Finance Score: -3

Governance Score: 3

Support Score: 0

Spending declining: -1
Deficit latest year: -2

Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE LIZ AND TERRY BRAMALL FOUNDATION

The charity supports, through grants, charitable organisations which promote Christian faith in accordance with the beliefs of the Church of England; promotes urban or rural regeneration in areas of social/economic deprivation for the benefit of the public, enhances the lives of those with illness;the advancement of health for public benefit;promotes the arts and promotes the advance of education.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Spending is declining
Income was significantly lower than spending in the latest year

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
05/04/23		£2,432	£6,011	£-3,579	£0	£104,777	£13,729	27.4
05/04/22		£2,164	£6,056	£-3,892	£0	£114,823	£23,356	46.3
05/04/21		£2,159	£5,812	£-3,653	£187	£114,853	£22,970	47.4
05/04/20	*	£2,623	£7,734	£-5,111	£218	£99,681	£7,523	11.7
05/04/19		£2,877	£10,267	£-7,390	£208	£110,987	£18,430	21.5
05/04/18	*	£2,730	£7,677	£-4,946	£214	£113,315	£20,438	31.9
05/04/17		£2,085	£5,690	£-3,605	£246	£119,877	£26,643	56.2
05/04/16		£2,073	£6,769	£-4,696	£150	£107,617	£13,948	24.7
05/04/15		£2,001	£7,409	£-5,408	£127	£114,629	£20,584	33.3
05/04/14		£2,094	£5,781	£-3,687	£167	£110,968	£16,504	34.3
05/04/13		£2,224	£4,840	£-2,616	£91	£111,781	£17,001	42.2
05/04/12		£2,272	£4,762	£-2,490	£98	£105,853	£10,744	27.1
05/04/11		£2,245	£3,214	£-969	£104	£110,081	£14,654	54.7
05/04/10	*	£1,857	£4,517	£-2,660	£59	£108,274	£12,530	33.3
05/04/09		£3,021	£822	£2,199	£48	£99,902	£3,620	52.8

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 27.4 months
Net Current Assets/Spending: 10 months
Quick Ratio: 9.4

Asset Split ?

Established: 16 years

01423566666

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Religious Activities
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 buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

ANTHONY RICHARD SHARP Appointed: 2011

DR TERENCE GEORGE BRAMALL

ELIZABETH BRAMALL

RACHEL SHIRLEY TUNNICLIFFE Appointed: 2011

SUZANNAH CLARE ALLARD

REBECCA HELEN BLETCHER, Other trusteeship: OPERA NORTH FUTURE FUND,

Legal constitution

Charity registered in England & Wales on 23/11/2007, number: 1121670

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

15 returns made; AR20: 3 days late, AR18: 1 days late, AR10: 1 days late,

Main office

C/O RAWORTHS LLP
ETON HOUSE
89 STATION PARADE
HARROGATE
HG1 1HF

Objectives

2.2 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL. AT SUCH TIMES, IN SUCH MANNER, AND SUBJECT TO SUCH RESTRICTIONS (IF ANY), AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT FOR OR TOWARDS:A. THE ADVANCEMENT OF THE CHRISTIAN FAITH FOR THE BENEFIT OF THE PUBLIC IN ACCORDANCE WITH THE STATEMENTS OF BELIEF OF THE CHURCH OF ENGLAND; ANDB. THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION BY ALL OR ANY OF THE FOLLOWING MEANS:(A) THE RELIEF OF FINANCIAL HARDSHIP:(B) THE RELIEF OF UNEMPLOYMENT:(C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE:(D) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP: (I) IN SETTING UP THEIR OWN BUSINESS, OR (II) TO EXISTING BUSINESSES:(E) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE BUILDINGS, AND/OR LAND FOR USE ON FAVOURABLE TERMS:(F) THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING:(G) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES:(H) THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE:(I) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES:(J) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT:(K) THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE:(L) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME:(M) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.(C) THE RELIEF OF SICKNESS AND THE ADVANCEMENT OF HEALTH

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE: NATIONALLY.

Data Sources