Finance Score: -3

Governance Score: 9

Support Score: 6

Fundraising costs high: -3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 12

THE UFTON COURT EDUCATIONAL TRUST

To advance the education of children and young people by providing a unique historical centre at Ufton Court, and other learning opportunities elsewhere, where they can learn about themselves and the past through active learning experiences; and to advance in life children and young people,primarily living in deprived areas of Berkshire,Hampshire and Oxfordshire and the surrounding areas.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Fundraising costs are high relative to funds raised

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
31/08/23	£1,846	£1,907	£-61	£362	£2,396	£2,040	12.8	48	10
31/08/22	£1,825	£1,668	£158	£82	£2,456	£1,768	12.7	41	1
31/08/21	£1,149	£1,052	£97	£56	£2,299	£1,594	18.2	29	3
31/08/20	£1,190	£1,451	£-261	£72	£2,201	£1,593	13.2	46	2
31/08/19	£1,885	£1,547	£339	£97	£2,462	£1,746	13.5	44	175
31/08/18	£1,698	£1,534	£164	£100	£2,123	£1,794	14	38	0
31/08/17	£1,569	£1,417	£152	£91	£1,959	£1,725	14.6	38	0
31/08/16	£1,446	£1,333	£114	£128	£1,807	£1,578	14.2	37	0
31/08/15	£1,145	£1,123	£23	£213	£1,693	£1,476	15.8	20	0
31/08/14	£1,117	£1,038	£80	£156	£1,671	£329	3.8	18	0
31/08/13	£1,683	£872	£811	£159	£1,591	£1,292	17.8	14	0
31/08/12	£1,049	£653	£396	£112	£780	£441	8.1	12	0
31/08/11	£830	£579	£250	£100	£384	£350	7.2	10	0
31/08/10	£653	£518	£135	£105	£134	£17	0.4	10	0
31/08/09	£457	£451	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08	£418	£395	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07	£333	£363	£-30	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 27.3%
Fundraising Costs/Total Spending: 19%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 17%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 12.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.5

Asset Split ?

Balance Sheet History

Established: 18 years

www.uftoncourt.org.uk

admin@uftoncourt.org.uk

01189832099

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Other education support

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People

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.

Major supporters in last 5 years

DCMS	£64,000
The Clothworkers Foundation	£26,000
Co-Operative Group	£2,029

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Ufton Court Educational Trust
£2,029	21/10/2023	We'd like to buy a food composter to help reduce greenhouse gases and to provide soil improvers for our young people to grow, cook and eat fruit and veg, which, in turn, promotes healthy eating.
The Clothworkers Foundation - Grant to The Ufton Court Educational Trust
£26,000	18/10/2023	Purchase of a minibus for a charity which works with children at risk of exclusion in Berkshire
DCMS - CRF20: Ufton Court Educational Trust
£64,000	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Co-Operative Group - Grant to Ufton Court Educational Trust
£3,589	19/11/2018	We would like funding for eight Year 7 children, from an under achieving school, to stay in one of our woodland cabins for a week.
The Blagrave Trust - Outdoor learning for disadvantaged young people
£60,000	08/11/2016	Outdoor learning
Dulverton Trust - 'Ufton Adventure'
£75,000	21/10/2015	'Ufton Adventure'
National Lottery Community Fund - Ufton Adventure
£60,000	08/12/2010 11	This project provides local, affordable and sustainable accommodation and activities to give young people repeated outdoor learning experiences in Reading. It provides young people with inspirational and educational experiences by participating in ....more This project provides local, affordable and sustainable accommodation and activities to give young people repeated outdoor learning experiences in Reading. It provides young people with inspirational and educational experiences by participating in a wide variety of activities based around transferrable life skills, the environment and history. Working with professional staff they will participate in and lead challenging and inspirational activities such as sports, games, cooking and social activities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-67

AMANDA SARAH CLARKE Appointed: 2023, Occupation: Trustee

GEOFFREY WILLIAM CLAUDE EVERSFIELD Appointed: 2016, Occupation: Chartered Accountant

JAMES HAWKER (Chair) Appointed: 2023, Occupation: Company Director

PHILIPPA MEDD Appointed: 2023, Occupation: Trustee

PROFESSOR CAROL FULLER Appointed: 2021, Occupation: Professor And Head Of School Of Education

ZOE LAVINIA BEATRICE BENYON Appointed: 2022, Occupation: Jeweller

Legal constitution

Charitable company registered in England & Wales on 07/11/2006, number: 1116659
Registered at Companies House on 25/04/2006, number: 05794281

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
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

17 returns made; all on time

Main office

UFTON COURT
GREEN LANE
UFTON NERVET
READING
BERKSHIRE
RG7 4HD

Objectives

TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE BY PROVIDING A UNIQUE HISTORICAL CENTRE AT UFTON COURT, AND OTHER LEARNING OPPORTUNITIES ELSEWHERE, WHERE THEY CAN LEARN ABOUT THEMSELVES AND THE PAST THROUGH ACTIVE LEARNING EXPERIENCES; ANDTO ADVANCE IN LIFE CHILDREN AND YOUNG PEOPLE, PRIMARILY LIVING IN DEPRIVED AREAS OF BERKSHIRE, HAMPSHIRE AND OXFORDSHIRE AND THE SURROUNDING AREAS, THROUGH THE PROVISION OF EDUCATIONAL AND RECREATIONAL ACTIVITIES AND FACILITIES PROVIDED IN THE INTEREST OF SOCIAL WELFARE, DESIGNED TO IMPROVE THEIR CONDITIONS OF LIFE AND TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS

Defined Area of Benefit:

NOT DEFINED.

Data Sources

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