Finance Score: -4

Governance Score: -5

Support Score: 0

Poor Liquidity: -1
Positive trading contribution: +2;Strong growth: +2
Multiple Deficits: -2
Fundraising costs high: -5

No conflicts policy: -1
Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -9

THE HOLROYD FOUNDATION

The Trust seeks to promote health, welfare, education and opportunity with particular emphasis on young people.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board composition appears to be rather static

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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
31/03/23	£2,243	£3,099	£-856	£405	£108	£108	0.4	0
31/03/22	£322	£471	£-150	n/a	n/a	n/a	n/a	n/a
31/03/21	£51	£499	£-447	n/a	n/a	n/a	n/a	n/a
31/03/20	£41	£510	£-469	n/a	n/a	n/a	n/a	n/a
31/03/19	£86	£453	£-367	n/a	n/a	n/a	n/a	n/a
31/03/18	£181	£1,280	£-1,098	£0	£0	£0	n/a	0
31/03/17	£79	£944	£-865	£0	£0	£0	n/a	0
31/03/16	£68	£888	£-821	£0	£0	£0	n/a	0
31/03/15	£7,522	£2,740	£4,781	£8	£5,103	£5,103	22.3	0

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Financial Ratios

Fundraising Costs/Relevant Income: 368.5%
Fundraising Costs/Total Spending: 13.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 54%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 0.4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.2

Asset Split ?

Established: 10 years

admin@abbotsmoss.com

01606301499

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides other finance

Where it operates

Cheshire East, Cheshire West & Chester, Manchester City,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees:

JULIE RAE HOLROYD Appointed: 2014

JOHN CHARLES ROBERTS Appointed: 2014, Occupation: Founder & Chief Executive Officer

JAKE ASHLEY ANKERS Appointed: 2019, Other trusteeship: CHESHIRE COMMUNITY FOUNDATION LIMITED,

CHARLES WILLIAM HOLROYD (Chair) Appointed: 2014, Occupation: Company Director, Other trusteeships: ONSIDE YOUTH ZONES, THE ONSIDE FOUNDATION,

JOHN FREDERICK KAY Appointed: 2014, Occupation: Solicitor, Other trusteeships: LITTLEBOROUGH COACH HOUSE TRUST LIMITED, THE MAYOR OF ROCHDALE'S CHARITY, ROCHDALE CONNECTIONS TRUST, LITTLEBOROUGH CIVIC TRUST,

Legal constitution

Charity registered in England & Wales on 29/04/2014, number: 1156845

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

9 returns made; all on time

Main office

Abbots Moss Hall
Tarporley Road
Oakmere
Northwich
CW8 2ES

Objectives

SUCH PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT

Data Sources