Finance Score: -2

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: 0

EDUCATIONAL FOUNDATION OF ANN BERRY

general charitable purposes

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Established: 59 years

01347868496

Charity Commission for England and Wales

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

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Individuals

Where it operates

North Yorkshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

RALPH SHALOM Appointed: 2023

SHIRLEY AUSTIN Appointed: 2023

JULIE MARGARET HARRON Appointed: 2021

HENRY THOMPSON, Other trusteeship: POOR LANDS,

NICHOLAS JOHN BIRCH Appointed: 2018, Other trusteeship: POOR LANDS,

REV DAVID BIGGS Appointed: 2021, Other trusteeships: POOR LANDS, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST OSWALD SOWERBY,

Legal constitution

Charity registered in England & Wales on 08/12/1964, number: 529518

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR22: 7 days late, AR20: 7 days late, AR06: 21 days late,

Main office

Plumtree Cottage
Kilburn
York
North Yorkshire
YO61 4AJ

Objectives

(A) TO ISSUE AWARDS TO PUPILS OF SCHOOL AGE AND TO STUDENTS IN INSTITUTIONS OF HIGHER EDUCATION WITH POWER FROM TIME TO TIME TO ANNOUNCE AMEND OR DISCONTINUE THE BASE ON WHICH THEY WILL SELECT THE RECIPIENTS OF SUCH AWARDS AND THE NATURE AND AMOUNTS OF SUCH AWARDS;(B) TO DEVISE AND GIVE EFFECT TO OTHER ARRANGEMENTS IN PROMOTION OF THE CHARITABLE OBJECTIVES, INCLUDING ARRANGEMENTS WHICH DO NOT INVOLVE PAYMENTS TO INDIVIDUAL PUPILS OR STUDENTS OR THEIR PARENTS;(C) SO FAR AS THE INCOME OF THE FOUNDATIONS SHALL NOT BE APPLIED IN ANY YEAR FOR THE CHARITABLE OBJECTIVES THE TRUSTEES MAY ACCUMULATE THE SAME FOR A PERIOD NOT EXCEEDING 6 YEARS AND INVEST THE ACCUMULATIONS IN ACCORDANCE WITH THE PROVISIONS OF THE CHARITIES ACTS FOR THE TIME BEING IN FORCE AND THE TRUSTEES SHALL STAND POSSESSED OF SUCH ACCUMULATIONS AND THE INVESTMENTS FOR THE TIME BEING REPRESENTING THE SAME UPON THE SAME TRUSTS AS ARE HEREBY DECLARED CONCERNING THE INCOME OF THE FOUNDATION BUT SO THAT THE WHOLE OR ANY PART OF THE ACCUMULATIONS MAY AT ANY TIME BE APPLIED TO THE CHARITABLE OBJECTIVES AS IF THE SAME HAD BEEN INCOME ARISING IN THE YEAR IN WHICH THE SAME SHALL BE SO APPLIED.

Defined Area of Benefit:

PARISH OF KILBURN

Data Sources