Finance Score: 7

Governance Score: 5

Support Score: 0

Good reserves management: +3
Reasonable growth: +1
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 12

ST MARY'S COLLEGE CROSBY TRUST LIMITED

The Charity provides educational facilities and training for boys and girls from birth to 18 years of age. In accordance with its status as a Blessed Edmund Rice School the Trustees offer scholarships and bursaries to children whose families would not otherwise be able to afford an education that provides a balanced and integrated development of the true potentials of the whole person.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been reasonable growth in spending 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 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
31/08/22	£8,909	£8,323	£586	£0	£4,399	£4,328	6.2	168	20
31/08/21	£7,728	£7,354	£374	£0	£3,918	£3,918	6.4	158	20
31/08/20	£6,057	£6,100	£-43	£0	£3,321	£3,321	6.5	154	20
31/08/19	£6,109	£5,898	£211	£0	£3,412	£3,412	6.9	149	18
31/08/18	£5,832	£5,545	£287	£0	£3,207	£3,207	6.9	144	18
31/08/17	£5,318	£5,394	£-76	£0	£2,891	£2,891	6.4	141	0
31/08/16	£4,838	£5,452	£-613	£0	£2,882	£2,751	6.1	152	0
31/08/15	£5,117	£5,275	£-158	£8	£3,269	£3,269	7.4	114	0
31/08/14	£4,983	£5,225	£-242	£8	£3,457	£3,457	7.9	118	0
31/08/13	£5,016	£5,037	£-21	£8	£3,610	£3,610	8.6	114	0
31/08/12	£5,019	£5,178	£-158	£8	£3,513	£3,508	8.1	122	0
31/08/11	£6,245	£5,732	£513	£7	£3,611	£3,611	7.6	124	0
31/08/10	£5,280	£5,613	£-333	£11	£3,012	£3,012	6.4	124	0
31/08/09	£5,669	£5,624	£45	£10	£3,245	£3,245	6.9	129	0
31/08/08	£6,048	£5,719	£329	£11	£3,155	£3,155	6.6	132	0
31/08/07	£8,006	£5,721	£2,285	£14	£3,168	£3,168	6.6	137	0
31/08/06	£4,567	£3,683	£884	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 19%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 27%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.5

Asset Split ?

Established: 19 years

www.stmarys.ac

office@stmarys.lpool.sch.uk

01519243926

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cheshire West & Chester, Knowsley, Lancashire, Liverpool City, Manchester City, Sefton, St Helens, Wigan, Wirral,

Who it helps

Children/Young People

Who works here?

168 employees
20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 48-74

JO WRIGHT Appointed: 2021, Occupation: Consultant

LEECIA MARTINDALE Appointed: 2021, Occupation: Company Director

PAT OLD Appointed: 2021, Occupation: Solicitor

SHEILA TSAO Appointed: 2021

ANDREW DUNCAN Appointed: 2021, Occupation: Marketing Director

ANDREW SYMONS Appointed: 2021, Occupation: Lecturer

CHRISTOPHER PLATT Appointed: 2021, Occupation: Health And Safety Practitioner

CHRISTOPHER WRIGHT Appointed: 2021, Occupation: Company Director

DAVID MCCAUGHREAN Appointed: 2021, Occupation: Police Officer

HELEN THOMPSON Appointed: 2021, Occupation: Retired

SHEILA WARD Appointed: 2021, Occupation: Retired

MICHAEL MCKENNA Appointed: 2021, Occupation: Solicitor, Other trusteeship: CHURCHES TOGETHER IN GREAT CROSBY CHARITABLE TRUST,

MICHAEL STEPHEN FITZSIMONS Appointed: 2020, Occupation: Priest, Other trusteeships: NUGENT CARE 2019, ARCHDIOCESE OF LIVERPOOL,

Legal constitution

Charitable company registered in England & Wales on 05/07/2005, number: 1110311
Registered at Companies House on 04/04/2005, number: 05412328

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

17 returns made; all on time

Main office

ST. MARYS COLLEGE
EVEREST ROAD
LIVERPOOL
L23 5TW

Objectives

(I) THE ADVANCEMENT OF EDUCATION AT ST MARY'S COLLEGE, CROSBY IN ACCORDANCE WITH THE SPIRIT AND IDEALS OF BLESSED EDMUND RICE AND (II) TO ADVANCE THE ROMAN CATHOLIC RELIGION BY THE CONDUCT OF ROMAN CATHOLIC SCHOOL OR SCHOOLS IN ANY PART OF THE WORLD

Defined Area of Benefit:

NOT DEFINED

Data Sources