Finance Score: -9

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -10

THE ABBERLEY HALL FOUNDATION

Advancement of the education of the pupils of Abberley Hall School by assisting in the maintenance, improvement and development of buildings and facilities at the School

Analysis by Giving is Great

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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years 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
31/08/22		£1	£6	£-5	n/a	n/a	n/a	n/a	n/a
31/08/21	*	£1	£6	£-5	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£7	£9	£-2	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£46	£15	£31	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£69	£50	£19	£0	£0	£0	n/a	0
31/08/17	*	£81	£74	£6	£0	£0	£0	n/a	0
31/08/16	*	£59	£70	£-12	£0	£0	£0	n/a	0
31/08/15	*	£19	£25	£-6	£0	£0	£0	n/a	0
31/08/14		£109	£103	£6	£0	£0	£0	n/a	0
31/08/13		£24	£35	£-11	£0	£0	£0	n/a	0
31/08/12		£7	£33	£-26	£0	£0	£0	n/a	0
31/08/11	*	£25	£73	£-48	£0	£0	£0	n/a	0
31/08/10	*	£39	£16	£24	£0	£0	£0	n/a	0
31/08/09		£12	£11	£1	£0	£0	£0	n/a	0
31/08/08		£13	£2	£11	£0	£0	£0	n/a	0
31/08/07	*	£5	£9	£-4	£0	£0	£0	n/a	0
31/08/06	*	£37	£1	£37	£0	£0	£0	n/a	0
31/08/05	*	£32	£1	£31	£0	£0	£0	n/a	0
31/08/04		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 23 years

www.alumni.abberleyhall.co.uk/

foundation@abberleyhall.co.uk

01299896275

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space

Where it operates

Worcestershire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

HENRY BERKELEY (Chair) Appointed: 2018

JOANNE MARIE ROCHE

KILORAN ELIZABETH MCGRIGOR Appointed: 2023

MR JAMIE STEWART

MAX EDWARD ASKEW Appointed: 2013

RICHARD JOHN AMPHLETT

RICHARD LOCKETT Appointed: 2011

RHODDY SWIRE Appointed: 2023, Other trusteeship: THE FOUNDATION OF LUDLOW COLLEGE,

TIM HAGGARD Appointed: 2018

Legal constitution

Charity registered in England & Wales on 11/10/2001, number: 1088863

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR21: 273 days late, AR20: 1 days late, AR19: 28 days late, AR18: 394 days late, AR17: 744 days late, AR16: 314 days late, AR15: 678 days late, AR11: 2 days late, AR10: 90 days late, AR07: 21 days late, AR06: 121 days late, AR05: 485 days late,

Main office

ABBERLEY HALL
ABBERLEY
WORCESTER
WR6 6DD

Objectives

THE ADVANCEMENT OF THE EDUCATION OF THE PUPILS OF ABERLEY HALL SCHOOL (THE SCHOOL) BY :-(A) ASSISTANCE IN THE MAINTENANCE, IMPROVEMENT AND DEVELOPMENT OF BUILDINGS AND FACILITIES AT THE SCHOOL(B) SUCH OTHER MEANS AS ARE CHARITABLE AT LAW AT THE ABSOLUTE DISCRETION OF THE TRUSTEES.

Defined Area of Benefit:

WORCESTERSHIRE

Data Sources