Finance Score: 5

Governance Score: 4

Support Score: 3

Strong growth: +2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 12

THE STEPHEN PERSE FOUNDATION

The object of the charity is the advancement of education by the provision and conduct of the schools collectively known as The Stephen Perse Foundation (howsoever these shall individually be known from time to time) and by ancillary or incidental educational activities and any other associated activities for the benefit of the community as a whole.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been strong growth in spending over the last 5 years
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:

This charity does not have a Conflict of Interests policy
There are 17 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Established: 17 years

www.stephenperse.com

office@stephenperse.com

01223454724

Charity Commission for England and Wales

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
31/08/22		£27,188	£25,131	£2,057	£182	£25,329	£23,701	11.3	401
31/08/21		£24,430	£22,774	£1,656	£129	£20,851	£19,272	10.2	383
31/08/20		£22,032	£22,128	£-95	£139	£17,942	£16,342	8.9	374
31/08/19	*	£25,578	£22,108	£3,470	£31	£17,618	£15,997	8.7	283
31/08/18		£16,913	£16,001	£912	£34	£15,529	£13,887	10.4	231
31/08/17		£15,625	£14,351	£1,274	£57	£13,559	£11,896	9.9	295
31/08/16	*	£14,604	£14,535	£69	£129	£10,197	£8,520	7	203
31/08/15		£15,428	£13,762	£1,666	£130	£13,866	£10,669	9.3	232
31/08/14		£16,632	£13,302	£3,330	£97	£12,274	£10,555	9.5	205
31/08/13		£10,687	£10,320	£367	£96	£9,137	£8,919	10.4	159
31/08/12		£10,270	£9,954	£316	£134	£8,513	£8,322	10	164
31/08/11		£10,560	£10,500	£60	£100	£8,495	£8,348	9.5	171
31/08/10		£9,195	£9,660	£-465	£20	£7,930	£7,771	9.7	150
31/08/09		£8,388	£9,426	£-1,038	£20	£9,058	£8,942	11.4	145
31/08/08		£7,556	£7,733	£-176	£51	£10,305	£10,161	15.8	116

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 47%
Liabilities/Income: 82%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 11.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Education/Training

How it operates

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

Where it operates

Cambridgeshire, Essex,

Who it helps

Children/Young People

Who works here?

401 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)

Current Trustees appointed

Age Range of Trustees: 28-73

ALEXANDER FRANCIS ROUTH PROF Appointed: 2022, Other trusteeship: DAME JOHANE BRADBURY'S LAND CHARITY,

DAVID EDWIN GILL Appointed: 2018, Occupation: Managing Director

DR HUGH SHERCLIFF Appointed: 2017, Occupation: Engineer

DR NATHANIEL SEGAREN Appointed: 2024, Occupation: Paediatrician

DR VICTOR CHRISTOU Appointed: 2015, Occupation: Senior Investment Director

JANET MAGEE Appointed: 2023, Occupation: General Manager

JESSICA FARRIMOND Appointed: 2022, Occupation: Volunteer

LAVINIA ABELL Appointed: 2023, Occupation: Director

LEAH DUBERY BRAMWELL Appointed: 2021, Occupation: Investment Manager

MUNISH DATTA Appointed: 2019, Occupation: Director, Other trusteeship: RAMA FOUNDATION,

MICHAEL WINDMILL (Chair) Appointed: 2024, Occupation: Company Director

PROFESSOR ROBERT DAVID FOALE Appointed: 2013, Occupation: Veterinary Surgeon

PAUL BEASTALL Appointed: 2023, Occupation: Chartered Engineer

RAY ANDERSON Appointed: 2020, Occupation: Executive Chair

SARA RUSSO Appointed: 2023, Occupation: Director

SIMON THORLEY Appointed: 2023, Occupation: Lawyer, Other trusteeship: THE MEDICAL COLLEGE OF SAINT BARTHOLOMEW'S HOSPITAL TRUST,

SVEN JURGEN TOPEL Appointed: 2015, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 17/08/2007, number: 1120608
Registered at Companies House on 19/02/2007, number: 06113565

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/05/2015 - Asset transfer in from DAME JOHANE BRADBURY'S LAND CHARITY
06/05/2015 - Asset transfer in from DAME BRADBURY'S SCHOOL
05/10/2020 - Asset transfer in from CAMBRIDGE CENTRE FOR SIXTH FORM STUDIES

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

15 returns made; AR19: 8 days late, AR16: 2 days late,

Recent reorganisation events:

Asset transfer in from CAMBRIDGE CENTRE FOR SIXTH FORM STUDIES on 05/10/2020

Main office

THE STEPHEN PERSE FOUNDATION
UNION ROAD
CAMBRIDGE
CB2 1HF

Objectives

THE OBJECT OF THE CHARITY IS THE ADVANCEMENT OF EDUCATION BY THE PROVISION AND CONDUCT OF THE SCHOOLS COLLECTIVELY KNOWN AS THE STEPHEN PERSE FOUNDATION (HOWEVER THESE SHALL BE KNOWN FROM TIME TO TIME) AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND ANY OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY AS A WHOLE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE CAMBRIDGE, CAMBRIDGESHIRE

Data Sources