Finance Score: 3

Governance Score: 6

Support Score: 3

Good reserves management: +3

Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 12

THE GREGG SCHOOLS TRUST

The Charity provides independent education for boys and girls aged 3-11 at The Gregg Preparatory School and 11-16 at The Gregg School.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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:

One or more trustees receive benefits from the charity

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	£6,006	£5,691	£314	£0	£2,303	£2,290	4.8	101	5
31/08/21	£5,607	£5,213	£394	£0	£1,989	£1,969	4.5	145	4
31/08/20	£4,565	£4,700	£-136	£0	£1,595	£1,569	4	137	0
31/08/19	£4,575	£4,575	£0	£85	£1,730	£1,695	4.4	141	0
31/08/18	£4,408	£4,373	£36	£68	£1,730	£1,692	4.6	131	25
31/08/17	£4,294	£4,200	£94	£77	£1,694	£1,654	4.7	130	0
31/08/16	£3,998	£3,970	£28	£15	£1,601	£1,563	4.7	84	0
31/08/15	£4,083	£3,980	£103	£56	£1,573	£1,531	4.6	84	0
31/08/14	£3,997	£3,786	£210	£49	£1,469	£1,422	4.5	82	0
31/08/13	£4,002	£3,714	£288	£44	£1,259	£1,211	3.9	78	0
31/08/12	£3,502	£3,492	£11	£38	£971	£928	3.2	78	0
31/08/11	£3,649	£3,572	£76	£60	£960	£913	3.1	78	0
31/08/10	£3,387	£3,349	£38	£73	£884	£839	3	75	0
31/08/09	£3,222	£3,148	£75	£59	£846	£790	3	74	0
31/08/08	£3,187	£3,135	£53	£60	£772	£712	2.7	69	0
31/08/07	£3,020	£2,937	£83	£59	£719	£647	2.6	68	0
31/08/06	£2,879	£2,859	£20	£0	£0	£0	n/a	0	0
31/08/05	£2,724	£2,735	£-12	£0	£0	£0	n/a	0	0
31/08/04	£2,614	£2,540	£73	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 72%
Liabilities/Income: 97%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.5

Asset Split ?

Established: 23 years
(25 years as a company)

thegreggschool.org

cri@thegreggschools.org

02380 472133

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides human resources
Provides services

Where it operates

Hampshire, Southampton City,

Who it helps

Children/Young People

Who works here?

101 employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 53-74

LEE JONES Appointed: 2023, Occupation: Trustee

ANNE HENDON-JOHN Appointed: 2023, Occupation: Trustee

LYN NICHOLLS Appointed: 2023, Occupation: Trustee

NICK PRICE Appointed: 2022, Occupation: Governor

CAROLYN ANNE PULMAN Appointed: 2002, Occupation: Retired Personal Assistant

IAN GALVIN Appointed: 2023, Occupation: Trustee, Other trusteeship: CROSFIELDS SCHOOL,

JOHN WILLIAM WATTS Appointed: 2000, Occupation: Retired Senior Contracts Engineer

JOANNA LOUISE PRESTON (Chair) Appointed: 2016, Occupation: Project Office Manager

MRS SHERI SELLERS Appointed: 2015, Occupation: Headteacher

VINCENT JOHN DAVIES Appointed: 2000, Occupation: Bursar

Legal constitution

Charitable company registered in England & Wales on 25/10/2001, number: 1089055
Registered at Companies House on 23/12/1998, number: 03687622

Gift Aid

Registered with HMRC for Gift Aid

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

The Gregg School
Townhill Park House
Atlantic Park View
West End
SOUTHAMPTON
SO18 3RR

Objectives

FOR THE PROMOTION AND ADVANCEMENT OF EDUCATION AND THE OPERATION OF A SCHOOL OR SCHOOLS FOR SUCH PURPOSES.

Defined Area of Benefit:

NOT DEFINED.

Data Sources