Finance Score: 0

Governance Score: -1

Support Score: 1

No volunteer policy: -2
12+ Trustees: -1
Dynamic board: +3
Mainly male board: -1

Grant maker support: +1

Overall GiG Score: 0

THE WARDEN AND SCHOLARS OF ST MARY COLLEGE OF WINCHESTER

The advancement of education through the provision of classical, literary, historical, mathematic, scientific, engineering, cultural and general education of the highest class and the provision of financial assistance for such education.The preservation for the public benefit of the buildings and grounds, furniture, pictures and chattels of the College.The advancement of Christian religion.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 15 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

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	£39,547	£41,132	£-1,585	£3,103	£448,142	£56,863	16.6	313	19
31/08/22	£36,867	£36,565	£301	£2,452	£433,976	£53,992	17.7	364	18
31/08/21	£31,037	£32,020	£-982	£2,093	£417,429	£51,488	19.3	377	17
31/08/20	£32,648	£31,742	£906	£1,856	£362,898	£48,067	18.2	395	22
31/08/19	£30,093	£31,292	£-1,199	£1,548	£371,206	£37,528	14.4	390	28
31/08/18	£31,432	£29,105	£2,327	£1,628	£369,086	£36,251	14.9	377	0
31/08/17	£27,880	£28,227	£-347	£1,555	£360,214	£32,068	13.6	365	0
31/08/16	£26,005	£26,943	£-938	£1,326	£348,559	£27,804	12.4	361	0
31/08/15	£26,542	£25,910	£632	£1,193	£267,498	£26,181	12.1	358	0
31/08/14	£26,279	£24,411	£1,868	£1,242	£242,633	£22,653	11.1	355	0
31/08/13	£25,440	£24,489	£951	£1,222	£202,912	£18,660	9.1	356	0
31/08/12	£24,663	£23,692	£971	£1,299	£138,304	£15,803	8	356	0
31/08/11	£23,042	£22,774	£268	£1,250	£132,230	£14,698	7.7	354	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 15%
Liabilities/Income: 198%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 16.6 months
Net Current Assets/Spending: 9 months
Quick Ratio: 3.7

Asset Split ?

Established: 13 years
(54 years as a company)

www.winchestercollege.org

bursar@wincoll.ac.uk

01962621206

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Colleges and universities

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Hampshire,

Who it helps

Children/Young People

Who works here?

313 employees
19 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Major Grants award
£600,000	27/03/2019	The Warden's Fund

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

ANDREW FRANCIS SYKES Appointed: 2017

ALISON MAYNE MA PGCE Appointed: 2021

BRIAN LI MAN-BUN Appointed: 2021

DR MAGNUS JEROME RYAN Appointed: 2018

LAURA HARGREAVES SANDERSON Appointed: 2020

ROBERT LEE ALLEN BSC CA Appointed: 2023

ROLAND TURNILL Appointed: 2019

SIR RICHARD STAGG KCMG (Chair) Appointed: 2019

THE HON SIR STEPHEN WILLIAM SCOTT COBB Appointed: 2017

WILLIAM EDWARD JOHN HOLLAND FCA BA Appointed: 2015

DR WILLIAM EVERITT POOLE Appointed: 2016, Other trusteeship: THE CHALET TRUST,

DAVID WILLIAM GOODHEW Appointed: 2023, Other trusteeship: DUKES FOUNDATION,

MR MILES YOUNG Appointed: 2016, Other trusteeships: THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT, PARROTT AND LEE EDUCATIONAL FOUNDATION, THE COLLEGE OF SAINT MARY OF WINCHESTER IN OXFORD, COMMONLY CALLED NEW COLLEGE, THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

RICHARD ANDREW SANDERS MA MBA Appointed: 2023, Other trusteeships: THE UK CAREER ACADEMY FOUNDATION, THE PERMIRA FOUNDATION,

PROFESSOR HELEN ELISABETH HIGSON OBE DL Appointed: 2022, Occupation: University Professor, Other trusteeship: IKON GALLERY LIMITED,

Legal constitution

Charity registered in England & Wales on 12/11/2010, number: 1139000
Registered at Companies House on 01/01/1970, number: RC000733

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

Filing Record

13 returns made; all on time

Main office

Winchester College
College Street
Winchester
SO23 9NA

Objectives

1. THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION AT THE COLLEGE OF CLASSICAL, LITERARY, HISTORICAL, MATHEMATIC, SCIENTIFIC, ENGINEERING, CULTURAL AND GENERAL EDUCATION OF THE HIGHEST CLASS FOR SCHOLARS AND PUPILS AND THE PROVISION OF FINANCIAL ASSISTANCE FOR SUCH EDUCATION.2. THE PRESERVATION FOR THE PUBLIC BENEFIT OF THE WHOLE OR ANY PART OR PARTS OF THE BUILDINGS AND GROUNDS COMPRISING THE COLLEGE AND THE PRESERVATION FOR THE PUBLIC BENEFIT OF FURNITURE AND PICTURE AND CHATTELS OF ANY DESCRIPTION ORDINARILY KEPT AT THE COLLEGE AND THE DOING OF ALL SUCH OTHER THINGS AS SHALL BE NECESSARY OR APPROPRIATE FOR THE PRESERVATION OF THE COLLEGE.3. THE USE AND OCCUPATION OF THE SAID BUILDINGS, GROUNDS AND CHATTELS FOR THE ADVANCEMENT OF THE CHRISTIAN RELIGION AND THE PRACTICE OF WORSHIP IN SUCH MANNER AS SHALL BE CONSISTENT WITH THE WORK OF THE COLLEGE AND WITH THE EXPRESSIONS OF RELIGIOUS INTENTION CONTAINED IN THE FOUNDERãS CHARTER.4. IN CONNECTION WITH OBJECT 1 AND 3, THE PROMOTION AND MAINTENANCE OF THE CHORAL FOUNDATION OF THE COLLEGE.5. THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION (WITHIN THE MEANING OF THE RECREATIONAL CHARITIES ACT 1958 AND AS THEREIN LIMITED), IN SUCH MANNER AS SHALL BE CONSISTENT WITH THE WORK OF THE COLLEGE AND SHALL INCREASE THE PUBLIC BENEFIT FLOWING THERE FROM.6. THE PURSUIT OF OTHER CHARITABLE PURPOSES IN SO FAR AS CONSISTENT WITH THE WORK OF THE COLLEGE AND LIABLE TO INCREASE THE PUBLIC BENEFIT FLOWING THERE FROM.

Defined Area of Benefit:

HAMPSHIRE

Data Sources