Finance Score: 7

Governance Score: 5

Support Score: 3

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Reasonable growth: +1
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 15

SOLIHULL SCHOOL

The advancement of education by maintaining an independent day school for boys and girls in Solihull which shall have a religious character in accordance with the tenets of the Church of England and provide a liberal education.The charity provides financial assistance to individuals of ability who cannot afford the fees and offers its facilities to other local organisations.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
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 gender

Regulatory & Governance issues to consider:

There are 17 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£22,710	£22,644	£66	£82	£57,804	£55,520	29.4	262	40
31/08/22	£21,281	£21,405	£-124	£51	£58,098	£56,002	31.4	261	38
31/08/21	£20,512	£19,888	£624	£48	£58,507	£56,364	34	261	40
31/08/20	£24,252	£18,243	£6,009	£0	£57,170	£55,287	36.4	245	65
31/08/19	£14,789	£14,057	£732	£0	£49,723	£48,612	41.5	172	72
31/08/18	£13,597	£14,678	£-1,081	£0	£48,784	£48,040	39.3	169	0
31/08/17	£12,797	£12,791	£6	£93	£49,827	£49,069	46	162	0
31/08/16	£12,168	£12,204	£-36	£85	£48,044	£47,293	46.5	176	0
31/08/15	£11,853	£11,211	£642	£130	£47,341	£46,650	49.9	175	0
31/08/14	£11,299	£10,874	£425	£52	£47,332	£46,697	51.5	172	0
31/08/13	£11,108	£10,307	£801	£68	£43,163	£42,559	49.5	168	0
31/08/12	£10,630	£9,964	£666	£53	£41,296	£40,758	49.1	165	0
31/08/11	£10,139	£9,559	£580	£70	£40,532	£40,037	50.3	164	0
31/08/10	£10,133	£9,081	£1,052	£64	£40,111	£39,742	52.5	162	0
31/08/09	£9,761	£8,955	£806	£54	£39,204	£38,853	52.1	160	0
31/08/08	£9,264	£8,608	£656	£57	£38,582	£38,172	53.2	160	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 9%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 29.4 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.4

Asset Split ?

Established: 17 years

www.solsch.org.uk

clerk@solsch.org.uk

01217050883

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Academic support

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources

Where it operates

Gwynedd, Solihull,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

262 employees
40 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-71

CHRISTOPHER MARK PULLEN Appointed: 2024, Occupation: Chief Executive

DR ANDREW JOHN BURTENSHAW MBCHB MRCP Appointed: 2017

DR HEATHER MARY GAY PHD Appointed: 2015

JASON ANDREW DENHOLM DALBY Appointed: 2023, Occupation: Surveyor

NICHOLAS RICHARD HURRELL Appointed: 2022, Occupation: Company Director

PROF SWAREN PREET SINGH MBBS MD Appointed: 2016

SARAH JANE HASLAM Appointed: 2023, Occupation: Head Teacher

CAROL MCNIDDER Appointed: 2020, Occupation: Pharmacist

DAMIAN JAMES KELLY (Chair) Appointed: 2012, Occupation: Lawyer

FENELLA ELIZABETH MARY DE MINCKWITZ Appointed: 2020, Occupation: Company Director

GILL TILLMAN Appointed: 2020, Occupation: Pharmacist

IAN GREEN Appointed: 2020, Occupation: Policeman

IAN RALPH FCA Appointed: 2020, Occupation: Chartered Accountant

PAUL GEOFFREY NEWBY Appointed: 2013, Occupation: Chartered Surveyor

DR ANNE SUSAN HOUGHTON Appointed: 2020, Occupation: Doctor, Other trusteeship: THE CORNERSTONE WORKS LTD,

HELEN ELLIS Appointed: 2020, Occupation: Retired, Other trusteeships: JOB'S CLOSE RESIDENTIAL HOME FOR THE ELDERLY, THE BIRMINGHAM BOYS AND GIRLS UNION, THE SOLIHULL CHILDRENS SPECIAL NEEDS ASSOCIATION,

JUDITH ANITA HETHERINGTON FCA Appointed: 2017, Occupation: Chartered Accountant, Other trusteeship: THE GUARDIANS OF ST ALPHEGE PARISH CHURCH, SOLIHULL,

Legal constitution

Charitable company registered in England & Wales on 16/08/2007, number: 1120597
Registered at Companies House on 08/08/2007, number: 06337650

Gift Aid

Registered with HMRC for Gift Aid

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

16 returns made; all on time

Recent reorganisation events:

Asset transfer in from SAINT MARTIN'S (SOLIHULL) LTD on 07/11/2022

Main office

SOLIHULL SCHOOL
793 WARWICK ROAD
SOLIHULL
B91 3DJ

Objectives

3.1 THE ADVANCEMENT OF EDUCATION BY MAINTAINING AN INDEPENDENT DAY SCHOOL ('THE SCHOOL') FOR BOYS AND GIRLS IN SOLIHULL, WHICH SHALL HAVE A RELIGIOUS CHARACTER IN ACCORDANCE WITH THE TENETS OF THE CHURCH OF ENGLAND AND PROVIDE A LIBERAL EDUCATION.3.2 THE ADVANCEMENT OF EDUCATION OF PUPILS AT (A) ST ALPHEGE INFANT AND JUNIOR SCHOOLS, SOLIHULL AND (B) ST JAMES' CHURCH OF ENGLAND JUNIOR SCHOOL, SHIRLEY BY MAKING ANNUAL DONATIONS OF ·200 EACH (OR SUCH LARGER SUMS AS THE GOVERNORS SHALL FROM TIME TO TIME DETERMINE) TO ASSIST IN THE PROVISION OF FACILITIES FOR EDUCATION AT SUCH SCHOOLS.3.3 THE ADVANCEMENT OF RELIGION BY MAKING ANNUAL DONATIONS TO THE PARISH CHURCH OF ST ALPHEGE, SOLIHULL AND THE PARISH CHURCH OF ST JAMES THE GREAT, SHIRLEY.3.4 THE RELIEF OF THOSE IN NEED BY REASON OF POVERTY, AGE, ILL HEALTH, OR OTHER CHARITABLE NEED IN THE PARISH OF ST JAMES THE GREAT, SHIRLEY AND THE PARISH OF ST ALPHEGE, SOLIHULL BY MAKING ANNUAL DONATIONS FOR THOSE PURPOSES.

Defined Area of Benefit:

SOLIHULL

Data Sources