Finance Score: 0

Governance Score: -2

Support Score: 0

No PartB

No conflicts policy: -1
Mainly male board: -1

No supporters identified

Overall GiG Score: -2

COATES EDUCATIONAL FOUNDATION

The Charity provides bursaries to further the educational needs of persons under the age of 25 who are in need of financial assistance and who are pupils or former pupils of the Richard Coates Church of England Voluntary Aided Middle School or who are resident within the parishes of Ponteland or voluntary bodies or schools providing facilities or activities for use by such persons

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

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	£24	£3	£21	n/a	n/a	n/a	n/a	n/a
31/12/21	£24	£35	£-11	n/a	n/a	n/a	n/a	n/a
31/12/20	£25	£6	£20	n/a	n/a	n/a	n/a	n/a
31/12/19	£24	£5	£19	n/a	n/a	n/a	n/a	n/a
31/12/18	£24	£6	£18	£0	£0	£0	n/a	0
31/12/17	£24	£5	£20	£0	£0	£0	n/a	0
31/12/16	£19	£19	£0	£0	£0	£0	n/a	0
31/12/15	£19	£19	£0	£0	£0	£0	n/a	0
31/12/14	£19	£20	£-2	£0	£0	£0	n/a	0
31/12/13	£19	£21	£-2	£0	£0	£0	n/a	0
31/12/12	£19	£16	£3	£0	£0	£0	n/a	0
31/12/11	£19	£18	£1	£0	£0	£0	n/a	0
31/12/10	£19	£18	£1	£0	£0	£0	n/a	0
31/12/09	£20	£16	£4	£0	£0	£0	n/a	0
31/12/08	£19	£22	£-3	£0	£0	£0	n/a	0
31/12/07	£20	£30	£-10	£0	£0	£0	n/a	0
31/12/06	£27	£10	£17	£0	£0	£0	n/a	0
31/12/05	£19	£7	£13	£0	£0	£0	n/a	0
31/12/04	£18	£5	£13	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 47 years

amorgan@nicholsonmorgan.co.uk

01661871012

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Newcastle Upon Tyne City, Northumberland,

Who it helps

Children/Young People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ALAN NEVILLE MEE Appointed: 2012

CHRISTOPHER JOHN MATTHEW

REVD CAPTAIN PAUL ALLISON Appointed: 2019

ANDREW WILLIAM MORGAN Appointed: 2013, Other trusteeships: THE ANNA ROSA FORSTER CHARITABLE TRUST, THE NORTHUMBERLAND COUNTY YOUTH CRICKET CHARITABLE TRUST, COATES EDUCATIONAL FOUNDATION,

CLIVE RINGROSE, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY THE VIRGIN, PONTELAND, COATES EDUCATIONAL FOUNDATION,

DAVID BUTLER (Chair) Appointed: 2016, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY THE VIRGIN, PONTELAND, COATES EDUCATIONAL FOUNDATION,

GILLIAN BUNTING Appointed: 2012, Other trusteeship: COATES EDUCATIONAL FOUNDATION,

ROBERT GUY RAMSAY Appointed: 2019, Other trusteeship: COATES EDUCATIONAL FOUNDATION,

REV GEORGE ROBERT CURRY Appointed: 2020, Other trusteeships: PROTESTANT REFORMATION SOCIETY, REFORMATION CHURCH TRUST, NEWCASTLE CITY MISSION AND SCRIPTURE READERS' SOCIETY, NEWCASTLE DIOCESAN EDUCATION BOARD, THE CHRISTIAN INSTITUTE, CENTRE WEST (NEWCASTLE), COATES EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 10/01/1977, number: 505906

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; all on time

Main office

14 BELL VILLAS
PONTELAND
NEWCASTLE UPON TYNE
NE20 9BE

Objectives

THE OBJECTS OF THE CHARITY ARE:1. THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN ADVANCING THE EDUCATION OF THE PUPILS AT THE SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES (NOT REQUIRED TO BE PROVIDED BY THE LOCAL EDUCATION AUTHORITY); AND2. FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF THE BENEFICIARIES IN THE AREA OF BENEFIT IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING BY:A) AWARDING SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY EDUCATIONAL INSTITUTION TO BENEFICIARIES; ORB) MAKING GRANTS TO ANY EDUCATIONAL INSTITUTION ATTENDED BY BENEFICIARIES; ORC) PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, EQUIPMENT, INSTRUMENTS OR BOOKS TO ASSIST BENEFICIARIES 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 AN EDUCATIONAL INSTITUTION.

Defined Area of Benefit:

CIVIL OR ECCLESIASTICAL PARISH OF PONTELAND, NORTHUMBERLAND

Data Sources