Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

ROY WOODWARD EDUCATIONAL FOUNDATION

Provision of grants to King Charles I School Kidderminster in respect of items not normally met by local education authority and subject there to the provision of grants to current and former pupils of the school for educational purposes.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
31/03/23	*	£62	£13	£49	n/a	n/a	n/a	n/a	n/a
31/03/22		£60	£92	£-31	n/a	n/a	n/a	n/a	n/a
31/03/21		£59	£22	£36	n/a	n/a	n/a	n/a	n/a
31/03/20		£61	£68	£-7	n/a	n/a	n/a	n/a	n/a
31/03/19		£60	£58	£2	n/a	n/a	n/a	n/a	n/a
31/03/18		£58	£50	£8	£0	£0	£0	n/a	0
31/03/17		£56	£86	£-29	£0	£0	£0	n/a	0
31/03/16		£55	£80	£-25	£0	£0	£0	n/a	0
31/03/15		£55	£23	£31	£0	£0	£0	n/a	0
31/03/14		£54	£83	£-29	£0	£0	£0	n/a	0
31/03/13		£55	£30	£25	£0	£0	£0	n/a	0
31/03/12		£53	£30	£23	£0	£0	£0	n/a	0
31/03/11		£54	£106	£-52	£0	£0	£0	n/a	0
31/03/10	*	£52	£54	£-2	£0	£0	£0	n/a	0
31/03/09	*	£52	£26	£26	£0	£0	£0	n/a	0
31/03/08		£48	£52	£-4	£0	£0	£0	n/a	0
31/03/07		£35	£24	£12	£0	£0	£0	n/a	0
31/03/06		£34	£32	£2	£0	£0	£0	n/a	0
31/03/05		£35	£28	£7	£0	£0	£0	n/a	0
31/03/04		£36	£75	£-39	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 23 years

rachel.summers@mfgsolicitors.com

01562820181

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Worcestershire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALAN JAMES NEAL Appointed: 2014

JOEL ALAN DOUGLAS Appointed: 2021

LUCILLE GLENCAIRN CAMPBELL

LOUISE ROSE HEATH Appointed: 2024

STEPHEN JOHN WYER Appointed: 2020, Other trusteeships: JOHN BRECKNELL'S CHARITY, THE PROVINCIAL GRAND CHAPTER OF WORCESTERSHIRE CHARITY FUND,

TIMOTHY GULLIVER Appointed: 2024

Legal constitution

Charity registered in England & Wales on 30/07/2001, number: 1087756

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR23: 37 days late, AR10: 242 days late, AR09: 69 days late,

Main office

ADAM HOUSE
BIRMINGHAM ROAD
KIDDERMINSTER
WORCESTERSHIRE
DY10 2SH

Objectives

11. (A) THE NET YEARLY INCOME OF THE FOUNDATION SHALL BE APPLIED BY THE TRUSTEES -(I) IN PROVIDING SPECIAL BENEFITS FACILITIES AND EQUIPMENT OF ANY KIND FOR THE BENEFIT OF THE PUPILS OF THE SCHOOL NOT USUALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR THE SCHOOL(II) IN SETTING ASIDE TO A RESERVE FUND SUCH SUM AS THE TRUSTEES THINK PRUDENT TO MEET THE COSTS OF EXTRAORDINARY BENEFITS WHICH IN THEIR DISCRETION THEY THINK FIT TO PROVIDE FOR THE SCHOOL(B) THE RESIDUE OF THE NET YEARLY INCOME OF THE FOUNDATION SHALL BE APPLIED BY THE TRUSTEES IN ONE OR MORE OF THE FOLLOWING WAYS -(1) IN AWARDING SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO PURSUE AND CONTINUE THEIR EDUCATION AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) TO TRAVEL AT HOME OR ABROAD FOR SUCH PURPOSES;(II) IN AWARDING TO BENEFICIARIES EXHIBITIONS, SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY COLLEGE OF EDUCATION, (INCLUDING TECHNICAL OR PHYSICAL EDUCATION), UNIVERSITY, OR OTHER PLACE OF LEARNING APPROVED BY THE TRUSTEES;(III) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES, ON LEAVING SCHOOL, A UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR, OR TO ASSIST THEIR ENTRY INTO A PROFESSION, TRADE OR CALLING;(IV) IN PROVIDING FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS TECHNICAL OR PHYSICAL EDUCATION, AND (V) IN OTHERWISE PROMOTING THE EDUCATION, (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES.

Defined Area of Benefit:

FOR THE BENEFIT OF THE PUPILS OF THE SCHOOL, OR EX PUPILS OF THE SCHOOL (KING CHARLES THE FIRST'S SCHOOL KIDDERMINSTER).

Data Sources