Finance Score: 3

Governance Score: 6

Support Score: 3

Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 12

CATERHAM SCHOOL LIMITED

A co-educational day and boarding school for pupils aged 3 -18 years.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
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

Established: 19 years

www.caterhamschool.co.uk

enquiries@caterhamschool.co.uk

01883 343028

Charity Commission for England and Wales

Tweets

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		£27,530	£25,238	£2,292	£647	£31,773	£24,805	11.8	346	0
31/08/21		£25,369	£22,406	£2,963	£158	£25,844	£18,875	10.1	335	43
31/08/20	*	£23,627	£21,870	£1,757	£193	£21,093	£15,414	8.5	342	50
31/08/19		£23,585	£21,052	£2,533	£166	£19,721	£13,774	7.9	349	50
31/08/18		£21,927	£21,157	£770	£0	£18,958	£12,859	7.3	340	49
31/08/17		£19,594	£19,086	£508	£0	£18,623	£12,523	7.9	335	0
31/08/16	*	£19,012	£18,077	£935	£0	£17,864	£12,194	8.1	399	0
31/08/15		£17,925	£17,028	£897	£28	£16,654	£11,729	8.3	381	0
31/08/14		£17,246	£16,498	£748	£21	£15,774	£11,051	8	363	0
31/08/13		£16,906	£16,037	£869	£25	£14,867	£10,406	7.8	291	0
31/08/12		£15,812	£14,791	£1,021	£26	£13,742	£9,628	7.8	287	0
31/08/11		£14,744	£14,070	£674	£27	£12,388	£8,589	7.3	287	0
31/08/10		£14,037	£13,438	£599	£27	£11,147	£7,891	7	277	0
31/08/09		£13,389	£12,945	£444	£25	£10,319	£7,283	6.8	290	0
31/08/08		£12,765	£13,156	£-391	£20	£10,346	£6,837	6.2	282	0
31/08/07		£11,453	£10,526	£927	£18	£11,257	£7,248	8.3	270	0
31/08/06		£19,209	£9,628	£9,580	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.6%
Fundraising Costs/Total Spending: 2.7%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 47%
Liabilities/Income: 100%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 11.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.1

Asset Split ?

Listed activities

Education/Training

How it operates

Makes Grants to Individuals
Provides services

Where it operates

Surrey,

Who it helps

Children/Young People

Who works here?

346 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 43-72

MONISHA SHAH (Chair) Appointed: 2018, Occupation: Director, Other trusteeships: NATIONAL ART COLLECTIONS FUND, THE ROYAL COLLECTION TRUST, WIKIMEDIA UK,

REV BRIDGET BANKS Appointed: 2020, Occupation: Director

ZEHRA FATIMA JAFFER Appointed: 2022, Occupation: Director

CHRISTOPHER BOUTTLE Appointed: 2020, Occupation: Director

DEBORAH GRIMASON Appointed: 2020, Occupation: Director

MARY WHENMAN Appointed: 2018, Occupation: Director

MARK MEAR Appointed: 2019, Occupation: Director

OLIVER BYRNE Appointed: 2020, Occupation: Director

ANNE FLETCHER Appointed: 2018, Occupation: Director, Other trusteeship: IDE HILL CHURCH OF ENGLAND SCHOOL,

DR STEPHEN RICHARD CRITCHLEY Appointed: 2015, Occupation: Retired, Other trusteeship: BISHOP GROSSETESTE UNIVERSITY,

Legal constitution

Charitable company registered in England & Wales on 17/05/2005, number: 1109508
Registered at Companies House on 01/04/2005, number: 05410420

Gift Aid

Registered with HMRC for Gift Aid

Event History

18/10/2021 - Asset transfer in from THE W N MADDOCK SCIENCE SCHOLARSHIP FUND
29/09/2022 - Asset transfer in from THE CATERHAM SCHOOL TRUST
Linked charity: CATERHAM SCHOOL
Linked charity: THE CATERHAM SCHOOL BURSARY FUND FOR THE SONS AND DAUGHTERS OF CONGREGATIONAL MINISTERS
Linked charity: THE CATERHAM SCHOOL PRIZE FUND
Linked charity: THE CATERHAM SCHOOL ENDOWMENT FUND

Policies in force

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

Filing Record

17 returns made; AR20: 2 days late, AR16: 12 days late,

Recent reorganisation events:

Asset transfer in from THE W N MADDOCK SCIENCE SCHOLARSHIP FUND on 18/10/2021
Asset transfer in from THE CATERHAM SCHOOL TRUST on 29/09/2022

Main office

CATERHAM SCHOOL
HARESTONE VALLEY ROAD
CATERHAM
CR3 6YA

Objectives

The objects of the Charity are to promote education, in particular through the provision of a school with a Christian ethos in Caterham for the education of the Children of Ministers and other young people.

Defined Area of Benefit:

ENGLAND AND WALES.

Data Sources