Finance Score: -5

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits: -2
No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

CHURCH HOUSE EDUCATIONAL FOUNDATION

Makes grants for educational and training purposes

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been 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
31/03/23	*	£7	£4	£3	n/a	n/a	n/a	n/a	n/a
31/03/22		£7	£3	£3	n/a	n/a	n/a	n/a	n/a
31/03/21		£6	£6	£1	n/a	n/a	n/a	n/a	n/a
31/03/20		£6	£9	£-3	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£6	£8	£-2	n/a	n/a	n/a	n/a	n/a
31/03/18		£6	£3	£3	£0	£0	£0	n/a	0
31/03/17		£6	£4	£2	£0	£0	£0	n/a	0
31/03/16		£6	£5	£2	£0	£0	£0	n/a	0
31/03/15		£6	£3	£3	£0	£0	£0	n/a	0
31/03/14		£6	£6	£0	£0	£0	£0	n/a	0
31/03/13		£5	£3	£3	£0	£0	£0	n/a	0
31/03/12		£5	£4	£1	£0	£0	£0	n/a	0
31/03/11		£5	£4	£1	£0	£0	£0	n/a	0
31/03/10		£5	£4	£1	£0	£0	£0	n/a	0
31/03/09		£5	£6	£0	£0	£0	£0	n/a	0
31/03/08		£5	£2	£3	£0	£0	£0	n/a	0
31/03/07		£4	£3	£1	£0	£0	£0	n/a	0
31/03/06		£4	£3	£1	£0	£0	£0	n/a	0
31/03/05		£4	£1	£3	£0	£0	£0	n/a	0
31/03/04		£4	£2	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 49 years

01392 811391

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Devon,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

JAMES CHRISTOPHER BRYANT (Chair)

JONATHAN ROBERT EYRE Appointed: 2012

JUDITH MIRIAM READ Appointed: 2017

KATHRYN ALISON COOMBES Appointed: 2022

MARGARET DIANA NIEROP Appointed: 2011

MICHAEL QUINN Appointed: 2019

PROFESSOR SUSAN PATRICIA LLEWELYN Appointed: 2019

REV M R WOOD, Other trusteeships: WHITESTONE RELIEF IN NEED CHARITY, TEDBURN ST MARY WELFARE TRUST,

CAROL ARLENE GALTON Appointed: 2023, Other trusteeship: DEVON PHILHARMONIC ORCHESTRA,

DR SHIRLEY JANE RICHARDS Appointed: 2023, Other trusteeships: DEVON AND EXETER MEDICAL SOCIETY, WHITESTONE PARISH HALL MANAGEMENT COMMITTEE, DEVON & EXETER MEDICAL HERITAGE TRUST,

PETER ROBIN HANSON Appointed: 2023, Other trusteeship: WHITESTONE PARISH HALL MANAGEMENT COMMITTEE,

REBECCA JANE OLIVER, Other trusteeship: WHITESTONE RELIEF IN NEED CHARITY,

SUSAN LINDA KIRKPATRICK Appointed: 2015, Other trusteeship: WHITESTONE RELIEF IN NEED CHARITY,

Legal constitution

Charity registered in England & Wales on 09/07/1975, number: 269625

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

20 returns made; AR23: 69 days late, AR19: 210 days late,

Main office

ST. CATHERINES COTTAGE
CHURCH LANE
WHITESTONE
EXETER
EX4 2LF

Objectives

(A) AWARDING BENEFICIARIES EXHIBITIONS. (B) GRANTING FINANCIAL ASSISTANCE (C) OTHERWISE PROMOTING THE EDUCATION OF BENEFICIARIES. FOR FURTHER DETAILS SEE CLAUSE 19 OF THE SCHEME OF THE 12TH MARCH 1950 AS AMENDED.

Defined Area of Benefit:

THE ECCLESIASTICAL PARISH OF WHITESTONE

Data Sources