Finance Score: 3
Governance Score: 8
Support Score: 3
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Grant maker support: +3
Overall GiG Score: 14 ?

BRISTOL GRAMMAR SCHOOL 

Bristol Grammar School is a co-educational selective independent day school taking children from age 4 to 18 with nearly 1,300 pupils. As well as high academic standards we also provide excellent pastoral care and a huge range of extra-curricular activities.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • 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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • There are 22 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
31/08/23£20,045£19,998£48£506£36,799£15,8179.530112
31/08/22£19,002£18,910£92£490£37,512£15,683103000
31/08/21£17,596£17,613£-18£327£37,387£15,89910.83000
31/08/20£17,426£17,607£-181£345£34,882£15,74410.72990
31/08/19£17,512£17,541£-29£372£34,225£15,66210.72960
31/08/18£17,092£16,873£219£419£33,911£15,438112910
31/08/17£17,126£16,098£1,028£284£32,371£14,99611.22870
31/08/16£15,493£15,066£427£177£29,602£13,782112830
31/08/15£15,194£14,222£972£145£28,050£13,060112740
31/08/14£14,337£13,669£669£147£26,931£12,33410.82280
31/08/13£13,746£13,313£434£102£25,573£11,44510.32200
31/08/12£12,935£12,968£-33£114£24,157£10,7109.92200
31/08/11£11,401£12,279£-879£110£24,191£10,0009.82060
31/08/10£11,498£11,460£38£184£24,513£10,72711.21940
31/08/09£10,767£11,332£-565£213£23,783£10,29410.91850
31/08/08£11,100£9,813£1,286£236£24,237£9,95612.21770
31/08/07£10,545£9,106£1,439£267£23,871£9,23612.22290
31/08/06£9,745£8,831£914£0£0£0n/a00
31/08/05£8,691£8,191£500£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 3.2%
Fundraising Costs/Total Spending: 3%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 17%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 43%
Reserves/Spending: 9.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2
Asset Split ?
Established: 20 years

www.bristolgrammarschool.co.uk

bursar@bgs.bristol.sch.uk

01179736006

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Makes Grants to Individuals
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Bristol City,
Who it helps
  • Children/Young People
Who works here?
  • 301 employees
  • 12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (22)
Current Trustees appointed
Gender Split
Based on 20/22 persons

Age Range of Trustees: 37-74
  • DAVID SHELTON Appointed: 2014, Occupation: Financial Advice Consultant
  • HANNAH DRAKE Appointed: 2020, Occupation: Events And Performing Arts Professional
  • JOHN SISMAN Appointed: 2015, Occupation: Chartered Surveyor
Legal constitution
  • Charitable company registered in England & Wales on 17/06/2004, number: 1104425
  • Registered at Companies House on 01/06/2004, number: 05142007
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

BRISTOL GRAMMAR SCHOOL
UNIVERSITY ROAD
BRISTOL
BS8 1SR

Objectives

TO ADVANCE EDUCATION AND TRAINING, BY THE PROVISION AND CONDUCT, IN OR NEAR THE CITY OF BRISTOL OF A DAY SCHOOL OR SCHOOLS FOR BOYS AND GIRLS AND, INSOFAR AS IT IS INCIDENTAL OR ANCILLARY TO THE ADVANCEMENT OF EDUCATION, SUCH OTHER PURPOSES FOR THE BENEFIT OF THE LOCAL COMMUNITY AS SHALL BE EXCLUSIVELY CHARITABLE.

Defined Area of Benefit:

IN OR NEAR THE CITY OF BRISTOL

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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