Finance Score: -3

Governance Score: 0

Support Score: 0

Volatile income: -3
No PartB

No supporters identified

Overall GiG Score: -3

LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION

This Charity makes grants to Higher Education Students aged under 25 from Lowestoft, and to State Schools in the Lowestoft area

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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
05/04/23		£18	£12	£6	n/a	n/a	n/a	n/a	n/a
05/04/22		£17	£15	£2	n/a	n/a	n/a	n/a	n/a
05/04/21		£20	£16	£4	n/a	n/a	n/a	n/a	n/a
05/04/20		£24	£15	£9	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£24	£17	£7	n/a	n/a	n/a	n/a	n/a
05/04/18		£24	£13	£11	£0	£0	£0	n/a	0
05/04/17		£17	£15	£2	£0	£0	£0	n/a	0
05/04/16		£25	£18	£7	£0	£0	£0	n/a	0
05/04/15		£6	£19	£-13	£0	£0	£0	n/a	0
05/04/14		£6	£19	£-13	£0	£0	£0	n/a	0
05/04/13		£18	£18	£0	£0	£0	£0	n/a	0
05/04/12		£6	£18	£-12	£0	£0	£0	n/a	0
05/04/11		£22	£14	£8	£0	£0	£0	n/a	0
05/04/10		£21	£12	£9	£0	£0	£0	n/a	0
05/04/09		£18	£13	£4	£0	£0	£0	n/a	0
05/04/08		£30	£13	£17	£0	£0	£0	n/a	0
05/04/07		£18	£13	£6	£0	£0	£0	n/a	0
05/04/06		£18	£13	£4	£0	£0	£0	n/a	0
05/04/05		£13	£13	£0	£0	£0	£0	n/a	0
05/04/04		£17	£19	£-3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

01493849200

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Makes Grants to Individuals

Where it operates

Suffolk,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

ANNE-MARIE BATTRICK Appointed: 2022, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY,

CHRISTINE LEECH Appointed: 2015, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

ELISE YOUNGMAN Appointed: 2021, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY,

GERDA PATRICIA BUCKLEY, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY,

GILLIAN BATTRICK Appointed: 2017, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY,

JILL COLLINS, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY,

MARY ECCLES Appointed: 2013, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY,

MICHAEL GALL Appointed: 2022, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

PAM SHAW Appointed: 2016, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

PETER KNIGHT Appointed: 2019, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY,

ROY STEBBINGS (Chair), Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

RUTH PATTERSON Appointed: 2021, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN ESTATE CHARITY,

Legal constitution

Charity registered in England & Wales on 12/05/1964, number: 310460

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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; AR19: 12 days late,

Main office

Norton Peskett Solicitors
148 London Road North
Lowestoft
NR32 1HF

Objectives

TO APPLY THE INCOME OF THE EDUCATINAL FOUNDATION AS FOLLOWS: A) AS TO NOT MORE THAN ONE THIRD THEREOF IN OR TOWARDS PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY AT ANY MAINTAINED SCHOOLS IN THE AREA OF BENEFIT AS MAY FROM TIME TO TIME BE AGREED BY THE GOVERNORS OF THE SCHOOLS CONCERNED. B) AS TO THE REMAINDER THEREOF IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS WHO HAVE ATTAINED THE AGE OF 25 YEARS, WHO OR WHOSE PARENTS ARE RSIDENT IN THE AREA OF BENEFIT OR WHO HAVE ATTENDED SCHOLS IN THE AREA FOR NOT LESS THAN THREE YEARS AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE , AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALIITY OF THE FOREGOING - IN AWARDING TO SUCH PERSONS SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCE OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEES; AND IN PROVIDING FINANACIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOKS TO ASSIST SUCH PREONS TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS) TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT.

Defined Area of Benefit:

ANCIENT PARISH OF LOWESTOFT

Data Sources