Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE THOMAS CARPENTER EDUCATIONAL AND APPRENTICING FOUNDATION

Grant making educational trust

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

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

Established: 62 years

nwestgarth@aol.com

07736062389

Charity Commission for England and Wales

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
30/06/23	£50	£49	£1	n/a	n/a	n/a	n/a	n/a	1
30/06/22	£48	£38	£9	n/a	n/a	n/a	n/a	n/a	0
30/06/21	£46	£47	£-1	n/a	n/a	n/a	n/a	n/a	0
30/06/20	£47	£45	£2	n/a	n/a	n/a	n/a	n/a	1
30/06/19	£45	£41	£4	n/a	n/a	n/a	n/a	n/a	0
30/06/18	£41	£35	£5	£0	£0	£0	n/a	0	0
30/06/17	£39	£39	£1	£0	£0	£0	n/a	0	0
30/06/16	£37	£42	£-5	£0	£0	£0	n/a	0	0
30/06/15	£45	£43	£2	£0	£0	£0	n/a	0	0
30/06/14	£32	£30	£1	£0	£0	£0	n/a	0	0
30/06/13	£34	£30	£3	£0	£0	£0	n/a	0	0
30/06/12	£31	£29	£2	£0	£0	£0	n/a	0	0
30/06/11	£30	£28	£1	£0	£0	£0	n/a	0	0
30/06/10	£30	£26	£4	£0	£0	£0	n/a	0	0
30/06/09	£29	£29	£0	£0	£0	£0	n/a	0	0
30/06/08	£28	£29	£-1	£0	£0	£0	n/a	0	0
30/06/07	£25	£20	£5	£0	£0	£0	n/a	0	0
30/06/06	£23	£20	£4	£0	£0	£0	n/a	0	0
30/06/05	£21	£15	£6	£0	£0	£0	n/a	0	0
30/06/04	£21	£18	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Individuals

Where it operates

Throughout London,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

ANGUS JAMES ROSS Appointed: 2021, Other trusteeship: VISCOUNT WAKEFIELD'S PHILLIP MEMORIAL FUND,

ALDERMAN ALEXANDER ROBERTSON MARTIN BARR Appointed: 2017

ALDERMAN SIR WILLIAM ANTHONY BOWATER RUSSELL (Chair) Appointed: 2019

MICHAEL NORMAN EVANS Appointed: 2020, Other trusteeship: VISCOUNT WAKEFIELD'S PHILLIP MEMORIAL FUND,

MELANIE PETERS Appointed: 2019, Other trusteeship: VISCOUNT WAKEFIELD'S PHILLIP MEMORIAL FUND,

SARAH MANN Appointed: 2018, Occupation: Civil Servant (Retired), Other trusteeship: PRISON ADVICE AND CARE TRUST (PACT),

Legal constitution

Charity registered in England & Wales on 05/11/1962, number: 312155

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

ST. MARGARETS CHURCH
LOTHBURY
LONDON
EC2R 7HH

Objectives

AFTER PAYMENT OF ANY EXPENSES OF ADMINISTRATION, THE NET INCOME OF THE FOUNDATION SHALL BE APPLIED BY THE TRUSTEES IN ANY OF THE FOLLOWING WAYS FOR THE BENEFIT OF PERSONS OF NOT MORE THAN 25 YEAR OF AGE WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO OR ETHER OF WHOSE PARENTS ARE RESIDENT OR WORK OR HAVE RESIDED OR WORKED AT ANY TIME FOR NOT LESS THAN THREE YEARS OR WHO ARE ATTENDING SCHOOLS OR OTHER EDUCATIONAL ESTABLISHMENTS IN THE AREA OF THE WARD OF BREAD STREET AND THE ADJOINING WARDS, IN THE CITY OF LONDON: A) THE AWARD OF SCHOLARSHIPS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL, UNIVERSITY ETC. B) PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, BOOKS ETC TO ENABLE BENEFICIARIES ON LEAVING SCHOOL TO ENTER INTO SOME TRADE OR PROFESSION. C) THE AWARD OF SCHOLARSHIPS OR MAINTENANCE ALLOWANCE TO ENABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION. D) PROVISION OF FACILITIES FOR RECREATION FOR THOSE BENEFICIARIES WHO ARE RECEIVING PRIMARY, SECONDARY OR FURTHER EDUCATION. E) PROVISION OF FINANCIAL ASSISTANCE TOWARDS STUDY OF MUSIC OR OTHER ARTS. F) THE PROMOTION OF EDUCATION OF BENEFICIARIES.

Defined Area of Benefit:

WARD OF BREAD STREET AND ADJOINING WARDS IN CITY OF LONDON

Data Sources