Finance Score: -2

Governance Score: 8

Support Score: 3

Deficit on unrestricted reserves: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 9

ST LAURENCE EDUCATION TRUST

The main charitable activities were the provision of education to boys and girls from the ages of 11 to 18 through the independent school Ampleforth College.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There was a deficit on unrestricted reserves of £949,255 at the last year end after deducting the value of own use assets

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	£16,923	£15,299	£1,624	£0	£-904	£-949	-0.7	233	3
31/08/21	£14,604	£14,115	£489	£0	£-2,528	£-2,629	-2.2	231	3
31/08/20	£14,803	£16,737	£-1,934	£78	£-3,017	£-3,062	-2.2	238	3
31/08/19	£17,460	£18,933	£-1,473	£63	£-1,083	£-1,177	-0.7	261	6
31/08/18	£18,297	£18,360	£-63	£112	£389	£389	0.3	275	4
31/08/17	£18,058	£18,206	£-148	£94	£453	£398	0.3	251	0
31/08/16	£18,315	£18,214	£101	£49	£601	£545	0.4	253	0
31/08/15	£20,966	£20,868	£98	£12	£500	£500	0.3	321	0
31/08/14	£19,611	£19,607	£4	£11	£402	£402	0.2	322	0
31/08/13	£19,764	£19,680	£84	£11	£398	£398	0.2	319	0
31/08/12	£19,747	£19,897	£-150	£39	£314	£314	0.2	320	0
31/08/11	£19,236	£19,453	£-217	£57	£464	£305	0.2	324	0
31/08/10	£18,465	£18,481	£-16	£76	£681	£314	0.2	326	0
31/08/09	£18,238	£18,975	£-737	£53	£697	£223	0.1	139	0
31/08/08	£16,859	£16,159	£700	£6	£1,434	£902	0.7	137	0
31/08/07	£15,588	£15,343	£245	£27	£734	£227	0.2	136	0
31/08/06	£14,369	£14,159	£210	£0	£0	£0	n/a	0	0
31/08/05	£13,219	£13,159	£60	£0	£0	£0	n/a	0	0
31/08/04	£12,819	£12,765	£54	£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: 115%
Liabilities/Income: 41%
Unrestricted Funds/Total Funds: 105%
Reserves/Spending: -0.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Established: 27 years

https://www.ampleforthcollege.org.uk/

RHI@AMPLEFORTH.ORG.UK

01439766000

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

North Yorkshire,

Who it helps

Children/Young People

Who works here?

233 employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Based on 16/17 persons

Age Range of Trustees: 39-74

BURDELL ROBIN Appointed: 2019

ANDREW ROBERT JOHNSON Appointed: 2023, Occupation: Educational Consultant

DR MICHAEL ANTHONY CLARKE Appointed: 2021, Occupation: Medical Practitioner

MARTIN LAURENCE VANDER WEYER Appointed: 2021

NICHOLAS HOWARD VAN ZELLER Appointed: 2023

RICHARD EDMUND TAMS Appointed: 2022, Occupation: Business Consultant

SIR JULIAN BRAZIER Appointed: 2021, Occupation: Chair Person

SARAH ELIZABETH SADLER Appointed: 2023, Occupation: Education And Safeguarding Specialist

STEPHANIE GARTHWAITE Appointed: 2023, Occupation: Headteacher

BARBARA MATTHEWS Appointed: 2019, Occupation: Political Assistant

COLIN JOHN PASSMORE Appointed: 2021, Occupation: Solicitor, Other trusteeship: SEBASTIAN COE CHARITABLE FOUNDATION CIO,

JONATHAN RICHARD LEWIS Appointed: 2023, Occupation: Company Director, Other trusteeship: WAKEFIELD GRAMMAR SCHOOL FOUNDATION,

MARTHA BYRNE HILL Appointed: 2020, Occupation: None

MEG BAINES Appointed: 2019, Occupation: Director And Educational Consultant

PENELOPE WALKINSHAW Appointed: 2021, Occupation: Company Director

EDWARD CHARLES AWDELEY SPARROW Appointed: 2019, Occupation: Part-Time Legal Consultant, Other trusteeship: THE GILLOW OF LILYSTONE HALL TRUST STOCK ACCOUNT,

ROBERT ARTHUR HALIFAX SWORD Appointed: 2023, Occupation: Chartered Surveyor, Other trusteeship: THE BURTON CONSTABLE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 06/08/1997, number: 1063808
Registered at Companies House on 31/07/1997, number: 03415320

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
Volunteer management

Filing Record

19 returns made; all on time

Main office

AMPLEFORTH COLLEGE
YORK
YO62 4EY

Objectives

The Objects of the Charity are for the public benefit:• The education of children and young persons, in accordance with the doctrines and principles of the Roman Catholic faith and the tradition and the spirit of the Rule of St Benedict;• The support of the Community, in order to further its ability to promote education; • The advancement of the Roman Catholic faith; and• Such other charitable purposes in connection with the advancement of education which are in accordance with the general aims of the Abbey Trust and of the Roman Catholic faith as the Trustees think fit from time to time.

Defined Area of Benefit:

NOT DEFINED

Data Sources