Finance Score: -2

Governance Score: 5

Support Score: 0

Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 3

WITNEY EDUCATIONAL FOUNDATION

The provision of items, services and facilities for the Henry Box School and any other school that substantially serves Witney, Oxfordshire. Also to provide grants to families in need, to assist with the purchase of school clothing and other essential items and towards the cost of attending educational visits.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
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	£37	£74	£-36	n/a	n/a	n/a	n/a	n/a
31/03/22	£26	£54	£-28	n/a	n/a	n/a	n/a	n/a
31/03/21	£23	£50	£-27	n/a	n/a	n/a	n/a	n/a
31/03/20	£33	£80	£-47	n/a	n/a	n/a	n/a	n/a
31/03/19	£30	£68	£-38	n/a	n/a	n/a	n/a	n/a
31/03/18	£30	£63	£-34	£0	£0	£0	n/a	0
31/03/17	£28	£64	£-36	£0	£0	£0	n/a	0
31/03/16	£31	£45	£-14	£0	£0	£0	n/a	0
31/03/15	£25	£49	£-25	£0	£0	£0	n/a	0
31/03/14	£41	£82	£-42	£0	£0	£0	n/a	0
31/03/13	£26	£112	£-85	£0	£0	£0	n/a	0
31/03/12	£26	£46	£-19	£0	£0	£0	n/a	0
31/03/11	£23	£57	£-34	£0	£0	£0	n/a	0
31/03/10	£19	£14	£4	£0	£0	£0	n/a	0
31/03/09	£21	£19	£2	£0	£0	£0	n/a	0
31/03/08	£18	£14	£3	£0	£0	£0	n/a	0
31/03/07	£16	£12	£5	£0	£0	£0	n/a	0
31/03/06	£15	£16	£-1	£0	£0	£0	n/a	0
31/03/05	£15	£10	£4	£0	£0	£0	n/a	0
31/03/04	£15	£12	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

witneyeducationalfoundation.org.uk

info@witneyeducationalfoundation.org.uk

01993843196

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

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 (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

CHRIS WOODWARD Appointed: 2014

DUNCAN ENRIGHT Appointed: 2013

DAVID WILLIAMS Appointed: 2017

ELIZABETH BRYANT Appointed: 2016

JEANETTE BAKER Appointed: 2015

KEITH CAMPBELL BIRD Appointed: 2024

LISA CHERRY Appointed: 2023

LIZ DUNCAN Appointed: 2021

ROBERT WILLIAM BARTON (Chair)

AMANDA COLLICUTT Appointed: 2022, Other trusteeships: THE TOWN HALL, THE WITNEY TOWN CHARITY,

ELIZABETH MILLS OBE Appointed: 2016, Other trusteeship: HOMESHARE INTERNATIONAL,

MICHAEL ALEXANDER, Other trusteeships: ROTARY CLUB OF WITNEY TRUST FUND, WEST OXFORDSHIRE CITIZENS ADVICE,

RACHEL CROUCH Appointed: 2023, Other trusteeship: THE WITNEY TOWN CHARITY,

Legal constitution

Charity registered in England & Wales on 06/01/1964, number: 309645

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
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; all on time

Main office

73 BURFORD ROAD
CARTERTON
OX18 3AR

Objectives

1. PROVISION OF ITEMS, SERVICES AND FACILITIES FOR THE HENRY BOX SCHOOL AND ANY OTHER SCHOOL THAT SUBSTANTIALLY SERVES WITNEY; 2. TO FURTHER THE EDUCATION OF PERSONS WHO ARE UNDER THE AGE OF 25 WHO: A) ARE IN NEED OF FINANCIAL ASSISTANCE; B) LIVE ,OR WHOSE PARENTS LIVE IN THE AREA OF BENEFIT; C) HAVE ATTENDED THE SCHOOL AT ANY TIME; OR D) HAVE ATTENDED A SCHOOL IN THE AREA OF BENEFIT AT ANY TIME.

Defined Area of Benefit:

PARISH OF WITNEY

Data Sources