Finance Score: 0

Governance Score: 5

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

THE METCALF EDUCATIONAL FOUNDATION

The Foundation assists in meeting the educational needs of children resident in Stonham Aspal or Pettaugh by making grants for purposes outside the remit of the Local Educational Authority. It maintains a residential bungalow, originally intended to provide a home for a village schoolmaster in Stonham Aspal.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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

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	Volun- teers
31/12/22	*	£11	£8	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/21	*	£10	£9	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/20	*	£11	£3	£7	n/a	n/a	n/a	n/a	n/a	1
31/12/19		£10	£2	£8	n/a	n/a	n/a	n/a	n/a	1
31/12/18		£10	£2	£8	£0	£0	£0	n/a	0	0
31/12/17		£10	£6	£4	£0	£0	£0	n/a	0	0
31/12/16		£9	£6	£3	£0	£0	£0	n/a	0	0
31/12/15		£9	£3	£5	£0	£0	£0	n/a	0	0
31/12/14		£8	£4	£4	£0	£0	£0	n/a	0	0
31/12/13		£8	£4	£4	£0	£0	£0	n/a	0	0
31/12/12	*	£8	£7	£1	£0	£0	£0	n/a	0	0
31/12/11		£9	£7	£2	£0	£0	£0	n/a	0	0
31/12/10		£8	£17	£-9	£0	£0	£0	n/a	0	0
31/12/09		£8	£4	£4	£0	£0	£0	n/a	0	0
31/12/08		£9	£5	£4	£0	£0	£0	n/a	0	0
31/12/07		£9	£11	£-2	£0	£0	£0	n/a	0	0
31/12/06		£8	£3	£5	£0	£0	£0	n/a	0	0
31/12/05		£8	£4	£4	£0	£0	£0	n/a	0	0
31/12/04		£7	£4	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 56 years

stonhamaspalcharities@yahoo.co.uk

01473890978

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training

GiG Classification

Grant-making foundations

How it operates

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

Where it operates

Suffolk,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

HELEN ELIZABETH BROOKSON Appointed: 2020

RUTH CRANE Appointed: 2023

DAVID JOHN TYDEMAN (Chair), Other trusteeships: METCALF'S GENERAL CHARITY, STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST,

IAN ROBERT WRIGHT Appointed: 2022, Other trusteeships: METCALF'S GENERAL CHARITY, STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST,

MARIAN CLAIRE WEST Appointed: 2021, Other trusteeships: METCALF'S GENERAL CHARITY, STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST,

PETER EMBERSON Appointed: 2023, Other trusteeships: METCALF'S GENERAL CHARITY, STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST,

REV PHILIP PAYNE Appointed: 2014, Other trusteeships: MISS E M HITCHCOCK, GARDEMAU CHURCH CHARITY, LADY CATHERINE GARDEMAU'S CHARITY FOR THE POOR, METCALF'S GENERAL CHARITY, STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST, LADY CATHERINE GARDEMAU'S EDUCATIONAL FOUNDATION,

ROBERT STEVENSON Appointed: 2022, Other trusteeships: METCALF'S GENERAL CHARITY, STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST,

Legal constitution

Charity registered in England & Wales on 11/03/1968, number: 310363

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR22: 170 days late, AR21: 98 days late, AR20: 2 days late, AR12: 23 days late,

Main office

The Old Forge
The Green
Pettaugh
Stowmarket
IP14 6DH

Objectives

IN ASSISTING PUPILS TO ATTEND SCHOOLS, INSTITUTIONS OR CLASSES FOR PURPOSES OF EDUCATION OTHER THAN ELEMENTARY, BY PAYING THEIR FEES OR TRAVELLING OR OTHER INCIDENTAL EXPENSES, OR BY PROVIDING THEM WITH MAINTENANCE AND ALLOWANCES; PROVIDED THAT CANDIDATED FOR THESE BENEFITS SHALL BE BOYS OR GIRLS RESIDENT IN THE BENEFICIAL AREA AND ARE IN NEED OF FINANCIAL ASSISTANCE.

Defined Area of Benefit:

PARISHES OF STONHAM ASPALL AND PETTAUGH

Data Sources