Finance Score: -1

Governance Score: 6

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

LADY LUMLEY'S EDUCATIONAL FOUNDATION

Awarding grants to Lady Lumley's School Pickering North Yorkshire and to individuals under twenty-five living in the locality for educational purposes and assisting them into employment

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
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		£88	£117	£-28	n/a	n/a	n/a	n/a	n/a
31/03/22		£80	£81	£-2	n/a	n/a	n/a	n/a	n/a
31/03/21		£84	£19	£65	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£89	£149	£-60	n/a	n/a	n/a	n/a	n/a
31/03/19		£95	£73	£22	n/a	n/a	n/a	n/a	n/a
31/03/18		£97	£66	£31	£0	£0	£0	n/a	0
31/03/17		£90	£49	£42	£0	£0	£0	n/a	0
31/03/16		£89	£49	£40	£0	£0	£0	n/a	0
31/03/15		£87	£145	£-58	£0	£0	£0	n/a	0
31/03/14		£87	£55	£32	£0	£0	£0	n/a	0
31/03/13		£86	£45	£41	£0	£0	£0	n/a	0
31/03/12	*	£82	£53	£29	£0	£0	£0	n/a	0
31/03/11		£83	£62	£20	£0	£0	£0	n/a	0
31/03/10		£82	£132	£-50	£0	£0	£0	n/a	0
31/03/09		£88	£65	£23	£0	£0	£0	n/a	0
31/03/08		£89	£65	£23	£0	£0	£0	n/a	0
31/03/07		£85	£180	£-95	£0	£0	£0	n/a	0
31/03/06	*	£80	£33	£47	£0	£0	£0	n/a	0
31/03/05		£74	£42	£32	£0	£0	£0	n/a	0
31/03/04	*	£76	£132	£-56	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 55 years

dndfitzgerald@btinternet.com

01751474271

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

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 (9)

Current Trustees appointed

Gender Split

ALASTAIR STEWART ROSS Appointed: 2022, Other trusteeship: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY,

ANNA NIGHTINGALE Appointed: 2021, Other trusteeship: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY,

CRAIG MELVYN COOPER (Chair) Appointed: 2002, Other trusteeship: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY,

CHERYL BELINDA EADE Appointed: 2022, Other trusteeship: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY,

CLAIR ALISON FODEN Appointed: 2021, Other trusteeship: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY,

DR JAMES SAMUEL COPPACK Appointed: 2024, Other trusteeships: LADY LUMLEY'S ALMSHOUSES, LADY LUMLEY'S SINNINGTON SCHOOL CHARITY,

EMMA LOUISE STEADMAN Appointed: 2020, Other trusteeships: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY, PICKERING YOUTH GROUP,

GEOFFREY ACOMB Appointed: 2007, Other trusteeship: LADY LUMLEY'S SINNINGTON SCHOOL CHARITY,

JOY ANDREWS Appointed: 2022, Other trusteeships: ANNIE AMELIA NAYLOR CHARITY, LADY LUMLEY'S SINNINGTON SCHOOL CHARITY, RYEDALE ENVIRONMENT GROUP,

Legal constitution

Charity registered in England & Wales on 19/03/1969, number: 529625

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
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
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR20: 5 days late, AR12: 0 days late, AR06: 10 days late, AR04: 23 days late,

Main office

Roxby Hill
Pickering Road
Thornton-le-Dale
PICKERING
YO18 7LH

Objectives

A YEARLY SUM OF NOT MORE THAN 500 POUNDS,TO PROVIDE SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE L.E.A.FOR SINNINGTON COUNTY PRIMARY SCHOOL.THE RESIDUE OF THE NET INCOME OF THE FOUNDATION SHALL BE APPLIED;A)TO PROVIDE SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE L.E.A. FOR LADY LUMLEYS COUNTY GRAMMAR AND MODERN SCHOOL.B)AWARDING SCHOLARSHIPS,BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL,UNIVERSITY OR OTHER PLACE OF LEARNING.C)PROVIDING FINANCIAL ASSISTANCE,OUTFITS,CLOTHING,TOOLS,INSTRUMENTS OR BOOKS TO PREPARE FOR OR ASSIST THEIR ENTRY INTO A PROFESSION,TRADE OR CALLING.D)AWARDING SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION. E)IN PROVIDING,OR ASSISTING THE PROVISION OF RECREATIONAL FACILITIES FOR BENEFICIARIES WHO ARE RECEIVING PRIMARY,SECONDARY,OR FURTHER EDUCATION.F)PROVIDING FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS.

Defined Area of Benefit:

PARISHES OF PICKERING, THORNTON DALE, SINNINGTON AND ELSEWHERE

Data Sources