Finance Score: -7

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -4 times
Volatile income: -3
No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: -5

COLBATCH AND HOOPER'S EDUCATIONAL FOUNDATION

For the Village of Orwell and Petersfield School in Orwell. The trust helps support vocational and educational training

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended
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		£3	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	*	£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19?	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£19	£14	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£3	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£3	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£2	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 62 years

fcouch@btinternet.com

+441223207212

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Cambridgeshire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

COLIN DAVID WILSON Appointed: 2024

DR ALEX HUGHES Appointed: 2018, Occupation: Clerk In Holy Orders

EDITH JOAN STAMMERS Appointed: 2012

REV FELICITY ANNE COUCH Appointed: 2013

RICHARD MARTIN Appointed: 2024

Legal constitution

Charity registered in England & Wales on 12/12/1962, number: 311328

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 208 days late, AR21: 97 days late, AR20: 144 days late, AR19: 510 days late, AR09: 1 days late, AR06: 133 days late, AR05: 6 days late,

Main office

8 Fishers Lane
Orwell
ROYSTON
Hertfordshire
SG8 5QX

Objectives

THE BENEFIT OF BOYS AND GIRLS RESIDENT IN THE BENEFICIAL AREA IN ANY OF THE FOLLOWING WAYS:- (A) EXHIBTIONS TENABLE AT ANY SECONDARY SCHOOL TRAINING COLLEGE FOR TEACHERS, UNIVERSITY, OR OTHER INSTITUTION OR FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION. (B) FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE BENEFICIARIES ON LEAVING SCHOOL UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ASSIST THEIR ENTERING INTO A PROFESSION, TRADE OF CALLING. (C) OTHERWISE PROMOTING THE EDUCATION OF BENEFICIARIES. ALSO THE TRUSTEES SHALL PAY A YEARLY SUM OF ú20 TO THE RECTOR OF ORWELLT O BE APPLIED BY HIM AS TRUSTEE IN THE PROMOTION IN THE ECCLESIASTICAL PARISH OF ORWELL OF RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND BY MEANS OF A SUNDAY SCHOOL, A CHOIR, OR OTHERWISE. THERE IS ALSO A YEARLY PAYMENT OF ú5 TO COLBATCH AND HOOPER'S CHARITY FOR THE POOR

Defined Area of Benefit:

THE PARISH OF ORWELL