Finance Score: -5
Governance Score: 5
Support Score: 0
  • Volatile income & significant deficit in latest year: -5
  • No PartB
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 0 ?

FORMATIO

The primary objective of Formatio is to advance the Catholic Religion for the public benefit by supporting Catholic Education and, in particular, promoting the formation of teachers, leaders and governors in Catholic Education.Formatio aims to bring together key stakeholders and membership of the national Steering Group reflects this.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 19 trustees whereas the Charities Commission recommends a maximum of 12
  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income Spending Surplus/
Deficit
Volun-
teers
31/08/23£0£11£-11
31/08/22£10£47£-36
31/08/21£0£97£-97
31/08/20£250£86£164
Highest pay bracket: less than £60,000
Established: 5 years

formatio.org.uk

general@catholiceducation.org.uk

02079011900

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Education/Training
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides services
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 (19)
Current Trustees appointed
Gender Split
Based on 18/19 persons

  • ANGELA KELLER Appointed: 2023
  • ANNE ROBERTSON Appointed: 2022
  • CATHERINE ANNE BRYAN (Chair) Appointed: 2018
  • DR DUNCAN MARTIN Appointed: 2021
  • DR JANE CHAMBERS Appointed: 2022
  • FLAVIO VETTESE Appointed: 2024
  • HELEN O'NEILL Appointed: 2022
  • JOAN MARY MCCARTHY Appointed: 2024
  • MARGARET SUE CRONIN Appointed: 2018
  • MIKE SHORTEN Appointed: 2018
  • PROFESSOR ARTHUR NAYLOR Appointed: 2018, Occupation: Higher Education Advisor
  • PATRICK MURDEN Appointed: 2022
  • PAUL BARBER Appointed: 2018
  • PETER GIORGIO Appointed: 2021
  • PETER SWEENEY Appointed: 2022
  • REV ALAN STEPHEN WILLIAMS SM Appointed: 2018
  • SARAH HARCOMBE-BARRETO Appointed: 2024
  • SISTER PATRICIA GOODSTADT Appointed: 2023
  • STEPHEN BELL Appointed: 2022
Legal constitution
  • Charity registered in England & Wales on 11/04/2019, number: 1182947
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • 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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Filing Record
4 returns made; all on time
Main office

CATHOLIC EDUCATION SERVICE
39 ECCLESTON SQUARE
LONDON
SW1V 1BX

Objectives

TO ADVANCE THE CATHOLIC RELIGION FOR THE PUBLIC BENEFIT BY SUPPORTING CATHOLIC EDUCATION AND, IN PARTICULAR, PROMOTING THE FORMATION OF TEACHERS, LEADERS AND GOVERNORS IN CATHOLIC EDUCATION.

Data Sources

Charity Commission for England and Wales

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