Finance Score: 5

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 8

STOCKPORT GRAMMAR SCHOOL

The School's object is to advance education by the provision and conduct, in or near Stockport, of a school for boys and girls and insofar as it is incidental or ancillary, such other purposes for the benefit of the local community as shall be exclusively charitable.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Established: 17 years

www.stockportgrammar.co.uk

bursary@stockportgrammar.co.uk

01614192401

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
31/08/23		£20,394	£19,639	£755	£54	£30,686	£27,600	16.9	314	10
31/08/22		£19,891	£17,190	£2,701	£30	£30,029	£26,982	18.8	321	12
31/08/21		£16,435	£16,294	£141	£88	£27,896	£24,631	18.1	307	11
31/08/20		£15,690	£15,671	£19	£17	£26,518	£23,693	18.1	301	6
31/08/19	*	£16,202	£16,115	£87	£25	£26,474	£23,639	17.6	304	4
31/08/18	*	£15,959	£15,224	£735	£38	£26,307	£23,492	18.5	221	0
31/08/17	*	£15,324	£14,717	£607	£49	£25,465	£22,639	18.5	224	0
31/08/16	*	£16,710	£14,174	£2,536	£60	£24,665	£21,938	18.6	216	0
31/08/15		£14,705	£13,479	£1,226	£82	£21,706	£20,697	18.4	211	0
31/08/14		£13,659	£12,696	£964	£80	£20,508	£19,631	18.6	204	0
31/08/13		£13,267	£12,379	£888	£82	£19,384	£18,637	18.1	200	0
31/08/12	*	£12,603	£11,898	£705	£88	£18,305	£17,665	17.8	200	0
31/08/11		£12,055	£11,670	£384	£74	£17,469	£16,929	17.4	205	0
31/08/10		£12,077	£11,412	£664	£58	£17,100	£16,566	17.4	205	0
31/08/09		£11,550	£11,209	£341	£60	£16,373	£15,886	17	201	0
31/08/08	*	£11,195	£10,597	£598	£158	£16,178	£15,716	17.8	195	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 6%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 16.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.1

Asset Split ?

Listed activities

Education/Training

How it operates

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

Where it operates

Stockport,

Who it helps

Children/Young People

Who works here?

314 employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 14/16 persons

Age Range of Trustees: 38-71

TIMOTHY JAMES POTTER Appointed: 2024, Occupation: Chartered Accountant

KRISHANTHI CARFRAE Appointed: 2023, Occupation: Associate, Cities Advisory And Economics

DONNA LOUISE HARRIS Appointed: 2023, Occupation: Retired Teacher

HAZEL ANNA-MARIE TRITSCHLER Appointed: 2023, Occupation: Hr Professional

JENNY LOUISE SMITH Appointed: 2024, Occupation: Senior Director - Property Management

JOHN MILLINGTON Appointed: 2022, Occupation: Chartered Accountant

PAUL NICHOLAS BREARLEY Appointed: 2024, Occupation: Magistrate

TIM FIRTH Appointed: 2022, Occupation: Head Teacher

ADRIAN SIMPSON Appointed: 2015, Occupation: Finance Director

ANDREW JOHN GARDINER Appointed: 2019, Occupation: Office Agent

ANTHONY CARR Appointed: 2013, Occupation: Lawyer

JOHN SHACKLETON Appointed: 2015, Occupation: Retired

JONATHAN LEE (Chair) Appointed: 2016, Occupation: Property Director, Other trusteeship: CONSTRUCTION HISTORY SOCIETY,

NIGEL ROBERT BOOTH Appointed: 2019, Occupation: Barrister

SAMANTHA LANSBURY Appointed: 2012, Occupation: Solicitor

SARAH JANE CARROLL Appointed: 2007, Occupation: Banker

Legal constitution

Charitable company registered in England & Wales on 23/07/2007, number: 1120199
Registered at Companies House on 29/05/2007, number: 06261525

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
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

Filing Record

16 returns made; AR19: 104 days late, AR18: 22 days late, AR17: 7 days late, AR16: 26 days late, AR12: 18 days late, AR08: 21 days late,

Main office

STOCKPORT GRAMMAR SCHOOL
BUXTON ROAD
STOCKPORT
SK2 7AF

Objectives

TO ADVANCE EDUCATION BY THE PROVISION AND CONDUCT, IN OR NEAR STOCKPORT, OF A SCHOOL (THE SCHOOL) FOR BOYS AND GIRLS AND INSOFAR AS IT IS INCIDENTAL OR ANCILLARY, SUCH OTHER PURPOSES FOR THE BENEFIT OF THE LOCAL COMMUNITY AS SHALL BE EXCLUSIVELY CHARITABLE.

Defined Area of Benefit:

STOCKPORT AND ITS ENVIRONS

Data Sources