Finance Score: 0

Governance Score: 6

Support Score: 2

Excess reserves: -5
Strong growth: +2
Fundraising costs low: +3

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

Overall weighted support: +2

Overall GiG Score: 8

THE FITZWYGRAM FOUNDATION

To provide bursary grants to Hampton School Trust (Charity Number 1120005) for pupils attending the Schools within the Trust.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,210,327 available, equivalent to 78 months of spending and so may not be able to utilise additional funding

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
31/08/23	£650	£494	£156	£0	£3,210	£3,210	78	0	0
31/08/22	£699	£401	£298	£0	£3,072	£3,072	92	0	1
31/08/21	£775	£296	£479	£0	£3,012	£3,012	121.9	0	1
31/08/20	£620	£207	£413	£0	£2,296	£2,296	132.8	0	1
31/08/19	£792	£43	£749	£1	£1,915	£1,915	530.4	0	1
31/08/18	£1,141	£0	£1,140	£0	£1,166	£1,166	399865.4	0	0
31/08/17	£26	£0	£26	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 78%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 78 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1.6

Asset Split ?

Balance Sheet History

Established: 8 years

02089790476

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Throughout England,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

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.

Specific Donations

Amount	When Months	To be used for
John Moores Foundation - Grant to Wirral Foodbank
£7,500	14/05/2020	Towards the salary of the Citizens Advice Adviser
Garfield Weston Foundation - Main Grants award
£80,000	16/04/2019	Unrestricted Grant

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Age Range of Trustees: 36-76

ALASTAIR RONALD GIBBONS Appointed: 2022, Occupation: Senior Partner

ALAN EDWARD DAVID PATTERSON MA Appointed: 2023

DARRYLL LI-MING COATES Appointed: 2024, Occupation: Head Of European Corporate Banking Centre

ELISABETH TURQUAND WATSON BA Appointed: 2022, Occupation: School Admissions Assistant

JANE JUSTINE HAMILTON Appointed: 2022, Occupation: Editor (Journalist)

JOHN GRAHAM HEDGER Appointed: 2023, Occupation: Company Director

NICHOLAS RANJAN GADSBY BASANNAVAR PHD Appointed: 2022

PETER BAKER Appointed: 2017, Occupation: Company Director

RAGHAV GHAI (Chair) Appointed: 2022, Occupation: Solicitor

SAMUEL JAMES ELLIS Appointed: 2024, Occupation: Co-Founder & Ceo

SHALINA CROSSLEY Appointed: 2023, Occupation: Partner

Legal constitution

Charitable company registered in England & Wales on 01/07/2016, number: 1167976
Registered at Companies House on 10/03/2016, number: 10056045

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; all on time

Main office

HAMPTON SCHOOL
HANWORTH ROAD
HAMPTON
TW12 3HD

Objectives

3.1. The objects of the Charity are to advance education by providing grants exclusively to fund scholarships at Hampton School (School) for pupils who meet the academic (or other non-financial) entrance requirements for the School but would not otherwise be able to attend by reason of financial need, provided that on and with effect from the occurrence of a Trigger Event, the objects shall be to advance education by:3.1.1 providing or assisting in the provision of scholarships at any school or schools which the Trustees in their absolute discretion consider possess a similar ethos and aims to those of the School prior to the Trigger Event; and3.1.2 where the Trustees are satisfied that sufficient provision has been made under 3.1.1, providing financial support to enable secondary school age pupils to pursue formal education in such manner as the Trustees may in their absolute discretion determine22.1. In these Articles:Trigger Event: means an event which is deemed to have occurred if the School:(a) gives written notice of resignation as a member;(b) makes an arrangement or composition with its creditors;(c) ceases to exist;(d) ceases to operate as a school which charges fees as a condition of pupil attendance; (e) ceases to operate on a non-profit basis; and/or(f) is ultimately owned or controlled by an entity which does not operate on a non-profit basis.School: means Hampton School

Data Sources

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