Finance Score: 3

Governance Score: 3

Support Score: 0

Fundraising costs low: +3

12+ Trustees: -1
Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 9

IDPE

IDPE aims to enable all schools, from the state and independent sectors, to develop cultures of giving, so they can provide the best educational experience for young people. IDPE educates schools to engage their communities in philanthropic giving, through providing training and resources, benchmarking performance and championing best practice in schools fundraising and alumni relations.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
The Board has little diversity in terms of age
Over half the Board have joined recently

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
31/12/22	£512	£483	£29	£25	£237	£237	5.9	6	145
31/12/21	£367	£336	£31	n/a	n/a	n/a	n/a	n/a	150
31/12/20	£387	£378	£8	n/a	n/a	n/a	n/a	n/a	100
31/12/19	£547	£532	£15	£28	£173	£173	3.9	7	200
31/12/18	£561	£523	£37	£27	£158	£158	3.6	6	25
31/12/17	£479	£469	£11	£0	£0	£0	n/a	0	0
31/12/16	£485	£435	£50	£0	£0	£0	n/a	0	0
31/12/15	£346	£361	£-15	£0	£0	£0	n/a	0	0
31/12/14	£348	£331	£17	£0	£0	£0	n/a	0	0
31/12/13	£315	£312	£3	£0	£0	£0	n/a	0	0
31/12/12	£280	£282	£-2	£0	£0	£0	n/a	0	0
31/12/11	£175	£188	£-13	£0	£0	£0	n/a	0	0
31/12/10	£134	£124	£10	£0	£0	£0	n/a	0	0
31/12/09?	£99	£93	£6	£0	£0	£0	n/a	0	0
31/03/08	£69	£50	£19	£0	£0	£0	n/a	0	0
31/03/07	£52	£55	£-3	£0	£0	£0	n/a	0	0
31/03/06	£53	£49	£3	£0	£0	£0	n/a	0	0
31/03/05	£46	£50	£-5	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6%
Fundraising Costs/Total Spending: 5.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 50%
Liabilities/Income: 47%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1

Asset Split ?

Established: 20 years
(25 years as a company)

www.idpe.org.uk

finance@idpe.org.uk

01225829030

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

6 employees
145 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-62

ISABELLE BLAKE-JAMES Appointed: 2023, Occupation: Director Of Philanthropy And Alumni Relations

MELANIE JANE BUSHELL Appointed: 2022, Occupation: Development Director

PETER ANDERSON Appointed: 2022, Occupation: Development Director

ROBIN ELISABETH SHARP Appointed: 2023, Occupation: Director Of Development

SHAUN ALAN FENTON Appointed: 2021, Occupation: Headteacher

SIMON MICHAEL LERWILL Appointed: 2023, Occupation: Fundraiser

SUSANNAH JUDITH BAKER Appointed: 2021, Occupation: Development Director

VICTORIA ANN ESPLEY Appointed: 2023, Occupation: Foundation Bursar

WENDY SUSAN GRANT Appointed: 2021, Occupation: Bursar

WILLIAM SLOAN FRIAR Appointed: 2023, Occupation: Director Of Development

DR MARK FENTON Appointed: 2021, Occupation: Headteacher, Other trusteeships: SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD, BRENTWOOD SCHOOL CIO,

PHILIP BRITTON (Chair) Appointed: 2019, Occupation: Headmaster, Other trusteeship: 19TH BOLTON (BOLTON SCHOOL) SCOUT GROUP,

ROWENA JULIE GASTON Appointed: 2021, Occupation: Development Director, Other trusteeship: THE FRIENDS OF CANFORD SCHOOL,

Legal constitution

Charitable company registered in England & Wales on 27/11/2003, number: 1100927
Registered at Companies House on 28/04/1999, number: 03761777

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

18 returns made; all on time

Main office

Henleaze Business Centre
Harbury Road
BRISTOL
BS9 4PN

Objectives

3.1 PROVIDING TRAINING IN DEVELOPMENT, FUNDRAISING, SUPPORT AND MANAGEMENT RELEVANT TO THE PROVISION OF EDUCATION3-2 DEVELOPING AND PROMOTING HIGH STANDARDS IN DEVELOPMENT, FUNDRAISING, SUPPORT AND MANAGEMENT RELEVANT TO THE PROVISION OF EDUCATION3-3 CARRYING OUT RESEARCH RELEVANT TO THE EFFECTIVE PROMOTION OF THE PROVISION OF EDUCATION

Defined Area of Benefit:

UNITED KINGDOM

Data Sources