Finance Score: 6
Governance Score: 9
Support Score: 3
  • Good reserves management: +3
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 18 ?

OSWESTRY SCHOOL

Independent day and boarding school providing full educational curriculum to boys and girls aged 4 to 18 years.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • Reserves management has been consistently within official guidelines
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£7,887£7,679£209£316£5,346£4,1566.51400
31/08/22£6,749£6,627£122£221£5,137£4,0617.41390
31/08/21£5,965£5,622£343£187£5,020£3,9338.41380
31/08/20£6,058£6,167£-109£181£4,666£3,6647.11390
31/08/19£6,286£6,270£16£394£4,775£3,7177.11380
31/08/18£6,182£6,143£39£293£4,755£3,7517.31360
31/08/17*£6,105£6,091£15£276£4,770£3,7977.51410
31/08/16*£6,048£5,952£96£261£4,750£3,9087.91410
31/08/15£6,132£6,036£96£169£4,648£3,8417.61370
31/08/14*£5,689£5,840£-151£63£4,552£3,7677.71320
31/08/13£5,554£5,504£50£58£4,695£3,9478.61170
31/08/12*£5,132£5,102£30£66£4,644£3,7858.91140
31/08/11*£0£0£0n/an/an/an/an/an/a
31/08/10£0£0£0n/an/an/an/an/an/a
31/08/09£0£0£0n/an/an/an/an/an/a
31/08/08*£0£0£0n/an/an/an/an/an/a
31/08/07£0£0£0n/an/an/an/an/an/a
31/08/06£0£0£0n/an/an/an/an/an/a
31/08/05£0£0£0n/an/an/an/an/an/a
31/08/04*£0£0£0n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 4.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 50%
Liabilities/Income: 68%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 6.5 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.6
Asset Split ?
Balance Sheet History
Established: 25 years

www.oswestryschool.com

bursar@oswestryschool.com

01691655711

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Support for specific schools
How it operates
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Shropshire,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 45-79
  • ANDREA JANE LEE Appointed: 2017, Occupation: Company Director
  • BRIAN WELTI Appointed: 2014, Occupation: Senior Operations Manager, Events Industry
  • CHRISTOPHER JOEL DILLON Appointed: 2020, Occupation: Bank Official
  • DAVID PAUL EVISON Appointed: 2012, Occupation: Chartered Accountant
  • EDWARD BOWEN Appointed: 2014, Occupation: Chartered Surveyor
  • HELEN VICTORIA COX Appointed: 2021, Occupation: Retired
  • JAMES DAVID LLOYD Appointed: 2021, Occupation: Landowner
  • LYNDSAY MARGARET GUY JENKINS Appointed: 2021
  • PETER TREVOR WILCOX-JONES (Chair), Occupation: Solicitor
  • RACHEL WARNER Appointed: 2014, Occupation: Veterinary Surgeon
  • SEAN EVANS Appointed: 2021, Occupation: Hotelier
  • TIM MOORE-BRIDGER Appointed: 2012, Occupation: Headmaster - Retired
Legal constitution
  • Charitable company registered in England & Wales on 10/03/2000, number: 1079822
  • Registered at Companies House on 22/02/2000, number: 03931222
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
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
  • 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
Filing Record
20 returns made; AR17: 18 days late, AR16: 25 days late, AR14: 13 days late, AR12: 42 days late, AR11: 2 days late, AR08: 1 days late, AR04: 23 days late,
Main office

Oswestry School
Upper Brook Street
Oswestry
SY11 2TL

Objectives

TO PROMOTE THE ADVANCEMENT OF EDUCATION

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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