670	£598	10.3	21	11
31/07/19	*	£630	£612	£17	£0	£699	£662	13	21	11
31/07/18		£459	£445	£14	£0	£0	£0	n/a	0	0
31/07/17		£426	£402	£24	£0	£0	£0	n/a	0	0
31/07/16		£367	£405	£-39	£0	£0	£0	n/a	0	0
31/07/15		£360	£349	£11	£0	£0	£0	n/a	0	0
31/07/14		£468	£410	£58	£0	£0	£0	n/a	0	0
31/07/13		£471	£466	£5	£0	£0	£0	n/a	0	0
31/07/12		£513	£500	£13	£41	£608	£278	6.7	17	0
31/07/11	*	£509	£508	£2	£36	£596	£183	4.3	19	0
31/07/10	*	£667	£532	£134	£25	£594	£213	4.8	18	0
31/07/09		£463	£446	£17	£0	£0	£0	n/a	0	0
31/07/08	*	£439	£419	£20	£0	£0	£0	n/a	0	0
31/07/07	*	£340	£344	£-4	£0	£0	£0	n/a	0	0
31/07/06		£228	£232	£-5	£0	£0	£0	n/a	0	0
31/07/05?		£296	£298	£-2	£0	£0	£0	n/a	0	0
31/03/04	*	£245	£300	£-55	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 14.9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 9.7

Asset Split ?

Established: 25 years
(28 years as a company)

www.hope-foundation.org.uk

01642232220

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Technical, vocational and continuing education

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Middlesbrough,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports 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.

Major supporters in last 5 years

National Lottery Community Fund	£192,946
County Durham Community Foundation	£35,950
Garfield Weston Foundation	£30,000
DCMS	£29,980

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£30,000	19/09/2023	Main Grants award
National Lottery Community Fund - Furbdit
£183,926	16/03/2022 36	The funding will be used over three years to develop and deliver a digital project to help digitally excluded people from the Tees Valley access refurbished IT equipment. This includes distributing ....more The funding will be used over three years to develop and deliver a digital project to help digitally excluded people from the Tees Valley access refurbished IT equipment. This includes distributing tablets and developing a digital library which loans out digital equipment including connectivity with the aim of reducing isolation and improving sustainability.
County Durham Community Foundation - social activity groups sessions
£11,000	05/01/2022	To restart and develop social activity groups sessions.
County Durham Community Foundation - Digital Devices Development (Middlesbrough Collective)
£20,000	17/09/2020	Towards digital devices development (Middlesbrough Collective).
DCMS - VSCE CMC Fund
£20,000	17/09/2020	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
£9,980	22/07/2020	"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."
County Durham Community Foundation - Community Connectivity
£4,950	01/05/2020	Towards Community Connectivity.
National Lottery Community Fund - Food, Fun and Friendship
£9,020	28/02/2020 10	The funding will be used to run a weekly games club within a community café. The project aims to bring people together to reduce isolation and improve feelings of wellbeing within the community.
Lloyds Bank Foundation - Grant to Hope Foundation
£17,300	29/01/2014	The Hope Foundation works across Middlesbrough operating as a community organisation delivering and developing a range of services for and with the community. The aim of the organisation is to ....more The Hope Foundation works across Middlesbrough operating as a community organisation delivering and developing a range of services for and with the community. The aim of the organisation is to improve the life chances and wellbeing of individuals within t

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-70

DR ANGELA JOY KNIGHT Appointed: 2011, Occupation: General Practitioner

GAVIN RODGERS Appointed: 2022, Occupation: Elder

JOHN KEARNEY Appointed: 1999, Occupation: Accountant

LYNNETTE PALLENT SOWERBY Appointed: 2014, Occupation: Chartered Accountant

PAUL JOHN WINSTONE Appointed: 2011, Occupation: Professional Engineer, Other trusteeship: 3.13,

Legal constitution

Charitable company registered in England & Wales on 15/12/1999, number: 1078607
Registered at Companies House on 27/12/1995, number: 03141290

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting 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: 45 days late, AR11: 47 days late, AR10: 107 days late, AR08: 51 days late, AR07: 39 days late, AR04: 24 days late,

Main office

The Hope Foundation
1 Grange Road
MIDDLESBROUGH
TS1 5BA

Objectives

THE ADVANCEMENT OF EDUCATION, THE PROVISION OF OPPORTUNITIES FOR TRAINING, THE ADVANCEMENT OF RELIGION AND THE RELIEF OF POVERTY OF PERSONS ON LOW INCOME.

Defined Area of Benefit:

NOT DEFINED

Data Sources

THE HOPE FOUNDATION LIMITED

Analysis by Giving is Great

Positives: