Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: 2

FILLONGLEY EDUCATIONAL FOUNDATION

The objects of the charity are to apply its income in providing special benefits for Bournebrook School and otherwise promoting the education and welfare of young persons in the parish of Fillongley.

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

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

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		£39	£19	£21	n/a	n/a	n/a	n/a	n/a
31/12/21		£39	£14	£25	n/a	n/a	n/a	n/a	n/a
31/12/20		£38	£33	£5	n/a	n/a	n/a	n/a	n/a
31/12/19		£39	£14	£25	n/a	n/a	n/a	n/a	n/a
31/12/18		£29	£13	£16	£0	£0	£0	n/a	0
31/12/17		£22	£23	£-1	£0	£0	£0	n/a	0
31/12/16		£21	£23	£-1	£0	£0	£0	n/a	0
31/12/15	*	£23	£77	£-53	£0	£0	£0	n/a	0
31/12/14		£17	£11	£5	£0	£0	£0	n/a	0
31/12/13		£19	£13	£6	£0	£0	£0	n/a	0
31/12/12		£16	£18	£-2	£0	£0	£0	n/a	0
31/12/11		£16	£18	£-2	£0	£0	£0	n/a	0
31/12/10	*	£15	£36	£-21	£0	£0	£0	n/a	0
31/12/09	*	£15	£23	£-8	£0	£0	£0	n/a	0
31/12/08		£21	£28	£-7	£0	£0	£0	n/a	0
31/12/07	*	£19	£66	£-47	£0	£0	£0	n/a	0
31/12/06	*	£18	£12	£7	£0	£0	£0	n/a	0
31/12/05	*	£18	£16	£2	£0	£0	£0	n/a	0
31/12/04	*	£21	£16	£5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

http://www.cockslloyd.co.uk/

m.jones@cockslloyd.co.uk

02476641642

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Education support services

How it operates

Makes Grants to Individuals

Where it operates

Warwickshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

HEATHER BADHAM Appointed: 2016

ROBERT BARNETT Appointed: 2020

SHEILA MARGARET ONIONS (Chair) Appointed: 2011

ALFRED ROBERT PARGETTER Appointed: 2013, Other trusteeship: THE UNITED CHARITY OF WILLIAM AVERY AND OTHERS,

DAVE HUMPHREYS Appointed: 2021, Other trusteeship: COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION,

ETHNA AVRIL PEACOCK, Other trusteeship: THE UNITED CHARITY OF WILLIAM AVERY AND OTHERS,

REV STEVE MEDLEY Appointed: 2023, Other trusteeships: THE UNITED CHARITY OF WILLIAM AVERY AND OTHERS, THE EDUCATIONAL FOUNDATION OF WILLIAM AVERY,

Legal constitution

Charity registered in England & Wales on 25/01/1965, number: 528697

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR15: 39 days late, AR10: 23 days late, AR09: 38 days late, AR07: 31 days late, AR06: 48 days late, AR05: 30 days late, AR04: 34 days late,

Main office

Riversley House
Coton Road
Nuneaton
Warwickshire
CV115TX

Objectives

A) PROVIDING SUCH SPECIAL BENEFITS, OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR FILLONGLEY SCHOOL AS MAY FROM TIME TO TIME BE AGREED UPON BETWEEN THE TRUSTEES, THE MANAGERS AND THE AUTHORITY; B) OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING AND WELFARE) OF BENEFICIARIES; FOR YOUNGPERSONS UNDER 25 YEARS, RESIDENT IN OR IN THE NEIGHBOURHOOD OF THE ANCIENT PARISH OF FILLONGLEY, WHO IN THE OPINION OF THE TRUSTEES, ARE IN NEED OF FINANCIAL ASSISTANCE.

Defined Area of Benefit:

ANCIENT PARISH OF FILLONGLEY AND THE IMMEDIATE VICINITY

Data Sources