Finance Score: -1

Governance Score: 5

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 4

THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION

Educational Foundation. Subject to payment of the expenses aforesaid the trustees shall apply the income of the Educational Foundation in advancing the education (including social and physical training) of persons under the age of 25 years who are resident or who have a parent or parents resident in the area of benefit and who in the opinion of the Trustees are in need of financial assistance.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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
Over half the Board have joined recently

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		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
31/03/22		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
31/03/20		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£2	£2	£0	£0	£0	£0	n/a	0
31/03/17		£2	£1	£0	£0	£0	£0	n/a	0
31/03/16	*	£2	£2	£0	£0	£0	£0	n/a	0
31/03/15		£2	£2	£0	£0	£0	£0	n/a	0
31/03/14		£2	£2	£0	£0	£0	£0	n/a	0
31/03/13	*	£1	£1	£0	£0	£0	£0	n/a	0
31/03/12		£1	£1	£0	£0	£0	£0	n/a	0
31/03/11		£1	£1	£0	£0	£0	£0	n/a	0
31/03/10		£2	£2	£0	£0	£0	£0	n/a	0
31/03/09		£1	£1	£0	£0	£0	£0	n/a	0
31/03/08		£1	£1	£0	£0	£0	£0	n/a	0
31/03/07		£1	£1	£0	£0	£0	£0	n/a	0
31/03/06		£1	£1	£0	£0	£0	£0	n/a	0
31/03/05		£1	£1	£0	£0	£0	£0	n/a	0
31/03/04	*	£1	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

info@stmaryandstmargaret.co.uk

01217471270

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Solihull,

Who it helps

Children/Young People

THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION

Analysis by Giving is Great

Positives:

Regulatory & Governance issues to consider:

Financial issues to consider:

Financial Data ?

Income & Spending ?

Sources of Income ?

UN SDGs

Listed activities

GiG Classification

How it operates

Where it operates

Who it helps

Who's supporting them? ?

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Legal constitution

Gift Aid

Policies in force

Filing Record

Main office

Objectives

Defined Area of Benefit:

Data Sources

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