Finance Score: -3

Governance Score: 5

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

OSWESTRY SCHOOL WAR MEMORIAL TRUST

Invested income used to make educational grants

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period

Established: 23 years

bursar@oswestryschool.com

01691655711

Charity Commission for England and Wales

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	*	£5	£0	£5	n/a	n/a	n/a	n/a	n/a
31/08/21		£5	£0	£5	n/a	n/a	n/a	n/a	n/a
31/08/20	*	£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/08/19		£5	£1	£4	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£6	£1	£5	£0	£0	£0	n/a	0
31/08/17	*	£4	£1	£4	£0	£0	£0	n/a	0
31/08/16	*	£5	£3	£2	£0	£0	£0	n/a	0
31/08/15		£5	£1	£4	£0	£0	£0	n/a	0
31/08/14	*	£4	£22	£-18	£0	£0	£0	n/a	0
31/08/13		£3	£8	£-5	£0	£0	£0	n/a	0
31/08/12	*	£2	£41	£-39	£0	£0	£0	n/a	0
31/08/11	*	£4	£9	£-4	£0	£0	£0	n/a	0
31/08/10		£7	£10	£-3	£0	£0	£0	n/a	0
31/08/09		£7	£5	£2	£0	£0	£0	n/a	0
31/08/08	*	£9	£4	£5	£0	£0	£0	n/a	0
31/08/07		£8	£4	£4	£0	£0	£0	n/a	0
31/08/06		£7	£0	£7	£0	£0	£0	n/a	0
31/08/05?		£4	£0	£4	£0	£0	£0	NAN	0
31/12/04	*	£5	£4	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Organisations

Where it operates

Shropshire,

Who it helps

Children/Young People

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:

PETER WILCOX-JONES (Chair)

CHRISTOPHER JOEL DILLON Appointed: 2020, Other trusteeship: OSWESTRY SCHOOL,

JAMES DAVID LLOYD Appointed: 2021, Other trusteeship: OSWESTRY SCHOOL,

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

SEAN EVANS Appointed: 2021, Other trusteeship: OSWESTRY SCHOOL,

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

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

DAVID PAUL EVISON Appointed: 2012, Occupation: Chartered Accountant, Other trusteeships: OSWESTRY SCHOOL, 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,

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

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

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

Legal constitution

Charity registered in England & Wales on 19/01/2001, number: 1084603

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR22: 2 days late, AR20: 177 days late, AR18: 10 days late, AR17: 18 days late, AR16: 25 days late, AR14: 14 days late, AR12: 43 days late, AR11: 2 days late, AR08: 1 days late, AR04: 10 days late,

Main office

Oswestry School
Upper Brook Street
Oswestry
SY11 2TL

Objectives

A MEMORIAL FOR THOSE PERSONS WHO FROM TIME TO TIME RECEIVED THEIR EDUCATION OR A PORTION THEREOF AT THE OSWESTRY SCHOOL WHO WERE KILLED IN ACTION IN THE GREAT WAR OF 1914-1918 OR WHO OTHERWISE DIED IN SUCH WAR IN THE SERVICE OF HIS MAJESTY'S FORCES.

Defined Area of Benefit:

NOT DEFINED

Data Sources