Finance Score: 0

Governance Score: 8

Support Score: 0

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 8

SOUTH YORKSHIRE COMMUNITY FOUNDATION LIMITED

The support of local communities through the distribution of grant funding. To promote community philanthropy and provide a service to donors, philanthropists, businesses, statutory bodies and trusts who wish to support their local community.Our vision is to improve the lives of local people and build stronger communities.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 20 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

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	Volun- teers
30/09/22	£2,167	£2,270	£-103	£84	£13,613	£403	2.1	15	55
30/09/21	£1,868	£2,619	£-751	£96	£14,831	£391	1.8	13	65
30/09/20	£4,244	£3,714	£530	£89	£13,803	£385	1.2	11	65
30/09/19	£1,505	£1,615	£-110	£78	£13,872	£238	1.8	11	65
30/09/18	£1,214	£1,298	£-84	£79	£13,475	£269	2.5	10	62
30/09/17	£1,197	£1,425	£-228	£85	£12,814	£263	2.2	9	0
30/09/16	£1,126	£1,129	£-3	£80	£12,062	£258	2.7	8	0
30/09/15	£1,531	£1,567	£-35	£144	£10,330	£255	2	9	0
30/09/14	£1,160	£968	£192	£142	£10,445	£251	3.1	9	0
30/09/13	£888	£1,033	£-144	£124	£9,122	£104	1.2	6	0
30/09/12	£1,020	£1,073	£-53	£104	£8,156	£93	1	6	0
30/09/11	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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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: 2%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 2.1 months
Net Current Assets/Spending: 8 months
Quick Ratio: 5.4

Asset Split ?

Established: 13 years

www.sycf.org.uk

jreid@sycf.org

01142424857

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Barnsley, Doncaster, Rotherham, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

15 employees
55 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (20)

Current Trustees appointed

Gender Split

Based on 17/20 persons

Age Range of Trustees: 48-75

PROFESSOR JAYDIP RAY Appointed: 2024, Occupation: Professor Of Ent Surgery/Doctor

ALEX WILLIAM PETTIFER MBE Appointed: 2017, Other trusteeship: SHU TRUST,

CAROLE O'NEILL Appointed: 2023, Occupation: Retired

DARREN LOUIS LITTLEWOOD Appointed: 2023, Occupation: Group Finance Director

DAVID GEORGE AKEROYD Appointed: 2024, Occupation: Principal/Ceo

GUY CHRISTOPHER WHITEHEAD Appointed: 2024, Occupation: Senior Associate Solicitor

JULIE GILL Appointed: 2024, Occupation: Retired

LAURENCE MICHAEL GAVIN Appointed: 2024, Occupation: Solicitor

NICHOLAS JAMES PIKE Appointed: 2022, Occupation: Financial Planning Director

PROFESSOR CHRISTINE JANET BOOTH-MAYBLIN (Chair) Appointed: 2021, Occupation: Retired

RACHAEL BLAKE Appointed: 2023, Occupation: Councillor

TIM CHARLES BAILEY Appointed: 2023, Occupation: Portfolio Director

TRICIA MARY SMITH Appointed: 2022, Occupation: Ceo

VICTORIA MARY CLARKE-BROWN Appointed: 2021, Occupation: Chartered Accountant

CRAIG MCKAY Appointed: 2014, Occupation: Managing Director

DR JULIE MACDONALD Appointed: 2014, Other trusteeship: SHEFFIELD TOWN TRUST,

MARTIN ROSS Appointed: 2017, Occupation: Managing Director

MELVYN LUNN Appointed: 2014, Occupation: Chartered Accountant, Other trusteeships: BARNSLEY DISTRICT SCOUT COUNCIL, BARNSLEY HOSPICE APPEAL, PRIORY CAMPUS,

MELINDA JANE SCHOFIELD Appointed: 2024, Occupation: Regional Sales Director, Other trusteeship: THE SHEFFIELD 1000-1 CHARITY,

ZAIDAH AHMED Appointed: 2014, Occupation: Community Learning Manager, Other trusteeship: Rotherham United Community Trust,

Legal constitution

Charitable company registered in England & Wales on 18/03/2011, number: 1140947
Registered at Companies House on 28/02/2011, number: 07545536

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: THE DEAKIN AND WITHERS FUND
Linked charity: THE SAMUEL ROBERTS TRUST
Linked charity: SOUTH YORKSHIRE COMMUNITY FOUNDATION
08/02/2013 - Asset transfer in from SOUTH YORKSHIRE COMMUNITY FOUNDATION
08/02/2013 - Asset transfer in from SOUTH YORKSHIRE COMMUNITY FOUNDATION
08/02/2013 - Asset transfer in from SOUTH YORKSHIRE COMMUNITY FOUNDATION
10/06/2013 - Asset transfer in from SOUTH YORKSHIRE COMMUNITY FOUNDATION
10/06/2013 - Asset transfer in from SOUTH YORKSHIRE COMMUNITY FOUNDATION
14/06/2012 - Asset transfer in from ALFRED CHADBURN PRIZE
09/04/2013 - Asset transfer in from THE SHEFFIELD ASSOCIATION IN AID OF THE ADULT DEAF
09/04/2013 - Asset transfer in from THE GEORGE AND CLARA ANN HALL CHARITY FOR GRANTING RELIEF IN THE FORM OF ANNUITIES TO WIDOWS AND SPI
22/10/2018 - Asset transfer in from DONCASTER CVS
19/02/2020 - Asset transfer in from HEALD HEAD COTTAGE CHARITABLE TRUST
21/04/2020 - Asset transfer in from THE ALMSHOUSES
21/04/2020 - Asset transfer in from GEORGE SKILBECK MAUDE
21/04/2020 - Asset transfer in from JOHN RAYNEY
21/04/2020 - Asset transfer in from ROBERT WAINWRIGHT
21/04/2020 - Asset transfer in from DARFIELD PAROCHIAL CHARITIES

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Volunteer management

Filing Record

12 returns made; all on time

Main office

South Yorkshire Community Fdn
The Campus
23 Pack Horse Lane, High Green
Sheffield
South Yorkshire
S35 3HY

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES1 PRINCIPALLY FOR THE BENEFIT OF THE COMMUNITY IN THE AREA AND2 IN EXCEPTIONAL CIRCUMSTANCES THROUGHOUT THE UNITED KINGDOM AND ELSEWHERE; AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING):THE ADVANCEMENT OF EDUCATION,THE PROMOTION OF GOOD HEALTH ANDTHE RELIEF OF POVERTY AND SICKNESS

Defined Area of Benefit:

SOUTH YORKSHIRE AND ELSEWHERE

Data Sources