Finance Score: -1

Governance Score: 6

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

LANCASTER, RIPLEY CHURCH OF ENGLAND EDUCATIONAL TRUST

Support & maintenance (inlcluding contributions to new buildings) of one Comprehensive and 3 Primary Church of England Schools in Lancaster City Area. Grants for educational purposes within 15 miles of Lancaster Priory Church & 8 miles of Liverpool Anglican Cathedral.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£171	£192	£-21	n/a	n/a	n/a	n/a	n/a
31/03/22	£133	£199	£-66	n/a	n/a	n/a	n/a	n/a
31/03/21	£128	£87	£42	n/a	n/a	n/a	n/a	n/a
31/03/20	£129	£43	£86	n/a	n/a	n/a	n/a	n/a
31/03/19	£125	£132	£-7	n/a	n/a	n/a	n/a	n/a
31/03/18	£123	£137	£-14	£0	£0	£0	n/a	0
31/03/17	£128	£122	£7	£0	£0	£0	n/a	0
31/03/16	£104	£140	£-36	£0	£0	£0	n/a	0
31/03/15	£117	£96	£20	£0	£0	£0	n/a	0
31/03/14	£123	£130	£-7	£0	£0	£0	n/a	0
31/03/13	£120	£186	£-66	£0	£0	£0	n/a	0
31/03/12	£120	£83	£37	£0	£0	£0	n/a	0
31/03/11	£115	£108	£7	£0	£0	£0	n/a	0
31/03/10	£112	£108	£4	£0	£0	£0	n/a	0
31/03/09	£110	£139	£-29	£0	£0	£0	n/a	0
31/03/08	£104	£87	£17	£0	£0	£0	n/a	0
31/03/07	£94	£62	£32	£0	£0	£0	n/a	0
31/03/06	£88	£99	£-11	£0	£0	£0	n/a	0
31/03/05	£77	£64	£12	£0	£0	£0	n/a	0
31/03/04	£72	£68	£4	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

laura.brereton@osg.co.uk

0152432256

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Lancashire, Liverpool City,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

BRETT MARTIN COOPER Appointed: 2023

DR AWENA ELIZABETH CARTER

JANET ALEXANDER Appointed: 2016

KEITH DAVID ROBINSON Appointed: 2013

KEN MAUNDER

REV LEAH BEVERLEY VASEY-SAUNDERS (Chair) Appointed: 2021

SAMUEL PETER JOHNSON Appointed: 2022

SARAH PUNSHON Appointed: 2023

VALERIE JEAN PEARSON Appointed: 2018

FRED KERSHAW Appointed: 2013, Other trusteeship: GOOD NEWS FOR EVERYONE!,

KEITH WILLIAM WEATHERILL Appointed: 2023, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST.PAUL'S, SCOTFORTH,

REV CAROL LOUISA BACKHOUSE Appointed: 2020, Other trusteeship: GREGSON INSTITUTE,

Legal constitution

Charity registered in England & Wales on 01/10/1963, number: 526393

Gift Aid

NOT 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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

OGLETHORPE STURTON & GILLIBRAND
16 CASTLE PARK
LANCASTER
LA1 1YG

Objectives

SUPPORT OF THE SCHOOLS OF THE FOUNDATION AS VOLUNTARY SCHOOLS. MAINTENANCE OF THE CHAPEL AT RIPLEY HOSPITAL; A HOSTEL FOR PUPILS OF THE SCHOOLS; ASSISTANCE OF OTHER CHURCH OF ENGLAND SCHOOLS IN THE AREA WITHIN 15 MILES OF ST.MARYS PRIORY AND PARISH CHURCH, LANCASTER AND WITHIN 7 MILES OF THE CATHEDRAL CHURCH OF CHRIST,LIVERPOOL; OPTIONAL PROVISION OF SUITABLE PLACES FOR THE MORAL, SPIRITUAL, SOCIAL AND PHYSICAL TRAINING OF YOUNG PEOPLE; PAYMENT OF BOARDING FEES AT THE HOSTEL OF ORPHANS; EXHIBITIONS FOR FURTHER EDUCATION AND ASSISTANCE TO ENTER A PROFESSION, TRADE OR CALLING.

Defined Area of Benefit:

SEE OBJECTS

Data Sources