Finance Score: -8
Governance Score: 0
Support Score: 0
  • Accounts filed more than 5 days late: -2 times
  • Spending declining: -1
  • Multiple Deficits and declines: -5
  • No PartB
  • 2 Trustees: -2
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -8 ?

THE ANN D FOUNDATION 

To provide educational opportunities and funds educational purposes.
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • There are only 2 trustees

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
  • Spending is declining
  • 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 Volun-
teers
30/11/22£0£93£-93n/an/an/an/an/a0
30/11/21*£0£179£-179n/an/an/an/an/a0
30/11/20£26£96£-70n/an/an/an/an/a0
30/11/19£400£81£319n/an/an/an/an/a0
30/11/18*£302£71£231£0£0£0n/a00
30/11/17*£248£5,063£-4,814£0£0£0n/a00
30/11/16*£335£72£264£0£0£0n/a00
30/11/15*£373£68£305£0£0£0n/a00
30/11/14*£376£117£259£0£0£0n/a00
30/11/13*£231£61£170£0£0£0n/a00
30/11/12£536£54£482£4£6,584£6,5841461.800
30/11/11£396£50£346£0£0£0n/a00
30/11/10£129£357£-228£0£0£0n/a00
30/11/09£336£5,153£-4,817£0£0£0n/a00
30/11/08£468£158£311£0£0£0n/a00
30/11/07£581£51£530£6£10,491£10,4912462.900
30/11/06£492£45£448£0£0£0n/a00
30/11/05£573£39£534£0£0£0n/a00
30/11/04£501£3,437£-2,936£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 28 years

01454613511

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Education support services
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)
Gender Split

Legal constitution
  • Charity registered in England & Wales on 03/12/1996, number: 1059539
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Investment
  • Risk management
Filing Record
19 returns made; AR21: 9 days late, AR18: 51 days late, AR17: 25 days late, AR16: 25 days late, AR15: 20 days late, AR14: 22 days late, AR13: 40 days late,
Main office

IVYWELL
LOWER TOCKINGTON ROAD
TOCKINGTON
BRISTOL
BS32 4LF

Objectives

TO OR FOR SUCH CHARITABLE INSTITUTION(S) OR OBJECT(S) AS THE TRUSTEES SHALL THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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