Finance Score: 3

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -2
Strong growth: +2

Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

LINCOLNSHIRE COMMUNITY FOUNDATION CIO

To advance education, to promote the preservation and protection of good health, both mental and physical, and to relieve poverty and sickness within the community of the county of Lincolnshire, in particular by the making of grants to individuals and organisations in furtherance of said charitable purposes.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
This charity has substantial assets and unrestricted reserves of £1,833,816 available, equivalent to 29 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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?		£3,090	£749	£2,341	£0	£5,650	£1,834	29.4	6
31/12/18		£0	£0	£0	£0	£0	£0	NAN	0
31/12/17		£0	£0	£0	£0	£0	£0	NAN	0
31/12/16		£0	£0	£0	£0	£0	£0	NAN	0
31/12/15	*	£0	£0	£0	£0	£0	£0	NAN	0
31/12/14	*	£0	£0	£0	£0	£0	£0	NAN	0
31/12/13	*	£0	£0	£0	£0	£0	£0	NAN	0
31/12/12	*	£0	£0	£0	£0	£0	£0	n/a	0
31/12/11		£0	£0	£0	£0	£0	£0	n/a	0
31/12/10		£0	£0	£0	£0	£0	£0	n/a	0
31/12/09		£0	£0	£0	£0	£0	£0	n/a	0
31/12/08		£0	£0	£0	£0	£0	£0	n/a	0
31/12/07		£0	£0	£0	£0	£0	£0	n/a	0
31/12/06		£0	£0	£0	£0	£0	£0	n/a	0
31/12/05		£0	£0	£0	£0	£0	£0	n/a	0
31/12/04		£0	£0	£0	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: -1.9%
Fundraising Costs/Total Spending: 0.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 32%
Reserves/Spending: 29.4 months
Net Current Assets/Spending: 12 months
Quick Ratio: 6.1

Asset Split ?

Established: 3 years

www.lincolnshirecf.co.uk

sue@lincolnshirecf.co.uk

01529305825

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

6 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

DANIELLE BUDWORTH Appointed: 2022

ELIZABETH MILLIGAN-MANBY Appointed: 2021

JOHN WHITAKER MAITLAND Appointed: 2021

LYNNETTE PRYKE Appointed: 2022

PAULA ANN BAUMBER Appointed: 2021

PAUL ANTHONY SCOTT Appointed: 2021, Other trusteeships: THE ASSOCIATION OF FRIENDS OF ST. MARY'S CHURCH, HORNCASTLE, SIR JOSEPH BANKS SOCIETY, HORNCASTLE CRISIS SUPPORT TEAM, SIR JOSEPH BANKS SOCIETY CIO, LINCS LINKS,

STEPHEN RYDER (Chair) Appointed: 2021, Other trusteeship: NORTH EAST LINCOLNSHIRE VCSE ALLIANCE,

Legal constitution

Charity registered in England & Wales on 08/11/2021, number: 1196448

Gift Aid

Registered with HMRC for Gift Aid

Event History

24/10/2022 - Asset transfer in from LINCOLNSHIRE COMMUNITY FOUNDATION
14/08/2023 - Asset transfer in from CHARITY OF REVEREND WILLIAM DODWELL (APPRENTICING)

Policies in force

Bullying and harassment policy and procedures
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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

16 returns made; AR15: 143 days late, AR14: 508 days late, AR13: 35 days late, AR12: 401 days late,

Recent reorganisation events:

Asset transfer in from LINCOLNSHIRE COMMUNITY FOUNDATION on 24/10/2022
Asset transfer in from CHARITY OF REVEREND WILLIAM DODWELL (APPRENTICING) on 14/08/2023

Main office

4 MILL HOUSE
CARRE STREET
SLEAFORD
LINCOLNSHIRE
NG34 7TW

Objectives

TO ADVANCE EDUCATION, TO PROMOTE THE PRESERVATION AND PROTECTION OF GOOD HEALTH, BOTH MENTAL AND PHYSICAL, AND TO RELIEVE POVERTY AND SICKNESS IN PARTICULAR BY THE MAKING OF GRANTS TO INDIVIDUALS AND ORGANISATION IN FURTHERANCE OF SUCH CHARITABLE PURPOSES.

Data Sources