Finance Score: -4

Governance Score: 5

Support Score: 3

Excess liquidity: -1
Pension deficit: -1
Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 4

SHERBORNE SCHOOL

The advancement of education, including the provision of boarding and/or schooling for children of either or both sexes in Sherborne.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 18 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
There is a pension deficit of £521,000
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
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	Volun- teers
30/06/23		£26,762	£27,310	£-548	£1,017	£43,530	£35,719	15.7	475	8
30/06/22	*	£25,130	£25,417	£-287	£1,004	£44,595	£36,198	17.1	461	7
30/06/21		£28,891	£24,430	£4,461	£663	£45,561	£36,976	18.2	509	7
30/06/20	*	£25,589	£24,781	£808	£1,033	£39,785	£30,499	14.8	558	6
30/06/19	*	£28,768	£26,379	£2,389	£1,267	£39,943	£29,897	13.6	560	6
30/06/18	*	£25,218	£25,367	£-149	£1,365	£37,869	£30,712	14.5	579	0
30/06/17		£25,213	£24,673	£540	£1,210	£38,031	£30,964	15.1	585	0
30/06/16		£25,656	£25,332	£324	£1,749	£37,378	£31,093	14.7	600	0
30/06/15		£24,970	£24,212	£758	£333	£38,806	£32,698	16.2	462	0
30/06/14		£25,983	£23,920	£2,063	£400	£38,064	£32,103	16.1	452	0
30/06/13		£24,877	£23,592	£1,285	£356	£36,141	£30,209	15.4	426	0
30/06/12		£24,157	£22,967	£1,190	£373	£34,377	£29,780	15.6	391	0
30/06/11		£23,636	£21,623	£2,013	£210	£33,640	£28,784	16	384	0
30/06/10		£22,762	£20,975	£1,787	£176	£30,748	£26,511	15.2	380	0
30/06/09		£21,245	£20,127	£1,118	£211	£29,368	£24,486	14.6	360	0
30/06/08		£20,106	£19,017	£1,089	£85	£28,554	£24,218	15.3	350	0
30/06/07		£17,548	£17,107	£441	£1,424	£28,384	£24,159	16.9	326	0
30/06/06		£17,683	£16,859	£824	£0	£0	£0	n/a	0	0
30/06/05		£16,783	£15,803	£980	£0	£0	£0	n/a	0	0
30/06/04		£15,308	£14,401	£907	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 3.8%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 36%
Liabilities/Income: 92%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.6

Asset Split ?

Established: 24 years

www.sherborne.org

enquiries@sherborne.org

01935810501

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Other charitable activities

Where it operates

Dorset,

Who it helps

Children/Young People

Who works here?

475 employees
8 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (18)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-81

DR RUTH ELIZABETH NEWMAN Appointed: 2022, Occupation: Paediatric Consultant

ELAINE SARAH RIVETT STALLARD Appointed: 2018, Occupation: Consultant

LT GEN DAVID LEAKEY CMG CVO CBE MA CANTAB (Chair) Appointed: 2018

NICHOLAS ISAAC Appointed: 2023, Occupation: Retired Finance Director

ROBIN ANTONY LEACH MA Appointed: 2008

ANGELA LANE Appointed: 2015, Occupation: Accountant

AUBREY JOHN CAPEL Appointed: 2018, Occupation: Chartered Surveyor

DR MAX JONAS Appointed: 2018, Occupation: Medical Consultant

GILLY STALEY Appointed: 2015, Occupation: Health And Safety Advisor

GUY DAVID JOHN HAYWARD-COLE Appointed: 2020, Occupation: Self Employed

MATTHEW WHITTELL Appointed: 2013, Occupation: Chief Financial Officer

MICHAEL TREVENEN WILSON Appointed: 2017, Occupation: Headmaster

NIGEL JONES Appointed: 2021, Occupation: Retired

REV MARTIN PAUL LEE Appointed: 2021, Occupation: Rector, Other trusteeship: FRIENDS OF SHERBORNE ABBEY,

VICKI COTTER Appointed: 2013, Occupation: Lawyer

GEORGE MARSH MA CERT ED Appointed: 2009, Occupation: Retired Headmaster, Other trusteeships: CALDICOTT TRUST LIMITED, WILTONS MUSIC HALL,

JOHN DAVID WILLIAM POCOCK Appointed: 2020, Occupation: Director, Other trusteeship: THE SHERBORNE SCHOOL FOUNDATION,

PROFESSOR SIMON MARK SPEARING Appointed: 2023, Occupation: Pro Vice-Chancellor, Other trusteeship: THE FARADAY INSTITUTION,

Legal constitution

Charitable company registered in England & Wales on 22/06/2000, number: 1081228
Registered at Companies House on 26/05/2000, number: 04002575

Gift Aid

Registered with HMRC for Gift Aid

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
Investment
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
Volunteer management

Filing Record

20 returns made; AR22: 11 days late, AR20: 38 days late, AR19: 27 days late, AR18: 15 days late,

Main office

ABBEY ROAD
SHERBORNE
DORSET
DT9 3AP

Objectives

TO ADVANCE EDUCATION BY THE CARRYING ON IN OR NEAR SHERBORNE OF A BOARDING AND DAY SCHOOL FOR BOYS AND GIRLS AND BY INCIDENTAL AND ANCILLARY EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

IN OR NEAR SHERBORNE

Data Sources