Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION

To support the education of local young people, through grants to individuals in financial need, schools, or community/voluntary organisations. Young people being those under the age of 25 years, who live in the parish of Coleshill, Maxstoke, Shustoke, Whitacres, Curdworth, Lea Marston, Water Orton, or attend a school in one of these parishes, or previously attended The Coleshill School.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

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

Established: 53 years

www.coleshillgst.org.uk

clerk@coleshillgst.org.uk

01675467464

Charity Commission for England and Wales

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		£168	£171	£-3	n/a	n/a	n/a	n/a	n/a
31/03/22		£203	£150	£53	n/a	n/a	n/a	n/a	n/a
31/03/21		£167	£137	£30	n/a	n/a	n/a	n/a	n/a
31/03/20		£128	£95	£33	n/a	n/a	n/a	n/a	n/a
31/03/19		£179	£84	£95	n/a	n/a	n/a	n/a	n/a
31/03/18		£138	£153	£-14	£0	£0	£0	n/a	0
31/03/17		£174	£225	£-51	£0	£0	£0	n/a	0
31/03/16		£172	£215	£-44	£0	£0	£0	n/a	0
31/03/15	*	£152	£139	£13	£0	£0	£0	n/a	0
31/03/14		£152	£139	£13	£0	£0	£0	n/a	0
31/03/13		£156	£77	£79	£0	£0	£0	n/a	0
31/03/12	*	£135	£86	£48	£0	£0	£0	n/a	0
31/03/11		£111	£103	£8	£0	£0	£0	n/a	0
31/03/10	*	£142	£70	£71	£0	£0	£0	n/a	0
31/03/09		£116	£104	£12	£0	£0	£0	n/a	0
31/03/08		£164	£47	£117	£0	£0	£0	n/a	0
31/03/07	*	£108	£51	£57	£0	£0	£0	n/a	0
31/03/06		£95	£46	£49	£0	£0	£0	n/a	0
31/03/05		£83	£47	£36	£0	£0	£0	n/a	0
31/03/04		£83	£95	£-12	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

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 (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

BEN HENRY Appointed: 2013

CHRISTOPHER PAGE Appointed: 2014, Other trusteeship: THE MAXSTOKE CHARITY,

DR COLIN HAYFIELD Appointed: 2009

ELIZABETH JONES Appointed: 2017

PETER SYMONDS Appointed: 2021

CAROLINE SYMONDS Appointed: 2018, Other trusteeship: THE COLESHILL PARISH TRUST FUND,

DAVE HUMPHREYS Appointed: 2021, Other trusteeship: FILLONGLEY EDUCATIONAL FOUNDATION,

DR ANDREW DAVID WATKINS, Other trusteeship: THE DUGDALE SOCIETY,

JEREMY CURRIN Appointed: 2014, Other trusteeships: OPERATION ORPHAN, THE SPONGE,

KENELM EDWARD WINGFIELD DIGBY, Other trusteeships: SIMON DIGBY CHARITABLE TRUST, THE SIMON DIGBY (SHERBORNE) MEMORIAL TRUST,

LORD AYLESFORD (Chair), Other trusteeships: THE AYLESFORD FAMILY CHARITABLE TRUST, EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON, THE COVENTRY HOSPITALS CHARITY, ST JAMES GREAT PACKINGTON TRUST, THE MISSION HOUSE CHARITY,

SUSAN MARY WALLACE, Other trusteeships: RELIEF IN NEED CHARITY OF SIMON LORD DIGBY AND OTHERS, EDUCATIONAL FOUNDATION OF SIMON LORD DIGBY AND OTHERS,

Legal constitution

Charity registered in England & Wales on 30/09/1971, number: 528750

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR15: 81 days late, AR12: 128 days late, AR10: 18 days late, AR07: 37 days late,

Main office

Barkers Piece
Dog Lane
Nether Whitacre
Coleshill
BIRMINGHAM
B46 2DT

Objectives

1. PROVISION OF SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR COUNTY OR VOLUNTARY SCHOOLS IN THE RURAL DISTRICT OF MERIDEN. 2. PROVISION OF OTHER EDUCATIONAL BENEFITS IN THE WAY OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCE; ASSISTANCE TO PREPARE FOR, OR TO ENTER, A PROFESSION, TRADE OR CALLING; TO TRAVEL ABROAD IN PURSUIT OF EDUCATION, OR TO STUDY MUSIC OR OTHER ARTS. PROVISION OF FACILITIES FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING; FINANCIAL ASSISTANCE TO ANY CHARITABLE VOLUNTARY ORGANISATION IN OR NEAR THE RURAL DISTRICT OF MERIDEN, (INACCORDANCE WITH THE TERMSOF THE SCHEMES OF 1958 AND 1971, REGULATING THE FOUNDATION)NOTE:- THE BENEFICIARIES UNDER 2. ABOVE SHALL BE PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS AND WHO, IN THE OPINION OF THE GOVERNORS, ARE IN NEED OF FINANCIAL ASSISTANCE, WITH A PREFERENCE (OTHER THINGS BEING EQUAL) FOR SUCH PERSONS WHO ARE RESIDENT IN THE PARISH OF COLESHILL.

Defined Area of Benefit:

RURAL DISTRICT OF MERIDEN

Data Sources