Finance Score: 4

Governance Score: 8

Support Score: 3

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 15

THE MERCHANT TAYLORS' SCHOOLS CROSBY

The Merchant Taylors' Schools Crosby provide education to boys and girls from the ages 4-18, in two Senior Schools, two Junior Schools and a Mixed Infant School. With the exception of pupils aged 4-7 and a small amount of teaching in the sixth form, the Schools provide a single sex education. There is however a wide range of extra-curricular activities in which both boys and girls can participate.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

On several occasions in recent years income has been less than spending

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
31/08/22	£15,788	£16,110	£-322	£87	£28,818	£14,926	11.1	256	0
31/08/21	£14,994	£14,672	£323	£76	£29,682	£15,063	12.3	257	0
31/08/20	£15,915	£16,435	£-521	£116	£26,950	£14,266	10.4	307	0
31/08/19	£16,979	£16,561	£418	£126	£27,669	£14,538	10.5	326	0
31/08/18	£16,992	£16,579	£413	£15	£26,993	£13,918	10.1	315	15
31/08/17	£18,565	£16,313	£2,252	£1	£26,360	£13,070	9.6	340	0
31/08/16	£16,180	£16,189	£-9	£132	£23,438	£12,015	8.9	347	0
31/08/15	£15,727	£15,632	£95	£174	£22,533	£11,075	8.5	254	0
31/08/14	£16,351	£15,032	£1,318	£142	£22,665	£10,739	8.6	242	0
31/08/13	£15,222	£14,535	£687	£221	£20,790	£9,862	8.1	269	0
31/08/12	£14,708	£14,168	£541	£200	£19,556	£8,662	7.3	247	0
31/08/11	£14,117	£13,462	£655	£195	£18,700	£7,647	6.8	280	0
31/08/10	£13,669	£13,363	£306	£182	£17,535	£2,387	2.1	232	0
31/08/09	£13,605	£13,205	£400	£177	£16,600	£5,592	5.1	232	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 7%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 52%
Reserves/Spending: 11.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Established: 16 years

www.merchanttaylors.com

cosec@merchanttaylors.com

01519499325

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides services

Where it operates

Cheshire East, Cheshire West & Chester, Knowsley, Lancashire, Liverpool City, Sefton, St Helens, Warrington, Wigan, Wirral,

Who it helps

Children/Young People

Who works here?

256 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-72

ANTHONY O'BRIEN Appointed: 2024, Occupation: Managing Director

CHRIS STUART GREEN Appointed: 2020, Occupation: Police Officer

CLAIRE POOLE Appointed: 2023, Occupation: Digital Communications Manager

COLIN SINCLAIR Appointed: 2022, Occupation: Chief Executive

EMMA ELIZABETH FAY Appointed: 2022, Occupation: Commercial Manager Pharmaceutical

GARETH RICHARD MAWDSLEY Appointed: 2022, Occupation: Chief Operating Officer

PHILIP JOHN MARSHALL KC Appointed: 2019

ANNA GABRIELLA GERVASONI Appointed: 2016, Occupation: General Manager, Other trusteeship: THE MERCHANT TAYLORS' SCHOOL GENERAL CHARITABLE TRUST,

CHARLES COWLING Appointed: 2017, Occupation: Actuary, Other trusteeships: THE UNITED SOCIETY, THE MERCHANT TAYLORS' SCHOOL GENERAL CHARITABLE TRUST,

DR MANOJ AGARWAL Appointed: 2019, Occupation: Consultant Psychiatrist

GLYNIS STEEN JOHNSTON Appointed: 2020, Occupation: Finance Manager

SARAH LOUISE FLETCHER Appointed: 2023, Occupation: Chief Operating Officer

SANDRA JANE GASCOIGNE Appointed: 2018, Occupation: Supply Teacher

Legal constitution

Charitable company registered in England & Wales on 13/08/2008, number: 1125485
Registered at Companies House on 23/07/2008, number: 06654276

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

14 returns made; all on time

Main office

186 LIVERPOOL ROAD
CROSBY
LIVERPOOL
L23 0QP

Objectives

THE OBJECTS (OBJECTS) FOR WHICH THE COMPANY IS ESTABLISHED ARE TO ADVANCE THE EDUCATION OF BOYS AND GIRLS BY:THE PROVISION OF DAY AND/OR BOARDING SCHOOL OR SCHOOLS IN OR NEAR CROSBY WHICH SHALL SUBJECT TO BELOW INCLUDE INSTRUCTION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHRISTIAN FAITH; AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.IN ACCORDANCE WITH ANY POLICY SET BY THE GOVERNORS FROM TIME TO TIME, ANY PUPIL MAY BE EXEMPTED FROM INSTRUCTION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHRISTIAN FAITH.

Defined Area of Benefit:

CROSBY

Data Sources