Finance Score: 0

Governance Score: 6

Support Score: 3

No PartB

Dynamic board: +3
Gender balanced board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 9

ATKINSON AND CLARKE EDUCATIONAL FOUNDATION

The Foundation is designed to promote the education of young people who live in the villages of Newton le Willows and Patrick Brompton. The Trustees are responsible for giving financial assistance, where they consider it necessary, for educational purposes, in the form of grants.

Analysis by Giving is Great

Positives:

The charity has received Government grants
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£11	£9	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£11	£11	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£10	£12	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£9	£8	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£10	£8	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£10	£7	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£10	£27	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£10	£4	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£9	£6	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£9	£11	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£16	£16	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£9	£4	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£9	£5	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£11	£12	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£8	£4	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£8	£7	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	£7	£19	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	£7	£10	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 38 years

bridgetteormston@yahoo.com

01677450255

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

North Yorkshire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BRIDGETTE ANNE ORMSTON Appointed: 2016

DAVID GRAEME PEACH Appointed: 2024

MRS VAL NELSON

NICK DELANEY BA BFP FCA Appointed: 2023

REV ROBIN DAVID CHRISTOPHER LAWTON BATM Appointed: 2017

ROBIN PULHAM Appointed: 2024

Legal constitution

Charity registered in England & Wales on 19/08/1986, number: 517841

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 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

Filing Record

20 returns made; all on time

Main office

WARDELL HOUSE
PATRICK BROMPTON
BEDALE
DL8 1JU

Objectives

EDUCATINAL AND RELIGIOUS PURPOSES (FOR FULL DETAILS SEE CLAUSE 11, 12 AND 16 OF THE ABOVE SCHEME OF 24 OCTOBER 1930).

Defined Area of Benefit:

PARISHES OF NEWTON-LE-WILLOWS AND PATRICK BROMPTON

Data Sources

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