Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

PENISTONE GRAMMAR SCHOOL FOUNDATION

Charity gives grants to students of Penistone Grammar School

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 and dynamic in terms of composition

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		£70	£665	£-595	n/a	n/a	n/a	n/a	n/a
31/03/22		£64	£585	£-521	n/a	n/a	n/a	n/a	n/a
31/03/21		£62	£647	£-585	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£54	£132	£-78	n/a	n/a	n/a	n/a	n/a
31/03/19		£49	£904	£-854	n/a	n/a	n/a	n/a	n/a
31/03/18		£47	£106	£-58	£0	£0	£0	n/a	0
31/03/17	*	£54	£32	£22	£0	£0	£0	n/a	0
31/03/16		£54	£7	£47	£0	£0	£0	n/a	0
31/03/15	*	£51	£16	£35	£0	£0	£0	n/a	0
31/03/14		£51	£21	£31	£0	£0	£0	n/a	0
31/03/13		£36	£932	£-896	£0	£0	£0	n/a	0
31/03/12	*	£31	£71	£-40	£0	£0	£0	n/a	0
31/03/11	*	£26	£71	£-45	£0	£0	£0	n/a	0
31/03/10	*	£27	£311	£-285	£0	£0	£0	n/a	0
31/03/09	*	£38	£300	£-262	£0	£0	£0	n/a	0
31/03/08	*	£41	£324	£-283	£0	£0	£0	n/a	0
31/03/07		£45	£26	£19	£0	£0	£0	n/a	0
31/03/06		£40	£25	£16	£0	£0	£0	n/a	0
31/03/05	*	£40	£325	£-284	£0	£0	£0	n/a	0
31/03/04		£38	£336	£-298	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

joshuaamahwe@barnsley.gov.uk

01226775630

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Barnsley,

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

Based on 8/9 persons

BARNSLEY METROPOLITAN BOROUGH COUNCIL

ANNE RUSBY Appointed: 2003

GILLIAN MILNER Appointed: 2022

JOSEPH UNSWORTH Appointed: 2021

JONATHAN CUTTS Appointed: 2010

YVONNE ASQUITH Appointed: 2021

LINDA LISTER Appointed: 2021, Other trusteeship: THE PENISTONE SCHOOL TRUST,

NEVILLE SHIGGINS (Chair) Appointed: 2021, Other trusteeship: AGE UK BARNSLEY,

DAVID JOHN O'HARA Appointed: 2021, Occupation: Chartered Accountant, Other trusteeship: WORK-WISE FOUNDATION,

Legal constitution

Charity registered in England & Wales on 24/08/1965, number: 529458

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 8 days late, AR17: 0 days late, AR15: 7 days late, AR12: 1 days late, AR11: 2 days late, AR10: 2 days late, AR09: 14 days late, AR08: 0 days late, AR05: 1 days late,

Main office

BARNSLEY MBC
FINANCIAL SERVICES
PO BOX 14
LEVEL 3
WESTGATE PLAZA
BARNSLEY

Objectives

PROVISION OF SPECIAL BENEFITS OF A KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY EXHIBITIONS TO PUPILS TENABLE AT ANY INSTITUTE OF SECONDARY OR FURTHER EDUCATION PROVISION OF FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO ENTER OR PREPARE FOR A PROFESSION, TRADE OR CALLING

Defined Area of Benefit:

ANCIENT PARISH OF PENISTONE

Data Sources