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
Grant maker 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
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 gender and dynamic in terms of composition

Established: 24 years

www.oswestryschool.com

bursar@oswestryschool.com

01691655711

Charity Commission for England and Wales

Tweets

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		£6,749	£6,627	£122	£221	£5,137	£4,061	7.4	139
31/08/21		£5,965	£5,622	£343	£187	£5,020	£3,933	8.4	138
31/08/20		£6,058	£6,167	£-109	£181	£4,666	£3,664	7.1	139
31/08/19		£6,286	£6,270	£16	£394	£4,775	£3,717	7.1	138
31/08/18	*	£6,182	£6,143	£39	£293	£4,755	£3,751	7.3	136
31/08/17	*	£6,105	£6,091	£15	£276	£4,770	£3,797	7.5	141
31/08/16	*	£6,048	£5,952	£96	£261	£4,750	£3,908	7.9	141
31/08/15		£6,132	£6,036	£96	£169	£4,648	£3,841	7.6	137
31/08/14	*	£5,689	£5,840	£-151	£63	£4,552	£3,767	7.7	132
31/08/13		£5,554	£5,504	£50	£58	£4,695	£3,947	8.6	117
31/08/12	*	£5,132	£5,102	£30	£66	£4,644	£3,785	8.9	114
31/08/11	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/09		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/08	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/07		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/06		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/05		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/04	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 3.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 49%
Liabilities/Income: 73%
Unrestricted Funds/Total Funds: 79%
Reserves/Spending: 7.4 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.6

Asset Split ?

Listed activities

Education/Training

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Shropshire,

Who it helps

Children/Young People

Who works here?

139 employees

Who's supporting 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: 45-78

CHRISTOPHER JOEL DILLON Appointed: 2020, Occupation: Bank Official, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

JAMES DAVID LLOYD Appointed: 2021, Occupation: Landowner, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

LYNDSAY MARGARET GUY JENKINS Appointed: 2021, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

PETER TREVOR WILCOX-JONES (Chair), Occupation: Solicitor

SEAN EVANS Appointed: 2021, Occupation: Hotelier, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

ANDREA JANE LEE Appointed: 2017, Occupation: Company Director, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

BRIAN WELTI Appointed: 2014, Occupation: Senior Operations Manager, Events Industry, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

DAVID PAUL EVISON Appointed: 2012, Occupation: Chartered Accountant, Other trusteeships: OSWESTRY SCHOOL WAR MEMORIAL TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST OSWALD, KING AND MARTYR, OSWESTRY, DERWEN COLLEGE,

EDWARD BOWEN Appointed: 2014, Occupation: Chartered Surveyor, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

HELEN VICTORIA COX Appointed: 2021, Occupation: Retired, Other trusteeships: OSWESTRY SCHOOL WAR MEMORIAL TRUST, DERWEN COLLEGE,

RACHEL WARNER Appointed: 2014, Occupation: Veterinary Surgeon, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

TIM MOORE-BRIDGER Appointed: 2012, Occupation: Headmaster - Retired, Other trusteeship: OSWESTRY SCHOOL WAR MEMORIAL TRUST,

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

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR18: 1 days late, 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