Finance Score: -5

Governance Score: 9

Support Score: 2

Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 6

THE CLARE FOUNDATION LTD

TO HELP CHARITIES, BUSINESSES & PEOPLE IN BUCKS COLLABORATE TOGETHER. HELPING CHARITIES BE MORE EFFICIENT BY PROVIDING SOCIAL INVESTMENT LOANS FOR SPECIFIC PROJECTS; BUSINESSES WITH THEIR CORPORATE SOCIAL RESPONSIBILITY & INVOLVEMENT IN THE COMMUNITY; INDIVIDUALS BUILD THEIR CONFIDENCE, SELF-ESTEEM AS WELL AS GENERAL HAPPINESS. OTHER ACTIVITIES THAT THE TRUSTEES CONSIDER REASONABLE & WORTHWHILE.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and 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
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
31/12/22	£76	£752	£-676	n/a	n/a	n/a	n/a	n/a	10
31/12/21	£178	£745	£-567	n/a	n/a	n/a	n/a	n/a	14
31/12/20	£114	£443	£-329	n/a	n/a	n/a	n/a	n/a	2
31/12/19	£122	£271	£-149	n/a	n/a	n/a	n/a	n/a	2
31/12/18	£338	£615	£-276	£0	£0	£0	n/a	0	2
31/12/17	£899	£904	£-5	£27	£3,754	£3,728	49.5	15	0
31/12/16	£922	£922	£0	£13	£3,687	£3,670	47.8	16	0
31/12/15	£904	£963	£-58	£16	£3,632	£3,620	45.1	12	0
31/12/14	£881	£990	£-109	£10	£3,675	£3,660	44.4	12	0
31/12/13	£670	£882	£-212	£14	£3,766	£3,751	51	14	0
31/12/12	£471	£791	£-319	£0	£0	£0	n/a	0	0
31/12/11	£272	£596	£-324	£0	£0	£0	n/a	0	0
31/12/10	£107	£544	£-437	£0	£0	£0	n/a	0	0

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Download accounts

Senior Staff Costs/Total Spending: 15%
Highest pay band: £90,000-£100,000

Established: 15 years

www.theclarefoundation.org

martin.gallagher@theclarefoundation.org

07730762900

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides other finance

Where it operates

Buckinghamshire, Hertfordshire, Milton Keynes, Oxfordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

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
Rothschild Foundation - Grant to The Clare Foundation
£15,000	25/11/2020 12	To provide hot meals for vulnerable and isolated families and indiviudals impacted by Covid-19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-70

CLARE RACHEL PERITON Appointed: 2021, Occupation: Ceo

GAVIN JAMES HENSHAW Appointed: 2023, Occupation: Solicitor

ROBIN WALKER Appointed: 2019, Occupation: Company Director

KAREN FIONA IRONS Appointed: 2019, Occupation: Consultant - Strategy & Finance

MICHAEL G CLARE (Chair) Appointed: 2009, Occupation: Director

ARIF HUSSAIN Appointed: 2023, Occupation: Marketing Director, Other trusteeships: FIVE PILLARS LIMITED, Wycombe Wanderers Foundation,

Legal constitution

Charitable company registered in England & Wales on 01/10/2009, number: 1131949
Registered at Companies House on 19/08/2009, number: 06995233

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

13 returns made; all on time

Main office

The Clare Foundation Ltd
Sunley House (4th Floor)
Oxford Road
Aylesbury
Buckinghamshire
HP19 8EZ

Objectives

TO ADVANCE FOR THE PUBLIC BENEFIT SUCH CHARITABLE PURPOSES AS THE DIRECTORS SHALL FROM TIME TO TIME DETERMINE AND IN PARTICULAR BUT WITHOUT LIMITATION TO THE FOREGOING TO ADVANCE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES AND NOT FOR PROFIT ORGANISATIONS AND VOLUNTARY ORGANISATIONS BY THE PROVISION OF FINANCIAL ASSISTANCE, SUPPORT OR ADVICE OR BY SUCH OTHER MEANS AS THE DIRECTORS SHALL FROM TIME TO TIME DETERMINE. NOT FOR PROFIT ORGANISATIONS AND VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION.NOT FOR PROFIT ORGANISATIONS AND VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.CHARITIES ARE ORGANISATIONS WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources