Finance Score: -10

Governance Score: -1

Support Score: 1

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
No PartB

12+ Trustees: -1

Grant maker support: +1

Overall GiG Score: -10

EDITH ELMS SPECIAL SCHOOL TRUST

To provide grants to the Shorefields School in Clacton by providing or assisting in the provision of educational, recrational and other charitable facilities in augmentation of such facilities financed by the Local Education Authority.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 and returns have been filed late on 3 occasions over the last 5 years
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
07/06/22	*	£10	£29	£-18	n/a	n/a	n/a	n/a	n/a
07/06/21		£8	£20	£-12	n/a	n/a	n/a	n/a	n/a
07/06/20		£9	£51	£-42	n/a	n/a	n/a	n/a	n/a
07/06/19	*	£10	£22	£-12	n/a	n/a	n/a	n/a	n/a
07/06/18	*	£12	£35	£-22	£0	£0	£0	n/a	0
07/06/17		£13	£10	£3	£0	£0	£0	n/a	0
07/06/16		£13	£51	£-38	£0	£0	£0	n/a	0
07/06/15		£12	£14	£-1	£0	£0	£0	n/a	0
07/06/14		£14	£56	£-42	£0	£0	£0	n/a	0
07/06/13		£13	£8	£5	£0	£0	£0	n/a	0
07/06/12		£13	£8	£5	£0	£0	£0	n/a	0
07/06/11		£14	£13	£1	£0	£0	£0	n/a	0
07/06/10		£12	£6	£6	£0	£0	£0	n/a	0
07/06/09		£6	£6	£0	£0	£0	£0	n/a	0
07/06/08		£18	£6	£12	£0	£0	£0	n/a	0
07/06/07		£16	£21	£-5	£0	£0	£0	n/a	0
07/06/06		£12	£7	£5	£0	£0	£0	n/a	0
07/06/05		£13	£5	£8	£0	£0	£0	n/a	0
07/06/04		£9	£7	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 21 years

admin@shorefields.essex.sch.uk

01255424412

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Essex,

Who it helps

Children/Young People
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
City Bridge Trust - Grant to Empowering Action and Social Esteem (E.A.S.E)
£9,100	21/05/2020	A grant of £9,100 to fund the essential and urgent costs outlined in the appliciation, so that the organisation can carry on providing support to Londoners.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ALISON BEASLEY Appointed: 2017

ANGELA GARNETT Appointed: 2017

BRIDGET RAVEN Appointed: 2023

CHRISTINE WARD Appointed: 2023

DEAN HOLLOWAY Appointed: 2018, Occupation: Financial Adviser

DEBORAH TANNER Appointed: 2020

HELEN GURLING

JON ABLEWHITE (Chair) Appointed: 2013

LEAH SMITH Appointed: 2023

LOUISE CAPON Appointed: 2017

MICHELLE GLOVER Appointed: 2020

PAUL ROWLEN, Other trusteeship: The Brotherhood Community Hall,

JOANNA WELLER Appointed: 2002, Occupation: Education Adviser, Other trusteeship: SAILSHIP TRAINING AND LEARNING FOR LIFE,

Legal constitution

Charitable company registered in England & Wales on 12/08/2003, number: 1098964
Registered at Companies House on 14/03/2002, number: 04394324

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 88 days late, AR19: 180 days late, AR18: 541 days late,

Main office

OGILVIE HOUSE
114 HOLLAND ROAD
CLACTON-ON-SEA
ESSEX
CO15 6HF

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS AND EX-PUPILS OF SHOREFIELDS SCHOOL IN CLACTON BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES IN AUGMENTATION OF SUCH FACILITIES FINANCED BY THE LOCAL EDUCATION AUTHORITY.

Defined Area of Benefit:

SHOREFIELDS SCHOOL, CLACTON

Data Sources