Finance Score: -6

Governance Score: 5

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

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

No supporters identified

Overall GiG Score: -1

THE SHERBORNE GIRLS FOUNDATION

To record and control all fundraising on behalf of Sherborne School for Girls.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years 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		£161	£126	£35	n/a	n/a	n/a	n/a	n/a
31/08/21		£110	£124	£-14	n/a	n/a	n/a	n/a	n/a
31/08/20		£228	£269	£-41	n/a	n/a	n/a	n/a	n/a
31/08/19		£738	£852	£-114	£0	£79	£0	n/a	0
31/08/18	*	£569	£1,141	£-572	£0	£193	£0	n/a	0
31/08/17		£614	£35	£578	£0	£765	£0	n/a	0
31/08/16		£215	£29	£186	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 9 years

01935818206

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Dorset,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 47-80

ALICE LORNA WORDIE Appointed: 2015, Occupation: Chartered Accountant

DR RUTH MARY SULLIVAN Appointed: 2018, Occupation: Teacher, Other trusteeship: SHERBORNE SPORTS AND LEISURE LIMITED,

ELISABETH JAMES Appointed: 2021, Occupation: Retired

FIONA JANE LAIRD CLAPP Appointed: 2018, Occupation: Bursar, Other trusteeship: SHERBORNE SPORTS AND LEISURE LIMITED,

GRAHAM STAPLES Appointed: 2015, Occupation: Company Secretary, Other trusteeship: SCHRODERS EMPLOYEE TRUST,

GILLIAN MARGARET BLENKINSOP Appointed: 2016, Occupation: Retired Marketing Director

KATHERINE ANNE ELIZABETH MASSEY Appointed: 2017, Occupation: Director Of Development And Marketing

LIZ BAMFORD Appointed: 2023, Occupation: Pr Consultant

NICHOLAS JOHN STIRLING WORDIE Appointed: 2015, Occupation: Chartered Architect, Other trusteeship: SHERBORNE SCHOOL FOR GIRLS,

PADMINI SEKHSARIA Appointed: 2019, Occupation: Managing Director, Other trusteeship: INDIA YOUTH FUND UK,

PIX ASHWORTH Appointed: 2023, Occupation: Founder And Director

SIMON JULIAN ANDREWS Appointed: 2015, Occupation: Company Director

TAWHID ALI Appointed: 2023, Occupation: Independent Consultant

Legal constitution

Charitable company registered in England & Wales on 21/10/2015, number: 1164053
Registered at Companies House on 12/06/2015, number: 09637231

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; AR18: 23 days late,

Main office

SHERBORNE SCHOOL FOR GIRLS
BRADFORD ROAD
SHERBORNE
DT9 3QN

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE CHARITABLE PURPOSES OF SHERBORNE SCHOOL FOR GIRLS, SHERBORNE, DORSET AND OTHERWISE TO PROMOTE ANY OTHER CHARITABLE PURPOSE CONNECTED OR OTHERWISE ASSOCIATED WITH THE SCHOOL (THE OBJECTS).

Data Sources