Finance Score: 2

Governance Score: 2

Support Score: 1

Strong growth: +2
No PartB

Dynamic board: +3
Mainly male board: -1

Overall weighted support: +1

Overall GiG Score: 5

THE COURTNEY FOUNDATION

We work to promote social inclusion and prevent and relieve poverty. We offer material support to relieve financial hardship; develop workshops and events to promote skills and learning development; facilitate inclusive social opportunities; and raise awareness of underserved groups and challenges in relation to social exclusion. We currently operate in Luton, Bedfordshire.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is predominantly male
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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
05/09/23	£62	£60	£2	n/a
05/09/22	£7	£10	£-3	n/a
05/09/21	£14	£8	£6	n/a
05/09/20	£0	£0	£0	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

https://www.thecourtneyfoundation.org

info@thecourtneyfoundation.org

07311063676

Charity Commission for England and Wales

Tweets

Listed activities

Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Other charitable activities
Provides advocacy/advice/information

Where it operates

Luton,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

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
Bedfordshire and Luton Community Foundation - Equipment Tea pot: 30 Urn: 50 Milk frother: 50 Water jug and filters: 30 4-Slice Toaster: 40 Sub-total: 200 Refreshments Ingredients (for chai tea): 20 Regular tea, coffee: 20 Biscuits, light refreshments: 50 Other (enveloped) teas: 60 Sub-total: 150 Entertainment Playing cards ards x 12: 10 Puzzles: 50 Quiz/Board games: 50 Tabletop game: 40 Sub-total: 150 Printing: 200 Contribution to heating and electric costs at venues: 300 Total: 1000
£500	19/01/2023	Hightown Baptist Church, All Saints Community Centre
Bedfordshire and Luton Community Foundation - Grant to The Courtney Foundation
£5,000	02/03/2021 4	Luton Clothing Bank

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

AHMED ADDE Appointed: 2022

AHMED AWEIS AHMED Appointed: 2023

ASHLEY PARKER Appointed: 2022

MELISSA COURTNEY LLEWELLYN (Chair) Appointed: 2020

MOHAMMED SADIQUL CHOUDHURY Appointed: 2022

Legal constitution

Charity registered in England & Wales on 03/02/2020, number: 1187689

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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Main office

126 FIVE SPRINGS
LUTON
LU3 3LJ

Objectives

THE OBJECTS OF THE CIO ARE: A) TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY). B) THE PREVENTION OR RELIEF OF POVERTY IN ENGLAND BY PROVIDING: ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR CHARITIES, OR OTHER ORGANISATIONS WORKING TO PREVENT OR RELIEVE POVERTY.

Data Sources

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