Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY

considers grant applications relevant to the Scheme conditions under which the Trustees operate

Analysis by Giving is Great

Positives:

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:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£3	£4	n/a	n/a	n/a	n/a	n/a
31/03/22		£6	£13	£-7	n/a	n/a	n/a	n/a	n/a
31/03/21		£16	£5	£11	n/a	n/a	n/a	n/a	n/a
31/03/20		£6	£3	£3	n/a	n/a	n/a	n/a	n/a
31/03/19		£6	£3	£3	n/a	n/a	n/a	n/a	n/a
31/03/18		£6	£0	£6	£0	£0	£0	NAN	0
31/03/17		£5	£28	£-22	£0	£0	£0	n/a	0
31/03/16	*	£5	£1	£5	£0	£0	£0	n/a	0
31/03/15		£5	£3	£3	£0	£0	£0	n/a	0
31/03/14		£5	£5	£1	£0	£0	£0	n/a	0
31/03/13		£5	£4	£1	£0	£0	£0	n/a	0
31/03/12		£5	£5	£0	£0	£0	£0	n/a	0
31/03/11		£4	£4	£0	£0	£0	£0	n/a	0
31/03/10	*	£4	£4	£0	£0	£0	£0	n/a	0
31/03/09		£4	£4	£0	£0	£0	£0	n/a	0
31/03/08		£4	£4	£0	£0	£0	£0	n/a	0
31/03/07	*	£4	£4	£0	£0	£0	£0	n/a	0
31/03/06	*	£4	£4	£0	£0	£0	£0	n/a	0
31/03/05	*	£4	£4	£0	£0	£0	£0	n/a	0
31/03/04	*	£3	£6	£-2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 39 years

info@henleymcharities.com

01491412360

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Oxfordshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Gender Split

ALISON FRANCES COLLINS Appointed: 2019, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

CHARLOTTE MILES-KINGSTON Appointed: 2018, Other trusteeships: HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, MOULSFORD PREPARATORY SCHOOL TRUST LIMITED,

DAVID ANTHONY TATE, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

DR PETER ANTHONY ASHBY MB BS, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, NETTLEBED SPORTS ASSOCIATION,

DR RICHARD IVOR TOMLINS, Other trusteeship: HENLEY-ON-THAMES RELIEF IN NEED CHARITY,

GEORGE THOMAS Appointed: 2014, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

GILLIAN MARY OVEY, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

JOANNE MAREE O'CONNOR Appointed: 2020, Other trusteeships: TRINITY HALL, HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

KELLIE LOUISE HINTON Appointed: 2018, Other trusteeships: HENLEY-ON-THAMES DAY CENTRE MANAGEMENT COMMITTEE, HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, HENLEY EDUCATIONAL TRUST, RIVER AND ROWING MUSEUM FOUNDATION,

MICHAEL NEILL FORSDIKE, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

REV JEREMY CHARLES TAYLER Appointed: 2018, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, Henley on Thames Parochial Church Council, HENLEY ON THAMES CHURCHES DEBT CENTRE,

TRISTAN ANTONY STUBBS (Chair) Appointed: 2011, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, HENLEY-ON-THAMES BRIDGE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

Legal constitution

Charity registered in England & Wales on 28/10/1985, number: 292857

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR16: 2 days late, AR10: 334 days late, AR07: 79 days late, AR06: 27 days late, AR05: 4 days late, AR04: 201 days late,

Main office

Rear 24 Hart Street
Henley-on-Thames
Oxfordshire
RG9 2AU

Objectives

(A) IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF CHILDREN AND YOUNG PERSONS WHO ARE RESIDENT IN THE AREA OF THE PARISHES OF BIX AND ROTHERFIELD GREYS AND TOWN OF HENLEY ON THAMES AND ARE IN NEED OF FINANCIAL ASSISTANCE. (B) IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY SCHOOL IN THE MAINTAINED SECTOR SUBSTANTIALLY SERVING THE AREA OF BENEFIT.

Defined Area of Benefit:

SEE OBJECTS

Data Sources