Finance Score: -5

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -3
Fundraising costs high: -5

No supporters identified

Overall GiG Score: -5

THE STOWE SCHOOL FOUNDATION

The Foundation's principal objective is to assist Stowe School in the provision of bursaries, scholarships and prizes for the pupils for the public benefit. Additionally it provides funds for the improvement of facilities offered by the School either by way of new buildings or improved sports and cultural facilities for the public benefit.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,305,480 available, equivalent to 32 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs
31/07/23		£2,133	£1,258	£876	£0	£29,530	£3,305	31.5
31/07/22		£1,599	£2,325	£-726	£0	£26,994	£3,236	16.7
31/07/21		£1,438	£647	£791	£0	£26,961	£3,167	58.7
31/07/20		£2,048	£562	£1,487	£0	£22,779	£3,180	67.9
31/07/19		£2,065	£518	£1,547	£0	£20,081	£2,287	53
31/07/18		£1,929	£805	£1,123	£0	£16,134	£2,193	32.7
31/07/17		£1,572	£1,820	£-248	£0	£14,484	£2,153	14.2
31/07/16		£1,863	£3,241	£-1,378	£0	£13,794	£2,099	7.8
31/07/15		£2,431	£1,165	£1,266	£6	£14,682	£1,568	16.2
31/07/14		£2,102	£4,167	£-2,065	£5	£12,852	£1,524	4.4
31/07/13		£2,611	£3,865	£-1,254	£6	£14,477	£1,735	5.4
31/07/12		£3,767	£1,719	£2,048	£6	£15,111	£1,384	9.7
31/07/11		£2,628	£939	£1,690	£6	£13,154	£1,151	14.7
31/07/10		£3,907	£811	£3,096	£5	£11,125	£1,088	16.1
31/07/09		£3,620	£934	£2,685	£5	£7,744	£1,017	13.1
31/07/08		£1,806	£964	£842	£5	£5,409	£693	8.6
31/07/07		£1,375	£92	£1,283	£9	£4,861	£737	96.3
31/07/06		£579	£1,261	£-682	£0	£0	£0	n/a
31/07/05		£424	£383	£41	£0	£0	£0	n/a
31/07/04	*	£594	£138	£457	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 72.4%
Fundraising Costs/Total Spending: 8.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 31.5 months
Net Current Assets/Spending: 11 months
Quick Ratio: 56.3

Asset Split ?

Established: 26 years

www.stowe.co.uk

schooladministrator@stowe.co.uk

01280818222

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Organisations

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CHRISTOPHER JOHN TATE BA MIMC, Other trusteeship: STOWE SCHOOL LIMITED,

DR ANTHONY WALLERSTEINER MA, PHD, Other trusteeships: STOWE COMMON ROOM BENEVOLENT FUND, THE DAVID WYNNE CHARITABLE TRUST, STREET CHILD, THE 1923 CHARITABLE TRUST,

ELIZABETH SAUNDERS WATSON Appointed: 2019

JONATHAN MICHAEL ARUNDELL BEWES

LADY STRINGER Appointed: 2011, Occupation: Doctor (Retired)

MR S C CREEDY SMITH (Chair) Appointed: 2012, Occupation: Accountant, Other trusteeships: STOWE SCHOOL LIMITED, THE STOWE HOUSE PRESERVATION TRUST,

MARK JOHN GREAVES BA ACA Appointed: 2018, Other trusteeship: RESTORE - BURN AND WOUND RESEARCH,

NICHOLAS VERNEY BSC Appointed: 2015

PATRICK JOHN RICHARD STOPFORD BAOXON CFA Appointed: 2014, Other trusteeship: THE HELEN ROLL CHARITY,

Legal constitution

Charity registered in England & Wales on 04/09/1998, number: 1071363

Gift Aid

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
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR04: 9 days late,

Main office

Stowe School
Stowe
BUCKINGHAM
MK18 5EH

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS NET INCOME UPON TRUST TO APPLY THEM FOR THE ADVANCEMENT OF EDUCATION IN ALL OR ANY OF THE FOLLOWING WAYS:(A) THE PROVISION OF EDUCATIONAL RESOURCES AND FACILITIES AT STOWE SCHOOL OR ANY OTHER SCHOOL WITHIN THE STOWE GROUP OF SCHOOLS;(B) THE PROVISION OF SCHOLARSHIPS, EXHIBITIONS, BURSARIES, GRANTS, LOANS AND OTHER FINANCIAL ASSISTANCE TO PUPILS AND PROSPECTIVE PUPILS OF STOWE SCHOOL OR ANY OTHER SCHOOL WITHIN THE STOWE GROUP OF SCHOOLS UPON SUCH TERMS AND SUBJECT TO SUCH RESTRICTIONS OR CONDITIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT;(C) THE PROVISION OF RESOURCES AND FACILITIES FOR THE SOCIAL WELFARE OF PUPILS AT STOWE SCHOOL OR ANY OTHER SCHOOL WITHIN THE STOWE GROUP OF SCHOOLS, INCLUDING RECREATION AND OTHER LEISURE TIME ACTIVITIES, WHICH WILL ASSIST IN THE DEVELOPMENT OF THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES;(D) THE PROVISION OF ANY OTHER FINANCIAL SUPPORT FOR OR ASSISTANCE TO STOWE SCHOOL OR ANY OTHER SCHOOL WITHIN THE STOWE GROUP OF SCHOOLS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.PROVIDED THAT FOR THE PURPOSES OF THESE OBJECTS THE REFERENCE TO THE STOWE GROUP OF SCHOOLS SHALL BE TAKEN ONLY TO INCLUDE THOSE SCHOOLS WHICH ARE OWNED AND RUN BY THE REGISTERED CHARITY STOWE SCHOOL LIMITED AND WHICH ARE BASED IN THE UK

Defined Area of Benefit:

NOT DEFINED (IN PRACTICE STOWE)

Data Sources