Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -3

JOHN SMITH'S EDUCATIONAL FOUNDATION

To give grants to young people and schools to assist with purchase of books and equipment etc. in the parishes of Peterchurch and Clifford, Herefordshire only.

Analysis by Giving is Great

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
On several occasions in recent years income has been less than spending

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
31/12/23		£15	£12	£3	n/a	n/a	n/a	n/a	n/a
31/12/22		£14	£24	£-9	n/a	n/a	n/a	n/a	n/a
31/12/21		£4	£1	£3	n/a	n/a	n/a	n/a	n/a
31/12/20		£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£4	£5	£-2	n/a	n/a	n/a	n/a	n/a
31/12/18		£4	£4	£0	£0	£0	£0	n/a	0
31/12/17		£4	£4	£0	£0	£0	£0	n/a	0
31/12/16		£4	£5	£-2	£0	£0	£0	n/a	0
31/12/15		£4	£5	£0	£0	£0	£0	n/a	0
31/12/14		£8	£2	£6	£0	£0	£0	n/a	0
31/12/13		£13	£7	£6	£0	£0	£0	n/a	0
31/12/12		£10	£2	£8	£0	£0	£0	n/a	0
31/12/11		£4	£2	£2	£0	£0	£0	n/a	0
31/12/10		£3	£2	£2	£0	£0	£0	n/a	0
31/12/09		£3	£6	£-2	£0	£0	£0	n/a	0
31/12/08		£4	£1	£3	£0	£0	£0	n/a	0
31/12/07	*	£3	£1	£3	£0	£0	£0	n/a	0
31/12/06		£5	£1	£4	£0	£0	£0	n/a	0
31/12/05	*	£13	£13	£0	£0	£0	£0	n/a	0
31/12/04	*	£3	£9	£-6	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

clerkjsc@btinternet.com

0789 691 1422

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

Herefordshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Gender Split

EMMA TOWERSEY Appointed: 2020

HELEN RODGERS Appointed: 2018

JANE SWAN Appointed: 2023

KEN LLOYD Appointed: 2023

BRENDAN CHARLES TREANOR, Other trusteeship: PETERCHURCH VILLAGE HALL,

CHERRY PHILIPS, Other trusteeship: JOHN SMITH'S CHARITY,

MARY PENOYRE MORGAN (Chair), Other trusteeships: JOHN SMITH'S CHARITY, THE NORTHWICK TRUST,

MISS MAGGIE MARMER Appointed: 2017, Other trusteeship: PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF PETERCHURCH,

NICHOLAS GILBERT, Other trusteeship: JOHN SMITH'S CHARITY,

PAULA SIAN JAMES Appointed: 2017, Other trusteeship: JOHN SMITH'S CHARITY,

Legal constitution

Charity registered in England & Wales on 24/03/1965, number: 527143

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

02/09/2020 - Asset transfer in from ANN CHELMICK
02/09/2020 - Asset transfer in from THOMAS LANDON
02/09/2020 - Asset transfer in from WILLIAM PYE
02/09/2020 - Asset transfer in from THE UNITED CHARITIES

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 18 days late, AR07: 364 days late, AR05: 35 days late, AR04: 14 days late,

Recent reorganisation events:

Asset transfer in from ANN CHELMICK on 02/09/2020
Asset transfer in from THOMAS LANDON on 02/09/2020
Asset transfer in from WILLIAM PYE on 02/09/2020
Asset transfer in from THE UNITED CHARITIES on 02/09/2020

Main office

37 Crossways
Peterchurch
HEREFORD
HR2 0TQ

Objectives

TO BENEFIT BOYS AND GIRLS OF THE BENEFICIAL AREA WHO ARE IN NEED OF FINACIAL ASSISTANCE BY WAY OF EXHIBITIONS AT ANY INSTITUTION OF FURTHER EDUCATION, ASSISTING THEM TO ENTER A PROFESSION TRADE OR CALLING AND IN OTHERWISE PROMOTING THEIR EDUCATION.

Defined Area of Benefit:

ANCIENT PARISHES OF PETERCHURCH AND CLIFFORD

Data Sources