Finance Score: -4

Governance Score: -1

Support Score: 0

Reasonable growth: +1
Multiple Deficits and declines: -5
No PartB

Mainly female board: -1

No supporters identified

Overall GiG Score: -5

FARMER EDUCATIONAL FOUNDATION

providing for any school in Holbeach or serving Holbeach special benefits not provided by the LEA and promoting the education of persons resident in the parish

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

The Board is predominantly female

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£19	£39	£-20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£29	£40	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£38	£31	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£33	£25	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£34	£26	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£34	£26	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£35	£23	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£37	£56	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£33	£24	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£32	£25	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£27	£26	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£26	£22	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£25	£27	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£25	£36	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£27	£25	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£31	£33	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£23	£18	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£22	£20	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£21	£17	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£16	£18	£-2	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 43 years

griffin325@btinternet.com

07901865328

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Lincolnshire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CHRISTOPHER JOHN PENNEY (Chair)

DONNA MARIE ALLEN Appointed: 2022

ISOBEL HUTCHINSON Appointed: 2013

JENNY WORTH

MARY DACK Appointed: 2017

REV SHERINE VICTORIA ANGUS Appointed: 2022

SOPHIE HUTCHINSON Appointed: 2019

TRACEY ANN CARTER Appointed: 2021

Legal constitution

Charity registered in England & Wales on 31/03/1982, number: 527636

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 1 days late, AR16: 1 days late, AR06: 1 days late, AR05: 1 days late, AR04: 1 days late,

Main office

39 Church Street
Warmington
PETERBOROUGH
PE8 6TE

Objectives

1) IN PROVIDING FOR ANY SCHOOL, ACADEMY OR OTHER PUBLICLY FUNDED EDUCATIONAL ESTABLISHMENT IN THE PARISH OF HOLBEACH OR SERVING THE SAME SUCH FINANCIAL ASSISTANCE AS THE GOVERNORS FEEL ABLE TO PROVIDE TOWARDS PROJECTS OR SCHEMES WHICH THE GOVERNORS CONSIDER WOULD BE FOR THE BENEFIT OF PUPILS WHO ARE RESIDENT IN THE SAID PARISH.2) IN PROMOTING IN SUCH OTHER WAYS AS THE GOVERNORS SHALL THINK FIT THE EDUCATION OF PERSONS WHO ARE RESIDENT IN THE SAID PARISH.

Defined Area of Benefit:

PARISH OF HOLBEACH

Data Sources

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