Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 2

ST BARTHOLOMEW'S SCHOOL

The principal object of the Foundation is to provide educational benefits to the students of St Bartholomew's School.The Foundation is custodian of many prize funds, some restricted in purpose, but all intended to reward good work, effort or achievement on the part of the students at the school.The Foundation also has responsibility for a permanent endowment of funds and assets.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£49	£26	£23	n/a	n/a	n/a	n/a	n/a
31/03/22	£43	£17	£26	n/a	n/a	n/a	n/a	n/a
31/03/21	£41	£12	£30	n/a	n/a	n/a	n/a	n/a
31/03/20	£38	£19	£19	n/a	n/a	n/a	n/a	n/a
31/03/19	£42	£18	£24	n/a	n/a	n/a	n/a	n/a
31/03/18	£41	£109	£-67	£0	£0	£0	n/a	0
31/03/17	£40	£14	£26	£0	£0	£0	n/a	0
31/03/16	£40	£31	£10	£0	£0	£0	n/a	0
31/03/15	£34	£47	£-14	£0	£0	£0	n/a	0
31/03/14	£32	£15	£17	£0	£0	£0	n/a	0
31/03/13	£76	£23	£52	£0	£0	£0	n/a	0
31/03/12	£2,577	£39,780	£-37,203	£9	£1,370	£211	0.1	1
31/03/11	£36,761	£573	£36,188	£5	£38,592	£203	4.2	1
31/03/10	£30	£13	£17	£0	£0	£0	n/a	0
31/03/09	£35	£14	£21	£0	£0	£0	n/a	0
31/03/08	£37	£13	£24	£0	£0	£0	n/a	0
31/03/07	£30	£27	£2	£0	£0	£0	n/a	0
31/03/06	£30	£16	£14	£0	£0	£0	n/a	0
31/03/05	£27	£40	£-13	£0	£0	£0	n/a	0
31/03/04	£28	£16	£13	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 62 years

foundation@stbarts.co.uk

01635 521255

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Hampshire, West Berkshire, Wiltshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

ERIK PATTENDEN Appointed: 2023

LUKE CHRISTOPHER PUMMELL Appointed: 2020

MICHAEL HART Appointed: 2014

PATRICK CLARK Appointed: 2023

RICHARD GRAHAM MEAD Appointed: 2015

SAM DIBAS Appointed: 2023, Other trusteeship: THE ENBORNE PARISH FIELD CHARITY,

TREVOR EMBERLIN (Chair) Appointed: 2018

NIGEL FOOT Appointed: 2023, Other trusteeship: NEWBURY STREET PASTORS,

PATRICIA RAY Appointed: 2012, Other trusteeships: THE BASINGSTOKE AND DISTRICT SPORTS TRUST LIMITED, THE ST BARTHOLOMEW'S SCHOOL TRUST,

Legal constitution

Charity registered in England & Wales on 19/11/1962, number: 309085

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Internal charity financial controls policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

ST. BARTHOLOMEWS SCHOOL
ANDOVER ROAD
NEWBURY
RG14 6JP

Objectives

(1) THE OBJECT OF THE CHARITY IS TO ADVANCE THE EDUCATION OF THE PUPILS ATTENDING THE SCHOOL.(2) THE LAND WITH THE BUILDINGS IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE BY THE SCHOOL.(3) SUBJECT TO THE PROVISION OF THE EDUCATION ACTS, RELIGIOUS INSTRUCTION MUST BE GIVEN IN THE SCHOOL IN ACCORDANCE WITH THE DOCTRINES OF THE CHRISTIAN FAITH.

Defined Area of Benefit:

NOT DEFINED

Data Sources