Finance Score: -1

Governance Score: 0

Support Score: 0

Reasonable growth: +1
Deficit latest year: -2
No PartB

No supporters identified

Overall GiG Score: -1

BALSHAW'S EDUCATION FOUNDATION

Making charitable donations to certain schools in the Leyland Parish area, as specified in the Trust Deed. Making charitable donations to Balshaws pupils and ex pupils, as decided by the Trustees of the Charity.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

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 was significantly lower than spending in the latest year

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

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Highest pay bracket: less than £60,000

Established: 57 years

01772421009

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

COLIN GEORGE SHARPLES Appointed: 2019

JULIA MONKS Appointed: 2016

JOHN ROWLAND KAZER Appointed: 2018

MARTIN JOHN BARRETT Appointed: 2012

MICHAEL OTTER (Chair)

NICOLA WEBSDELL Appointed: 2012

REV JEFF FEARNLEY Appointed: 2008

STEPHEN LOMAX Appointed: 2018

TIM CALLAGHAN

JOSEPHINE MIRIAM VENN, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLCOMBE AND HAWKSHAW,

STEVEN CHARLES HAYCOCKS Appointed: 2014, Other trusteeship: BALSHAW'S ASSOCIATION (PTA),

Legal constitution

Charity registered in England & Wales on 28/06/1967, number: 526595

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Volunteer management

Filing Record

19 returns made; AR10: 22 days late, AR09: 102 days late, AR07: 84 days late, AR05: 357 days late,

Main office

8 Beechfield Road
LEYLAND
PR25 3BG

Objectives

FOR THE PURPOSES OF ANY ACTIVITY DEEMED APPROPRIATE TO FURTHER THE STUDY OF, OR PROVIDE FINANCIAL ASSISTANCE TO ENABLE, A PUPIL OF THE SCHOOL TO HAVE AN EQUITABLE RIGHT TO THE CURRICULUM AND EXTRA-CURRICULAR ACTIVITIES WITHOUT PREJUDICE TO THE FINANCIAL SITUATION OF THE PARENTS OR THE POTENTIAL OF PRESENT STUDENTS OR PAST STUDENTS AT THE DISCRETION OF THE HEAD OR THE TRUSTEES.IN MAKING GRANTS TO THE HEAD OF ANY SCHOOL ATTENDED BY CHILDREN RESIDENT IN THE ANCIENT PARISH OF LEYLAND, WHICH IS AN AIDED SCHOOL WITHIN THE MEANING OF THE SCHOOL STANDARDS AND FRAMEWORK ACT 1998, AND WHEREIN RELIGIOUS INSTRUCTION IS GIVEN IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND, SO THAT THE PREMISES OF SUCH SCHOOLS MAY CONFORM TO THE REQUIREMENTS OF LEGISLATION. THE BENEFICIARY SCHOOLS FALL WITHIN THE CATEGORY COVERED BY THIS PARAGRAPH.FOR THE BENEFIT OF BOYS OR GIRLS (HEREINAFTER CALLED BENEFICIARIES) WHO, OR WHOSE PARENTS, ARE RESIDENT IN THE ANCIENT PARISH OF LEYLAND AND WHO, IN THE OPINION OF THE TRUSTEES, ARE IN NEED OF FINANCIAL ASSISTANCE:-A) EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL, TRAINING COLLEGE FOR TEACHERS, UNIVERSITY, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL)EDUCATION APPROVED BY THE TRUSTEES, TO BE AWARDED UNDER RULES TO BE MADE BY THE TRUSTEES, INCLUDING RULES AS TO THE VALUES AND PERIOD OF TENURE OF THE EXHIBITIONS, AND THE QUALIFICATIONS AND METHOD OF ASCERTAINMENT AND SELECTION, OF CANDIDATES.B) FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL, UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR ASSIST THEIR ENTRY INTO, A PROFESSION, TRADE OR CALLING.C) FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS, OR TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION.D) OTHERWISE PROMOTING THE EDUCATION OF BENEFICIARIES

Defined Area of Benefit:

ANCIENT PARISH OF LEYLAND

Data Sources