Finance Score: -3

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -3 times
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

ROPER EDUCATIONAL FOUNDATION

The management and administration of the Property held by the Trustees, and the application of the income received from such property in accordance with the "Application of Income" conditions referred to in the Scheme (dated 4th May 1964) made by the Secretary of State for Education and Science under Section 18 of the Charities Act 1960.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

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	Volun- teers
31/12/22		£63	£64	£-1	n/a	n/a	n/a	n/a	n/a	7
31/12/21		£37	£5	£32	n/a	n/a	n/a	n/a	n/a	0
31/12/20	*	£33	£55	£-22	n/a	n/a	n/a	n/a	n/a	0
31/12/19	*	£66	£65	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£65	£65	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/17		£65	£65	£0	£0	£0	£0	n/a	0	0
31/12/16		£66	£62	£4	£0	£0	£0	n/a	0	0
31/12/15		£66	£57	£9	£0	£0	£0	n/a	0	0
31/12/14		£66	£44	£21	£0	£0	£0	n/a	0	0
31/12/13		£50	£44	£6	£0	£0	£0	n/a	0	0
31/12/12		£65	£50	£15	£0	£0	£0	n/a	0	0
31/12/11		£61	£46	£15	£0	£0	£0	n/a	0	0
31/12/10		£61	£75	£-14	£0	£0	£0	n/a	0	0
31/12/09		£62	£64	£-2	£0	£0	£0	n/a	0	0
31/12/08		£63	£67	£-4	£0	£0	£0	n/a	0	0
31/12/07		£63	£48	£15	£0	£0	£0	n/a	0	0
31/12/06		£63	£64	£-1	£0	£0	£0	n/a	0	0
31/12/05		£63	£73	£-10	£0	£0	£0	n/a	0	0
31/12/04		£63	£52	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 60 years

mwb@bsglaw.co.uk

01524386500

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Lancashire,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

Unknown number of employees
7 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANNE MARIA HALL Appointed: 2013

HILARY ANNE RIGBY Appointed: 2018

MONICA FRANCES HOLDSWORTH Appointed: 2022

REV HUGH JOSEPH DUFFY Appointed: 2023

REV PAUL MERVYL FLETCHER (Chair) Appointed: 2017

COUNCILLOR DOROTHY JENNIFER MEIN Appointed: 2017, Other trusteeship: EMMAUS PRESTON,

Legal constitution

Charity registered in England & Wales on 15/09/1964, number: 526428

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR20: 134 days late, AR19: 499 days late, AR18: 865 days late,

Main office

3&4 AALBORG SQUARE
LANCASTER
LA1 1GG

Objectives

(A) IN MAKING PAYMENTS TO THE MANAGERS OR GOVERNORS OF ANY AIDED OR SPECIAL AGREEMENT SCHOOL IN, OR SERVING THE AREA OF, THE COUNTY BOROUGH OF PRESTON IN WHICH RELIGIOUS INSTRUCTION IS GIVEN IN ACCORDANCE WITH THE DOCTRINES OF THE ROMAN CATHOLIC CHURCH, WITH A PREFERENCE FOR SUCH A SCHOOL IN ST. WILFRID'S ROMAN CATHOLIC PARISH TO BE APPLIED IN OR TOWARDS THE COST OF THE PROVISION OF ALTERATIONS OF OR REPAIRS TO, THE PREMISES OF THE SCHOOL. (B) IN THE PROVISIONS FOR THE BENEFIT OF BOYS AND GIRLS WHO ARE RESIDENT IN ST. WILFRID'S PARISH, PRESTON OR WHO HAVE FOR NOT LESS THAN TWO YEARS AT ANY TIME ATTENDED A SCHOOL IN THAT PARISH, OF (1) EXHIBITIONS TENABLE TO ANY SECONDARY SCHOOL, TRAINING COLLEGE FOR TEACHERS, UNIVERSITY OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION AND (2) FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ASSIST THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING AND (3) IN PROMOTING THE EDUCATIONAL WORK (INCLUDING SOCIAL AND PHYSICAL TRAINING) CARRIED ON IN THE PREMISES OF THE FOUNDATION.

Defined Area of Benefit:

COUNTY BOROUGH OF PRESTON

Data Sources