Finance Score: -5

Governance Score: 3

Support Score: 0

Large legacies income: +1
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE STATIONERS' FOUNDATION

The promotion of education of UK residents who are in need of financial assistance both individual grants and grants to organisations. There is a preference for those who are former pupils of the former Stationers' School, children of liverymen and freemen of the Company; those in or intending to join the trades recognised by the Company. Also, welfare relief to those involved in those trades.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years
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
A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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		£145	£189	£-44	n/a	n/a	n/a	n/a	n/a
31/12/21		£869	£299	£570	£0	£6,525	£893	35.8	1
31/12/20		£266	£244	£22	n/a	n/a	n/a	n/a	n/a
31/12/19		£334	£282	£52	n/a	n/a	n/a	n/a	n/a
31/12/18		£391	£466	£-75	£0	£0	£0	n/a	0
31/12/17		£580	£561	£19	£0	£4,848	£136	2.9	1
31/12/16		£480	£738	£-258	£0	£0	£0	n/a	0
31/12/15		£403	£315	£88	£0	£0	£0	n/a	0
31/12/14		£336	£312	£24	£0	£0	£0	n/a	0
31/12/13		£340	£243	£96	£0	£0	£0	n/a	0
31/12/12		£227	£222	£5	£0	£0	£0	n/a	0
31/12/11		£121	£197	£-77	£0	£0	£0	n/a	0
31/12/10		£156	£164	£-8	£0	£0	£0	n/a	0
31/12/09		£128	£170	£-42	£0	£0	£0	n/a	0
31/12/08	*	£237	£214	£23	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 2 years

www.stationers.org

foundation@stationers.org

02072460990

Charity Commission for England and Wales

Listed activities

Disability
Education/Training

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DAVID PETER BATEMAN Appointed: 2023

ELEANOR DIAMOND KAHN Appointed: 2022

PAULINE MARY SWAN Appointed: 2023

SIMON PAUL HAMLET Appointed: 2023

ALISON MARY STRACHAN Appointed: 2023, Other trusteeship: BOUND BY VETERANS,

DAVID NICHOLAS BREALEY (Chair) Appointed: 2022, Other trusteeship: CHARITY FUND 1961 STATIONERS AND NEWSPAPER MAKERS COMPANY,

Legal constitution

Charity registered in England & Wales on 01/04/2022, number: 1198494

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

15 returns made; AR08: 51 days late,

Recent reorganisation events:

Asset transfer in from THE STATIONERS' FOUNDATION on 11/09/2023

Main office

WORSHIPFUL COMPANY OF STATIONERS
AND NEWSPAPER MAKERS
STATIONERS' HALL
AVE MARIA LANE
LONDON
EC4M 7DD

Objectives

THE OBJECTS OF THE CIO ARE 3.1 THE TRUSTEES MAY SPEND THE INCOME OF THE CHARITY AS FOLLOWS: 3.1.1 THE PROMOTION OF EDUCATION AND TRAINING OF PERSONS RESIDENT IN THE UNITED KINGDOM AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE (INCLUDING INDIVIDUAL GRANTS AND GRANTS TO ORGANISATIONS) AND WITH A PREFERENCE FOR THOSE WHO ARE: (A) FORMER PUPILS OF THE STATIONERS’ COMPANY SCHOOL, THE FORMER SCHOOL OF THE CHARITY AND THE CURRENT AND FORMER PUPILS OF THE STATIONER’S CROWN WOODS ACADEMY, THE CURRENT SCHOOL OF THE CHARITY; (B) SONS AND DAUGHTERS OF LIVERYMEN AND FREEMEN OF THE COMPANY; (C) PERSONS ENGAGED IN OR INTENDING TO ENTER THE CONTENT AND COMMUNICATIONS INDUSTRY OR ANY OTHER OF THE TRADES WHICH ARE ACCEPTED FROM TIME TO TIME BY THE COMPANY FOR THE PURPOSE OF ADMISSION TO THE FREEDOM THEREOF BY REDEMPTION. 3.1.2 THE RELIEF EITHER GENERALLY OR INDIVIDUALLY OF INDIVIDUALS WHO ARE OR HAVE BEEN ENGAGED IN THE CONTENT AND COMMUNICATIONS INDUSTRY AND ALLIED TRADES OR IN THE DISTRIBUTIVE TRADES THEREOF AND THE DEPENDENTS OF SUCH INDIVIDUALS, WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. PREFERENCE SHALL BE GIVEN TO FREEMEN OF THE STATIONERS’ AND NEWSPAPERS MAKERS’ COMPANY, IN NEED WHO ARE NOT LESS THAN 60 YEARS OF AGE. IN THIS CLAUSE, “CONTENT AND COMMUNICATIONS INDUSTRY” SHALL MEAN: STATIONERY AND OFFICE SUPPLIES; PRINTING AND PRINT MANAGEMENT; PUBLISHING IN ALL PAPER AND ONLINE FORMATS; PAPER MANUFACTURING AND SUPPLY; PACKAGING; NEWSPAPER, MAGAZINE AND BOOK MAKING; NEWS, MAGAZINE AND DATA JOURNALISM; SCRIPT WRITING; PERFORMANCE; BROADCAST, DIGITAL AND ONLINE MEDIA; DATA SCIENCE; ARCHIVES MANAGEMENT AND LIBRARY STUDIES. NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources