Finance Score: -1

Governance Score: 5

Support Score: 0

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

No conflicts policy: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

HISTORY MAKER FOUNDATION

HMFaims to help those who have been disadvantaged in life especially those who have suffered untimely bereavement.We also fund adventure activity/adventure breaks for young people in the UK and South Africa.We provide a Crisis Fund for those in special need.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
10/10/22		£6	£8	£-3	n/a	n/a	n/a	n/a	n/a
10/10/21		£5	£5	£1	n/a	n/a	n/a	n/a	n/a
10/10/20		£8	£5	£3	n/a	n/a	n/a	n/a	n/a
10/10/19		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a
10/10/18		£3	£5	£-2	£0	£0	£0	n/a	0
10/10/17		£5	£4	£2	£0	£0	£0	n/a	0
10/10/16		£4	£5	£-1	£0	£0	£0	n/a	0
10/10/15		£6	£4	£2	£0	£0	£0	n/a	0
10/10/14		£6	£5	£1	£0	£0	£0	n/a	0
10/10/13		£3	£2	£2	£0	£0	£0	n/a	0
10/10/12	*	£5	£5	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 13 years

www.historymakerfoundation.co.uk

PENNY@historymakerfoundation.org

07981005077

Charity Commission for England and Wales

Listed activities

Recreation
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Essex, Hertfordshire, Scotland, South Africa,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-77

ANNA ELISA PANCALDI Appointed: 2010, Occupation: Singer

CHARITY PANCALDI Appointed: 2010, Occupation: Singer

CHRISTINE BOWTELL Appointed: 2013, Occupation: Minister Of Religion, Other trusteeship: MARINERS CHAPEL,

MARK WILLIAMS Appointed: 2024, Occupation: Director Of Alumni Essex University

PENNY PANCALDI Appointed: 2010, Occupation: Singer

REV PAUL WILLIAM BOWTELL Appointed: 2013, Occupation: Minister Of Religion

SANDRA KESTREL Appointed: 2024, Occupation: Systems Analyst

TONY PANCALDI, Occupation: Singer

Legal constitution

Charitable company registered in England & Wales on 13/09/2011, number: 1143783
Registered at Companies House on 10/09/2010, number: 07372902

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Paying staff
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

11 returns made; AR12: 16 days late,

Main office

1 Albany Close
West Bergholt
COLCHESTER
CO6 3LE

Objectives

1) THE ADVANCEMENT OF THE CHRISTIAN FAITH WITH PARTICULAR EMPHASIS ON SHARING THE LOVE OF JESUS CHRIST WITH THOSE PARTICIPATING IN THE ACTIVITIES AND PURSUITS BOTH WITHIN ANY PROPERTY OWNED BY THE CHARITY AND ELSEWHERE, AND 2) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION, INCLUDING OUTDOOR PURSUITS, OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH,AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES INCLUDING THOSE WHO HAVE SUFFERED UNTIMELY BEREAVEMENT [LOSS OF A CHILD, YOUNG PERSON,SIBLING,PARENT,SPOUSE OR PARTNER NOT DUE TO OLD AGE] WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Data Sources