Finance Score: -2

Governance Score: -7

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -9

SIDCOT EDUCATION TRUST

The Trustees invest moneys made available to the Trust, mainly by Sidcotians and individual members thereof, in order to generate income which can be applied solely for the educational advancement or benefit of past or present members of Sidcot School

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees
The Board is completely male

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
31/12/23		£465	£6	£459	n/a	n/a	n/a	n/a	n/a
31/12/22		£7	£27	£-20	n/a	n/a	n/a	n/a	n/a
31/12/21		£9	£15	£-6	n/a	n/a	n/a	n/a	n/a
31/12/20		£10	£17	£-7	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£10	£2	£9	n/a	n/a	n/a	n/a	n/a
31/12/18		£25	£8	£18	£0	£0	£0	n/a	0
31/12/17		£8	£12	£-4	£0	£0	£0	n/a	0
31/12/16		£8	£7	£1	£0	£0	£0	n/a	0
31/12/15	*	£9	£7	£2	£0	£0	£0	n/a	0
31/12/14	*	£9	£4	£5	£0	£0	£0	n/a	0
31/12/13		£6	£4	£2	£0	£0	£0	n/a	0
31/12/12		£6	£4	£2	£0	£0	£0	n/a	0
31/12/11		£5	£3	£2	£0	£0	£0	n/a	0
31/12/10		£7	£15	£-8	£0	£0	£0	n/a	0
31/12/09		£4	£4	£0	£0	£0	£0	n/a	0
31/12/08		£7	£6	£1	£0	£0	£0	n/a	0
31/12/07	*	£6	£4	£2	£0	£0	£0	n/a	0
31/12/06		£6	£5	£1	£0	£0	£0	n/a	0
31/12/05		£13	£4	£9	£0	£0	£0	n/a	0
31/12/04		£23	£4	£19	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 21 years

daviespt@outlook.com

07901827226

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

DAVID JOHN KINGSLEY SADLER Appointed: 2014, Other trusteeship: SIDCOT SCHOOL EDUCATION TRUST CIO,

PHILIP TERRY DAVIES Appointed: 2021, Other trusteeships: OKEHAMPTON UNITED CHARITY, OKEHAMPTON COMMUNITY AND RECREATION ASSOCIATION, OKEHAMPTON AND DISTRICT AGRICULTURAL ASSOCIATION, SIDCOT SCHOOL EDUCATION TRUST CIO,

Legal constitution

Charity registered in England & Wales on 09/09/2003, number: 1099334

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

20 returns made; AR19: 13 days late, AR15: 3 days late, AR14: 53 days late, AR07: 19 days late,

Main office

Glebe House
Exbourne
OKEHAMPTON
Devon
EX20 3RD

Objectives

THE EDUCATIONAL ADVANCEMENT OR BENEFIT OF PAST OR PRESENT SCHOLARS OF THE SCHOOL.

Defined Area of Benefit:

NOT DEFINED. IN PRCATICE WORLDWIDE

Data Sources