Finance Score: 2

Governance Score: 1

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 6

FARLEIGH SCHOOL TRUST LIMITED

The objects of Farleigh School Trust Ltd are:- the advancement of Roman Catholic education at Farleigh School- the furtherance of religion and education in accordance with the doctrines of the Roman Catholic faith- the advancement of educationThe charity fulfils its objects by running a co-educational preparatory and pre-preparatory school for circa 450 pupils in Hampshire

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
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:

The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Established: 10 years
(56 years as a company)

www.farleighschool.com

office@farleighschool.com

01264710766

Charity Commission for England and Wales

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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
31/07/23	£10,769	£10,673	£96	£105	£16,562	£16,285	18.3	194	15
31/07/22	£9,900	£9,547	£353	£110	£16,466	£16,166	20.3	195	15
31/07/21	£9,104	£8,728	£376	£104	£16,113	£15,834	21.8	186	15
31/07/20	£8,753	£8,603	£150	£84	£15,736	£15,466	21.6	180	18
31/07/19	£8,958	£8,756	£202	£99	£15,586	£15,319	21	195	18
31/07/18	£8,557	£8,330	£226	£79	£15,384	£15,174	21.9	195	0
31/07/17	£8,359	£7,824	£535	£85	£15,158	£15,004	23	195	0
31/07/16	£7,990	£7,627	£363	£86	£14,623	£14,457	22.7	124	0
31/07/15	£7,593	£7,057	£536	£105	£9,289	£9,154	15.6	133	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 12%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 18.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training
Religious Activities

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Hampshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

194 employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-58

CHARLES INGRAM EVANS Appointed: 2014, Occupation: Chartered Surveyor

EMMA ELISABETH JANE TODD Appointed: 2016, Occupation: Literary Agent

GILLIAN FIONA ORR Appointed: 2022, Occupation: Impact And External Affairs Director

HUGO GEORGE KEITH KC Appointed: 2019

JANE ELIZABETH VYVYAN (Chair) Appointed: 2014, Occupation: Company Director

KIRSTY ANDERSON Appointed: 2018, Occupation: Retired Head Of Pre-Prep

MALCOLM JAMES E MILLAR Appointed: 2023, Occupation: Company Director

REV OSWALD MCBRIDE OSB Appointed: 2016, Other trusteeship: THE ST BENET'S TRUST,

SIMON HENDERSON Appointed: 2014, Occupation: Financier

SIR CHRISTOPHER JOHN GHIKA Appointed: 2024, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 14/07/2014, number: 1157842
Registered at Companies House on 08/05/1967, number: 00905522

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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
Volunteer management

Filing Record

9 returns made; all on time

Main office

Farleigh School
Red Rice
Andover
SP11 7PW

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE OBJECTS) ARE RESTRICTED TO:1. THE ADVANCEMENT OF ROMAN CATHOLIC EDUCATION AT FARLEIGH SCHOOL;2. THE FURTHERANCE OF RELIGION AND EDUCATION IN ACCORDANCE WITH THE DOCTRINES OF THE ROMAN CATHOLIC FAITH; AND3. THE ADVANCEMENT OF EDUCATION;IN EACH CASE FOR THE PUBLIC BENEFIT.

Data Sources