Finance Score: 2

Governance Score: -11

Support Score: 0

Strong growth: +2

Only 4 Trustees: -1
Narrow trustee age band: -2
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -9

EGERTON ROTHESAY

Supports children within an independent school in Hertfordshire which specialises in assisting children who require additional support to meet their educational needs.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male
The Board composition appears to be very static and has little diversity in terms of age

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
31/08/22		£5,133	£5,091	£43	£0	£3,003	£2,999	7.1	151
31/08/21		£5,224	£4,855	£369	£0	£2,986	£2,982	7.4	151
31/08/20		£5,277	£4,847	£430	£0	£2,563	£2,559	6.3	150
31/08/19		£5,037	£4,758	£280	£0	£2,147	£2,143	5.4	0
31/08/18		£361	£68	£293	£0	£0	£0	n/a	0
31/08/17		£386	£86	£300	£0	£0	£0	n/a	0
31/08/16	*	£160	£65	£95	£0	£0	£0	n/a	0
31/08/15		£59	£59	£0	£0	£0	£0	n/a	0
31/08/14	*	£111	£63	£48	£0	£0	£0	n/a	0
31/08/13		£60	£54	£6	£0	£0	£0	n/a	0
31/08/12		£94	£5	£89	£0	£0	£0	n/a	0
31/08/11		£9	£3	£6	£0	£0	£0	n/a	0
31/08/10		£9	£19	£-10	£0	£0	£0	n/a	0
31/08/09		£10	£25	£-15	£0	£0	£0	n/a	0
31/08/08	*	£10	£5	£6	£0	£0	£0	n/a	0
31/08/07	*	£11	£15	£-3	£0	£0	£0	n/a	0
31/08/06	*	£13	£98	£-85	£0	£0	£0	n/a	0
31/08/05		£19	£108	£-89	£0	£0	£0	n/a	0
31/08/04		£33	£121	£-88	£0	£0	£0	n/a	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: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 35%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.6

Asset Split ?

Established: 22 years

stephen.potts@eger-roth.co.uk

01442865275

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training
Religious Activities

GiG Classification

Education support services

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Children/Young People

Who works here?

151 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-74

JONATHAN COOKE (Chair) Appointed: 2001, Occupation: Arbitrator

SIR JEREMY COOKE Appointed: 2016, Occupation: Arbitrator

STEPHEN EAST Appointed: 2001, Occupation: Chartered Accountant

STEPHEN JOHN EAST Appointed: 2001, Occupation: Chartered Accountant, Other trusteeships: THE SOCIETY FOR PROMOTING CHRISTIAN KNOWLEDGE, THE ACT EDUCATIONAL TRUST, S J EAST TRUST, MILLFIELD,

Legal constitution

Charitable company registered in England & Wales on 13/03/2002, number: 1091089
Registered at Companies House on 09/10/2001, number: 04301828

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR16: 114 days late, AR14: 26 days late, AR08: 113 days late, AR07: 70 days late, AR06: 47 days late,

Main office

Trustee
DURRANTS LANE
BERKHAMSTED
HERTFORDSHIRE
HP4 3UJ

Objectives

THE ADVANCEMENT OF EDUCATION IN THE UNITED KINGDOM AND ELSEWHERE (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS AND CHILDREN ATTENDING SCHOOLS COLLEGES OR OTHER PLACES OF EDUCATION IN WHICH RELIGIOUS INSTRUCTION IN ACCORDANCE WITH THE DOCTRINES AND PRINCIPLES OF THE PROTESTANT AND EVANGELICAL FAITH IS GIVEN.

Defined Area of Benefit:

NATIONAL - UNITED KINGDOM

Data Sources