Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -6

POOLEY EDUCATIONAL TRUST

Administers Wray-with-Botton's school founder's endowment and property.

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
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
30/08/23		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
30/08/22		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
30/08/21		£1	£4	£-3	n/a	n/a	n/a	n/a	n/a
30/08/20		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
30/08/19		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/08/18	*	£1	£1	£0	£0	£0	£0	n/a	0
30/08/17		£1	£0	£1	£0	£0	£0	n/a	0
30/08/16	*	£1	£3	£-1	£0	£0	£0	n/a	0
30/08/15		£1	£2	£-1	£0	£0	£0	n/a	0
31/08/14		£2	£1	£1	£0	£0	£0	n/a	0
30/08/13		£2	£1	£1	£0	£0	£0	n/a	0
30/08/12	*	£2	£1	£1	£0	£0	£0	n/a	0
30/08/11		£2	£1	£1	£0	£0	£0	n/a	0
30/08/10		£2	£2	£0	£0	£0	£0	n/a	0
30/08/09		£3	£1	£2	£0	£0	£0	n/a	0
30/08/08		£4	£2	£1	£0	£0	£0	n/a	0
30/08/07		£1	£1	£0	£0	£0	£0	n/a	0
30/08/06		£1	£1	£0	£0	£0	£0	n/a	0
30/08/05		£2	£1	£1	£0	£0	£0	n/a	0
30/08/04		£2	£2	£1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

http://www.wrayvillage.co.uk/reporters/wraysc

pooleytrustees@gmail.com

01524221013

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space

Where it operates

Lancashire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

JO MUGFORD Appointed: 2020

ANNE-MARIE CARRUTHERS Appointed: 2017

MR BARRY TAYLOR

MR RAY LOWIS

MARGARET WRIGHT Appointed: 2019

MARK ROUTLEDGE Appointed: 2022

ROBERT CHARLES PARTINGTON

PETER GORST (Chair) Appointed: 2013, Other trusteeship: THE LANCASHIRE DISTRICT OF THE METHODIST CHURCH IN GREAT BRITAIN,

Legal constitution

Charity registered in England & Wales on 21/05/1964, number: 526306

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Volunteer management

Filing Record

20 returns made; AR18: 164 days late, AR16: 15 days late, AR12: 113 days late,

Main office

BACK FARM
ROEBURNDALE
WRAY
LA2 9LL

Objectives

(1) THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR THE SCHOOL AND (2) TO PROMOTE THE EDUCATION OF FORMER PUPILS OF THE SCHOOL WHO ARE UNDER 25 YEARS OF AGE WHO ARE IN NEED OF FINANCIAL ASSISTANCE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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