Finance Score: -3

Governance Score: 1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending declining: -1
No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: -2

THE WATLINGTON EDUCATIONAL FOUNDATION

Education grants to under 25s in Watlington, some neighbouring villages and pupils at Watlington Primary School and Icknield Community College

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female

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 is declining

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

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Highest pay bracket: less than £60,000

Established: 62 years

LINDSEY.DAVIES@ICKNIELD.OXON.SCH.UK

01491 612691

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Secondary schools

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 (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

MAT HUNTER Appointed: 2014

DEBORAH ANN HEMMINS

GEMMA STERJO Appointed: 2022

MARGARET NOON Appointed: 2021

MARIA BERRELL Appointed: 2018

DAVID MARCOU Appointed: 2014, Other trusteeship: OYAP TRUST,

Legal constitution

Charity registered in England & Wales on 24/10/1962, number: 309573

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR19: 30 days late, AR18: 389 days late,

Main office

Icknield Community College
Watlington
OX49

Objectives

IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF YOUNG PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS WHO IN THE OPINION OF THE GOVERNORS ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE RESIDENT IN THE PARISHES OF WATLINGTON, PYRTON, SHIRBURN, CUXHAM, BRIGHTWELL BALDWIN OR THE VILLAGE OF BRITWELL SALOME AND/OR PUPILS OF WATLINGTON PRIMARY SCHOOL AND ICKNIELD COMMUNITY COLLEGE

Defined Area of Benefit:

SEE OBJECT

Data Sources