Finance Score: -1

Governance Score: 5

Support Score: 0

Spending falling: -1
No PartB

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

No supporters identified

Overall GiG Score: 4

ASHBY DE LA ZOUCH EDUCATIONAL FOUNDATION

the Charity expends one third of its income in promoting the religious education of persons under the age of 25 in the area of benefit in accordance with the principles of the Church of England. The remaining two thirds is used to promote the education including music and the arts through awarding financial assistance.

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 and dynamic in terms of composition

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
Spending has fallen significantly over the last 5 years relative to the previous period

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
31/01/23		£5	£4	£2	n/a	n/a	n/a	n/a	n/a
31/01/22		£6	£8	£-3	n/a	n/a	n/a	n/a	n/a
31/01/21		£6	£1	£5	n/a	n/a	n/a	n/a	n/a
31/01/20		£6	£5	£1	n/a	n/a	n/a	n/a	n/a
31/01/19	*	£6	£5	£1	n/a	n/a	n/a	n/a	n/a
31/01/18		£4	£16	£-11	£0	£0	£0	n/a	0
31/01/17		£0	£9	£-9	£0	£0	£0	n/a	0
31/01/16		£4	£1	£3	£0	£0	£0	n/a	0
31/01/15		£4	£2	£2	£0	£0	£0	n/a	0
31/01/14		£5	£3	£2	£0	£0	£0	n/a	0
31/01/13		£4	£4	£0	£0	£0	£0	n/a	0
31/01/12		£4	£3	£1	£0	£0	£0	n/a	0
31/01/11		£3	£1	£2	£0	£0	£0	n/a	0
31/01/10	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/01/09	*	£3	£4	£-1	£0	£0	£0	n/a	0
31/01/08	*	£3	£2	£0	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 55 years

admin@ashbytowncouncil.gov.uk

01530416961

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
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 (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

TRACY WINFIELD Appointed: 2017

EDWARD SHEPHARD Appointed: 2018

MELANIE SOMERVILLE Appointed: 2023

ROGER BAYLISS (Chair) Appointed: 2012

REV TIM PHILLIPS Appointed: 2016

ELIZABETH PARLE Appointed: 2023, Other trusteeship: ASHBY-DE-LA-ZOUCH ENDOWED SCHOOLS FOUNDATION,

NOREEN MEWIES Appointed: 2016, Other trusteeships: ASHBY DE LA ZOUCH YOUTH FOR CHRIST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY, ASHBY DE LA ZOUCH,

REV SUSAN FIELD Appointed: 2023, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SAINT HELEN, ASHBY-DE-LA-ZOUCH,

Legal constitution

Charity registered in England & Wales on 22/07/1969, number: 527933

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

16 returns made; AR19: 26 days late, AR10: 324 days late, AR09: 658 days late, AR08: 1031 days late,

Main office

Legion House
South Street
ASHBY-DE-LA-ZOUCH
Leicestershire
LE65 1BQ

Objectives

1. 1/3 OF THE INCOME:- A) PROVIDING SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY SCHOOL IN THE AREA OF BENEFIT IN WHICH RELIGIOUS INSTRUCTION IS GIVEN IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND. B) PROMOTING THE RELIGIOUS EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE REDIDENT IN THE AREA OF BENEFIT IN ACCORDANCE WITH THE PRINCIPLES AND DOCTRINES OF THE CHURCH OF ENGLAND BY MENAS OF SUNDAY SCHOOLS OR SUCH OTHER WAYS AS THE TRUSTEES THINK FIT. 2. 2/3 OF THE INCOME: IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE AREA OF BENEFIT OR WHO HAVE ATTENDED A SCHOOL IN THE AREA. FOR FURTHER DETAILS SEE SCHEME.

Defined Area of Benefit:

ANCIENT PARISH OF ASHBY DE LA ZOUCH

Data Sources