Finance Score: 3

Governance Score: 8

Support Score: 3

Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 14

THE PRINCETHORPE FOUNDATION

Provision of independent education for boys, girls and young adults of all or no religious demonination

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
There have been no 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

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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
31/08/22	£18,047	£16,989	£1,059	£316	£20,947	£20,093	14.2	283	24
31/08/21	£16,011	£15,478	£532	£314	£19,889	£19,140	14.8	283	21
31/08/20	£15,819	£15,330	£489	£125	£19,356	£18,655	14.6	282	25
31/08/19	£16,716	£16,080	£636	£113	£18,867	£18,162	13.6	298	32
31/08/18	£15,335	£15,070	£265	£293	£18,232	£17,530	14	288	29
31/08/17	£15,222	£13,726	£1,496	£295	£17,967	£17,239	15.1	282	0
31/08/16	£12,456	£11,838	£618	£234	£16,470	£15,770	16	247	0
31/08/15	£10,927	£10,390	£537	£68	£15,873	£15,152	17.5	227	0
31/08/14	£10,136	£9,694	£443	£112	£15,336	£14,568	18	162	0
31/08/13	£9,185	£8,787	£398	£82	£14,893	£14,105	19.3	141	0
31/08/12	£8,657	£8,392	£265	£73	£14,495	£13,688	19.6	139	0
31/08/11	£8,100	£7,981	£119	£83	£14,231	£13,402	20.2	135	0
31/08/10	£7,613	£7,585	£28	£102	£14,153	£13,283	21	128	0
31/08/09	£7,347	£7,250	£98	£73	£14,021	£13,136	21.7	122	0
31/08/08	£7,301	£7,083	£218	£84	£13,924	£13,010	22	115	0
31/08/07	£6,707	£6,432	£275	£30	£13,706	£12,814	23.9	110	0
31/08/06	£6,047	£5,802	£245	£0	£0	£0	n/a	0	0
31/08/05	£5,533	£5,370	£163	£0	£0	£0	n/a	0	0
31/08/04	£5,410	£4,942	£468	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 1.9%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 24%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 14.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.7

Asset Split ?

Established: 23 years

www.princethorpe.co.uk

post@princethorpe.co.uk

01926634204

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Warwickshire,

Who it helps

Children/Young People

Who works here?

283 employees
24 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-75

BERNADETTE MARIAN BELL Appointed: 2023, Occupation: Hr Director

HELEN MARY KNIGHT Appointed: 2022, Occupation: Retired

JOHN NIGEL FISHER Appointed: 2020, Occupation: Company Director

ROBERT JAMES LEE Appointed: 2023, Occupation: Solicitor

ROWLAND ALEXANDER JOHNSON Appointed: 2023, Occupation: Company Director

SIMON ANTHONY BROWN Appointed: 2024, Occupation: Retired

BARBARA MARIA FORSTER Appointed: 2019, Occupation: Regional Representative

CHARLES HENRY JENKINSON Appointed: 2017, Occupation: Supply Chain & Compliance Consultant

COMMODORE BERNARD JOHN WARNER Appointed: 2013, Occupation: Retired Master Mariner

ELIZABETH MARY FRANCES GRIFFIN (Chair) Appointed: 2015, Occupation: Retired Teacher

RICHARD WATKIN HARCOURT Appointed: 2020, Occupation: Non-Executive Director Community Health Care

JATINDER SINGH BIRDI Appointed: 2021, Occupation: Accountant, Other trusteeship: South Warwickshire and Worcestershire Mind Ltd,

SALLY ANNE ROSSER Appointed: 2023, Occupation: Deputy Head, Other trusteeship: TRENT COLLEGE LIMITED,

Legal constitution

Charitable company registered in England & Wales on 22/06/2001, number: 1087124
Registered at Companies House on 12/03/2001, number: 04177718

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
Volunteer management

Filing Record

19 returns made; all on time

Main office

PRINCETHORPE COLLEGE
LEAMINGTON ROAD
PRINCETHORPE
RUGBY
CV23 9PX

Objectives

TO ESTABLISH CONDUCT AND CARRY ON AN INDEPENDENT SCHOOL, COLLEGE AND NURSERY OR ANY ONE OF MORE THEREOF, AT WHICH EDUCATION IS PROVIDED IN ACCORDANCE WITH ARTICLE 5, FOR THE EDUCATION OF CHILDREN AND YOUNG PEOPLE OF ALL OR NO RELIGIOUS DENOMINATIONS AND OF SUCH AGES AS THE TRUSTEES OF THE FOUNDATION MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources