Finance Score: -7

Governance Score: 2

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -5

MILNER EDUCATIONAL FOUNDATION

GRANTS FOR 16 TO 25 YEAR OLD GOING INTO FURTHER EDUCATION

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

Regulatory & Governance issues to consider:

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
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years

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
31/12/21	*	£11	£11	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/20	*	£12	£10	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£12	£9	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£12	£7	£5	£0	£0	£0	n/a	0	0
31/12/17		£12	£8	£4	£0	£0	£0	n/a	0	7
31/12/16		£284	£277	£7	£0	£0	£0	n/a	0	0
31/12/15		£0	£4	£-4	£0	£0	£0	n/a	0	0
31/12/14		£3	£1	£2	£0	£0	£0	n/a	0	0
31/12/13		£4	£7	£-3	£0	£0	£0	n/a	0	0
31/12/12		£4	£1	£2	£0	£0	£0	n/a	0	0
31/12/11		£4	£2	£1	£0	£0	£0	n/a	0	0
31/12/10		£4	£2	£2	£0	£0	£0	n/a	0	0
31/12/09		£3	£5	£-1	£0	£0	£0	n/a	0	0
31/12/08		£4	£2	£2	£0	£0	£0	n/a	0	0
31/12/07	*	£4	£1	£3	£0	£0	£0	n/a	0	0
31/12/06		£3	£7	£-4	£0	£0	£0	n/a	0	0
31/12/05		£3	£4	£-1	£0	£0	£0	n/a	0	0
31/12/04		£3	£2	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 59 years

01539725229

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

ELIZABETH COTTAM

PETER KNOWLES

STEPHEN CAPSTICK

WILLIAM MORPHET DIXON (Chair)

HEATHER MARY POSELTHWAITE Appointed: 2021

RUTH HELEN RIGG, Other trusteeship: PUBLIC HALL,

Legal constitution

Charity registered in England & Wales on 16/03/1965, number: 526913

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR21: 7 days late, AR20: 5 days late, AR18: 126 days late, AR07: 31 days late,

Main office

LOW HOUSE
OLD HUTTON
KENDAL
LA8 0NH

Objectives

VOLUNTARY SCHOOL; SPECIAL BENEFITS FOR THE PUPILS OF THE SCHOOL OF THE FOUNDATION; BENEFIT OF YOUNG PERSONS UNDER 25 YEARS OLD LIVING IN THE BENEFICIAL AREA IN NEED OF FINANCIAL ASSISTANCE BY PROVISION OF (A) EXHIBITIONS TENABLE AT SECONDARY SCHOOLS OR ANY INSTITUTION OF FURTHER EDUCATION; (B) FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO PREPARE FOR, OR TO ASSIST THEIR ENTRY INTO A PROFESSION TRADE OR CALLING; (C) OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES.

Defined Area of Benefit:

THE PARISHES OF OLD HUTTON AND HOMESCALES, NEW HUTTON

Data Sources