Finance Score: -5

Governance Score: 6

Support Score: 1

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 2

UPTON UPON SEVERN EDUCATIONAL FOUNDATION

Providing for any school at which girls attend and which is in or substantially serves the beneficial area (Parish of Upton upon Severn) such benefits of any kind not normally provided by the local education authority.Promoting the education and social and physical training of females under the age of 25 years who are resident in the beneficial area and who are in need of financial assistance.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 has been volatile and on several occasions in recent years 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
31/12/22	*	£3	£2	£1	n/a	n/a	n/a	n/a	n/a
31/12/21		£3	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/20		£3	£5	£-2	n/a	n/a	n/a	n/a	n/a
31/12/19		£4	£3	£1	n/a	n/a	n/a	n/a	n/a
31/12/18		£2	£4	£-1	£0	£0	£0	n/a	0
31/12/17		£5	£1	£3	£0	£0	£0	n/a	0
31/12/16		£2	£4	£-2	£0	£0	£0	n/a	0
31/12/15		£4	£1	£3	£0	£0	£0	n/a	0
31/12/14		£1	£2	£-1	£0	£0	£0	n/a	0
31/12/13		£2	£2	£0	£0	£0	£0	n/a	0
31/12/12		£4	£2	£2	£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		£1	£1	£0	£0	£0	£0	n/a	0
31/12/08		£1	£1	£0	£0	£0	£0	n/a	0
31/12/07		£1	£2	£-1	£0	£0	£0	n/a	0
31/12/06		£1	£1	£0	£0	£0	£0	n/a	0
31/12/05		£1	£2	£-1	£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: 61 years

kate@katepriceaccountants.co.uk

01684 210617

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

Worcestershire,

Who it helps

Children/Young People

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 Upton upon Severn Educational Foundation
£2,924	15/11/2019	We want to support girls in Upton upon Severn Parish who are going into further education.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CHRISTINE ST LEGER-CHAMBERS (Chair) Appointed: 2021

DOREEN SMALL Appointed: 2023

MARTIN ALLEN Appointed: 2021

RACHEL FOLEY Appointed: 2023

BARBARA HINTON, Other trusteeship: HANLEY CASTLE HIGH SCHOOL,

REV BARRY UNWIN Appointed: 2016, Other trusteeships: Welland Residents Charity, THE ALMSHOUSES, LADY ANN RUSSELL FOUNDATION, THE ANCIENT PARISH OF RIPPLE TRUST, THE RIPPLE ECCLESIASTICAL CHARITY, EARLS CROOME CHURCH AND TOWER PROJECT,

Legal constitution

Charity registered in England & Wales on 12/12/1962, number: 527465

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

19 returns made; AR22: 89 days late,

Main office

1 Prices Lane
Upton-Upon-Severn
WORCESTER
WR8 0LY

Objectives

A. IN PROVIDING FORANY SCHOOL AT WHICH GIRLS ATTEND AND WHICH IS IN OR SUBSTANTIALLY SERVES THE BENEFICIAL AREA SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY. B. IN PROMOTING THE EDUCATION (INCLUDING RELIGIOUS EDUCATION AND SOCIAL AND PHYSCAL TRINING OF FEMALES UNDER THE AGE OF 25 YEARS WHO OR WHOSE PARENTS ARE RESIDENT IN THE BENEFICIAL AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE. (FOR FURTHER DETAILS SEE CLAUSE 27 OF ABOVE-MENTIONED SCHEME).

Defined Area of Benefit:

PARISH OF UPTON SEVERN

Data Sources