Finance Score: 1

Governance Score: 1

Support Score: 3

Liabilities <10%: +3
Multiple Deficits: -2

12+ Trustees: -1
Good trustee age range: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 5

THE BLUE COAT SCHOOL BIRMINGHAM LIMITED

The object of the School is the provision and conduct, in or near the City Of Birmingham, of a day school for boys and girls. Within this object, the School has various permanent endowments and unendowed Trust Funds held for special purposes in connection with the development of the School's facilities and for Foundations, scholarships, bursaries, prizes and other educational purposes.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

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

Established: 48 years

http://www.thebluecoatschool.com/

morgangw@thebluecoatschool.com

01214106800

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	£8,551	£8,230	£321	£0	£21,540	£6,033	8.8	126
31/08/21	£7,865	£7,388	£477	£0	£21,830	£7,001	11.4	122
31/08/20	£7,292	£7,271	£21	£89	£19,402	£5,969	9.9	143
31/08/19	£6,841	£7,001	£-161	£0	£19,038	£5,751	9.9	115
31/08/18	£6,942	£7,717	£-775	£0	£17,613	£5,741	8.9	114
31/08/17	£6,606	£7,046	£-441	£0	£17,247	£6,094	10.4	129
31/08/16	£6,274	£6,368	£-94	£0	£16,499	£5,962	11.2	143
31/08/15	£6,251	£5,954	£297	£25	£15,790	£6,104	12.3	110
31/08/14	£5,932	£5,685	£247	£30	£15,358	£5,730	12.1	106

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 8%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 8.8 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.7

Asset Split ?

Listed activities

Education/Training

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space

Where it operates

Birmingham City,

Who it helps

Children/Young People

Who works here?

126 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

Age Range of Trustees: 37-84

DR PARTHEEPAN NARENDRAN Appointed: 2020, Occupation: Doctor

REV MICHELE KITTO Appointed: 2018

ANDREW MILNER Appointed: 2022, Occupation: Investment Director

BERNARD HUGH SINGLETON Appointed: 2018, Occupation: Retired Solicitor

ELIZABETH LAWSON-BENNETT Appointed: 2021

REV CHARLES BUTLER Appointed: 2023, Occupation: Priest

ADRIAN JOHN RODDICK Appointed: 2020, Occupation: Chartered Surveyor

ANITA POOLE Appointed: 2018, Occupation: Homemaker

MARTIN HAMILTON DYKE Appointed: 2018, Occupation: Company Director, Other trusteeship: LIMOGES CHARITABLE TRUST,

REV JEREMY ALLCOCK Appointed: 2018, Occupation: Rector, Other trusteeship: BELL ROPE CROFT,

STEPHEN MICHAEL RAINE Appointed: 2018, Occupation: Chartered Accountant

STEVE PAGE Appointed: 2019, Occupation: Chartered Accountant

VERY REV MATT THOMPSON Appointed: 2018, Other trusteeships: THE GRANTHAM YORKE TRUST, ST PHILIP'S RELIEF IN NEED CHARITY, THE BIRMINGHAM DIOCESAN BOARD OF FINANCE, THE FRIENDS OF BIRMINGHAM CATHEDRAL, ST BASIL'S, THE CATHEDRAL CHURCH OF ST PHILIP BIRMINGHAM,

WILLIAM GUY SHUBRA HORDERN Appointed: 2018, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST BARTHOLOMEW, EDGBASTON,

KARAN DIEDRE GILMORE Appointed: 2018, Occupation: Retired, Other trusteeship: Birmingham Newman University,

Legal constitution

Charitable company registered in England & Wales on 27/07/1976, number: 1152244
Registered at Companies House on 24/04/2013, number: 08502615

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
Volunteer management

Filing Record

9 returns made; all on time

Main office

The Blue Coat School
Metchley Lane
BIRMINGHAM
B17 0HR

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC BY THE PROVISION AND/OR CONDUCT AND/OR SUPPORT OF A SCHOOL FOR BOYS AND GIRLS IN OR NEAR THE CITY OF BIRMINGHAM, WHICH SCHOOL SHALL BE KNOWN AS THE BLUE COAT SCHOOL BIRMINGHAM AND WHICH SHALL HAVE A RELIGIOUS CHARACTER IN ACCORDANCE WITH THE TENETS OF THE CHURCH OF ENGLAND AND BY ANCILLARY AND INCIDENTAL EDUCATIONAL ACTIVITIES OR OTHER ASSOCIATED ACTIVITIES, FOR THE BENEFIT OF THE COMMUNITY.

Data Sources