Finance Score: 0

Governance Score: 3

Support Score: 0

Low unrestricted reserves: -2
Strong growth: +2

Good trustee age range: +3
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE JOHN CAUDWELL FOUNDATION

The making of grants to charitable organisations to benefit children with disabilities as well as those that advance health and in particular those that operate to relieve the suffering of individuals that have Lyme and associated diseases.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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
30/09/23	£958	£467	£491	£0	£500	£0	0	1	0
30/09/22	£134	£130	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21	£20	£72	£-52	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20	£52	£0	£52	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19	£208	£210	£-2	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: 24%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 1%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 13 months
Quick Ratio: 175.8

Asset Split ?

Balance Sheet History

Established: 6 years

01630620525

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-65

CRAIG BENNETT Appointed: 2017, Occupation: Company Director

DAVID CANFIELD Appointed: 2017, Occupation: Finance Director

JOHN DAVID CAUDWELL (Chair) Appointed: 2017, Occupation: Student

REBEKAH CLAIRE CAUDWELL Appointed: 2017, Occupation: Student

RHIANNON OLIVIA CAUDWELL Appointed: 2017, Occupation: Student

Legal constitution

Charitable company registered in England & Wales on 28/06/2018, number: 1178979
Registered at Companies House on 20/09/2017, number: 10972317

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Main office

BROUGHTON HALL
BROUGHTON
ECCLESHALL
STAFFORD
ST21 6NS

Objectives

TO PAY OR APPLY CAPITAL AND INCOME TO OR TOWARDS OR FOR THE BENEFIT OR FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARITABLE ORGANISATIONS (WHETHER CORPORATE OR UNINCORPORATED) AT SUCH TIME, IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Data Sources

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