Finance Score: -1

Governance Score: 3

Support Score: 0

Excess liquidity: -1

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

LOCHINVER HOUSE SCHOOL

The provision of education for boys between the ages of 4 - 13 years.

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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		£5,182	£4,948	£234	£0	£9,648	£9,640	23.4	119	30
31/08/21		£4,914	£4,530	£385	£0	£9,414	£9	0	119	30
31/08/20		£4,499	£4,327	£172	£0	£9,030	£9,017	25	89	30
31/08/19		£4,831	£4,292	£538	£0	£8,858	£8,852	24.7	91	30
31/08/18		£4,679	£4,246	£434	£0	£8,320	£8,316	23.5	92	30
31/08/17		£4,404	£4,108	£296	£0	£7,886	£7,884	23	95	0
31/08/16?	*	£5,714	£5,563	£151	£0	£7,590	£7,565	16.3	95	0
31/03/15		£4,078	£3,766	£312	£38	£7,439	£7,420	23.6	75	0
31/03/14		£4,057	£3,607	£450	£54	£7,126	£7,117	23.7	65	0
31/03/13		£3,824	£3,374	£450	£38	£6,676	£6,661	23.7	63	0
31/03/12		£3,591	£3,336	£255	£66	£6,226	£6,217	22.4	62	0
31/03/11		£3,581	£3,317	£264	£48	£5,972	£5,954	21.5	61	0
31/03/10		£3,591	£3,253	£337	£63	£5,707	£5,698	21	60	0
31/03/09		£3,538	£3,075	£463	£59	£5,370	£5,355	20.9	59	0
31/03/08		£3,487	£3,036	£451	£40	£4,907	£4,897	19.4	54	0
31/03/07		£3,234	£2,864	£370	£44	£4,456	£4,445	18.6	55	0
31/03/06		£3,017	£2,775	£242	£0	£0	£0	n/a	0	0
31/03/05	*	£2,853	£2,646	£207	£0	£0	£0	n/a	0	0
31/03/04		£2,727	£2,474	£253	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 11%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 23.4 months
Net Current Assets/Spending: 10 months
Quick Ratio: 4.7

Asset Split ?

Established: 22 years

http://www.lochinverhouse.com

jlong@lochinverhouse.com

01707642560

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Hertfordshire,

Who it helps

Children/Young People

Who works here?

119 employees
30 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-68

ADAM WARD Appointed: 2021, Occupation: Lawyer

ANDREW WALKER Appointed: 2021, Occupation: Teacher

DINA HAMALIS Appointed: 2021, Occupation: Head Of Junior School

SAMANTHA COOMBS Appointed: 2020

AMANDA ENGLISH Appointed: 2015, Occupation: Educational Marketing

DUNCAN ALEXANDER TAYLOR Appointed: 2014, Occupation: Solicitor

HELEN PHILP Appointed: 2017, Occupation: Teacher

JONATHAN TAYLOR-CUMMINGS Appointed: 2018, Occupation: Company Director

JAMES LE COUILLIARD Appointed: 2014, Occupation: Accountant

JONATHAN GILLESPIE Appointed: 2014, Occupation: Head Teacher, Other trusteeship: ST ALBANS SCHOOL ASSOCIATION,

MARTIN COLLIER Appointed: 2017, Other trusteeships: THE HAILEYBURY YOUTH TRUST, HEATH MOUNT SCHOOL TRUST LTD,

NICHOLAS GILBERT BA Appointed: 2014, Other trusteeship: Haileybury College,

OLIVIA JACOBS Appointed: 2017, Occupation: Business Director

RICHARD BRUCE AITKEN Appointed: 2018, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 12/03/2002, number: 1091045
Registered at Companies House on 14/02/2002, number: 04374254

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

Filing Record

19 returns made; AR16: 24 days late, AR05: 1 days late,

Main office

LOCHINVER HOUSE SCHOOL
HEATH ROAD
POTTERS BAR
EN6 1LW

Objectives

THE OBJECTS OF THE CHARITY (THE OBJECTS) ARE TO ADVANCE EDUCATION BY THE CARRYING ON OF A PREPARATORY SCHOOL FOR BOYS KNOWN AS THE LOCHINVER HOUSE SCHOOL.

Defined Area of Benefit:

HERTFORDSHIRE

Data Sources