Finance Score: -5

Governance Score: 2

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: -3

HABERDASHERS' MONMOUTH SCHOOL FRIENDS

THE ADVANCEMENT OF THE EDUCATION OF THE PUPILS OF MONMOUTH SCHOOL (HEREINAFTER CALLED 'THE SCHOOL') BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES FOR EDUCATION AT THE SCHOOL

Analysis by Giving is Great

Positives:

The Board appears to be 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
Income has been volatile and on several occasions in recent years 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
30/09/22		£5	£10	£-5	n/a	n/a	n/a	n/a	n/a
30/09/21		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/09/20		£4	£3	£1	n/a	n/a	n/a	n/a	n/a
30/09/19		£6	£10	£-3	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£6	£10	£-3	£0	£0	£0	n/a	0
30/09/17		£7	£7	£0	£0	£0	£0	n/a	0
30/09/16		£6	£7	£-1	£0	£0	£0	n/a	0
30/09/15		£3	£4	£0	£0	£0	£0	n/a	0
30/09/14		£35	£22	£13	£0	£0	£0	n/a	0
30/09/13		£3	£4	£-1	£0	£0	£0	n/a	0
30/09/12		£4	£7	£-4	£0	£0	£0	n/a	0
30/09/11		£17	£15	£3	£0	£0	£0	n/a	0
30/09/10?	*	£1	£1	£0	£0	£0	£0	n/a	0
30/09/07		£41	£27	£14	£0	£0	£0	n/a	0
30/09/06		£20	£23	£-2	£0	£0	£0	n/a	0
30/09/05		£27	£17	£10	£0	£0	£0	n/a	0
30/09/04		£27	£18	£9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 23 years

rosie.j.edwards@icloud.com

07904283246

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

School support organisations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources

Where it operates

Monmouthshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

JEM JENKINS-JONES Appointed: 2023

MICHELE BATTRICK Appointed: 2023

LORRAINE ALLMAN Appointed: 2021

RACHEL REES Appointed: 2023

ROSEMARY EDWARDS Appointed: 2021

SIMON DORMAN Appointed: 2020

FRANK MYERS Appointed: 2014, Other trusteeships: COMMUNITY FIRST IN HEREFORDSHIRE & WORCESTERSHIRE, HEREFORDSHIRE COMMUNITY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 10/04/2001, number: 1086096

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; AR18: 90 days late, AR10: 186 days late,

Recent reorganisation events:

Asset transfer in from FRIENDS OF HMSG on 06/10/2023

Main office

The Reddings
Boughspring
CHEPSTOW
Gwent
NP16 7JJ

Objectives

THE OBJECTIVES OF THE ASSOCIATION ARE TO ADVANCE THE EDUCATION OF THE PUPILS OF THE HABERDASHERS’ MONMOUTH SCHOOL (HEREINAFTER CALLED 'THE SCHOOL') BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES FOR EDUCATION AT THE SCHOOL AND AS ANCILLARY THERETO AND IN FURTHERANCE OF THESE OBJECTS THE ASSOCIATION MAY:(A) ENCOURAGE CO-OPERATION, COMMUNICATION AND GOOD RELATIONS BETWEEN PARENTS, STAFF AND OTHERS ASSOCIATED WITH THE SCHOOL, PROVIDING CONTINUITY FROM YEAR TO YEAR. (B) STRENGTHEN LINKS BETWEEN THE SCHOOL AND THE LOCAL COMMUNITY. (C) ASSIST IN THE PROVISION OF VOLUNTARY HELP. (D) PROMOTE OR ASSIST IN PROMOTING ACTIVITIES OF A CHARITABLE NATURE. (E) ASSIST THE SCHOOL BY RAISING FUNDS AND INVITING AND RECEIVING CONTRIBUTIONS FROM ANY PERSON OR PERSONS BY WAY OF SUBSCRIPTION, DONATION OR OTHERWISE, PROVIDED THAT THE ASSOCIATION SHALL NOT UNDERTAKE ANY PERMANENT TRADING ACTIVITIES IN RAISING FUNDS FOR ITS PRIMARY CHARITABLE OBJECTIVE. FUNDS RAISED SHALL BE DEVOTED TO SUCH PURPOSES AS THE MANAGEMENT COMMITTEE APPROVE, IN CONSULTATION WITH THE HEADTEACHER, AND WITH THEIR APPROVAL, AGREE WOULD BENEFIT THE SCHOOL. (F) DO ALL OTHER SUCH THINGS AS ARE NECESSARY FOR THE ATTAINMENT OF SUCH OBJECTIVES PROVIDED ALWAYS THAT THE HEADTEACHER OF THE SCHOOL AND STAFF SHALL HAVE ENTIRE RESPONSIBILITY AND JURISDICTION FOR THE ORGANISATION OF DISCIPLINE, CURRICULUM, AND TEACHING METHODS IN THE SCHOOL, AND THE ASSOCIATION WILL NOT BE CONCERNED WITH INDIVIDUAL PUPILS OR WITH MEMBERS OF STAFF AND THEIR TEACHING. (G) CREATE A SENSE OF COMMUNITY AND BUILDING STRONG RELATIONSHIPS WITH THE SCHOOL; A NETWORK WHICH ULTIMATELY SUPPORTS THE ENHANCEMENT OF THE EDUCATIONAL, SOCIAL AND LIFE EXPERIENCE OF ALL THE PUPILS AT THE SCHOOL.

Defined Area of Benefit:

MONMOUTH SCHOOL

Data Sources