Finance Score: -3

Governance Score: 5

Support Score: 0

Strong growth: +2
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 2

COMMUNITY FOUNDATION FOR STAFFORDSHIRE AND SHROPSHIRE

Charity is a community foundation, aim is to create endowment type fund from which to generate future income to support local charities and community projects

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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		£5,678	£3,995	£1,683	£102	£10,643	£229	0.7	10	11
31/03/22		£2,272	£1,642	£630	£73	£9,322	£195	1.4	10	24
31/03/21		£3,363	£2,764	£599	£78	£8,262	£223	1	7	13
31/03/20		£1,330	£1,360	£-30	£79	£6,304	£160	1.4	7	1
31/03/19		£1,249	£1,052	£197	£62	£6,654	£139	1.6	5	0
31/03/18		£854	£911	£-57	£57	£6,194	£108	1.4	5	0
31/03/17		£1,446	£729	£717	£119	£6,300	£134	2.2	4	0
31/03/16		£1,825	£618	£1,207	£111	£4,961	£137	2.7	4	0
31/03/15		£1,168	£731	£437	£104	£3,912	£102	1.7	6	0
31/03/14		£827	£818	£10	£85	£3,289	£89	1.3	6	0
31/03/13		£749	£730	£19	£40	£3,094	£76	1.2	2	0
31/03/12		£466	£416	£50	£0	£0	£0	n/a	0	0
31/03/11		£1,869	£866	£1,003	£69	£2,492	£82	1.1	3	0
31/03/10		£2,155	£997	£1,157	£69	£1,374	£69	0.8	3	0
31/03/09		£576	£543	£33	£26	£147	£13	0.3	4	0
31/03/08		£361	£260	£101	£0	£0	£0	n/a	0	0
31/03/07	*	£2	£0	£1	£0	£0	£0	n/a	0	0
31/03/06		£11	£2	£9	£0	£0	£0	n/a	0	0
31/03/05	*	£1	£1	£1	£0	£0	£0	n/a	0	0
31/03/04	*	£0	£4	£-4	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 47.3%
Fundraising Costs/Total Spending: 2.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 26.4

Asset Split ?

Established: 22 years

staffordshire.foundation

office@staffordshire.foundation

01785 339540

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Shropshire, Staffordshire, Stoke-on-trent City, Telford & Wrekin,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

10 employees
11 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 44-70

ALAN WILLIAM DUROSE Appointed: 2022, Occupation: Director

ANDREW HALDEN Appointed: 2024, Occupation: Director

ANTONY JONES Appointed: 2024, Occupation: Chair Person

ASHLEY EDWARD BROUGH Appointed: 2020, Occupation: Company Director

REENA MCCOURT Appointed: 2024, Occupation: Company Director

SHERREL FIKEIS Appointed: 2024, Occupation: Director, Other trusteeships: TELFORD AND THE WREKIN CITIZENS ADVICE BUREAUX, TELFORD AND THE WREKIN SENIOR CITIZENS FORUM,

CHARLES JAMES BAGOT JEWITT Appointed: 2022, Other trusteeship: ABBOTS BROMLEY HOSPITAL,

CHARLOTTE ANNE ALMOND Appointed: 2016, Occupation: Project Coordinator

JUDY SCOTT-MONCRIEFF Appointed: 2019, Occupation: None

SIMON JOHN MASON PRICE Appointed: 2013, Occupation: Company Director

TERRY WALSH Appointed: 2015, Occupation: Broadcaster

JEREMY LEFROY Appointed: 2020, Occupation: Member Of Parliament, Other trusteeships: TANZANIA DEVELOPMENT TRUST, Global Coalition for Youth Employment, THE TRAIDCRAFT FOUNDATION, THE DONALD MACKAY TRUST, THE YARLET TRUST, THE MYCRO TRUST, THE BUCKE COLLINS CHARITABLE SETTLEMENT, CONCORDIS INTERNATIONAL TRUST, THE RELATIONSHIPS FOUNDATION, CAFE AFRICA TRUST, IVCC, STAFFORD WORKS, FRIENDS OF THE GUILDHALL, NEWCASTLE UNDER LYME, STAFFORD AND DISTRICT CARERS HOLIDAY TRUST, STAFFORDSHIRE HISTORY DEVELOPMENT TRUST,

Legal constitution

Charitable company registered in England & Wales on 16/04/2002, number: 1091628
Registered at Companies House on 21/05/2001, number: 04220563

Gift Aid

Registered with HMRC for Gift Aid

Event History

27/06/2012 - Asset transfer in from NORTH STAFFORDSHIRE RACIAL EQUALITY COUNCIL
13/05/2015 - Asset transfer in from PARTNERS ASSURING A SAFER STAFFORDSHIRE LIMITED
24/07/2015 - Asset transfer in from WILLIAM MEADON CHARITY
21/01/2016 - Asset transfer in from THE NORTH STAFFORDSHIRE RESPIRATORY RESEARCH FOUNDATION
11/04/2016 - Asset transfer in from J AND O LLOYD TRUST
19/01/2017 - Asset transfer in from MADDOCK, LEICESTER AND BURSLEM EDUCATIONAL CHARITY
23/01/2017 - Asset transfer in from EDWARD WOOD FOUNDATION
04/05/2017 - Asset transfer in from WILLIAM CADMAN'S CHARITY
11/11/2017 - Asset transfer in from KINGSLEY PARISH YOUTH CLUB
16/05/2018 - Asset transfer in from NEWCASTLE-UNDER-LYME UNITED CHARITIES
25/10/2018 - Asset transfer in from BURSLEM EDUCATIONAL CHARITY
18/06/2019 - Asset transfer in from COMMUNITY COUNCIL OF STAFFORDSHIRE
15/02/2020 - Asset transfer in from SCALE - SOUND CREATION ADVANCING LEARNING AND EDUCATION (FOR SPECIAL NEEDS)
06/04/2021 - Asset transfer in from STAFFORD SWALLOWS SPORTS CLUB
26/09/2022 - Asset transfer in from SOUTH STAFFORDSHIRE WORK CLUBS
07/06/2023 - Asset transfer in from GODOLPHIN EDWARDS RELIEF IN NEED CHARITY
15/08/2023 - Asset transfer in from BEARDSLEY'S RELIEF IN NEED CHARITY
22/01/2024 - Asset transfer in from MRS M E WARDLE'S CHARITY TRUST

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investment
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; AR07: 21 days late, AR05: 29 days late, AR04: 65 days late,

Main office

The Community Foundation
Philanthropy House
Priestley Court
Staffordshire Technology Park
Stafford
ST18 0LQ

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY OR ANY PART THEREOF IN STAFFORDSHIRE AND ITS SURROUNDING COUNTIES AND AREAS AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROMOTION AND PRESERVATION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS.

Defined Area of Benefit:

STAFFORDSHIRE

Data Sources