Finance Score: -6

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending declining: -1
Multiple Deficits: -2
No PartB

2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

WINTERFOLD HOUSE SCHOOL TRUST LIMITED

Following the merger of Winterfold House School's activities with those of Bromsgrove School, the Trustees will be overseeing the settlement of historic legal claims utilising the funds that were retained for this purpose.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending is declining
On several occasions in recent years income has been less than spending

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
31/08/22	*	£0	£25	£-25	n/a	n/a	n/a	n/a	n/a
31/08/21	*	£0	£73	£-73	n/a	n/a	n/a	n/a	n/a
31/08/20		£0	£22	£-22	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£0	£3	£-3	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£0	£2	£-2	£0	£0	£0	n/a	0
31/08/17		£0	£3,352	£-3,352	£0	£0	£0	n/a	0
31/08/16		£3,022	£2,827	£195	£0	£3,477	£2,988	12.7	77
31/08/15		£2,683	£2,615	£67	£7	£3,282	£2,784	12.8	78
31/08/14	*	£2,977	£2,670	£307	£8	£3,214	£2,713	12.2	80
31/08/13	*	£2,949	£2,690	£260	£7	£2,908	£2,405	10.7	81
31/08/12		£2,910	£2,716	£194	£7	£2,648	£2,252	10	82
31/08/11		£2,862	£2,647	£215	£7	£2,453	£2,133	9.7	84
31/08/10	*	£2,883	£2,680	£203	£8	£2,239	£1,940	8.7	89
31/08/09		£2,917	£2,672	£245	£79	£2,036	£1,769	7.9	81
31/08/08		£2,854	£2,493	£361	£92	£1,791	£1,549	7.5	77
31/08/07		£2,556	£2,363	£193	£136	£1,430	£1,256	6.4	74
31/08/06		£2,318	£2,214	£103	£0	£0	£0	n/a	0
31/08/05		£2,488	£2,306	£183	£0	£0	£0	n/a	0
31/08/04		£2,495	£2,269	£226	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 27 years

www.winterfoldhouse.co.uk

bursar@winterfoldhouse.co.uk

01562777234

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Provides services

Where it operates

Worcestershire,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

MORAG ELEANOR CHAPMAN MA (Chair)

JOHN EATON Appointed: 2011, Occupation: Chartered Accountant, Other trusteeship: THE FRIENDS OF FECKENHAM PARISH CHURCH,

Legal constitution

Charitable company registered in England & Wales on 30/06/1997, number: 1063133
Registered at Companies House on 02/01/1997, number: 03298576

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 17 days late, AR21: 2 days late, AR19: 279 days late, AR18: 34 days late, AR14: 2 days late, AR13: 41 days late, AR10: 45 days late,

Main office

Winterfold House School
Winterfold
Chaddesley Corbett
Kidderminster
DY10 4PW

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC

Defined Area of Benefit:

NOT DEFINED

Data Sources