Finance Score: -3

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -4

ULDALE GRAMMAR SCHOOL FOUNDATION

We make grants towards the education and training to individual children and young people and also to local schools.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

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
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
31/08/22	*	£1	£3	£-2	n/a	n/a	n/a	n/a	n/a
31/08/21		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£1	£2	£0	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£1	£2	£0	n/a	n/a	n/a	n/a	n/a
31/08/18		£1	£2	£0	£0	£0	£0	n/a	0
31/08/17		£1	£1	£0	£0	£0	£0	n/a	0
31/08/16		£1	£1	£0	£0	£0	£0	n/a	0
31/08/15		£1	£1	£0	£0	£0	£0	n/a	0
31/08/14		£1	£1	£0	£0	£0	£0	n/a	0
31/08/13		£2	£1	£0	£0	£0	£0	n/a	0
31/08/12		£1	£1	£0	£0	£0	£0	n/a	0
31/08/11		£1	£2	£0	£0	£0	£0	n/a	0
31/08/10		£1	£2	£0	£0	£0	£0	n/a	0
31/08/09		£2	£2	£0	£0	£0	£0	n/a	0
31/08/08		£2	£1	£1	£0	£0	£0	n/a	0
31/08/07		£2	£2	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

07789066311

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

LESLEY PHILIP Appointed: 2018

MARION ROBINSON PATTINSON

NICOLA JACKSON Appointed: 2014

SUE TEMPLE Appointed: 2016

JOHN SEWELL PATTINSON, Other trusteeships: CHARITY OF THOMAS CAPE, CHARITY OF JOHN DALSTON, CHARITY OF ELIZABETH ASHBRIDGE FOTHERGILL,

Legal constitution

Charity registered in England & Wales on 19/10/2006, number: 1116454

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

16 returns made; AR22: 7 days late, AR20: 6 days late, AR19: 13 days late,

Main office

HORSEMOOR HILLS
ULDALE
WIGTON
CA7 1HL

Objectives

IN ACCORDANCE WITH SECTION 74 OF THE CHARITIES ACT 1993, IT WAS AGREED UNANIMOUSLY THAT, SUBJECT TO THE PAYMENT OF EXPENSES, THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN ONE OR BOTH OF THE FOLLOWING WAYS:-1) IN PROVIDING OR ASSISTING IN PROVIDING AT SCHOOLS BEING ATTENDED BY CHILDREN RESIDENT IN THE AREA OF THE CHARITY SUCH SPECIAL BENEFITS OF A KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY2) IN PROMOTING EITHER GENERALLY OR INDIVIDUALLY THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING OF PERSONS RESIDENT IN THE AREA OF THE CHARITY

Defined Area of Benefit:

NOT DEFINED IN PRACTICE CUMBRIA

Data Sources