Finance Score: 3

Governance Score: 9

Support Score: 3

Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 15

EFFINGHAM SCHOOLS TRUST

The education of children and such other charitable works as advance the Roman Catholic religion.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£16,540	£16,425	£115	£73	£13,715	£13,715	10	263	0
31/08/21		£14,592	£14,785	£-192	£73	£13,682	£13,682	11.1	247	0
31/08/20		£21,774	£15,454	£6,320	£79	£13,753	£0	n/a	237	0
31/08/19		£9,834	£10,041	£-207	£90	£7,458	£7,458	8.9	156	0
31/08/18		£9,563	£9,444	£119	£46	£7,664	£7,664	9.7	150	12
31/08/17		£8,727	£8,903	£-175	£48	£7,546	£7,546	10.2	150	0
31/08/16	*	£8,034	£8,076	£-41	£57	£7,721	£7,721	11.5	148	0
31/08/15		£7,432	£7,324	£107	£22	£7,763	£7,763	12.7	122	0
31/08/14		£6,709	£6,709	£0	£29	£7,655	£7,655	13.7	98	0
31/08/13	*	£6,128	£6,343	£-215	£23	£7,655	£7,655	14.5	100	0
31/08/12	*	£5,519	£6,197	£-679	£19	£7,870	£7,870	15.2	97	0
31/08/11		£5,940	£6,044	£-105	£17	£8,549	£8,549	17	98	0
31/08/10	*	£6,419	£5,899	£520	£15	£8,653	£8,653	17.6	99	0
31/08/09		£6,520	£5,876	£644	£196	£8,133	£8,133	16.6	99	0
31/08/08		£8,403	£5,506	£2,897	£176	£7,489	£5,239	11.4	101	0
31/08/07		£5,929	£5,249	£680	£5,249	£4,593	£4,593	10.5	99	0
31/08/06		£5,342	£4,944	£397	£0	£0	£0	n/a	0	0
31/08/05		£5,098	£4,600	£498	£0	£0	£0	n/a	0	0
31/08/04		£5,071	£4,363	£708	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 37%
Liabilities/Income: 49%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6

Asset Split ?

Established: 21 years

www.st-teresas.com

info@st-teresas.com

01372452037

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Religious Activities

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Surrey,

Who it helps

Children/Young People

Who works here?

263 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-82

DAMIAN HONEY Appointed: 2022, Occupation: Solicitor

JOHN FRANCIS ROURKE Appointed: 2022, Occupation: Retired

MARGARET KIERAN Appointed: 2023, Occupation: Retired Headteacher

REV PAUL THOMPSON Appointed: 2022, Occupation: Chaplain

SUSAN WALKER Appointed: 2024, Occupation: Retired

ANNETTE TURNER (Chair) Appointed: 2014, Occupation: Retired

GERALDINE SIMS-BRASSETT Appointed: 2023, Occupation: Senior Consultant, Other trusteeship: LITTLE BOOKHAM MANOR HOUSE SCHOOL,

IAIN MORGAN Appointed: 2017, Occupation: Chartered Accountant

MICHAEL AGIUS Appointed: 2019, Occupation: Retired Chartered Engineer, Other trusteeship: ACTION IN AFRICA,

MAUREEN WILKINSON Appointed: 2015, Occupation: Solicitor

SALLY HALL Appointed: 2020, Occupation: Teacher

SALLY HAYES Appointed: 2014, Occupation: Nursery Assistant

Legal constitution

Charitable company registered in England & Wales on 18/12/2002, number: 1095103
Registered at Companies House on 13/08/2002, number: 04509623

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; AR16: 11 days late, AR13: 21 days late, AR12: 14 days late, AR10: 10 days late,

Main office

ST. TERESAS SCHOOL
EFFINGHAM HILL
DORKING
RH5 6ST

Objectives

1 TO ADVANCE EDUCATION BY CONDUCTING ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR CHILDREN OF THE ROMAN CATHOLIC RELIGION WITH OR WITHOUT OTHER CHRISTIAN OR NON-CHRISTIAN CHILDREN2 TO CARRY ON SUCH OTHER CHARITABLE WORKS AS ADVANCE THE ROMAN CATHOLIC RELIGION.

Defined Area of Benefit:

DORKING, SURREY.

Data Sources