Finance Score: -2

Governance Score: 9

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

THE CLIVE RICHARDS FOUNDATION

Grants are made to organisations particularly schools, churches and those which support the arts and those who request assistance (particularly those who suffer from disabilities). The Trustee Board meet regularly throughout the year to consider applications for funding including social or programme related applications.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end but spending has been increasing rapidly
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,802	£1,122	£680	£0	£1,921	£1,921	20.5	0	0
31/03/22		£451	£227	£224	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£426	£656	£-230	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£1,806	£1,063	£742	£0	£1,157	£1,157	13.1	0	0
31/03/19		£509	£1,454	£-945	£0	£509	£509	4.2	0	0
31/03/18		£1,593	£806	£787	£0	£1,465	£1,465	21.8	0	0
31/03/17		£636	£1,186	£-550	£0	£731	£731	7.4	0	0
31/03/16		£1,372	£570	£802	£0	£1,281	£1,281	27	0	0
31/03/15		£1,286	£1,018	£269	£4	£516	£516	6.1	0	0
31/03/14		£1,979	£2,270	£-291	£4	£272	£272	1.4	0	0
31/03/13		£76	£599	£-523	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£1,263	£967	£297	£6	£714	£714	8.9	0	0
31/03/11		£950	£528	£422	£20	£477	£477	10.8	0	0
31/03/10		£311	£229	£82	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£12	£174	£-162	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£55	£750	£-696	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£1,306	£384	£922	£18	£895	£895	28	0	0
31/03/06		£136	£195	£-59	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£15	£157	£-141	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£18	£65	£-47	n/a	n/a	n/a	n/a	n/a	n/a

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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: 32%
Liabilities/Income: 51%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.5 months
Net Current Assets/Spending: 22 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 38 years

https://www.cliverichardsfoundation.com/

admin@cliverichardsfoundation.com

01432 820663

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Herefordshire,

Who it helps

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

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-87

DAVID JOHN IDDON Appointed: 2015, Occupation: Retired

GARETH JON DAVIES Appointed: 2017, Occupation: Chief Operating Officer

HERMIONE GRANUAILE RICHARDS Appointed: 2024, Occupation: Administrator

JAMES FRANCIS KEMP Appointed: 2022, Occupation: Managing Director

JULIAN GUY LAMDEN Appointed: 2023, Occupation: Retired

KAREN FROST Appointed: 2024, Occupation: Company Director

PETER MICHAEL DINES (Chair) Appointed: 2013, Occupation: Company Director

SYLVIA ANN RICHARDS, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 10/06/1986, number: 327155
Registered at Companies House on 16/05/1986, number: 02020651

Gift Aid

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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR12: 16 days late, AR09: 19 days late, AR08: 5 days late, AR07: 36 days late, AR04: 81 days late,

Main office

Lower Hope Estate
Ullingswick
HEREFORD
HR1 3JF

Objectives

The Objects of the Foundation are to advance such charitable purposes (according to the law of England and Wales) as the Trustees see fit from time to time.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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