Finance Score: -1

Governance Score: 3

Support Score: 0

Spending falling: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

FULWOOD EDUCATIONAL ENDOWMENT

To offer grants to young people under the age of 25 residing within the Sheffield City boundary, although preference is given to those residing in the Fulwood (upper Hallam) area of Sheffield. Grants may be offered for general educational purposes, including social and physical training.

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
Spending has fallen significantly over the last 5 years relative to the previous period

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	*	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/03/22		£2	£0	£1	n/a	n/a	n/a	n/a	n/a
31/03/21		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/03/20		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£1	£0	£1	£0	£0	£0	n/a	0
31/03/17		£1	£1	£0	£0	£0	£0	n/a	0
31/03/16		£1	£0	£1	£0	£0	£0	n/a	0
31/03/15		£1	£1	£0	£0	£0	£0	n/a	0
31/03/14		£1	£1	£0	£0	£0	£0	n/a	0
31/03/13		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/12		£1	£0	£1	£0	£0	£0	n/a	0
31/03/11		£1	£0	£1	£0	£0	£0	NAN	0
31/03/10		£1	£2	£-1	£0	£0	£0	n/a	0
31/03/09		£1	£1	£0	£0	£0	£0	n/a	0
31/03/08		£1	£0	£1	£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	£0	£1	£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: 53 years

sue.greaves@wrigleys.co.uk

01142675588

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Individuals

Where it operates

Sheffield City,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

BECKY MUSONDA Appointed: 2023

PROFESSOR M BATEMAN, Other trusteeship: SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

DR RICHARD CUTTING Appointed: 2020, Other trusteeship: SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

GEMMA ELISABETH GREENUP Appointed: 2021, Other trusteeship: SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

JANE MADELEINE FERRETTI MA PGCE (Chair) Appointed: 2014, Other trusteeships: SHEFFIELD TOWN TRUST, SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

KATHERINE ALICE AUSTIN Appointed: 2022, Other trusteeship: SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

MR J BOULTON, Other trusteeships: SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION, THE SHEFFIELD COLLEGE STUDENTS' TRUST,

SARAH CATHERINE TURNER Appointed: 2014, Other trusteeships: THE SHEFFIELD BLUECOAT AND MOUNT PLEASANT EDUCATIONAL FOUNDATION, SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION, BIRKDALE SCHOOL,

STEPHEN CLIVE FOWLER Appointed: 2023, Other trusteeships: THE SHEFFIELD BLUECOAT AND MOUNT PLEASANT EDUCATIONAL FOUNDATION, SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

ZAHID HAMID Appointed: 2014, Other trusteeships: SHEFFIELD TOWN TRUST, SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

Legal constitution

Charity registered in England & Wales on 11/02/1971, number: 529350

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

20 returns made; AR23: 5 days late, AR04: 51 days late,

Main office

WRIGLEYS SOLICITORS LLP
DERWENT HOUSE
150 ARUNDEL GATE
SHEFFIELD
S1 2FN

Objectives

PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF YOUNG PERSONS WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS, WHO ARE RESIDENT IN THE CITY AND COUNTY BOROUGH OF SHEFFIELD, WITH A PREFERENCE TO THOSE RESIDENT IN OR IN THE NEIGHBOURHOOD OF UPPER HALLAM, AND WHO IN THE OPINION OF THE TRUSTEES ARE IN NEED OF FINANCIAL ASSISTANCE.

Defined Area of Benefit:

SEE OBJECTS

Data Sources