Finance Score: 6

Governance Score: 5

Support Score: 3

Good reserves management: +3
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 14

ST JOSEPH'S COLLEGE LIMITED

St Joseph's College is a co-educational independent school for pupils from 3 to 18 years old. At St Joseph's, we aim to provide the best all-round education within an inclusive Christian community meeting the individual needs of each and every child's heart, mind, body and spirit, nurturing them to be their best in all their academic and extra-curricular activities

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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	Staff	Volun- teers
31/07/23		£10,217	£9,693	£524	£2	£4,419	£4,409	5.5	183	10
31/07/22		£9,068	£8,838	£230	£0	£3,894	£3,885	5.3	176	8
31/07/21		£8,439	£8,421	£18	£0	£3,664	£3,654	5.2	179	9
31/07/20		£9,104	£8,788	£316	£5	£3,910	£3,902	5.3	181	5
31/07/19		£9,069	£8,705	£364	£0	£3,595	£3,478	4.8	181	5
31/07/18		£8,297	£8,373	£-76	£0	£3,231	£3,231	4.6	186	0
31/07/17	*	£8,232	£8,006	£226	£219	£3,307	£3,283	4.9	155	0
31/07/16		£8,265	£7,838	£427	£0	£3,081	£3,057	4.7	151	0
31/07/15		£7,729	£7,445	£285	£7	£2,654	£2,629	4.2	149	0
31/07/14		£7,418	£7,114	£304	£6	£2,369	£2,345	4	135	0
31/07/13		£7,550	£7,397	£153	£6	£2,065	£2,042	3.3	136	0
31/07/12		£7,309	£7,147	£162	£8	£1,913	£1,876	3.1	151	0
31/07/11	*	£7,180	£6,982	£199	£17	£1,751	£1,714	2.9	150	0
31/07/10	*	£6,936	£7,121	£-185	£14	£1,552	£1,504	2.5	150	0
31/07/09		£6,731	£6,729	£2	£10	£1,737	£1,670	3	125	0
31/07/08	*	£6,422	£6,233	£189	£10	£1,735	£1,643	3.2	125	0
31/07/07		£5,578	£5,387	£191	£20	£1,546	£1,476	3.3	133	0
31/07/06		£5,207	£5,107	£100	£0	£0	£0	n/a	0	0
31/07/05		£5,016	£4,926	£90	£0	£0	£0	n/a	0	0
31/07/04		£4,787	£4,541	£246	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 69%
Liabilities/Income: 96%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.5 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.5

Asset Split ?

Established: 28 years

www.stjos.co.uk

Principal@stjos.co.uk

01473690281

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Suffolk,

Who it helps

Children/Young People

Who works here?

183 employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 39-77

CHRISTOPHER RICHARDSON-SMITH Appointed: 2021, Occupation: Sales Director

EMMA ELAINE HARDWICK Appointed: 2023, Occupation: Director Of Midwifery

IAN CHRISTIAN ROSS Appointed: 2021, Occupation: Chief Financial Officer

JULIE HENKEL Appointed: 2024, Occupation: Managing Director, Banking Operations

PATRICK JOSEPH LEWIS Appointed: 2023, Occupation: Company Owner/Director

ANTHONY BASSET NEWMAN Appointed: 2012, Occupation: Retired

KEVIN JOSEPH CONNELLY Appointed: 2019, Occupation: Internal Auditor

PERRY GLADING Appointed: 2014, Occupation: Director, Other trusteeship: HIGH HOUSE PRODUCTION PARK LIMITED,

PHILIP DENNIS Appointed: 2014, Occupation: Chartered Surveyor

RICHARD STACE LLB, Occupation: Solicitor

MR J BUTTON Appointed: 2014, Occupation: Quantity Surveyor, Other trusteeship: Cancer Support Suffolk,

Legal constitution

Charitable company registered in England & Wales on 05/01/1996, number: 1051688
Registered at Companies House on 22/12/1995, number: 03142500

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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; AR17: 39 days late, AR11: 26 days late, AR10: 428 days late, AR08: 9 days late,

Main office

ST. JOSEPHS COLLEGE
BELSTEAD ROAD
IPSWICH
IP2 9DR

Objectives

TO CREATE, ESTABLISH AND MAINTAIN CHRISTIAN SCHOOLS TO PROVIDE FOR THE FURTHERANCE OF EDUCATION OF CHILDREN OF EITHER OR BOTH SEXES.

Defined Area of Benefit:

NOT DEFINED, BUT IN PRACTICE EAST ANGLIA

Data Sources