Finance Score: -3

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Spending falling: -1
Fundraising costs high: -5

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE POLEHAMPTON CHARITY

For the relief of persons in need, hardship or distress, and for the promotion of education of persons resident in the former parishes of St Mary the Virgin, Twyford, St James the Great, Ruscombe and the civil parish of Charvil.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
Spending has fallen significantly over the last 5 years relative to the previous period
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
31/12/22	£3,467	£78	£3,389	£0	£3,389	£60	9.2	0
31/12/21	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/20	£97	£89	£9	n/a	n/a	n/a	n/a	n/a
31/12/19	£118	£149	£-31	n/a	n/a	n/a	n/a	n/a
31/12/18	£118	£107	£11	£0	£0	£0	n/a	0
31/12/17	£125	£109	£17	£0	£0	£0	n/a	0
31/12/16	£107	£93	£14	£0	£0	£0	n/a	0
31/12/15	£97	£100	£-3	£0	£0	£0	n/a	0
31/12/14	£96	£71	£25	£0	£0	£0	n/a	0
31/12/13	£93	£101	£-7	£0	£0	£0	n/a	0
31/12/12	£81	£79	£3	£0	£0	£0	n/a	0
31/12/11	£97	£79	£17	£0	£0	£0	n/a	0
31/12/10	£76	£58	£18	£0	£0	£0	n/a	0
31/12/09	£61	£49	£12	£0	£0	£0	n/a	0
31/12/08	£64	£44	£21	£0	£0	£0	n/a	0
31/12/07	£58	£49	£9	£0	£0	£0	n/a	0
31/12/06	£56	£51	£4	£0	£0	£0	n/a	0
31/12/05	£49	£42	£7	£0	£0	£0	n/a	0
31/12/04	£44	£49	£-5	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: INF%
Fundraising Costs/Total Spending: 25.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 9.2 months
Net Current Assets/Spending: 16 months
Quick Ratio: 10.2

Asset Split ?

Established: 3 years

HTTP://WWW.THEPOLEHAMPTONCHARITY.CO.UK/

thepolehamptoncharity@gmail.com

01189340852

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Wokingham,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

AMY GOODALL-SMITH (Chair) Appointed: 2021

ANDREW CARDY Appointed: 2021

DAVID COX Appointed: 2022

DR ROBERT WILLIAM COLLETT Appointed: 2021

JULIE JONES Appointed: 2022

KAREN MARIE CLARKE Appointed: 2021

ROSEMARY CHAPMAN Appointed: 2021

RICHARD JAMES FORT Appointed: 2021

STEPHEN CONWAY Appointed: 2022

JOHN PHILLIP FREDERICK MARCH Appointed: 2021, Other trusteeship: 1ST TWYFORD SCOUT GROUP,

FIONA PRICE Appointed: 2023, Occupation: Chief Executive, Other trusteeship: AGE CONCERN WINDSOR,

Legal constitution

Charity registered in England & Wales on 27/05/2021, number: 1194604

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE POLEHAMPTON CHARITY on 07/12/2022

Main office

65 THE HAWTHORNS
CHARVIL
READING
RG10 9TS

Objectives

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT:3.1. 3.1.1. THE PROVISION OF THE SCHOOL WITHIN THE MEANING OF THE EDUCATION ACTS (INCLUDING AN ACADEMY) IN WHICH RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE DOCTRINE OF THE CHURCH OF ENGLAND SHALL BE GIVEN; 3.1.2. POLEHAMPTON CHURCH OF ENGLAND INFANT SCHOOL AT HERMITAGE DRIVE, TWYFORD, READING REGISTERED AT HM LAND REGISTRY UNDER TITLE NUMBERS BK502933 AND BK 502671 MUST BE RETAINED FOR THE PURPOSE IN THIS SUBCLAUSE 3.1.1; 3.2. 3.2.1. THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED , HARDSHIP OR DISTRESS; AND3.2.2. THE PROMOTION OF THE EDUCATION OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE UNDER THE AGE OF 25 AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE.3.2.3. THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY: 3.2.3.1. MAKING GRANTS OF MONEY TO THEM; OR3.2.3.2. PROVIDING OR PAYING FOR GOODS, SERVICES, OR FACILITIES FOR THEM; OR 3.2.3.3. MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES, OR FACILITIES TO THOSE IN NEED.3.2.4. IN EXCEPTIONAL CASES THE TRUSTEES MAY DECIDE TO ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS: 3.2.4.1. RESIDENT OUTSIDE THE AREA OF BENEFIT; OR3.2.4.2. ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT.3.3. TO PROMOTE SUCH CHARITABLE PURPOSES (NOT OF AN ECCLESIASTICAL OR RELIGIOUS NATURE) FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THE TRUSTEES THINK FIT WHICH MAY INCLUDE THE PROVISION OF A PUBLIC LIBRARY.

Data Sources