Finance Score: 3
Governance Score: 9
Support Score: 13
  • Multiple Deficits: -2
  • Future income +5
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +13
Overall GiG Score: 25 ?

THE FOUNDATION YEARS TRUST

Early Explorers groups for families 0-3yr olds delivering Peep Learning Together programme, Early readers for schools promoting early literacy, Grandparents groups, Transition groups in schools, Little Talkers for families on speech & language waiting list, Active play sessions, Story Explorers volunteer-led home sessions, Training for schools/nurseries, Volunteering opportunities & training.
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/12/23£317£338£-21n/an/an/an/an/an/a
31/12/22£356£349£7n/an/an/an/an/an/a
31/12/21£295£256£40n/an/an/an/an/an/a
31/12/20£205£250£-46n/an/an/an/an/an/a
31/12/19£206£250£-43n/an/an/an/an/an/a
31/12/18£168£259£-91n/an/an/an/an/an/a
31/12/17£334£298£36n/an/an/an/an/an/a
31/12/16£252£298£-46n/an/an/an/an/an/a
31/12/15£397£271£127n/an/an/an/an/an/a
31/12/14?£136£360£-224n/an/an/an/an/an/a
31/08/13£436£34£402n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 12 years

www.foundationyearstrust.org.uk

info@foundationyearstrust.org.uk

01516474830

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Nursery schools
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Wirral,
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
National Lottery Community Fund£312,863
Lloyds Bank Foundation£100,000
Tudor Trust£62,000
Garfield Weston Foundation£20,000
Paul Hamlyn Foundation£20,000
Masonic Trust£5,000
John Moores Foundation£5,000
Specific Donations
Amount When
Months
To be used for
Lloyds Bank Foundation - Grant to The Foundation Years Trust
£100,000 23/02/2024
24
Grant over 2 years to support local collaborations
Masonic Trust - MCF Small Grant
£5,000 16/06/2022
Unrestricted core funding for small charities
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£20,000 06/05/2022
24
Parent make the difference - supporting parents and their children in the early years
Tudor Trust - Grant to Foundation Years Trust
£60,000 30/03/2022
24
over two years as continuation funding on an unrestricted basis for a charity in Birkenhead that support families with young children to improve their home learning environment
National Lottery Community Fund - Wirral Partnership for thriving families
£305,000 18/02/2022
Funding will enable the group to expand their support for children and families on the Wirral by developing their partnership working with 3 other local organisations. The organisation provide a range of programmes in partnership with nurseries and ....more
John Moores Foundation - Grant to Foundation Years Trust
£5,000 23/09/2021
Towards salary contributions for 2 Parent Partnership Workers
Tudor Trust - Grant to Foundation Years Trust
£2,000 05/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
National Lottery Community Fund - Adventures at home: support to parents of children in the early years
£7,863 13/11/2020
6
The organisation will use the funding to deliver pre-school reading activities by engaging local families through a library support project with the aim of ensuring they can access development activities for pre-school children throughout the ....more
Paul Hamlyn Foundation - COVID19 Emergency Funding
£20,000 02/07/2020
12
Support to aid the organisation in dealing with the challenges posed by COVID19.
The Leathersellers' Company Charitable Fund - Grant to Foundation Years Trust
£40,000 07/03/2019
48
Main Grant unrestricted core costs
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£75,000 25/01/2019
36
Parents Make the Difference: Closing the attainment gap in the early years.
Tudor Trust - Grant to Foundation Years Trust
£90,000 07/12/2018
36
over three years as continuation funding towards the running costs, including salaries, of a charity working to improve life chances for children in Birkenhead by supporting parental involvement in learning
Woodward Charitable Trust - Towards parent training courses
£1,500 14/11/2018
Towards parent training courses.
Masonic Trust - MCF Small Grant
£5,000 20/06/2018
Unrestricted core funding for small charities
Dulverton Trust - Early Explorers
£36,568 24/10/2017
Early Explorers
Dulverton Trust - Bump Start and Family Fun Programmes
£28,000 08/06/2016
Bump Start and Family Fun Programmes
Paul Hamlyn Foundation - Read it Together
£97,894 15/03/2016
36
This grant will support the Foundation’s holistic approach to strengthening parenting skills in the most vulnerable families in Birkenhead. It will carry out a large-scale academic evaluation of its impact, with a view to influencing national ....more
Tudor Trust - Grant to Foundation Years Trust
£100,000 10/12/2015
36
over three years as continuation funding towards the running costs, including the director's salary, of an organisation working to improve life chances for children in Birkenhead
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-62
  • DERMOT JOHN COLEMAN Appointed: 2019, Occupation: Business Executive
  • JANICE DARKES-SUTCLIFFE Appointed: 2018, Occupation: Independent Early Years Consultant
  • KELLEIGH ELIZABETH HOY Appointed: 2023, Occupation: Clinical Service Manager, Nhs
  • MARCUS BELL Appointed: 2017, Occupation: Senior Civil Servant
  • SANDHYA SINGH Appointed: 2023, Occupation: Data Engineer
Legal constitution
  • Charitable company registered in England & Wales on 05/11/2012, number: 1149609
  • Registered at Companies House on 29/08/2012, number: 08194371
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
11 returns made; all on time
Main office

c/o Seacombe Family Hub
St. Pauls Road
Wallasey
Wirral
Merseyside
CH44 7AN

Objectives

3.1. THE OBJECTS OF THE CHARITY (THE ?OBJECTS?) ARE FOR THE PUBLIC BENEFIT:- 3.1.1. TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE; 3.1.2. TO PREVENT OR RELIEVE POVERTY OR FINANCIAL HARDSHIP BY PROVIDING EDUCATION AND TRAINING AND ALL NECESSARY SUPPORT INCLUDING ASSISTANCE TO FIND EMPLOYMENT; 3.1.3 TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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