Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -6

THE CARESWELL FOUNDATION

To provide financial assistance for the further education of students in Shropshire and the parish of Bobbington and Staffordshire who are under the age of 25 and in need of financial assistance and who are pupils or former pupils of Shrewsbury School, Bridgnorth Endowed School, Secondary Schools for the Donnington area, Adams Grammar School, Idsall School and Thomas Adams School Wem

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely 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
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
31/03/23		£15	£11	£4	n/a	n/a	n/a	n/a	n/a
31/03/22		£13	£13	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£12	£20	£-9	n/a	n/a	n/a	n/a	n/a
31/03/20		£14	£16	£-2	n/a	n/a	n/a	n/a	n/a
31/03/19		£14	£13	£1	n/a	n/a	n/a	n/a	n/a
31/03/18		£13	£8	£5	£0	£0	£0	n/a	0
31/03/17		£13	£10	£3	£0	£0	£0	n/a	0
31/03/16		£12	£10	£3	£0	£0	£0	n/a	0
31/03/15		£12	£13	£-1	£0	£0	£0	n/a	0
31/03/14		£12	£10	£2	£0	£0	£0	n/a	0
31/03/13		£12	£8	£3	£0	£0	£0	n/a	0
31/03/12		£11	£20	£-9	£0	£0	£0	n/a	0
31/03/11		£11	£11	£0	£0	£0	£0	n/a	0
31/03/10		£11	£13	£-2	£0	£0	£0	n/a	0
31/03/09	*	£14	£9	£5	£0	£0	£0	n/a	0
31/03/08		£13	£9	£4	£0	£0	£0	n/a	0
31/03/07		£12	£11	£1	£0	£0	£0	n/a	0
31/03/06	*	£11	£9	£2	£0	£0	£0	n/a	0
31/03/05		£11	£11	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

penny.ashcroft@ashtonandcolegal.co.uk

07815 642666

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals

Where it operates

Shropshire, Staffordshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

CHRISTOPHER WILLIAM CONWAY, Other trusteeships: THE CHARITY OF EDWARD CARESWELL FOR THE MINISTER, THE SANATA CHARITABLE TRUST,

DEREK PEDEN, Other trusteeship: THE CHARITY OF EDWARD CARESWELL FOR THE MINISTER,

LIAM ALLEN Appointed: 2018, Other trusteeship: THE CHARITY OF EDWARD CARESWELL FOR THE MINISTER,

TOBY PETER PERCIVAL Appointed: 2019, Other trusteeship: THE CHARITY OF EDWARD CARESWELL FOR THE MINISTER,

Legal constitution

Charity registered in England & Wales on 06/12/1962, number: 528393

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures

Filing Record

19 returns made; AR09: 118 days late, AR06: 29 days late,

Main office

Maple House
Sitka Drive
Shrewsbury Business Park
Shrewsbury
Shropshire
SY2 6LG

Objectives

THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN PROMOTING THE FURTHER EDUCATION OF BOYS RESIDENT IN THE AREA COMPRISING THE COUNTY OF SHROPSHIRE AND THE PARISH OF BOBBINGTON, IN THE COUNTY OF STAFFORDSHIRE WHO ARE UNDER THE AGE OF 25 AND IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE PUPILS OR FORMER PULIPS OF ONE OF THE SCHOOLS HEREINAFTER REFERRED TO: FOR FURTHER DETAILS SEE CLAUSE 18 1NA)-(F) AND 2.

Defined Area of Benefit:

SHROPSHIRE, THE PARISH OF BOBBINGTON IN STAFFORDSHIRE

Data Sources