Finance Score: 0

Governance Score: 6

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 6

THE CONVEYANCING FOUNDATION

The Conveyancing Foundation is a registered charity established by Conveyancers, to help conveyancers and others in the property industry, to raise funds for their chosen charities via the Charity Lotto. In addition to the competition the Foundation also participates in various fundraising initiatives helping numerous charities raising in excess of £1,000,000.00 since it's launch.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition
This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was 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	Staff
31/05/23	£120	£145	£-24	n/a	n/a	n/a	n/a	n/a
31/05/22	£130	£109	£22	n/a	n/a	n/a	n/a	n/a
31/05/21	£87	£52	£36	n/a	n/a	n/a	n/a	n/a
31/05/20	£82	£61	£21	n/a	n/a	n/a	n/a	n/a
31/05/19	£90	£69	£22	n/a	n/a	n/a	n/a	n/a
31/05/18	£71	£62	£10	£0	£0	£0	n/a	0
31/05/17	£67	£77	£-9	£0	£0	£0	n/a	0
31/05/16	£80	£52	£28	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 9 years

https://www.conveyancingfoundation.org.uk

info@conveyancingfoundation.org.uk

01633 261794

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

This charity is based in an area of extremely high deprivation

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 (5)

Current Trustees appointed

Age Range of Trustees: 29-55

ABBY BATER Appointed: 2024, Occupation: Finance Director

JESSICA ANNE SMITH Appointed: 2022, Occupation: Operations Director

LAURA CLARE BURKINSHAW Appointed: 2022, Occupation: Head Of Legal Practice

LLOYD DAVIES (Chair) Appointed: 2014, Occupation: Solicitor

TRACEY KATHLEEN DAVIES Appointed: 2014, Occupation: Solicitor, Other trusteeship: MINDSTEP FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 16/04/2015, number: 1161310
Registered at Companies House on 08/05/2014, number: 09031167

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

8 returns made; all on time

Main office

The Conveyancing Foundation
34-38 Stow Hill
NEWPORT
NP20 1JE

Objectives

1. THE PREVENTION AND RELIEF OF POVERTY2. THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE.3. SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Data Sources