Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN

THE AWARD OF PRIZES AND THE PROVISION OF SPECIAL BENEFITS FOR THE SCHOOL OF THE FOUNDATION AND AS REGARDS PRIZES, FOR THE OTHER COUNTY AND VOLUNTARY SCHOOLS IN THE AREA OF BENEFIT. THE PROVISION OF ASSISTANCE FOR HIGHER EDUCATION TO RESIDENTS IN THE AREA OF BENEFIT. THE MAKING OF ANNUAL GRANTS TO THE GOVERNORS OF THE SCHOOL OF THE FOUNDATION.

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

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		£76	£67	£9	n/a	n/a	n/a	n/a	n/a
31/12/21		£76	£67	£9	n/a	n/a	n/a	n/a	n/a
31/12/20		£77	£70	£7	n/a	n/a	n/a	n/a	n/a
31/12/19		£85	£73	£13	n/a	n/a	n/a	n/a	n/a
31/12/18		£79	£70	£10	£0	£0	£0	n/a	0
31/12/17		£83	£73	£9	£0	£0	£0	n/a	0
31/12/16		£86	£76	£9	£0	£0	£0	n/a	0
31/12/15		£73	£63	£10	£0	£0	£0	n/a	0
31/12/14		£71	£62	£9	£0	£0	£0	n/a	0
31/12/13		£68	£57	£11	£0	£0	£0	n/a	0
31/12/12		£66	£64	£2	£0	£0	£0	n/a	0
31/12/11		£34	£31	£3	£0	£0	£0	n/a	0
31/12/10		£50	£47	£3	£0	£0	£0	n/a	0
31/12/09		£17	£18	£-1	£0	£0	£0	n/a	0
31/12/08		£15	£15	£0	£0	£0	£0	n/a	0
31/12/07		£11	£15	£-4	£0	£0	£0	n/a	0
31/12/06		£12	£9	£3	£0	£0	£0	n/a	0
31/12/05		£9	£7	£2	£0	£0	£0	n/a	0
31/12/04	*	£6	£11	£-5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

clerk@georgefenthamtrust.org.uk

01675443850

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Solihull,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ALISON ROLF Appointed: 2017

GLYN RYLAND Appointed: 2020

ALISON FISHER Appointed: 2014, Other trusteeships: BOURNVILLE VILLAGE TRUST, GEORGE FENTHAM HAMPTON IN ARDEN CHARITY, BROMSGROVE DISTRICT HOUSING TRUST LIMITED,

CAROL ANN GRANT, Other trusteeships: HAMPTON-IN-ARDEN SOCIETY, GEORGE FENTHAM HAMPTON IN ARDEN CHARITY, CAMERON GRANT MEMORIAL TRUST,

CHARLES ANTHONY RICKARD Appointed: 2018, Other trusteeship: GEORGE FENTHAM HAMPTON IN ARDEN CHARITY,

DANIEL ADAMS Appointed: 2016, Other trusteeship: GEORGE FENTHAM HAMPTON IN ARDEN CHARITY,

JOSEPHINE ANNE OSWALD Appointed: 2018, Other trusteeship: GEORGE FENTHAM HAMPTON IN ARDEN CHARITY,

SARAH ALISON WHITE Appointed: 2023, Other trusteeship: HAMPTON-IN-ARDEN SOCIETY,

TIMOTHY JOSEPH BERESFORD Appointed: 2017, Other trusteeship: GEORGE FENTHAM HAMPTON IN ARDEN CHARITY,

Legal constitution

Charity registered in England & Wales on 27/09/1963, number: 528816

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR04: 15 days late,

Main office

George Fentham Meeting Room
Marsh Lane
Hampton-In-Arden
SOLIHULL
West Midlands
B92 0AH

Objectives

1. THE AWARD OF PRIZES AND THE PROVISION OF SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR THE SCHOOL OF THE FOUNDATION AND AS REGARDS PRIZES, FOR OTHER COUNTY AND VOLUNTARY SCHOOLS IN THE BENEFICIAL AREA. 2. THE PROVISION OF ASSISTANCE FOR HIGHER EDUCATION BY MEANS OF FINANCIAL HELP OR THE AWARD OF EXHIBITIONS.

Defined Area of Benefit:

ANCIENT PARISH OF HAMPTON IN ARDEN

Data Sources