Finance Score: -6

Governance Score: -1

Support Score: 0

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -7

OWEN LLOYD'S EDUCATIONAL FOUNDATION

To provide educational support to students between the ages of 16 and 25 studying at further or higher educational establishments. Grants to be awarded for students in the Penrhoslligwy and bordering parishes.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

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		£7	£8	£-2	n/a	n/a	n/a	n/a	n/a
31/12/21		£7	£8	£-2	n/a	n/a	n/a	n/a	n/a
31/12/20		£7	£10	£-3	n/a	n/a	n/a	n/a	n/a
31/12/19		£10	£12	£-2	n/a	n/a	n/a	n/a	n/a
31/12/18		£14	£12	£3	£0	£0	£0	n/a	0
31/12/17		£12	£11	£2	£0	£0	£0	n/a	0
31/12/16		£11	£11	£0	£0	£0	£0	n/a	0
31/12/15		£10	£9	£1	£0	£0	£0	n/a	0
31/12/14		£9	£11	£-1	£0	£0	£0	n/a	0
31/12/13		£9	£8	£1	£0	£0	£0	n/a	0
31/12/12		£7	£6	£1	£0	£0	£0	n/a	0
31/12/11	*	£7	£6	£1	£0	£0	£0	n/a	0
31/12/10		£6	£5	£0	£0	£0	£0	n/a	0
31/12/09?	*	£6	£6	£-1	£0	£0	£0	n/a	0
31/12/07	*	£6	£7	£0	£0	£0	£0	n/a	0
31/12/06		£6	£6	£0	£0	£0	£0	n/a	0
31/12/05		£6	£8	£-2	£0	£0	£0	n/a	0
31/12/04		£6	£6	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

01248410765

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Isle Of Anglesey,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

DERLWYN REES HUGHES (Chair)

JOHN HUW JONES

THOMAS DAVID EVANS

THE MOST REVEREND ANDREW THOMAS GRIFFITH JOHN Appointed: 2011, Other trusteeships: BRIDGET BEVAN'S FOUNDATION, POWIS EXHIBITION FUND, THE REPRESENTATIVE BODY OF THE CHURCH IN WALES,

Legal constitution

Charity registered in England & Wales on 01/10/1964, number: 525253

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR11: 24 days late, AR09: 71 days late, AR07: 75 days late,

Main office

Gwel y Nant
Llanallgo
MOELFRE
LL72 8HA

Objectives

(A) PROMOTION OF RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH IN WALES FOR CHILDREN. (B)THE PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS AND BOOKS TO ASSIST BENEFICIARIES TO ENTER INTO A PROFESSION, TRADE OR CALLING. (C)APPRENTICING BENEFICIARIES TO SOME USEFUL TRADE OR OCCUPATION. (D) TO AWARD EXHIBITIONS TENABLE AT ANY SECONDARY, TRAINING COLLEGE FOR TEACHERS, UNIVERSITY OR OTHER INSTITUTE OF FURTHER EDUCATION. (E) TO GRANT FINANCIAL ASSISTANCE TO ANY INSTITUTE OF FURTHER EDUCATION NOT PROVIDED BY THE LOCAL EDUCATION AUTHORITY. (F) TO PROMOTE EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING, BENEFICIARIES ARE THOSE PERSONS UNDER 25 RESIDENT IN PENRHOSLLIGWY. IF THE TRUSTEES CANNOT APPLY THE INCOME, THE AREA DURING THAT YEAR SHALL BE EXTENDED SO AS TO INCLUDE AN ADDITIONAL AREA COMPRISING SUCH OF THE NEIGHBOURING CIVIL OR ECCLESIASTICAL PARISHES (OR PARTS THEREOF) ADJACENT TO THE PARISH OF PENRHOSLLIGWY AS THE TRUSTEES MAY SELECT.

Defined Area of Benefit:

PARISH OF PENRHOSLLIGWY

Data Sources