Finance Score: 1

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Spending falling: -1
but now stabilising: +1
Fundraising costs low: +3

Dynamic board: +3

No supporters identified

Overall GiG Score: 4

THE UK FRIENDS OF AUCKLAND GRAMMAR SCHOOL

The charity advances and promotes education and, in particular, any educational and charitable purposes connected with Auckland Grammar School, including sports and cultural purposes.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £516,905 available, equivalent to 78517 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more 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
31/12/22		£515	£0	£515	£0	£517	£517	78517.2	0
31/12/21		£3	£12	£-9	n/a	n/a	n/a	n/a	n/a
31/12/20		£24	£20	£4	n/a	n/a	n/a	n/a	n/a
31/12/19		£6	£0	£6	n/a	n/a	n/a	n/a	n/a
31/12/18		£14	£66	£-52	£0	£0	£0	n/a	0
31/12/17		£72	£19	£53	£0	£0	£0	n/a	0
31/12/16	*	£54	£43	£10	£0	£0	£0	n/a	0
31/12/15		£245	£264	£-18	£0	£0	£0	n/a	0
31/12/14		£121	£105	£17	£0	£0	£0	n/a	0
31/12/13		£31	£36	£-5	£0	£0	£0	n/a	0
31/12/12		£28	£28	£-1	£0	£0	£0	n/a	0
31/12/11		£8	£11	£-3	£0	£0	£0	n/a	0
31/12/10		£0	£1	£0	£0	£0	£0	n/a	0
31/12/09		£1	£1	£0	£0	£0	£0	n/a	0
31/12/08		£0	£0	£0	£0	£0	£0	NAN	0
31/12/07		£0	£0	£0	£0	£0	£0	NAN	0
31/12/06	*	£8	£7	£1	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 100%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 78517.2 months
Net Current Assets/Spending: 78517 months
Quick Ratio: INF

Asset Split ?

Established: 19 years

info@wareham-associates.co.uk

012024777741

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

School support organisations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

City Of London, Dorset, New Zealand,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

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

RUIHENG XIAO Appointed: 2022

ANTHONY KHOO Appointed: 2023

CRAIG FENTON Appointed: 2022

GRAHAM HAROLD COOP (Chair) Appointed: 2015

MARIE LOUISE PARKIN Appointed: 2023

MICHAEL COLLINSON Appointed: 2017

PETER ANTHONY MCNAUGHTON Appointed: 2017

RICHARD COLEMAN

TIMOTHY O'CONNOR Appointed: 2013

LADY ROSEMARY BUCHANAN Appointed: 2018, Other trusteeship: THE UK FRIENDS OF THE UNIVERSITY OF AUCKLAND,

Legal constitution

Charity registered in England & Wales on 14/10/2005, number: 1111696

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

17 returns made; AR16: 23 days late, AR06: 258 days late,

Main office

38 Mudeford
Christchurch
BH23 3NL

Objectives

THE ADVANCEMENT AND PROMOTION OF EDUCATION AND IN PARTICULAR ANY EDUCATIONAL AND CHARITABLE PURPOSES CONNECTED WITH AUCKLAND GRAMMAR SCHOOL ('THE SCHOOL') INCLUDING SPORTS AND CULTURAL PURPOSES BY ANY MEANS WHICH SHALL BE RECOGNISED AS CHARITABLE

Defined Area of Benefit:

NOT DEFINED

Data Sources