Finance Score: -2
Governance Score: -4
Support Score: 1
  • Multiple Deficits: -2
  • No PartB
  • 12+ Trustees: -1
  • Multiple returns filed late: -3
  • Overall weighted support: +1
Overall GiG Score: -5 ?

EDITH ELMS SPECIAL SCHOOL TRUST

To provide grants to the Shorefields School in Clacton by providing or assisting in the provision of educational, recrational and other charitable facilities in augmentation of such facilities financed by the Local Education Authority.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • Spending has increased over the last 3 years relative to the previous period, despite a decline more recently

Regulatory & Governance issues to consider:

  • Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
  • Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
07/06/23*£11£42£-31n/an/an/an/an/an/a
07/06/22*£10£29£-18n/an/an/an/an/an/a
07/06/21£8£20£-12n/an/an/an/an/an/a
07/06/20£9£51£-42n/an/an/an/an/an/a
07/06/19*£10£22£-12n/an/an/an/an/an/a
07/06/18*£12£35£-22n/an/an/an/an/an/a
07/06/17£13£10£3n/an/an/an/an/an/a
07/06/16£13£51£-38n/an/an/an/an/an/a
07/06/15£12£14£-1n/an/an/an/an/an/a
07/06/14£14£56£-42n/an/an/an/an/an/a
07/06/13£13£8£5n/an/an/an/an/an/a
07/06/12£13£8£5n/an/an/an/an/an/a
07/06/11£14£13£1n/an/an/an/an/an/a
07/06/10£12£6£6n/an/an/an/an/an/a
07/06/09£6£6£0n/an/an/an/an/an/a
07/06/08£18£6£12n/an/an/an/an/an/a
07/06/07£16£21£-5n/an/an/an/an/an/a
07/06/06£12£7£5n/an/an/an/an/an/a
07/06/05£13£5£8n/an/an/an/an/an/a
07/06/04£9£7£2n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 21 years

admin@shorefields.essex.sch.uk

01255424412

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Support for specific schools
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Essex,
Who it helps
  • Children/Young People
  • People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
City Bridge Trust - Grant to Empowering Action and Social Esteem (E.A.S.E)
£9,100 21/05/2020
A grant of £9,100 to fund the essential and urgent costs outlined in the appliciation, so that the organisation can carry on providing support to Londoners.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split

Age Range of Trustees:
  • ALISON BEASLEY Appointed: 2017
  • ANGELA GARNETT Appointed: 2017
  • BRIDGET RAVEN Appointed: 2023
  • CHRISTINE WARD Appointed: 2023
  • DEAN HOLLOWAY Appointed: 2018, Occupation: Financial Adviser
  • DEBORAH TANNER Appointed: 2020
  • HELEN GURLING
  • JOANNA WELLER Appointed: 2002, Occupation: Education Adviser
  • JON ABLEWHITE (Chair) Appointed: 2013
  • LEAH SMITH Appointed: 2023
  • LOUISE CAPON Appointed: 2017
  • MICHELLE GLOVER Appointed: 2020
  • PAUL ROWLEN
Legal constitution
  • Charitable company registered in England & Wales on 12/08/2003, number: 1098964
  • Registered at Companies House on 14/03/2002, number: 04394324
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
Filing Record
20 returns made; AR23: 92 days late, AR22: 88 days late, AR19: 180 days late, AR18: 540 days late,
Main office

OGILVIE HOUSE
114 HOLLAND ROAD
CLACTON-ON-SEA
ESSEX
CO15 6HF

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS AND EX-PUPILS OF SHOREFIELDS SCHOOL IN CLACTON BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES IN AUGMENTATION OF SUCH FACILITIES FINANCED BY THE LOCAL EDUCATION AUTHORITY.

Defined Area of Benefit:

SHOREFIELDS SCHOOL, CLACTON

Data Sources

Charity Commission for England and Wales
360 Giving

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