Finance Score: -1

Governance Score: 1

Support Score: 4

Spending declining: -1
No PartB

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 4

WHALLEY EDUCATIONAL FOUNDATION

This a charity based in the village of Whalley, Lancashire and its aim is to provide educational opportunities to the people, particularly children, of Whalley and the surrounding areas.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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

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		£37	£37	£0	n/a	n/a	n/a	n/a	n/a	10
31/12/21		£38	£46	£-9	n/a	n/a	n/a	n/a	n/a	10
31/12/20		£27	£18	£9	n/a	n/a	n/a	n/a	n/a	6
31/12/19	*	£38	£25	£13	n/a	n/a	n/a	n/a	n/a	10
31/12/18		£39	£36	£3	£0	£0	£0	n/a	0	10
31/12/17		£81	£67	£14	£0	£0	£0	n/a	0	0
31/12/16		£30	£22	£9	£0	£0	£0	n/a	0	0
31/12/15		£23	£18	£5	£0	£0	£0	n/a	0	0
31/12/14		£25	£17	£8	£0	£0	£0	n/a	0	0
31/12/13	*	£7	£3	£4	£0	£0	£0	n/a	0	0
31/12/12		£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/11	*	£0	£0	£0	£0	£0	£0	NAN	0	0
31/12/10	*	£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/09	*	£0	£0	£0	£0	£0	£0	NAN	0	0
31/12/08	*	£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/07	*	£0	£0	£0	£0	£0	£0	NAN	0	0
31/12/06	*	£0	£0	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 59 years

www.whalleyogs.org.uk

whalleyeducationalfoundation@btconnect.com

01254824669

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
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Whalley Educational Foundation
£1,360	21/10/2023	We would like to renovate one of our meeting rooms, to provide a welcoming and comfortable room which can be used by a number of community groups and attract new groups to our building.
National Lottery Community Fund - Social Area Refurbishment
£9,571	05/02/2021 2	This project will refurbish a kitchen and break out area within the community centre and create a more welcoming environment when users can return to the centre.
National Lottery Community Fund - Whalley Old Grammar School Hall Storage
£8,430	03/05/2017 12	The funding will be used by a charity to create a storage room in the main hall of their community facility. The project aims to accommodate local community groups and increase access to community ....more The funding will be used by a charity to create a storage room in the main hall of their community facility. The project aims to accommodate local community groups and increase access to community facilities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

LESLEY LOHOU Appointed: 2014

ALAN SCHOLFIELD Appointed: 2020

CAROLINE ALLEN Appointed: 2022

GERALD MIRFIN Appointed: 2021

JOHN STRONG Appointed: 2013

MARK HINDLE Appointed: 2019

MARTIN FEWSTER Appointed: 2014

TERRY HILL (Chair) Appointed: 2012

AMANDA PARKER Appointed: 2016, Other trusteeships: DUCHY OF LANCASTER BENEVOLENT FUND, NATIONAL CRIMEBEAT,

JO-ANN MURPHY Appointed: 2012, Other trusteeship: WHALLEY PRE - SCHOOL,

JUNE MARGARET BROWN Appointed: 2016, Other trusteeships: ADAM COTTAM'S ALMSHOUSES, QUEEN ELIZABETH II PLAYING FIELDS, WHALLEY SPORTS COMMUNITY PARK,

Legal constitution

Charity registered in England & Wales on 12/04/1965, number: 526473

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

17 returns made; AR19: 3 days late, AR13: 83 days late, AR11: 118 days late, AR10: 126 days late, AR09: 491 days late, AR08: 855 days late, AR07: 94 days late, AR06: 1586 days late,

Main office

The Old Grammar School
Whalley
CLITHEROE
BB7 9RH

Objectives

THE PROVISION OF ASSISTANCE FOR HIGHER EDUCATION BY THE MAINTENANCE OF JUNIOR EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL OR AT ANY INSTITUTION OF TECHNICAL, PROFESSIONALOR INDUSTRIAL INSTRUCTION AND SENIOR EXHIBITIONS TENABLE AT ANY UNIVERSITY, OR AT ANY OTHER INSTITUTE OF HIGHER (INCLUDING PROFESSIONAL OR TECHNICAL INSTRUCTION.)

Defined Area of Benefit:

THE ECCLESIASTICAL PARISH OF WHALLEY

Data Sources