Finance Score: 3

Governance Score: 5

Support Score: 5

Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 13

EXETER SCHOOL

To provide a high standard of independent education for boys and girls aged between 7 and 18, with broad academic potential, in Devon. The charity strives to produce a solid educational platform for each pupil and looks to provide opportunities at the school where each child may excel, be they academic, artistic, cultural or sporting.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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	£13,876	£13,013	£863	£145	£26,029	£9,960	9.2	224	43
31/08/21	£11,929	£11,243	£686	£100	£25,206	£8,721	9.3	206	21
31/08/20	£11,603	£11,196	£407	£135	£24,458	£7,599	8.1	192	41
31/08/19	£11,545	£11,190	£355	£109	£24,051	£6,744	7.2	197	39
31/08/18	£11,138	£11,146	£-8	£0	£23,685	£5,841	6.3	186	33
31/08/17	£10,829	£10,555	£274	£0	£23,677	£5,445	6.2	171	0
31/08/16	£10,498	£10,115	£383	£0	£23,319	£7,604	9	174	0
31/08/15	£11,842	£9,741	£2,101	£27	£22,744	£7,716	9.5	139	0
31/08/14?	£9,740	£10,206	£-466	£36	£20,544	£7,202	8.5	136	0
31/07/13	£9,285	£8,789	£496	£14	£20,935	£8,054	11	128	0
31/07/12	£9,004	£8,562	£442	£13	£20,184	£7,728	10.8	120	0
31/07/11	£8,281	£8,068	£213	£20	£19,765	£7,229	10.8	116	0
31/07/10	£8,135	£7,742	£393	£12	£19,391	£7,219	11.2	114	0
31/07/09	£7,737	£7,319	£418	£13	£18,886	£6,487	10.6	109	0
31/07/08	£7,413	£7,100	£313	£9	£18,500	£5,835	9.9	108	0
31/07/07	£6,967	£6,805	£163	£9	£18,232	£5,301	9.3	106	0
31/07/06	£6,398	£6,194	£204	£0	£0	£0	n/a	0	0
31/07/05	£5,889	£5,540	£349	£0	£0	£0	n/a	0	0
31/07/04	£5,944	£5,285	£659	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1.1%
Senior Staff Costs/Total Spending: 30%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 21%
Liabilities/Income: 51%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 9.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.5

Asset Split ?

Established: 22 years

www.exeterschool.org.uk

bursar@exeterschool.org.uk

01392258712

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

Devon,

Who it helps

Children/Young People

Who works here?

224 employees
43 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - PROFESSIONALS IN PARTNERSHIP LIMITED
£298,152	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Transport - EVHS / Home Chargers 21/23
£8,000	01/04/2021	Electric Vehicle Homecharge Scheme (EVHS) refers to a government grant for electric car home chargers, provided by the Office for Zero Emission Vehicles (OZEV).
Department for Work and Pensions - PROPERTIES FOR LIFE PEAK DISTRICT
£3,000	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
Department for Transport - EVHS / Home Chargers 21/2598
£1,050	01/04/2021	Electric Vehicle Homecharge Scheme (EVHS) refers to a government grant for electric car home chargers, provided by the Office for Zero Emission Vehicles (OZEV).
Department for Transport - Workplace Charge Points 21/22
£2,000	01/04/2021	The Workplace Charging Scheme (WCS) is a voucher-based scheme that provides businesses, charities, and the wider public sector, with support towards the up-front costs of the purchase and ....more The Workplace Charging Scheme (WCS) is a voucher-based scheme that provides businesses, charities, and the wider public sector, with support towards the up-front costs of the purchase and installation of electric vehicle chargepoints for their employees and fleets
Department for Transport - EVHS / Home Chargers 21/106
£500	01/04/2021	Electric Vehicle Homecharge Scheme (EVHS) refers to a government grant for electric car home chargers, provided by the Office for Zero Emission Vehicles (OZEV).
Department for Transport - EVHS / Home Chargers 21/120
£1,000	01/04/2021	Electric Vehicle Homecharge Scheme (EVHS) refers to a government grant for electric car home chargers, provided by the Office for Zero Emission Vehicles (OZEV).
Department for Transport - EVHS / Home Chargers 21/441
£2,800	01/04/2021	Electric Vehicle Homecharge Scheme (EVHS) refers to a government grant for electric car home chargers, provided by the Office for Zero Emission Vehicles (OZEV).
Department for Transport - EVHS / Home Chargers 21/493
£1,500	01/04/2021	Electric Vehicle Homecharge Scheme (EVHS) refers to a government grant for electric car home chargers, provided by the Office for Zero Emission Vehicles (OZEV).

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 27-72

IKENNA ABODUNRIN UZODINMA IROCHE Appointed: 2023, Occupation: Executive Coach

CLAIRE NICOLA BAILLIE Appointed: 2023, Occupation: Teacher

DOMINIC ALEXANDER REZAI-KALANTARY Appointed: 2022, Occupation: Company Director

MICHAEL EDWARD JOHNSON Appointed: 2023, Occupation: Teacher

ALISON CATHERINE ANNETTA O'CONNOR Appointed: 2017, Occupation: Qc

BRIGADIER STEPHEN PHILIP HODDER Appointed: 2015, Occupation: Retired Officer, Other trusteeship: WYVERN TRUST,

DAVID MICHAEL MCGAHEY Appointed: 2020, Occupation: Educator And Businessman, Other trusteeship: ST JOHN'S HOSPITAL EDUCATIONAL FOUNDATION,

GILLIAN ANN HODGETTS Appointed: 2011, Occupation: Head Of Communications & Public Relations

HELEN CLARK Appointed: 2011, Occupation: Home & Farm Manager

JAMES DOMINIC GAISFORD (Chair) Appointed: 2002, Occupation: Chartered Accountant, Other trusteeships: POORS LAND, BURROUGH'S ALMSHOUSES, THE SPERANZA TRUST,

RICHARD ELLIOTT MAY Appointed: 2016, Occupation: Chartered Surveyor

ROWAN CLARE EDBROOKE Appointed: 2014, Occupation: Educationalist

RUTH MARIE VIGERS Appointed: 2013, Occupation: Businesswoman, Other trusteeships: CREDITON RELIEF IN NEED CHARITY, ST LUKE'S PROPRIETARY CHAPEL, POSBURY,

ADRIAN BURBANKS Appointed: 2006, Occupation: Risk Management, Other trusteeship: EALING CHORAL SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 23/07/2002, number: 1093080
Registered at Companies House on 26/06/2002, number: 04470478

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; all on time

Main office

EXETER SCHOOL
VICTORIA PARK ROAD
EXETER
EX2 4NS

Objectives

The objects of the Charity (Objects) are to advance education and training, by the provision and conduct, of a co-educational day and/or boarding school or schools.

Defined Area of Benefit:

IN OR NEAR EXETER

Data Sources