Finance Score: -1

Governance Score: 6

Support Score: 0

Spending falling: -1
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

SARAH NOWELL'S EDUCATIONAL FOUNDATION

Sarah Nowell's Educational Foundation exists to provide assistance for the education of young people,in the parishes of Blackbird Leys, Cowley, Iffley & Littlemore, Oxford, where there is a financial need, funds going to the individual, or, more often, to schools, playschemes, or organisations such as the Sea Scoutsor Guides.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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		£8	£5	£3	n/a	n/a	n/a	n/a	n/a
31/12/21		£7	£3	£4	n/a	n/a	n/a	n/a	n/a
31/12/20		£7	£7	£1	n/a	n/a	n/a	n/a	n/a
31/12/19		£7	£8	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£7	£8	£-1	£0	£0	£0	n/a	0
31/12/17		£7	£8	£-2	£0	£0	£0	n/a	0
31/12/16		£7	£15	£-8	£0	£0	£0	n/a	0
31/12/15		£7	£6	£0	£0	£0	£0	n/a	0
31/12/14		£7	£11	£-5	£0	£0	£0	n/a	0
31/12/13		£8	£8	£0	£0	£0	£0	n/a	0
31/12/12		£7	£5	£2	£0	£0	£0	n/a	0
31/12/11		£7	£7	£0	£0	£0	£0	n/a	0
31/12/10		£6	£3	£3	£0	£0	£0	n/a	0
31/12/09		£6	£4	£2	£0	£0	£0	n/a	0
31/12/08		£7	£2	£4	£0	£0	£0	n/a	0
31/12/07		£6	£4	£2	£0	£0	£0	n/a	0
31/12/06	*	£5	£5	£1	£0	£0	£0	n/a	0
31/12/05		£5	£3	£2	£0	£0	£0	n/a	0
31/12/04		£5	£6	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 62 years

paulmbedford@btopenworld.com

01865241170

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Oxfordshire,

Who it helps

Children/Young People
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 (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

MARGREET ARMITSTEAD, Other trusteeships: THE ALICE SMITH TRUST, ROSE HILL AND DONNINGTON ADVICE CENTRE LIMITED,

CLLR RAE HUMBERSTONE Appointed: 2021, Other trusteeships: THE ALICE SMITH TRUST, BLACKBIRD LEYS ADVENTURE PLAYGROUND, OXFORDSHIRE MOTOR PROJECT, BLACKBIRD LEYS ADVENTURE PLAYGROUND CIO,

CLLR SUSAN JANE ALDRIDGE Appointed: 2021, Other trusteeships: THE ALICE SMITH TRUST, LITTLEMORE PRE-SCHOOL,

DORIAN GARTH HANCOCK Appointed: 2023, Other trusteeship: THE ALICE SMITH TRUST,

REV CANON GEOFFREY BAYLISS Appointed: 2016, Other trusteeship: THE ALICE SMITH TRUST,

REV HEATHER CARTER Appointed: 2013, Other trusteeship: THE ALICE SMITH TRUST,

REV PAUL BEDFORD Appointed: 2022, Other trusteeship: THE ALICE SMITH TRUST,

Legal constitution

Charity registered in England & Wales on 01/11/1962, number: 309605

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR06: 12 days late,

Main office

115 FAIRACRES ROAD
OXFORD
OX4 1TQ

Objectives

(A) ASSISTING PUPILS TO ATTEND SCHOOLS, INSTITUTIONS OR CLASSES FOR PURPOSES OF EDUCATION OTHER THAN ELEMENTARY. (B) MAKING ARRANGEMENTS FOR ATTENDING TO THE HEALTH OR PHYSICAL CONDITION OF CHILDREN ATTENDING ANY PUBLIC ELEMENTARY SCHOOL IN THE PARISH. (C) OTHERWISE PROMOTING THE EDUCATION OF BOYS AND GIRLS OF POORER CLASSES.

Defined Area of Benefit:

THE ANCIENT PARISH OF IFFLEY

Data Sources