Finance Score: -1

Governance Score: 3

Support Score: 0

Spending falling: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

GIRLING & UPCHER EDUCATIONAL CHARITY

1. Promotes the education of persons under the age of 21 years who are resident in Sudbury, Suffolk, or who have attended St. Gregory and St. Peter Voluntary Controlled Primary School for at least two years, and who are in need of financial assistance.2. Provides benefits not normally provided by the local education authority for St. Gregory and St. Peter Voluntary Controlled Primary School.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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
30/04/23	£33	£29	£4	n/a	n/a	n/a	n/a	n/a
30/04/22	£38	£14	£24	n/a	n/a	n/a	n/a	n/a
30/04/21	£20	£37	£-17	n/a	n/a	n/a	n/a	n/a
30/04/20	£39	£40	£-1	n/a	n/a	n/a	n/a	n/a
30/04/19	£39	£40	£-1	n/a	n/a	n/a	n/a	n/a
30/04/18	£39	£40	£-1	£0	£0	£0	n/a	0
30/04/17	£39	£38	£1	£0	£0	£0	n/a	0
30/04/16	£39	£45	£-6	£0	£0	£0	n/a	0
30/04/15	£38	£39	£-1	£0	£0	£0	n/a	0
30/04/14	£38	£37	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 11 years

zoe.fuller@mooregreen.co.uk

01787880066

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Suffolk,

Who it helps

Children/Young People
Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

CAROLYN COCKSEDGE Appointed: 2020

DAVID ROWE Appointed: 2013

ELIZABETH WILES Appointed: 2013

FIONA WHEELER Appointed: 2020

GEOFFREY CHATTERS Appointed: 2013

REV ANDREW DOARKS Appointed: 2022

GEOFFREY WILLIAM CHALLACOMBE (Chair) Appointed: 2013, Other trusteeships: SUDBURY COMMON LANDS CHARITY, SUDBURY MUNICIPAL CHARITIES, THE LAYZELL BURES CHARITY,

Legal constitution

Charity registered in England & Wales on 12/03/2013, number: 1151206

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Main office

Moore Green
22 Friars Street
SUDBURY
Suffolk
CO10 2AA

Objectives

THE TRUSTEES OF THE EDUCATIONAL CHARITY SHALL APPLY THE INCOME OF THAT CHARITY IN THE FOLLOWING WAYS:(A) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 21 YEARS WHO ARE RESIDENT IN SUDBURY OR WHO HAVE ATTENDED AS PUPILS AT THE SCHOOL FOR AT LEAST TWO YEARS AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING -(I) IN AWARDING TO SUCH PERSONS SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEES OF THE EDUCATIONAL CHARITY:(II) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST SUCH PERSONS TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS),TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT. (B) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR THE SCHOOL AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES OF THE EDUCATIONAL CHARITY AND THE GOVERNORS OF THE SCHOOL.

Data Sources