Finance Score: -1

Governance Score: 0

Support Score: 3

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

12+ Trustees: -1
Narrow trustee age band: -2
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 2

UPPINGHAM SCHOOL

Uppinghm is a full boarding school for boys and girls aged between 13 and 18 years of age.

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:

There are 17 trustees whereas the Charities Commission recommends a maximum of 12
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
There is a pension deficit of £758,000
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
31/08/22	£33,546	£33,306	£240	£239	£71,630	£60,772	21.9	541
31/08/21	£30,524	£30,878	£-354	£249	£69,965	£58,698	22.8	535
31/08/20	£29,753	£29,993	£-240	£244	£65,697	£55,370	22.2	560
31/08/19	£31,574	£30,647	£928	£163	£67,193	£57,464	22.5	571
31/08/18	£29,657	£30,807	£-1,149	£137	£69,242	£59,259	23.1	613
31/08/17	£29,779	£29,209	£570	£205	£65,903	£55,827	22.9	652
31/08/16	£28,606	£27,583	£1,022	£220	£62,728	£56,370	24.5	649
31/08/15	£27,911	£26,745	£1,165	£1,162	£67,900	£62,219	27.9	392
31/08/14	£27,111	£25,574	£1,537	£1,202	£67,446	£57,191	26.8	375
31/08/13	£27,094	£23,787	£3,307	£1,071	£66,449	£57,485	29	370

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 38%
Liabilities/Income: 134%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 21.9 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6

Asset Split ?

Established: 62 years

http://www.uppingham.co.uk

bursar@uppingham.co.uk

01572820626

Charity Commission for England and Wales

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?

541 employees

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 16/17 persons

Age Range of Trustees: 52-68

ANTHONY EDWARD TIMPSON MP Appointed: 2020

CLARE COLACICCHI Appointed: 2021, Occupation: Consultant

JULIET JAGGS Appointed: 2023, Occupation: Director Of Quality Assurance

KATHARINE GAINE Appointed: 2020, Occupation: Retired Teacher

MICHELLE FAIRFAX Appointed: 2022, Occupation: Business Person

VERY REVEREND CHRISTOPHER DALLISTON Appointed: 2018, Occupation: Dean, Other trusteeships: FRIENDS OF PETERBOROUGH CATHEDRAL, THE PETERBOROUGH DIOCESAN BOARD OF FINANCE, PETERBOROUGH CATHEDRAL DEVELOPMENT AND PRESERVATION TRUST CIO,

BARBARA MATTHEWS (Chair) Appointed: 2014, Occupation: University Dean, Other trusteeships: LEICESTER THEATRE TRUST LIMITED, NOTTINGHAM CONTEMPORARY,

CHRISTOPHER KING Appointed: 2019, Occupation: Retired

DR JONATHAN SCOTT Appointed: 2018, Occupation: University Pro-Vice-Chancellor

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

KEITH BUDGE Appointed: 2019, Occupation: Retired

LUCY JANE WOMACK Appointed: 2020, Occupation: Charity Trustee, Other trusteeships: THE JOHN HEGGS BATES' CHARITY FOR CONVALESCENTS, THE SIR THOMAS WHITE LOAN CHARITY,

RICHARD TICE Appointed: 2013, Occupation: Director

SANDRA HUMPHREY Appointed: 2016, Occupation: Solicitor

DYLAN JONES Appointed: 2023, Occupation: Director, Other trusteeship: THE HEALTHCARE MANAGEMENT TRUST,

DOMINIC WALLIS MR Appointed: 2018, Occupation: Investment Banker, Other trusteeship: SAFFRON HALL TRUST,

STEPHEN PEARSON Appointed: 2024, Occupation: Investment Director, Other trusteeship: RFU INJURED PLAYERS FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 08/12/1961, number: 1147280
Registered at Companies House on 30/03/2012, number: 08013826

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

10 returns made; all on time

Main office

Uppingham School
20-24 High Street West
Uppingham
Oakham
LE15 9QD

Objectives

THE OBJECTS (OBJECTS) FOR WHICH THE SCHOOL IS ESTABLISHED ARE TO ADVANCE THE EDUCATION OF BOYS AND GIRLS BY THE PROVISION OF A BOARDING AND/OR DAY SCHOOL OR SCHOOLS IN OR NEAR UPPINGHAM AND BY THE PROVISION OF ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES OR OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Data Sources