Finance Score: -10
Governance Score: -3
Support Score: 0
  • Excess reserves: -4
  • Large legacies income: +1
  • Accounts filed more than 5 days late: -3 times
  • Spending falling: -1
  • Volatile income: -3
  • No conflicts policy: -1
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • All male board: -3
  • No supporters identified
Overall GiG Score: -13 ?

BEDFORD SCHOOL FOUNDATION TRUST 

The Trust is established to manage funds and property donated to Bedford School so as to promote the education of pupils at Bedford School, to provide scholarships and bursaries to assust pupils to attend the School,to assist with the further education of former pupils of the School, and to support the facilities and activities at the School.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates most of its income
  • This charity has received considerable income from legacies in recent years
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • This charity does not have a Conflict of Interests policy
  • The Board is completely male
  • The Board has little diversity in terms of age
  • Over half the Board have joined recently

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £1,866,942 available, equivalent to 49 months of spending and so may not be able to utilise additional funding
  • Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile recently
Established: 22 years

www.bedfordschool.org.uk

trust@bedfordschool.org.uk

01234362241

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
30/06/22£556£457£98£0£22,253£1,8674900
30/06/21*£1,023£659£364£0£23,470£2,01236.600
30/06/20*£2,003£649£1,354£66£20,543£1,53328.300
30/06/19£614£739£-126£0£19,905£1,22119.800
30/06/18*£1,919£957£962£0£18,877£86210.800
30/06/17£886£1,048£-163£3£17,215£1,43516.400
30/06/16£1,070£1,101£-31£8£13,577£94710.300
30/06/15£1,433£1,117£317£9£12,283£97910.500
30/06/14£3,866£2,008£1,858£12£11,773£9115.400
30/06/13£868£953£-85£17£9,128£7449.400
30/06/12£842£1,012£-170£20£8,007£7048.300
30/06/11£753£1,151£-399£14£8,374£6286.500
30/06/10£3,051£795£2,257£27£7,769£6489.800
30/06/09£504£519£-15£23£4,837£7371700
30/06/08£783£672£111£19£5,231£73813.200
30/06/07£583£527£56£23£5,391£64814.800
30/06/06£569£497£72£0£0£0n/a00
30/06/05£513£648£-135£0£0£0n/a00
30/06/04£488£439£49£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 100%
Unrestricted Funds/Total Funds: 8%
Reserves/Spending: 49 months
Net Current Assets/Spending: 23 months
Quick Ratio: 3.1
Asset Split ?
Listed activities
  • Education/Training
  • General Charitable Purposes
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Provides buildings/facilities/open space
Where it operates
  • Bedford, Central Bedfordshire,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 50-66
  • IAN PECK Appointed: 2024, Occupation: Oxford College Endowment Advisor
  • MARK HALL Appointed: 2024, Occupation: Company Director
  • ROGER MARKS Appointed: 2024, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 17/10/2002, number: 1094232
  • Registered at Companies House on 08/07/2002, number: 04479551
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Investment
  • Risk management
Filing Record
19 returns made; AR21: 157 days late, AR20: 171 days late, AR18: 42 days late,
Recent reorganisation events:
  • Asset transfer in from BEDFORD SCHOOL LUNT-WALDECKER TRUST on 26/04/2022
Main office

10 Glebe Road
Bedford
MK40 2PL

Objectives

THE OBJECTS OF THE CHARITY ARE:3.1 TO PROMOTE THE EDUCATION OF PUPILS AT BEDFORD SCHOOL (THE SCHOOL);3.2 TO PROMOTE THE FURTHER EDUCATION OF FORMER PUPILS OF THE SCHOOL;3.3 TO SUPPORT THE SCHOOL AND ITS CHARITABLE ACTIVITIES.

Defined Area of Benefit:

BEDFORD

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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