Finance Score: 3
Governance Score: 2
Support Score: 3
  • Poor Liquidity: -1
  • Good Reserves: +1Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Gov Income
  • Grant maker support: +3
Overall GiG Score: 8 ?

MONKTON COMBE SCHOOL 

The Charity's primary objective is the provision of education. It runs an independent co-educational day and boarding school within the Evangelical Anglican tradition, catering for pupils aged 2 to 18 from the local area and also further afield, both from the UK and overseas.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • 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

Regulatory & Governance issues to consider:

  • There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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
31/08/22£17,164£17,328£-164£172£24,277£22,29015.44390
31/08/21£15,197£14,630£567£153£25,149£22,50718.53300
31/08/20£16,330£15,749£581£561£24,139£21,95216.73350
31/08/19£15,793£15,281£512£1,031£23,234£21,46616.93070
31/08/18£16,112£14,223£1,889£0£22,629£20,73317.52740
31/08/17£14,308£13,458£850£0£20,624£18,51816.53540
31/08/16£15,480£13,435£2,045£369£19,571£17,57615.73570
31/08/15£14,037£12,906£1,131£825£17,304£14,65113.62060
31/08/14£14,199£12,759£1,439£953£16,182£13,63812.82100
31/08/13£13,139£12,835£304£904£14,637£10,697102070
31/08/12£13,442£12,725£716£872£14,199£10,0699.52090
31/08/11£14,331£11,567£2,763£918£13,397£10,01710.41970
31/08/10?£11,662£11,658£4£939£10,560£5,6485.81990
31/07/09£11,630£10,930£699£823£10,312£6,0776.72070
31/07/08£10,593£9,769£825£710£9,690£5,72771980
31/07/07£10,780£9,312£1,468£685£8,919£5,2186.71940
31/07/06£9,255£8,967£288£0£0£0n/a00
31/07/05*£8,638£8,415£223£0£0£0n/a00
31/07/04£7,940£7,937£3£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 32%
Liabilities/Income: 67%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 15.4 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.2
Asset Split ?
Established: 28 years

www.monktoncombeschool.com

bursar@monkton.org.uk

01225721143

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Makes Grants to Individuals
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bath And North East Somerset,
Who it helps
  • Children/Young People
Who works here?
  • 439 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split

Age Range of Trustees: 45-71
Legal constitution
  • Charitable company registered in England & Wales on 29/07/1996, number: 1057185
  • Registered at Companies House on 23/07/1996, number: 03228456
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR05: 19 days late,
Main office

MONKTON COMBE SCHOOL
CHURCH LANE
MONKTON COMBE
BATH
BA2 7HG

Objectives

THE OBJECTS OF THE CHARITY ARE:THE PROMOTION OF EDUCATION AND TO ESTABLISH OR ACQUIRE AND MAINTAIN A SCHOOL OR SCHOOLS FOR THE EDUCATION OF BOYS AND GIRLS COMBINED WITH SOUND RELIGIOUS TRAINING ON PROTESTANT AND EVANGELICAL PRINCIPLES IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND BUT SO THAT EACH SUCH SCHOOL SHALL BE CARRIED ON AS AN EDUCATIONAL CHARITY;AS AN INDEPENDENT OBJECT TO ESTABLISH OR ACQUIRE AS A GOING CONCERN AND CARRY ON OR MANAGE ELSEWHERE ANY SUBSIDIARY AFFILIATED OR OTHER SCHOOLS FOR THE EDUCATION OF BOYS AND GIRLS COMBINED WITH SOUND RELIGIOUS TRAINING ON PROTESTANT AND EVANGELICAL PRINCIPLES BUT SO THAT EACH SUCH SCHOOL SHALL BE CARRIED ON AS AN EDUCATIONAL CHARITY;(THE “OBJECTS”).

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great