Finance Score: 0

Governance Score: 0

Support Score: 4

No PartB

Overall weighted support: +4

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:

A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£85	£39	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£37	£37	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£38	£46	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£27	£18	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£38	£25	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£39	£36	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£81	£67	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£30	£22	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£23	£18	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£25	£17	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	*	£7	£3	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 60 years

www.whalleyogs.org.uk

whalleyeducationalfoundation@btconnect.com

01254824669

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

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 supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

National Lottery Community Fund	£9,571
The Foyle Foundation	£7,500
Co-Operative Group	£1,360

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Small Grants
£7,500	01/03/2024	towards replacing an existing extension to create an improved community resource
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 facilities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

ALAN SCHOLFIELD Appointed: 2020

ARNOLD WOODHOUSE Appointed: 2024

CAROLINE ALLEN Appointed: 2022

GERALD MIRFIN Appointed: 2021

JO-ANN MURPHY Appointed: 2012

JUNE MARGARET BROWN Appointed: 2016

JOHN STRONG Appointed: 2013

LESLEY LOHOU Appointed: 2014

MARK HINDLE Appointed: 2019

MARTIN FEWSTER Appointed: 2014

TERRY HILL (Chair) Appointed: 2012

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
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures

Filing Record

18 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

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