Finance Score: 3

Governance Score: 5

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

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

Gov Income
Overall weighted support: +3

Overall GiG Score: 11

KING EDWARD'S SCHOOL BATH

The Charity's Objects are to advance the education of boys and girls by the provision of a day and/or boarding school in or near Bath and by ancillary or incidental educational activities and other associated activities for the benefit of the community.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no 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 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£17,639	£17,012	£627	£117	£19,691	£17,434	12.3	299	15
31/08/22		£15,797	£15,158	£639	£61	£19,113	£16,848	13.3	295	15
31/08/21		£14,624	£14,222	£402	£140	£18,628	£16,361	13.8	291	0
31/08/20		£14,722	£14,342	£380	£146	£17,906	£15,452	12.9	291	0
31/08/19	*	£15,212	£14,343	£869	£269	£17,571	£15,120	12.6	289	0
31/08/18	*	£14,983	£14,131	£852	£234	£16,753	£14,347	12.2	283	0
31/08/17	*	£14,061	£13,528	£534	£192	£15,874	£12,811	11.4	275	0
31/08/16		£12,812	£12,221	£591	£180	£15,222	£11,614	11.4	270	0
31/08/15		£11,826	£11,134	£692	£195	£14,527	£11,071	11.9	196	0
31/08/14		£11,082	£10,597	£484	£168	£13,856	£10,394	11.8	193	0
31/08/13		£10,807	£10,273	£535	£94	£13,283	£12,002	14	185	0
31/08/12		£10,189	£9,700	£489	£88	£12,633	£11,501	14.2	174	0
31/08/11		£9,876	£9,388	£488	£120	£12,088	£11,066	14.1	177	0
31/08/10	*	£9,120	£8,712	£409	£100	£10,619	£9,642	13.3	178	0
31/08/09	*	£9,329	£8,811	£518	£222	£10,199	£9,274	12.6	182	0
31/08/08	*	£8,804	£8,277	£527	£105	£9,710	£8,794	12.7	176	0
31/08/07	*	£8,016	£7,624	£392	£105	£9,311	£8,327	13.1	168	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 18%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 12.3 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.2

Asset Split ?

Balance Sheet History

Established: 18 years
(27 years as a company)

www.kesbath.com

t.davies@kesbath.com

01225464313

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Bath And North East Somerset, Gloucestershire, North Somerset, Wiltshire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

Age Range of Trustees: 45-85

CATHERINE ANN COLSTON Appointed: 2012, Occupation: Consultant

GINNY CHALMERS Appointed: 2016, Occupation: Lawyer

IAN BLEAKLEY Appointed: 2019, Occupation: Chartered Accountant

JAMES GRAHAM-BROWN Appointed: 2021, Occupation: Retired

KAMBIZ MORADIFAR Appointed: 2024, Occupation: Barrister At Law

MARK ROPER Appointed: 2024, Occupation: Company Director

MR J ISHERWOOD, Occupation: Barrister

PHILIP GAVIN COBB Appointed: 2012, Occupation: Estate Agent

PROFESSOR ANN MILLAR Appointed: 2017, Occupation: Lecturer

PETER GIST Appointed: 2024, Occupation: Retired

PROFESSOR RICHARD CANTER Appointed: 2024, Occupation: Professor Of Surgical Education & Hon Research Fe

SIMON COOMBE Appointed: 2016, Occupation: Consultant

STEPHEN LILLICRAP Appointed: 2003, Occupation: Medical Physicist

THOMAS ROBERT BOYCE Appointed: 2016, Occupation: Lawyer

WINIFRED THOMSON (Chair) Appointed: 2003, Occupation: Education Adviser

Legal constitution

Charitable company registered in England & Wales on 22/08/2006, number: 1115875
Registered at Companies House on 30/06/1997, number: 03394895

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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

17 returns made; AR19: 126 days late, AR18: 72 days late, AR17: 22 days late, AR10: 20 days late, AR09: 122 days late, AR08: 131 days late, AR07: 234 days late,

Main office

KING EDWARDS SCHOOL
NORTH ROAD
BATH
BA2 6HU

Objectives

TO ADVANCE THE EDUCATION OF BOYS AND GIRLS BY THE PROVISION OF A DAY AND/OR BOARDING SCHOOL IN OR NEAR BATH AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

IN OR NEAR BATH

Data Sources

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