Finance Score: 0

Governance Score: 2

Support Score: 0

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

No supporters identified

Overall GiG Score: 2

WILLIAM HARDING'S CHARITY

The Charity operates within Aylesbury Town

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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		£1,173	£783	£391	£0	£37,322	£37,322	572.3	0
31/12/21		£1,024	£712	£312	£0	£41,446	£41,446	698.2	0
31/12/20		£1,245	£747	£497	£0	£38,035	£38,035	610.7	0
31/12/19		£1,176	£915	£261	£0	£38,845	£38,845	509.2	0
31/12/18		£1,174	£928	£246	£0	£33,928	£33,928	438.7	1
31/12/17		£998	£1,067	£-69	£0	£36,840	£36,840	414.4	0
31/12/16		£1,007	£1,275	£-267	£0	£34,354	£34,354	323.4	0
31/12/15		£1,006	£1,306	£-300	£53	£31,400	£31,400	288.5	0
31/12/14		£785	£1,010	£-226	£51	£31,132	£31,132	369.8	0
31/12/13		£887	£740	£148	£48	£26,128	£26,128	424	0
31/12/12		£834	£722	£113	£46	£23,656	£23,656	393.3	0
31/12/11		£776	£588	£188	£44	£22,310	£22,310	455.1	0
31/12/10		£691	£616	£76	£41	£23,342	£23,342	454.8	0
31/12/09		£1,242	£541	£701	£39	£21,443	£21,443	475.2	0
31/12/08		£687	£495	£192	£38	£18,174	£18,174	440.6	0
31/12/07		£1	£476	£-475	£0	£0	£0	n/a	0
31/12/06		£564	£361	£203	£0	£0	£0	n/a	0
31/12/05		£522	£334	£189	£0	£0	£0	n/a	0
31/12/04	*	£450	£435	£15	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 50%
Liabilities/Income: 3181%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 572.3 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0

Asset Split ?

Established: 46 years

whardingcharity.org.uk

doudjag@pandcllp.co.uk

01296318501

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Gender Split

Based on 7/8 persons

LENNARD MAURICE WAKELAM Appointed: 2011

MR LES SHELDON

MRS ANNE BROOKER

SUSAN HEWITT Appointed: 2011

SHERRILYN BATEMAN Appointed: 2021, Other trusteeship: AYLESBURY DISTRICT GIRL GUIDES,

MRS PENNI THORNE, Other trusteeship: BUCKS SUCO,

ROY JAMES COLLIS Appointed: 2018, Other trusteeship: FRIENDS AND PATRONS OF BUCKINGHAMSHIRE COUNTY MUSEUM,

WILLIAM JOHN YENDELL CHAPPLE OBE, Other trusteeships: KEDERMINSTER LIBRARY, THE BUCKINGHAMSHIRE COUNTY MUSEUM TRUST,

Legal constitution

Charity registered in England & Wales on 19/10/1978, number: 310619

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR04: 41 days late,

Main office

14 BOURBON STREET
AYLESBURY
BUCKINGHAMSHIRE
HP20 2RS

Objectives

(A) THE BENEFIT OF THE RESIDENTS ACCOMMODATED IN THE ALMSHOUSES OF THE CHARITY. (B) RELIEF IN NEED. (C) PROVIDING SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY MAINTAINED SCHOOL OR ANY COLLEGE OF EDUCATION OR OTHER INSTITUTION OF FURTHER EDUCATION IN OR SUBSTANTIALLY SERVING THE TOWN OF AYLESBURY. (D) PROVIDING EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL, UNIVERSITY, COLLEGE OF FURTHER EDUCATION OR ANY OTHER INSTITUTION OF FURTHER EDUCATION TO BE AWARDED TO PERSONS UNDER THE AGE OF 25 YEARS RESIDENT IN THE TOWN OF AYLESBURY. (E) AWARDING MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL, UNIVERSITY OR COLLEGE OF EDUCATION. (F) AWARDING GRANTS OF MONEY TO BENEFICIARIES WHO ARE IN NEED OF FINANCIAL ASSISTANCE TO ENABLE THEM TO TRAVEL IN FURTHERANCE OF THEIR EDUCATION. (G) ASSISTING BENEFICIARIES WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND ARE PREPARING FOR ANY PROFESSION BY PROVIDING OUTFITS, CLOTHING, TOOLS OR BOOKS OR PAYING FOR FEES. (H) PROVIDING FACILITIES FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING. (J) MAKING GRANTS OF MONEY TO ANY CHARITABLE VOLUNTARY ORGANISATION. (K) OTHERWISE PROMOTING THE EDUCATION OF BENEFICIARIES IN SUCH WAYS AS THE TRUSTEES THINK FIT. IF AND SO FAR AS THE INCOME CANNOT BE APPLIED IN ACCORDANCE WITH THESE PROVISIONS THE TRUSTEES MAY APPLY THE SAME FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE TOWN OF AYLESBURY.

Defined Area of Benefit:

TOWN OF AYLESBURY.

Data Sources