THE CHARITY EXCELLENCE FRAMEWORK

Charity number: 1195568
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We provide a digital and AI eco system, which is a free, simple to use one-stop-shop that enables any UK non profit to find the funding, and free help and resources it needs. We also have the Charity Sector Data Store with circa 1 million data points and our Charity Excellence Learning website of free online AI courses. We prioritise support for small charities and marginalised groups.

Income and expenditure

Data for financial year ending 31 October 2024

Total income: £42,088
Total expenditure: £34,710

People

4 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 19 August 2021: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Safeguarding policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Christopher Shawdon Chair 02 August 2024
None on record
EDWARD MAYO Trustee 04 August 2025
None on record
Amit Bansal Trustee 02 June 2025
None on record
SARAH SWAYSLAND Trustee 08 April 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2022 31/10/2023 31/10/2024
Total gross income £18.37k £62.72k £42.09k
Total expenditure £18.37k £12.43k £34.71k
Income from government contracts N/A N/A N/A
Income from government grants N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 October 2024 23 August 2025 On time
Accounts and TAR 31 October 2024 23 August 2025 On time Download Open in new window
Annual return 31 October 2023 20 August 2024 On time
Accounts and TAR 31 October 2023 20 August 2024 On time Download Open in new window
Annual return 31 October 2022 15 August 2024 350 days late
Accounts and TAR 31 October 2022 26 April 2025 604 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION REGISTERED 19 AUG 2021 AMENDED ON 03 MAR 2025

Charitable objects

THE OBJECT OF THE CIO IS TO PROMOTE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES, PRIMARILY THROUGH THE PROVISION OF SERVICES AND TRAINING, WITH A FOCUS ON THE USE OF TECHNOLOGY AND WITH DELIVERY THROUGH AN ONLINE PLATFORM OR DATA-SETS, DIRECTLY OR THROUGH PARTNER ORGANISATIONS. NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH [SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005] AND [SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008]

Contact information

Address:
14 BLACKMORE GATE
BUCKLAND
AYLESBURY
Buckinghamshire
HP22 5JT
Phone:
07595371444
Email:
ian@charityexcellence.co.uk
Website:

www.charityexcellence.co.uk Open in new window