Finance Score: 4

Governance Score: -1

Support Score: 0

Large legacies income: +1
Fundraising costs low: +3

Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE ROYAL GRAMMAR SCHOOL, GUILDFORD FOUNDATION

The Charity's Objects are to provide for and support the King Edward VI Grammar School, Guildford, registered charity 312028. Its Activities are solely in support of those Objects.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 3 trustees
The Board has little diversity in terms of age
Over half the Board have joined recently

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
31/07/22		£1,434	£347	£1,087	£7	£2,091	£131	4.5	0
31/07/21		£842	£413	£429	£45	£1,004	£129	3.8	0
31/07/20		£624	£347	£278	£34	£575	£165	5.7	0
31/07/19	*	£279	£243	£37	n/a	n/a	n/a	n/a	n/a
31/07/18		£219	£189	£30	£0	£0	£0	n/a	0
31/07/17		£282	£150	£132	£0	£0	£0	n/a	0
31/07/16		£207	£173	£33	£0	£0	£0	n/a	0
31/07/15	*	£187	£144	£43	£0	£0	£0	n/a	0
31/07/14		£138	£195	£-57	£0	£0	£0	n/a	0
31/07/13		£169	£126	£44	£0	£0	£0	n/a	0
31/07/12		£112	£122	£-10	£0	£0	£0	n/a	0
31/07/11		£150	£132	£19	£0	£0	£0	n/a	0
31/07/10		£154	£152	£2	£0	£0	£0	n/a	0
31/07/09		£90	£83	£7	£0	£0	£0	n/a	0
31/07/08		£58	£60	£-1	£0	£0	£0	n/a	0
31/07/07		£70	£327	£-257	£0	£0	£0	n/a	0
31/07/06		£589	£332	£256	£0	£0	£0	n/a	0
31/07/05?		£162	£39	£123	£0	£0	£0	n/a	0
30/06/04		£26	£53	£-27	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 2%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 4.5 months
Net Current Assets/Spending: 72 months
Quick Ratio: 6.5

Asset Split ?

Established: 22 years

www.rgs-guildford.co.uk

RGSFoundation@rgsg.co.uk

01483880604

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Organisations

Where it operates

Surrey,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-68

DR HENRY PEARSON (Chair) Appointed: 2023, Occupation: Consultant

GARTH WILLIAMS Appointed: 2023, Occupation: Head Teacher

HEATHER STYCHE-PATEL Appointed: 2020, Occupation: Businesswoman, Other trusteeships: 1509 GROUP, Royal Grammar School Guildford,

Legal constitution

Charitable company registered in England & Wales on 03/01/2002, number: 1089955
Registered at Companies House on 11/06/2001, number: 04232306

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

19 returns made; AR19: 33 days late, AR15: 28 days late,

Main office

ROYAL GRAMMAR SCHOOL
HIGH STREET
GUILDFORD
GU1 3BB

Objectives

THE FOUNDATION IS ESTABLISHED TO PROMOTE, PROVIDE FOR AND RAISE FUNDS FOR THE CHARITABLE PURPOSES OF KING EDWARD VI GRAMMAR SCHOOL INCORPORATING LANESBOROUGH SCHOOL AND OTHERWISE TO PROMOTE ANY OTHER CHARITABLE PURPOSES CONNECTED WITH OR OTHERWISE ASSOCIATED WITH THE SCHOOLS.

Defined Area of Benefit:

GUILDFORD

Data Sources