Finance Score: 2

Governance Score: 4

Support Score: 4

Strong growth: +2
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 10

THE LINACRE INSTITUTE

The Charity exists to help students at state comprehensives in northern England access leading universities, where they are currently very under-represented.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£134	£98	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£119	£88	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£121	£98	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20?		£56	£50	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£58	£49	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£53	£43	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£34	£31	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£22	£13	£9	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

www.linacreinstitute.org

chair@linacreinstitute.org

07907655883

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Provides services

Where it operates

Barnsley, Bradford City, City Of Wakefield, Derbyshire, Doncaster, Leeds City, North Tyneside, Northumberland, Rotherham, Sheffield City,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

The Fore	£15,000
DCMS	£5,000
Sir George Martin Trust	£3,000

Specific Donations

Amount	When Months	To be used for
Sir George Martin Trust - Grant to Lineacre Institute
£3,000	09/11/2023	Core costs for Youth Welfare & Education
The Fore - Grant to The Linacre Institute
£15,000	11/11/2021 36	The Linacre Institute is a teaching and mentoring organization helping students from northern state schools win places at leading universities where they are under-represented. The Linacre Institute is using funding from The Fore to employ a Partner ....more The Linacre Institute is a teaching and mentoring organization helping students from northern state schools win places at leading universities where they are under-represented. The Linacre Institute is using funding from The Fore to employ a Partner School and Programme Coordinator
DCMS - VSCE CMC Fund
£5,000	13/08/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Woodward Charitable Trust - Towards the “Big Ideas” residential in London to help students
£2,500	24/02/2016	Towards the “Big Ideas” residential in London to help students from poor areas reach the best universities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BETH AMELIA REYNAERT (Chair) Appointed: 2024

HELEN SARAH CLAPHAM Appointed: 2023

HENRY DAVIES Appointed: 2018

JENNIFER UPTON Appointed: 2022

MADDI HOGGATT Appointed: 2022

MAX RETBERG Appointed: 2023

NICHOLAS LINFOOT Appointed: 2024

Legal constitution

Charity registered in England & Wales on 28/04/2014, number: 1156821

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

8 returns made; AR17: 1 days late,

Main office

148
The Rose Bowl
Portland Crescent
LEEDS
LS1 3HB

Objectives

THE OBJECTS OF THE CIO ARE TO FURTHER THE EDUCATION OF CHILDREN IN NORTHERN ENGLAND WHO, IN PARTICULAR BUT NOT EXCLUSIVELY, ARE DISADVANTAGED AS A RESULT OF BEING A MEMBER OF A SOCIALLY AND ECONOMICALLY DEPRIVED COMMUNITY. THE CIO WILL DO THIS PRIMARILY BUT NOT EXCLUSIVELY BY MEANS OF RESIDENTIAL COURSES, OUT-OF-SCHOOL-HOURS TEACHING AND INDIVIDUAL MENTORING.

Data Sources

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