Finance Score: 2

Governance Score: 4

Support Score: 1

Good reserves management: +3
Reasonable growth: +1
Multiple Deficits: -2

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 7

AMBITION INSTITUTE

EDUCATION AND TRAINING FOR MIDDLE LEADERS

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board has little diversity in terms of age

Financial issues to consider:

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
31/08/23		£30,163	£29,698	£465	£0	£9,311	£8,822	3.6	325
31/08/22		£21,027	£20,489	£538	£0	£8,847	£8,664	5.1	242
31/08/21		£14,411	£13,839	£572	£0	£8,309	£7,969	6.9	221
31/08/20		£13,366	£15,297	£-1,931	£0	£7,737	£7,737	6.1	231
31/08/19		£16,684	£17,168	£-484	£0	£9,668	£9,668	6.8	226
31/08/18	*	£15,399	£16,169	£-770	£0	£10,152	£2,670	2	201
31/08/17		£17,028	£17,006	£22	£0	£10,922	£10,922	7.7	197
31/08/16		£9,170	£8,812	£358	£0	£3,170	£3,170	4.3	104
31/08/15	*	£8,991	£7,994	£998	£25	£2,812	£2,812	4.2	89
31/08/14		£6,772	£6,229	£543	£37	£1,814	£1,814	3.5	68
31/08/13		£5,004	£4,803	£202	£35	£1,271	£1,271	3.2	49

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 45%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.8

Asset Split ?

Established: 12 years

www.ambition.org.uk

governance@ambition.org.uk

020 3846 5828

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£40,000	16/05/2018	Future Leaders - Building Futures in the North

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-58

CELIA BERENGUER Appointed: 2016, Occupation: Managing Director, Leadership Development

IAN HALE Appointed: 2018, Occupation: Director

JAMES FULTON Appointed: 2018, Occupation: Director

JOANNE VIVIENNE MORGAN Appointed: 2021, Occupation: Chief Executive Officer

JONATHAN PAUL EDWARD TEMPLE Appointed: 2021, Occupation: Chief Financial Officer

RACHNA PATEL Appointed: 2021, Occupation: Hr Director

REBECCA ANN VIAN BOOMER-CLARK Appointed: 2019, Occupation: Education Leadership

RICHARD ANTHONY ROGER JEFFERSON (Chair) Appointed: 2020, Occupation: Chief Finance Officer

SAMUEL JAMES FREEDMAN Appointed: 2021, Occupation: Ceo, Other trusteeship: HOLOCAUST EDUCATIONAL TRUST,

TASHANTA CECILIA HARVEY Appointed: 2021, Occupation: Technology Executive

Legal constitution

Charitable company registered in England & Wales on 18/04/2012, number: 1146924
Registered at Companies House on 09/03/2012, number: 07984030

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

11 returns made; AR18: 1 days late, AR15: 5 days late,

Main office

Unit 2
Bridge Wharf
156 Caledonian Road
LONDON
N1 9UU

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT, IN PARTICULAR (BUT WITHOUT LIMITATION) BY PROMOTING AND ENCOURAGING HIGH STANDARDS IN TEACHING, PEDAGOGY AND EDUCATION LEADERSHIP.

Defined Area of Benefit:

ENGLAND

Data Sources