Finance Score: -1

Governance Score: 2

Support Score: 1

Excess reserves: -2
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Dynamic board: +3

Overall weighted support: +1

Overall GiG Score: 2

THE WHITGIFT FOUNDATION

The charity has three independent schools in the Croydon Area. Fee assistance is provided to over 500 pupils by way of a means tested bursaries scheme. The charity also runs two care homes and Almshouses providing nursing care, residential care and sheltered accommodation to the elderly in the region. In addition, we provide a Carer's Information Service for adults caring for others in Croydon.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Fundraising costs are unusually low relative to funds raised
The Board appears to be 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:

This charity has substantial assets and unrestricted reserves of £196,796,263 available, equivalent to 28 months of spending and so may not be able to utilise additional funding
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£78,920	£83,140	£-4,221	£1,375	£203,462	£196,796	28.4	757	0
31/08/22	£64,758	£76,227	£-11,470	£3,576	£214,420	£208,241	32.8	749	0
31/08/21	£63,476	£71,652	£-8,177	£3,716	£234,230	£228,206	38.2	877	0
31/08/20	£67,748	£71,513	£-3,765	£3,287	£221,861	£220,038	36.9	891	0
31/08/19	£65,844	£70,656	£-4,812	£3,727	£229,517	£227,896	38.7	873	0
31/08/18	£63,805	£68,858	£-5,053	£733	£251,245	£249,751	43.5	858	0
31/08/17	£61,335	£63,860	£-2,525	£0	£253,569	£252,181	47.4	737	0
31/08/16	£58,793	£55,195	£3,598	£0	£239,680	£238,438	51.8	723	0
31/08/15	£56,755	£55,776	£979	£121	£233,690	£232,618	50	686	0
31/08/14	£52,284	£52,322	£-38	£116	£232,206	£231,242	53	665	0
31/08/13	£49,791	£50,995	£-1,203	£90	£227,727	£226,847	53.4	650	0
31/08/12	£47,433	£47,929	£-496	£84	£217,731	£216,933	54.3	636	0
31/08/11	£45,785	£48,162	£-2,377	£76	£217,719	£217,148	54.1	636	0
31/08/10	£43,412	£45,899	£-2,487	£72	£220,497	£219,949	57.5	596	0
31/08/09	£43,256	£45,912	£-2,655	£72	£222,972	£222,457	58.1	553	0
31/08/08	£45,968	£45,634	£333	£92	£249,038	£248,476	65.3	633	0
31/08/07	£40,739	£38,483	£2,256	£60	£271,295	£270,699	84.4	523	0
31/08/06	£37,561	£35,633	£1,928	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	£35,793	£34,092	£1,701	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	£34,406	£30,778	£3,628	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 3.3%
Fundraising Costs/Total Spending: 2.6%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 32%
Liabilities/Income: 119%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 28.4 months
Net Current Assets/Spending: 8 months
Quick Ratio: 0.9

Asset Split ?

Balance Sheet History

Established: 60 years

www.johnwhitgiftfoundation.org

enquiries@johnwhitgiftfoundation.org

02086808499

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
Other Charitable Purposes

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Makes grants to individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Croydon, Kent, Surrey,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

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
National Lottery Heritage Fund - Grant to The Whitgift Foundation
£90,000	27/11/2018	From throne to classroom: Old Palace Revealed

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 12/14 persons

ASIF PATEL Appointed: 2017

CHRISTOPHER HOULDING (Chair)

CLARE ASHLEY Appointed: 2024

DAVID SEYMOUR Appointed: 2015

DR ANAND MEHTA Appointed: 2017

JEREMY BECKWITH Appointed: 2024

MARK LONG Appointed: 2021

MICHAEL GASCOIGNE Appointed: 2024

NICHOLAS WILLIAM JOHN EDWARDS Appointed: 2019

PETER CORNFORTH Appointed: 2023

REV CANON DR ANDREW SCOTT BISHOP Appointed: 2018

THE RIGHT REVD DR ROSEMARIE MALLETT Appointed: 2022

VIVIENNE DEWS Appointed: 2024

WARWICK JONES Appointed: 2022, Occupation: Retired

Legal constitution

Charity registered in England & Wales on 16/03/1965, number: 312612

Gift Aid

Registered with HMRC for Gift Aid

Event History

07/01/2015 - Asset transfer in from OLD CROHAMIANS ASSOCIATION BENEVOLENT FUND
10/02/2017 - Asset transfer in from HENRY JOHN STRONG PENSIONS
09/10/2020 - Asset transfer in from RALPH SNOW
Linked charity: WHITGIFT FOR ALL

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

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
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

Recent reorganisation events:

Asset transfer in from RALPH SNOW on 09/10/2020

Main office

WHITGIFT FOUNDATION
NORTH END
CROYDON
CR9 1SS

Objectives

(1) THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT:(A) THE PROVISION OF HOMES, SERVICES OR FACILITIES FOR BENEFICIARIES INCLUDING THE PROVISION OF INFORMATION, ADVICE, GUIDANCE, ASSISTANCE AND AT HOME CARE SERVICES;(B) THE PROVISION, MAINTENANCE, SUPPORT AND CONDUCT OF DAY, OR DAY AND BOARDING, SCHOOLS IN THE ANCIENT PARISH OF CROYDON AND IN THE LONDON BOROUGH OF CROYDON AT WHICH IN ACCORDANCE WITH THE PROVISIONS OF THE EDUCATION ACTS, RELIGIOUS INSTRUCTION CONSISTENT WITH THE DOCTRINES OF THE CHURCH OF ENGLAND IS GIVEN;(C) THE ADVANCEMENT OF EDUCATION OF PUPILS OR FORMER PUPILS OF THE SCHOOLS OF THE CHARITY WHO ARE IN FINANCIAL NEED, THROUGH THE PROVISION OF SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEE.

Defined Area of Benefit:

ANCIENT PARISHES OF CROYDON AND LAMBETH AND LONDON BOROUGH OF CROYDON. COUNTY OF KENT.

Data Sources

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