Finance Score: -2

Governance Score: -2

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Mainly female board: -1

No supporters identified

Overall GiG Score: -4

THE BERNARD THORPE EDUCATIONAL FOUNDATION

Awarding grants to schools and groups for educational and cultural activities in Shepshed, Leics.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
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
31/03/23		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
31/03/22		£3	£2	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a
31/03/20		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£3	£2	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£3	£2	£1	£0	£0	£0	n/a	0
31/03/17		£3	£5	£-2	£0	£0	£0	n/a	0
31/03/16		£3	£0	£2	£0	£0	£0	n/a	0
31/03/15	*	£3	£5	£-2	£0	£0	£0	n/a	0
31/03/14		£3	£5	£-2	£0	£0	£0	n/a	0
31/03/13		£3	£2	£1	£0	£0	£0	n/a	0
31/03/12	*	£3	£1	£1	£0	£0	£0	n/a	0
31/03/11		£8	£3	£5	£0	£0	£0	n/a	0
31/03/10	*	£3	£1	£1	£0	£0	£0	n/a	0
31/03/09		£3	£5	£-3	£0	£0	£0	n/a	0
31/03/08		£2	£2	£1	£0	£0	£0	n/a	0
31/03/07		£2	£2	£0	£0	£0	£0	n/a	0
31/03/06		£2	£2	£1	£0	£0	£0	n/a	0
31/03/05		£2	£1	£1	£0	£0	£0	n/a	0
31/03/04		£2	£2	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 51 years

CHARLES.L.EASTLAKE@GMAIL.COM

07508537326

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Organisations

Where it operates

Leicestershire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ANN-MARIE ELIZABETH DONALDSON Appointed: 2020

DAVID NORMAN BRIDGES (Chair)

JOANNE UNWIN Appointed: 2020

CHRISTINE RADFORD, Other trusteeship: THOMAS HARLEY'S ESTATE CHARITY,

JANE LENNIE Appointed: 2023, Other trusteeship: SHEPSHED GLENMORE COMMUNITY ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 05/10/1973, number: 527893

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Volunteer management

Filing Record

20 returns made; AR15: 147 days late, AR12: 141 days late, AR10: 45 days late,

Main office

12 Church Street
Shepshed
LOUGHBOROUGH
Leicestershire
LE12 9RH

Objectives

THE ADVANCEMENT OF EDUCATION IN THE BENEFICIAL AREA 1. BY THE PROVISION FOR SHEPSHED COUNTY SECONDARY MODERN SCHOOL AND COMMUNITY CENTRE OR EVENING INSTITUTE ATTACHED TO IT OF APPARATUS, EQUIPMENT, FURNITURE, WORKS OR ART, BUILDINGS AND AMENITIES OTHER THAN THOSE NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY. 2. FOR OR TOWARDS THE PROVISION OF LECTURES, RECITALS, DEBATES, CONCERTS, ENTERTAINMENTS, EXHIBITIONS, BALLETS, THEATRICAL AND DRAMATIC PERFORMANCES OR FILMS OF EDUCATIONAL VALUE IN THE BENEFICIAL AREA AND IN PAYING THE FEES AND EXPENSES THERETO, BUT IN EVERY CASE AVOIDING THE INTRODUCTION OF PARTY POLITICS. 3. FOR GIVING ASSISTANCE (OTHERWISE THAN SUCH AS MAY BE GIVEN BY THE LOCAL EDUCATION AUTHORITY) TO INDIVIDUAL PUPILS OR GROUPS OF PUPILS AND MEMBERS OF STAFF OF THE SAID SCHOOL AND MEMBERS AND LEADERS OF RECOGNISED YUTH GROUPS IN THE BENEFICIAL AREA (SO FAR AS ANY SUCH PERSONS ARE IN THE OPINION OF THE TRUSTEES IN NEED OF FINANCIAL ASSISTANCE) FOR GOING ON SUCH EXPEDITIONS AT HOME OR ABROAD AS MAY ENABLE THEM TO PURSUE RESEARCH OR STUDY OR BY MEANS OF SOCIAL AND PHYSICAL TRAINING AND ENDURANCE TO ACQUIRE CULTIVATE OR DEVELOP SUCH QUALITIES OR CHARACTER AS MAY BETTER EQUIP THEM FOR WORK. 4. FOR AND TOWARDS ANY PURPOSE HAVING IN VIEW (OTHERWISE THAN BY DIRECT RELIEF OF RATES) SUCH SOCIAL CULTURAL AND RECREATIONAL ACTIVITIES IN SHEPSHED - NEIGHBOURHOOD AS MAY FURTHER EDUC RESIDENTS THEREIN. 5. TOWARDS OTHER PURPOSE COMPREHENDED IN PARAMOUNT PURPOSE OF THIS TRUST.

Defined Area of Benefit:

SHEPSHED AND THE NEIGHBOURHOOD

Data Sources