Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

ALDRIDGE COOPER AND JORDAN'S ENDOWED SCHOOL FOUNDATION

Maintenance of school bulidings particularly the Aldridge Cooper & Jordan Endowed School Foundation and provision of benefit for under 25's particularly within the doctrine of the Church of England and pariticularly within the ancient parish of Aldridge.

Analysis by Giving is Great

Positives:

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
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	Volun- teers
31/12/23		£171	£174	£-3	n/a	n/a	n/a	n/a	n/a	0
31/12/22		£175	£259	£-84	n/a	n/a	n/a	n/a	n/a	9
31/12/21		£150	£209	£-60	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£139	£169	£-30	n/a	n/a	n/a	n/a	n/a	8
31/12/19		£167	£177	£-10	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£161	£181	£-20	£0	£0	£0	n/a	0	0
31/12/17		£167	£194	£-27	£0	£0	£0	n/a	0	0
31/12/16		£146	£157	£-11	£0	£0	£0	n/a	0	0
31/12/15		£144	£154	£-11	£0	£0	£0	n/a	0	0
31/12/14		£146	£149	£-3	£0	£0	£0	n/a	0	0
31/12/13		£142	£156	£-14	£0	£0	£0	n/a	0	0
31/12/12		£133	£150	£-17	£0	£0	£0	n/a	0	0
31/12/11		£131	£128	£3	£0	£0	£0	n/a	0	0
31/12/10		£125	£107	£18	£0	£0	£0	n/a	0	0
31/12/09		£251	£136	£115	£0	£0	£0	n/a	0	0
31/12/08		£136	£60	£76	£0	£0	£0	n/a	0	0
31/12/07		£130	£126	£4	£0	£0	£0	n/a	0	0
31/12/06	*	£113	£121	£-8	£0	£0	£0	n/a	0	0
31/12/05		£129	£162	£-33	£0	£0	£0	n/a	0	0
31/12/04		£137	£180	£-43	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 55 years

johndeeley1@msn.com

07860856430

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Secondary schools

How it operates

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

Where it operates

Walsall,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

IAN PETER HENDERSON

JANE ANN MARSTON Appointed: 2011

JOANNE LOUISE YARNALL Appointed: 2021, Other trusteeship: PARENTS RELATIVES AND OTHERS UNDERSTANDING DOWN'S (PROUD),

KATIE WARD Appointed: 2019

MR CHRIS LENG

PHILIP JOHN YOUNG Appointed: 2023, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIATICAL PARISH OF ALDRIDGE, DIOCESE OF LICHFIELD,

RACHEL MARY RUANE Appointed: 2022

REV PATRICK STEPHEN DOEL Appointed: 2018, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIATICAL PARISH OF ALDRIDGE, DIOCESE OF LICHFIELD, THE HOTHOUSE AT REDHOUSE,

Legal constitution

Charity registered in England & Wales on 11/11/1969, number: 528872

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR06: 29 days late,

Main office

100 Newton Road
Burton-on-Trent
DE15 0TT

Objectives

1)CONDUCTING THE SCHOOL OF THE FOUNDATION AS A VOLUNTARY SCHOOL,WHEREIN RELIGIOUS INSTRUCTION SHALL BE GIVEN IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND. 2)THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN ASSISTING THE GOVERNORS FOR THE TIME BEING OF THE SCHOOL TO DISCHARGE THEIR OBLIGATIONS UNDER THE EDUCATION ACT 1944 TO 1988 WITH RESPECT TO THE MAINTENANCE OF THE SCHOOL. 3)IF AND IN SO FAR AS THE INCOME OF THE CHARITY IS NOT REQUIRED FOR APPLICATION AS AFORESAID THE TRUSTEES SHALL APPLY THE SAME IN ONE OR MORE OF THE FOLLOWING WAYS; A)IN ASSISTING THE GOVENORS OF ANY OTHER VOLUNTARY AIDED SCHOOL IN OR SUBSTANTIALLY SERVING THE AREA OF BENEFIT OR SOME PART THEREOF AND WHICH RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND IS GIVEN TO DISCHARGE THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944 TO 1988 WITH RESPECT TO THE MAINTENANCE OF THE SCHOOL CONCERNED. B)IN OR TOWARDS PROVIDING FOR THE SCHOOL AND ANY OTHER SCHOOL IN OR SUBSTANTIALLY SERVING THE AREA OF BENEFIT OR SOME PART THEREOF SUCH SPECIAL BENEFITS OF ANY KIND AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE SCHOOL CONCERNED. C)IN PROMOTING THE EDUCATION(INCLUDING EDUCATION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND AND SOCIAL AND PHYSICAL TRAINING)OF PUPILS AND FORMER PUPILS OF THE SCHOOL WHO ARE UNDER THE AGE OF 25 YEARS AND OF THE PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE AREA OF BENEFIT WITH A PREFERENCE FOR SUCH PERSONS WHO ARE RESIDENTS IN THE PREFERRED AREAS.

Defined Area of Benefit:

MET.BOR.WALSALL,W.MIDLANDS, ANCIENT PARISH OF ALDRIDGE

Data Sources