Finance Score: -10

Governance Score: -9

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

2 Trustees: -2
Static board: -3
All male board: -3

No supporters identified

Overall GiG Score: -19

ASSUMPTION SCHOOL BURSARY FUND

Assisting pupils needing financial help at St Francis Xaviers School Richmond North Yorkshire to take part in school trips and other school activities where parents have to fund the activity.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years 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
30/06/22		£1	£2	£0	n/a	n/a	n/a	n/a	n/a
30/06/21		£5	£3	£1	n/a	n/a	n/a	n/a	n/a
30/06/20		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
30/06/19		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
30/06/18?	*	£2	£1	£0	£0	£0	£0	n/a	0
31/05/17	*	£1	£2	£0	£0	£0	£0	n/a	0
31/05/16	*	£1	£1	£0	£0	£0	£0	n/a	0
31/05/15		£1	£0	£1	£0	£0	£0	n/a	0
31/05/14		£1	£1	£0	£0	£0	£0	n/a	0
31/05/13	*	£1	£1	£0	£0	£0	£0	n/a	0
31/05/12		£1	£1	£0	£0	£0	£0	n/a	0
31/05/11	*	£2	£1	£1	£0	£0	£0	n/a	0
31/05/10		£1	£1	£0	£0	£0	£0	n/a	0
31/05/09		£1	£1	£0	£0	£0	£0	n/a	0
31/05/08		£1	£0	£1	£0	£0	£0	n/a	0
31/05/07?	*	£1	£0	£1	£0	£0	£0	n/a	0
31/05/05		£1	£0	£1	£0	£0	£0	n/a	0

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Show financials table -->

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Highest pay bracket: less than £60,000

Established: 33 years

01748 823414

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

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 (2)

Current Trustees appointed

Gender Split

DR JAMES WHISTON Appointed: 2007

STUART MCGHEE Appointed: 2018

Legal constitution

Charity registered in England & Wales on 25/07/1991, number: 1003493

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

17 returns made; AR18: 204 days late, AR17: 107 days late, AR16: 101 days late, AR13: 2 days late, AR11: 27 days late, AR07: 263 days late,

Main office

C/O St. Francis Xavier School
Darlington Road
RICHMOND
North Yorkshire
DL10 7DA

Objectives

CHARITABLE PURPOSES FOR THE PROMOTION OF EDUCATION AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources