Finance Score: -3

Governance Score: 5

Support Score: 2

Volatile income: -3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +2

Overall GiG Score: 4

HAMPSHIRE AND THE ISLE OF WIGHT COMMUNITY FOUNDATION

Our Mission is to increase the charitable funding that is available to voluntary organisations and community groups active in Hampshire and the Isle of Wight. We provide efficient donor and grant making services, which are open, accessible, and user friendly. We build a bridge between people who care about their local community and the wide range of voluntary and community groups needing help.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates much of its income
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income has been volatile recently

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	£1,015	£1,827	£-811	£72	£16,152	£458	3	8	1
31/12/22	£2,444	£2,248	£196	£131	£16,008	£370	2	9	0
31/12/21	£1,600	£2,225	£-625	£105	£17,941	£407	2.2	7	0
31/12/20	£4,750	£2,663	£2,087	£92	£16,417	£392	1.8	7	0
31/12/19	£801	£975	£-173	£70	£13,811	£280	3.4	7	0
31/12/18	£1,106	£1,335	£-229	£65	£12,373	£265	2.4	8	0
31/12/17	£2,047	£1,525	£523	£95	£13,256	£265	2.1	8	0
31/12/16	£1,395	£1,396	£0	£56	£11,794	£243	2.1	8	0
31/12/15	£1,315	£1,192	£123	£133	£10,758	£237	2.4	6	0
31/12/14	£2,327	£1,053	£1,274	£116	£9,887	£241	2.8	8	0
31/12/13	£3,168	£1,201	£1,967	£141	£8,318	£254	2.5	8	0
31/12/12	£1,570	£925	£644	£151	£5,796	£250	3.2	7	0
31/12/11	£1,502	£680	£822	£140	£4,833	£248	4.4	5	0
31/12/10	£2,237	£1,302	£935	£110	£4,355	£283	2.6	5	0
31/12/09	£1,630	£1,598	£33	£94	£3,048	£249	1.9	6	0
31/12/08	£1,553	£662	£891	£84	£2,311	£280	5.1	3	0
31/12/07	£2,023	£305	£1,718	£83	£1,742	£268	10.5	2	0
31/12/06	£122	£92	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£62	£56	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 3 months
Net Current Assets/Spending: 13 months
Quick Ratio: 36.8

Asset Split ?

Balance Sheet History

Established: 21 years

www.hiwcf.org.uk

info@hiwcf.com

01962 798700

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Hampshire, Isle Of Wight, Portsmouth City, Southampton City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
CHK Foundation - CHK Discretionary Grant
£10,000	17/08/2020	to support specified work
CHK Foundation - CHK Discretionary Grant
£10,000	17/08/2020	to support specified work
Quartet Community Foundation - Grant to Hampshire & Isle of Wight Community Foundation
£5,560	01/06/2020	Regional proportion of Bristol & West ‘97 Endowment Fund

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 28-80

COUNCILLOR ANDREW JOY Appointed: 2017, Occupation: Councillor

COUNCILLOR DAN PUTTY JP Appointed: 2017

GRACE CHEYNEY Appointed: 2023, Occupation: Trainee Auditor

IAN PRIDEAUX Appointed: 2023, Occupation: Retired

JO ASH CBE Appointed: 2016

JOSHUA HENSMAN Appointed: 2023, Occupation: Operations Manager

KRYSIA BUTWILOWSKA Appointed: 2019, Occupation: Education Consultant

MATTHEW YORK Appointed: 2024, Occupation: Foundation Director

MICHAEL SMITH Appointed: 2020, Occupation: Retired

OLIVER STANLEY Appointed: 2024, Occupation: Chairman

PETER SIMON CLEVERLY Appointed: 2023, Occupation: Retired

REBECCA KENNELLY (Chair) Appointed: 2011, Occupation: Ceo Voluntary Sector

ROBERT WOOD Appointed: 2023, Occupation: It Consultant

SUKANYA SITARAM Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 30/10/2003, number: 1100417
Registered at Companies House on 13/09/2002, number: 04534462

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: THE ALDERMAN JOE DAVIDSON MEMORIAL CHARITY TRUST
Linked charity: THE LORD MAYOR OF PORTSMOUTH'S CHARITY
Linked charity: MONTAGU NEVILLE DURNFORD AND SAINT LEO CAWTHAN MEMORIAL TRUST
Linked charity: FUTCHER SCHOOL FOUNDATION
12/04/2013 - Asset transfer in from LANDPORT EDUCATIONAL FOUNDATION
12/04/2013 - Asset transfer in from WHITCOMBE CHARITY
12/04/2013 - Asset transfer in from SCALE CHARITABLE TRUST FUND
12/04/2013 - Asset transfer in from THE BURGES CHARITY
15/04/2013 - Asset transfer in from ZURICH INSURANCE TRAVELLING SCHOLARSHIP
01/05/2013 - Asset transfer in from THOMAS KING TRUST
01/05/2013 - Asset transfer in from SIR WILLIAM DUPREE CHESS TOURNAMENT TRUST FUND (PORTSMOUTH)
01/05/2013 - Asset transfer in from THE PHYLLIS LOE CHESS TOURNAMENT FOR GIRLS TRUST
03/05/2013 - Asset transfer in from LEON EMANUEL WATCH PRIZE FUND
14/05/2015 - Asset transfer in from SIR JAMES SCOTT MEMORIAL TRUST
05/09/2016 - Asset transfer in from THE CORNELIUS CENTRE FOR PEOPLE WITH LEARNING DISABILITIES LTD
09/03/2017 - Asset transfer in from NEWPORT SICK POOR FUND
10/02/2020 - Asset transfer in from INSKIP LEAGUE OF FRIENDSHIP FOR THE DISABLED (NO 11) BRANCH
26/08/2021 - Asset transfer in from THE MARTIN-WHEELER TRUST
18/11/2021 - Asset transfer in from THE HAMPSHIRE PLAYING FIELDS ASSOCIATION
15/02/2022 - Asset transfer in from CHARITY OF THE REVEREND EDWARD THOMAS HOARE
31/03/2022 - Asset transfer in from THE MARTIN-WHEELER TRUST

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

BVA
The Orchard
White Hart Lane
BASINGSTOKE
Hampshire
RG21 4AF

Objectives

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTIES OF HAMPSHIRE AND THE ISLE OF WIGHT AND UNITARY AUTHORITIES OF SOUTHAMPTON AND PORTSMOUTH AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS;OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY INCLUDING THOSE IN THE AREA OF BENEFIT.

Defined Area of Benefit:

HAMPSHIRE, THE ISLE OF WIGHT AND SURROUNDING AREAS

Data Sources

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