Finance Score: 0

Governance Score: 2

Support Score: 3

Pension deficit: -1
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 5

OAKHAM SCHOOL

The Charity principally provides education in Oakham to boys and girls from the ages of 10 to 18. Many of these pupils come from the immediate vicinity of the county of Rutland, and others come from elsewhere in the UK, as well as overseas. The School's facilities are put to good educational use during holiday periods, with activities including language schools, sporting events and other courses.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There is a pension deficit of £520,000
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	£30,794	£28,940	£1,854	£1,012	£28,126	£24,750	10.3	556	20
31/08/21	£26,608	£26,584	£24	£724	£26,685	£23,242	10.5	551	20
31/08/20	£25,662	£26,786	£-1,124	£720	£25,261	£22,270	10	639	16
31/08/19	£27,357	£28,368	£-1,011	£945	£26,685	£23,777	10.1	581	20
31/08/18	£27,444	£27,656	£-212	£789	£28,156	£25,527	11.1	556	40
31/08/17	£27,500	£26,768	£732	£251	£28,145	£25,875	11.6	409	0
31/08/16	£26,540	£26,606	£-66	£256	£22,155	£21,868	9.9	412	0
31/08/15	£25,410	£26,530	£-1,120	£662	£22,283	£21,837	9.9	415	0
31/08/14	£25,980	£25,450	£530	£172	£23,361	£22,216	10.5	414	0
31/08/13	£22,823	£22,902	£-79	£198	£22,725	£21,432	11.2	402	0
31/08/12	£22,406	£21,565	£841	£190	£21,712	£20,789	11.6	392	0
31/08/11	£22,554	£21,434	£1,120	£315	£20,811	£19,714	11	390	0
31/08/10	£20,799	£19,437	£1,362	£219	£19,664	£17,941	11.1	392	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 3.5%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 31%
Liabilities/Income: 41%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 10.3 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.8

Asset Split ?

Established: 15 years

www.oakham.rutland.sch.uk

COO@oakham.rutland.sch.uk

01572758600

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Rutland,

Who it helps

Children/Young People

Who works here?

556 employees
20 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

Based on 15/17 persons

Age Range of Trustees: 53-74

THE RT REVD THE LORD BISHOP OF PETERBOROUGH Appointed: 2012

JANE LUCAS Appointed: 2014

PROFESSOR NEIL T GORMAN Appointed: 2013, Occupation: Director, Other trusteeship: THE ELIZABETHAN TRUST,

PETER ASHLEY BODDY Appointed: 2020, Occupation: Company Director

RASHMI PATEL Appointed: 2017, Occupation: Hr Manager

SIMON HYDE Appointed: 2021, Occupation: Company Secretary

STEPHEN CHARLES ION JONES Appointed: 2021, Occupation: Retired

THE VERY REVEREND CHRISTOPHER CHARLES DALLISTON Appointed: 2018

DAVID ALEXANDER ALLSOP Appointed: 2019, Occupation: Retired

DR SARAH FURNESS Appointed: 2018, Occupation: The Lord-Lieutenant Of Rutland, Other trusteeships: RUTLAND HISTORIC CHURCHES PRESERVATION TRUST, RUTLAND GRANTS, UPPINGHAM SCHOOL,

IAN ROGER SUMMERTON Appointed: 2020, Occupation: Retired Accountant, Other trusteeships: THE THOMAS EDWARD CLARKE TRUST, THE ELIZABETHAN TRUST, FUNDAYS IN NOTTINGHAMSHIRE, NOTTINGHAM UNIVERSITY HOSPITALS CHARITY,

JULIA GRUNDY Appointed: 2013, Occupation: Company Director

MARGARET MILES Appointed: 2020, Occupation: Retired Teacher

MARK DORSETT Appointed: 2017, Occupation: Hr Manager

PROFESSOR PHILIP BAKER Appointed: 2018, Occupation: University Professor

PROFESSOR STEWART ALAN PETERSEN Appointed: 2018, Occupation: Prof. Medical Education & Director Of Medical Edu.

STEPHEN HOWARD WOOLFE Appointed: 2014, Occupation: Solicitor, Other trusteeships: THE GERTRUDE ROGERS TRUST FUND, THE ROYAL LEICESTERSHIRE REGIMENT GENERAL FUND, THE ROYAL LEICESTERSHIRE REGIMENT CHARITABLE FUND, THE ROYAL LEICESTERSHIRE REGIMENT MUSEUM TRUST,

Legal constitution

Charitable company registered in England & Wales on 28/08/2009, number: 1131425
Registered at Companies House on 04/06/2009, number: 06924216

Gift Aid

NOT 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
Volunteer management

Filing Record

13 returns made; all on time

Main office

OAKHAM SCHOOL
CHAPEL CLOSE
MARKET PLACE
OAKHAM
LE15 6DT

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT OF BOYS AND GIRLS AND IN PARTICULAR (BUT NOT LIMITED TO):3.1 THE OPERATION OF OAKHAM SCHOOL AS A BOARDING AND/OR DAY SCHOOL IN THE PRESENT SCHOOL BUILDINGS OR IN ANY OTHER SUITABLE BUILDINGS PROVIDED BY THE COMPANY IN OR NEAR OAKHAM TO BE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES AND PRACTICES OF THE CHURCH OF ENGLAND;3.2 THE ESTABLISHMENT AND OPERATION OF ANY OTHER BOARDING AND/OR DAY SCHOOLS ASSOCIATED WITH OAKHAM SCHOOL;3.3 ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES; AND3.4 OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

THE PARISH OF OAKHAM IN THE COUNTY OF RUTLAND

Data Sources