Finance Score: -9

Governance Score: -7

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending declining: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Static board: -3
All male board: -3

No supporters identified

Overall GiG Score: -16

THE OLDHAM FOUNDATION

The objects of the Charity are wide and the Trustees may pay, or apply, both capital and income for such charitable purposes as they, in their absolute discretion, think fit. The Trust does however give particular consideration to the support of former employees of Oldham International Limited, its subsidiary companies and staff of the Oldham family.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending is declining
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
05/04/23		£44	£71	£-27	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£57	£87	£-30	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£36	£70	£-35	n/a	n/a	n/a	n/a	n/a
05/04/20		£56	£94	£-38	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£58	£101	£-43	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£64	£106	£-42	£0	£0	£0	n/a	0
05/04/17		£60	£99	£-39	£0	£0	£0	n/a	0
05/04/16	*	£61	£100	£-39	£0	£0	£0	n/a	0
05/04/15	*	£61	£75	£-14	£0	£0	£0	n/a	0
05/04/14	*	£64	£98	£-35	£0	£0	£0	n/a	0
05/04/13	*	£59	£86	£-27	£0	£0	£0	n/a	0
05/04/12	*	£60	£79	£-19	£0	£0	£0	n/a	0
05/04/11	*	£59	£80	£-21	£0	£0	£0	n/a	0
05/04/10	*	£63	£91	£-28	£0	£0	£0	n/a	0
05/04/09	*	£69	£88	£-20	£0	£0	£0	n/a	0
05/04/08	*	£66	£93	£-27	£0	£0	£0	n/a	0
05/04/07	*	£66	£93	£-27	£0	£0	£0	n/a	0
05/04/06	*	£63	£89	£-26	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 49 years

01179069350

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

EDWARD OLDHAM Appointed: 2017

JOHN HERVEY OLDHAM Appointed: 1990

MICHAEL DAVIES Appointed: 2007

STEPHEN ROBERTS Appointed: 1992

THOMAS FREDERICK ROLES Appointed: 2018

JOHN WETHERHERD SHARPE (Chair) Appointed: 1997, Other trusteeship: THE ROSEMARY BUGDEN CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 21/04/1975, number: 269263

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

18 returns made; AR22: 337 days late, AR21: 173 days late, AR19: 29 days late, AR18: 7 days late, AR16: 77 days late, AR15: 13 days late, AR14: 234 days late, AR13: 599 days late, AR12: 964 days late, AR11: 80 days late, AR10: 12 days late, AR09: 2 days late, AR08: 0 days late, AR07: 366 days late, AR06: 241 days late,

Main office

Michelmores LLP
10 Victoria Street
Bristol
BS1 6BN

Objectives

TO PAY OR APPLY THE INCOME OR THE CAPITAL FOR OR TOWARDS ANY CHARITABLE PURPOSES OR OBJECTS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT BUT IN PARTICULAR TO RELIEVE THE POVERTY AMONGST PERSONS WHO ON THE 8TH JANUARY 1972 OR EARLIER WERE IN THE EMPLOYMENT OF 1) OLDHAM INTERNATION LTD OR SUBSIDIARY COMPANIES 2) THE LATE JOHN OLDHAM 3) THE LATE ENID DORIS OLDHAM 4) ORLANDO OLDHAM AND THE SPOUSES WIDOWS, WIDOWERS, CHILDREN REMOTER ISSUE AND OTHER DEPENDANTS OF SUCH EMPLOYEES BY MAKING PROVISION BY WAY OF GRANTS LOANS ANNITIES PENSIONS OR BY MEETING HOSPITAL MEDICAL OR OTHER EXPENSES

Defined Area of Benefit:

NOT DEFINED

Data Sources