Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: 1

THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION

The Charity is able to make financial awards to people undertaking further education in the Borough of King's Lynn.

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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

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

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 56 years

gina.borrmann@wheelers.co.uk

01945582547

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Makes Grants to Individuals

Where it operates

Norfolk,

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)

Gender Split

ADRIAN CHARLES THORARINSSON, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

ANTHONY JOHN WILLIAMS, Other trusteeships: THE GEORGE STACEY SHALLOW FOUNDATION, THE ROTARY CLUB OF KING'S LYNN PRIORY BENEVOLENT FUND, KING'S LYNN FESTIVAL LIMITED, KING EDWARD VII SCHOOL KINGS LYNN FOUNDATION CHARITY,

DAVID JOHN WHITMORE (Chair), Other trusteeship: THE GEORGE STACEY SHALLOW FOUNDATION,

JOANNE SAUNDERS Appointed: 2011, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

KATHRYN EMILY SMITH Appointed: 2017, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

KEITH LAWRENCE BLYTHE, Other trusteeship: THE GEORGE STACEY SHALLOW FOUNDATION,

KENNETH BANKS Appointed: 2017, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

MALCOLM JOHN FRAMMINGHAM, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

ROBERT GEORGE PANNELL, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

ROBERT JOHN HARRISON Appointed: 2019, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

REBECCA ANNE LOUISE BURRIDGE Appointed: 2021, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

ROY WARREN BRAIN Appointed: 2021, Other trusteeship: KING'S LYNN GENERAL CHARITIES,

SHARON MARGARET CAMBRIDGE, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE GEORGE STACEY SHALLOW FOUNDATION,

Legal constitution

Charity registered in England & Wales on 24/04/1968, number: 311104

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR19: 2 days late,

Main office

27-29 OLD MARKET
WISBECH
CAMBRIDGESHIRE
PE13 1NE

Objectives

THE NET YEARLY INCOME SHALL BE APPLIED BY THE TRUSTEES IN ONE OR MORE OF THE FOLLOWING WAYS:- A) THE PROVISION OF ASSISTANCE FOR HIGHER EDUCATION BY MEANS OF EXHIBITIONS OR GRANTS TENABLE AT ANY SECONDARY SCHOOL TRAINING COLLEGE FOR TEACHERS, UNIVERSITY, OR OTHER INSTITUTE OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATON. B) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO HELP BENEFICIARIES, ON LEAVING SCHOOL, UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ENTER, A PROFESSION, TRADE OR CALLING. C) IN OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES; D) IN APPRECTICING BENEFICIARIES TO SOME USEFUL TRADE OR OCCUPATION.

Defined Area of Benefit:

BOROUGH OF KING'S LYNN

Data Sources