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

SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION

Beneficiaries must live within the Sheffield City boundary. There is no age limit for applicants. Grants ave available for general educational purposes and a variety of other activities, including medical electives, field trips, 'gap year' electives, sporting activities and musical training.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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
31/03/23	£196	£237	£-41	n/a	n/a	n/a	n/a	n/a
31/03/22	£192	£184	£8	n/a	n/a	n/a	n/a	n/a
31/03/21	£164	£146	£18	n/a	n/a	n/a	n/a	n/a
31/03/20	£193	£228	£-34	n/a	n/a	n/a	n/a	n/a
31/03/19	£190	£167	£23	n/a	n/a	n/a	n/a	n/a
31/03/18	£194	£179	£15	£0	£0	£0	n/a	0
31/03/17	£185	£152	£33	£0	£0	£0	n/a	0
31/03/16	£166	£203	£-38	£0	£0	£0	n/a	0
31/03/15	£50	£104	£-54	£0	£0	£0	n/a	0
31/03/14	£158	£121	£37	£0	£0	£0	n/a	0
31/03/13	£148	£136	£12	£0	£0	£0	n/a	0
31/03/12	£147	£135	£12	£0	£0	£0	n/a	0
31/03/11	£173	£161	£12	£0	£0	£0	n/a	0
31/03/10	£168	£143	£25	£0	£0	£0	n/a	0
31/03/09	£143	£126	£17	£0	£0	£0	n/a	0
31/03/08	£170	£138	£32	£0	£0	£0	n/a	0
31/03/07	£147	£137	£9	£0	£0	£0	n/a	0
31/03/06	£147	£124	£23	£0	£0	£0	n/a	0
31/03/05	£144	£96	£48	£0	£0	£0	n/a	0
31/03/04	£100	£118	£-17	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

www.sgsef.org.uk

sue.greaves@wrigleys.co.uk

01142675588

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Sheffield City,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

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 ROSE MUSONDA Appointed: 2023

PROFESSOR M BATEMAN, Other trusteeship: FULWOOD EDUCATIONAL ENDOWMENT,

DR RICHARD CUTTING Appointed: 2020, Other trusteeship: FULWOOD EDUCATIONAL ENDOWMENT,

GEMMA ELISABETH GREENUP Appointed: 2021, Other trusteeship: FULWOOD EDUCATIONAL ENDOWMENT,

JANE MADELEINE FERRETTI MA PGCE (Chair) Appointed: 2014, Other trusteeships: SHEFFIELD TOWN TRUST, FULWOOD EDUCATIONAL ENDOWMENT,

KATHERINE ALICE AUSTIN Appointed: 2022, Other trusteeship: FULWOOD EDUCATIONAL ENDOWMENT,

MR J BOULTON, Other trusteeships: FULWOOD EDUCATIONAL ENDOWMENT, THE SHEFFIELD COLLEGE STUDENTS' TRUST,

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

STEPHEN CLIVE FOWLER Appointed: 2023, Other trusteeships: FULWOOD EDUCATIONAL ENDOWMENT, THE SHEFFIELD BLUECOAT AND MOUNT PLEASANT EDUCATIONAL FOUNDATION,

ZAHID HAMID Appointed: 2014, Other trusteeships: SHEFFIELD TOWN TRUST, FULWOOD EDUCATIONAL ENDOWMENT,

Legal constitution

Charity registered in England & Wales on 20/01/1964, number: 529372

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal risk management policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

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

Objectives

(A) TO PROVIDE SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR KING EDWARD VII SCHOOL SHEFFIELD. (B) THE PROVISION OF ASSISTANCE FOR HIGHER EDUCATION BY MEANS OF EXHIBITIONS OR FINANCIAL HELP TO ENABLE BENEFICIARIES TO PREPARE FOR OR TO ENTER A TRADE, PROFESSION OR CALLING FOR PERSONS RESIDENT IN THE CITY OF SHEFFIELD IN NEED OF FINANCIAL ASSISTANCE WITH A PREFERENCE FOR THOSE BENEFICIARIES WHO ARE ABOUT TO ATTEND OR ARE ATTENDING, OR HAVE FOR NOT LESS THAN TWO YEARS ATTENDED KING EDWARD VII SCHOOL, SHEFFIELD.

Defined Area of Benefit:

CITY AND COUNTY OF SHEFFIELD

Data Sources