Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -2

WALTER BIGG FOUNDATION FOR WALLINGFORD SCHOOL

The principal object of the Charity is to invest in property to be used as part of a secondary school in Wallingford. Income arising from the Charity's investments is, as a first priority, applied to providing items, services & facilities for Wallingford School and, as a second priority, to promoting education for young persons aged 11-25 residing in Wallingford.

Analysis by Giving is Great

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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		£118	£150	£-32	n/a	n/a	n/a	n/a	n/a
31/03/22		£94	£453	£-359	n/a	n/a	n/a	n/a	n/a
31/03/21		£98	£26	£72	n/a	n/a	n/a	n/a	n/a
31/03/20		£111	£115	£-4	n/a	n/a	n/a	n/a	n/a
31/03/19		£105	£182	£-77	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£88	£125	£-37	£0	£0	£0	n/a	0
31/03/17		£92	£117	£-25	£0	£0	£0	n/a	0
31/03/16		£87	£227	£-140	£0	£0	£0	n/a	0
31/03/15		£108	£18	£90	£0	£0	£0	n/a	0
31/03/14		£106	£88	£18	£0	£0	£0	n/a	0
31/03/13		£94	£57	£37	£0	£0	£0	n/a	0
31/03/12		£103	£154	£-51	£0	£0	£0	n/a	0
31/03/11		£104	£46	£59	£0	£0	£0	n/a	0
31/03/10	*	£100	£216	£-116	£0	£0	£0	n/a	0
31/03/09		£135	£405	£-270	£0	£0	£0	n/a	0
31/03/08		£131	£38	£93	£0	£0	£0	n/a	0
31/03/07	*	£128	£169	£-40	£0	£0	£0	n/a	0
31/03/06	*	£153	£185	£-32	£0	£0	£0	n/a	0
31/03/05		£158	£106	£52	£0	£0	£0	n/a	0
31/03/04	*	£125	£125	£-1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 33 years

https://walterbiggfoundation.co.uk/

jhindle@merchant-taylors.co.uk

02075622321

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance

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 (7)

Current Trustees appointed

Gender Split

CLAIRE ELIZABETH HOLFORD Appointed: 2023

CONOR O'CALLAGHAN Appointed: 2015

DR JOHN HENRY SYLVESTER SICHEL Appointed: 2020

JEREMY ST JOHN CUTHBERT Appointed: 2022

JOHN PEEL

LYNDA SUSAN ATKINS Appointed: 2023, Other trusteeship: THE SOLDIERS OF OXFORDSHIRE TRUST,

NIGEL ERSKINE HUGHES, Other trusteeship: THE WALLINGFORD SPORTS TRUST,

Legal constitution

Charity registered in England & Wales on 22/08/1991, number: 309241

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 28 days late, AR10: 1 days late, AR07: 192 days late, AR06: 3 days late, AR04: 1 days late,

Main office

c/o Jane Hindle
Merchant Taylors Hall
30 Threadneedle Street
London
EC2R 8JB

Objectives

CLAUSE 25: THE MANAGING TRUSTEES SHALL FIRST DEFRAY OUT OF THE INCOME OF THE CHARITY THE COST OF MAINTAINING THE PROPERTY OF THE CHARITY ETC CLAUSE 26: SUBJECT TO THE PAYMENT OF THE EXPENSES AFORESAID ...(1)IN OR TOWARDS PROVIDING ITEMS SERVICES AND FACILITIES FOR WALLINGFORD SCHOOL...(2) IN OTHERWISE PROMOTING THE EDUCATION (INCLUDING INSTRUCTION IN THE DOCTRINES OF THE C OF E AND SOCIAL AND PHYSICAL TRAINING) OF CHILDREN AND YOUNG PERSONS (BETWEEN THE AGES OF 11 AND 25) WHO ARE RESIDENT IN WALLINGFORD WITH A PREFERENCE FOR PAST AND PRESENT STUDENTS ATTENDING WALLINGFORD SCHOOL

Defined Area of Benefit:

RURAL DISTRICT AND BOROUGH OF WALLINGFORD

Data Sources