Finance Score: 1

Governance Score: 8

Support Score: 3

Multiple Deficits: -2
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: 12

WAKEFIELD GRAMMAR SCHOOL FOUNDATION

The object for which the Foundation is established is to advance education by the provision of a school or schools in or near Wakefield or elsewhere in Britain and by ancillary or incidental educational activities and other associated activities for the benefit of the community.

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 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 issues to consider:

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
31/07/22	£22,604	£22,027	£578	£26	£26,876	£24,606	13.4	410	0
31/07/21	£20,520	£20,629	£-109	£29	£26,576	£25,444	14.8	455	0
31/07/20	£20,459	£20,999	£-539	£16	£26,323	£25,299	14.5	466	0
31/07/19	£21,172	£21,348	£-176	£22	£26,774	£25,864	14.5	438	31
31/07/18	£21,087	£21,395	£-308	£35	£26,819	£26,044	14.6	437	26
31/07/17	£20,906	£20,900	£6	£11	£27,011	£26,319	15.1	478	0
31/07/16	£22,772	£20,447	£2,325	£46	£26,721	£26,121	15.3	481	0
31/07/15	£19,860	£19,964	£-104	£28	£24,423	£23,989	14.4	482	0
31/07/14	£19,369	£20,420	£-1,051	£31	£24,410	£24,016	14.1	480	0
31/07/13	£19,327	£19,544	£-217	£31	£25,432	£25,007	15.4	488	0
31/07/12	£19,020	£19,480	£-460	£25	£25,334	£23,333	14.4	484	0
31/07/11	£18,598	£18,432	£166	£28	£25,841	£23,815	15.5	468	0
31/07/10	£18,256	£17,411	£845	£28	£25,515	£23,613	16.3	458	0
31/07/09	£18,148	£17,048	£1,100	£25	£24,497	£22,756	16	457	0
31/07/08	£17,435	£16,252	£1,183	£56	£23,553	£21,763	16.1	454	0
31/07/07	£16,899	£15,743	£1,155	£41	£22,637	£20,769	15.8	456	0
31/07/06	£15,915	£14,746	£1,170	£0	£0	£0	n/a	0	0
31/07/05	£14,821	£13,598	£1,223	£0	£0	£0	n/a	0	0
31/07/04	£13,969	£12,669	£1,300	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 19%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 13.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 23 years

www.wgsf.org.uk

wgsfoffice@wgsf.org

01924231600

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

City Of Wakefield,

Who it helps

Children/Young People

Who works here?

410 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 39-68

KATHRYN MORGAN Appointed: 2021, Occupation: Operations Director

MARTIN SHEVILL (Chair) Appointed: 2021, Occupation: Retired

CAROLINE HARRISON Appointed: 2018, Occupation: Chief Executive, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP, KALA SANGAM,

DR SHARIF KHAN Appointed: 2021, Occupation: Dentist, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

ELIZABETH PECKETT Appointed: 2019, Occupation: Chartered Surveyor, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

HELEN JANETTE MASSEY Appointed: 2017, Occupation: Partner, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

IAN ALISTAIR MCKINLAY Appointed: 2018, Occupation: Solicitor, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

JONATHAN DAVID JEFFRIES Appointed: 2017, Occupation: Solicitor, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

JONATHAN RICHARD LEWIS Appointed: 2021, Occupation: Chief Finance Officer, Other trusteeship: ST LAURENCE EDUCATION TRUST,

PENELOPE JANE PLUMPTON Appointed: 2015, Occupation: Teacher, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

SIMON CHAMBERLAIN Appointed: 2013, Occupation: Solicitor, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

SAMUEL BUTTERWORTH Appointed: 2019, Occupation: Marketing Director, Other trusteeships: WILSON'S GIFT FOR THE BENEFIT OF THE VICAR OF WAKEFIELD, BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

FRANCES GALBRAITH Appointed: 2020, Occupation: Hr Leadership And Professional Development, Other trusteeships: BISHOP ASHTON ESSAY PRIZE ICW WAKEFIELD GRAMMAR SCHOOL, THE BROTHERTON SCIENCE SCHOLARSHIP,

Legal constitution

Charitable company registered in England & Wales on 13/09/2001, number: 1088415
Registered at Companies House on 24/07/2001, number: 04258359

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

WAKEFIELD GRAMMAR SCHOOL FOUNDATION
GOVERNORS OFFICE
158 NORTHGATE
WAKEFIELD
WF1 3UF

Objectives

TO ADVANCE EDUCATION BY THE PROVISION OF A SCHOOL OR SCHOOLS IN OR NEAR WAKEFIELD OR ELSEWHERE IN BRITAIN AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

GREAT BRITAIN

Data Sources