Finance Score: 2

Governance Score: 4

Support Score: 0

Pension deficit: -1
Fundraising costs low: +3

No conflicts policy: -1
12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE UNITED WESTMINSTER AND GREY COAT FOUNDATION

Object: to advance education for the public benefit. Achieved by establishing, operating & supporting schools, run in accordance with Christian principles - both state-funded & independent. Formed from five small charity schools, all founded 1594-1674 to benefit poor children in Westminster (Clothworkers' charity school, founded 1576 in Kent later added). Schools today remain in or near London.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There is a pension deficit of £2,901,000

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	£66,874	£66,486	£388	£1,377	£138,923	£101	0	867
31/08/21	£60,428	£60,623	£-195	£729	£134,982	£36,075	7.1	872
31/08/20	£57,693	£59,477	£-1,784	£973	£128,985	£28,239	5.7	947
31/08/19	£58,595	£59,824	£-1,229	£1,135	£126,275	£7	0	856

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Financial Ratios

Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 2.6%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 28%
Liabilities/Income: 84%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.1

Asset Split ?

Established: 58 years

http://westminstergreycoat.org

02079636861

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

City Of Westminster, Kent, Reading, Wandsworth,

Who it helps

Children/Young People

Who works here?

867 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 38-71

MARGARET CORBALLY Appointed: 2021, Occupation: Tax Advisor

ADINA-IOANA URITESCU Appointed: 2020, Occupation: Hr Professional

ALDERMAN ROBERT PICTON SEYMOUR HOWARD Appointed: 2019, Other trusteeships: THE HONOURABLE THE IRISH SOCIETY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MICHAEL CORNHILL, THE WORSHIPFUL COMPANY OF GARDENERS OF LONDON CHARITY,

DOROTHY GILLIAN SWAINE Appointed: 2019, Occupation: Retired, Other trusteeship: THE SUTTON VALENCE SCHOOL GENERAL CHARITABLE TRUST,

JOHN OLIVER NESBITT Appointed: 2019, Occupation: Property Consultant

MIRANDA JANE RICHARDS Appointed: 2019, Occupation: Investment Management

MARKUS JAIGIRDER Appointed: 2019, Occupation: Retired

MOHSEN OJJA Appointed: 2020, Occupation: Education Director, Other trusteeships: AQA EDUCATION, THE TALENT FOUNDRY TRUST,

RODERICK DAVID CLARK Appointed: 2019, Occupation: Chief Executive, Other trusteeship: Eden Nature Garden, at St Paul’s Clapham,

SUSAN MARY LOWSON Appointed: 2019, Occupation: Lead Clinician

TARA JOHN DOUGLAS-HOME Appointed: 2019, Occupation: Management Consultant, Other trusteeships: THE WESTMINSTER CITY SCHOOL GENERAL CHARITABLE TRUST, THE DULVERTON TRUST,

WILLIAM ALEXANDER WELLS Appointed: 2020, Occupation: Banker, Other trusteeships: THE NATIONAL ARMY MUSEUM, THE WESTMINSTER CITY SCHOOL GENERAL CHARITABLE TRUST,

TOBY JONATHAN MULLINS Appointed: 2020, Occupation: Executive Headteacher, Other trusteeships: THE CHILDREN'S TRUST, BRAINCANDO,

Legal constitution

Charitable company registered in England & Wales on 09/03/1966, number: 1181012
Registered at Companies House on 13/07/2018, number: 11464504

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: CLOTHWORKERS PRIZE
Linked charity: CHARLES FOSTER ATCHISON SCHOLARSHIP
Linked charity: SUTTON VALENCE SCHOOL GENERAL CHARITABLE TRUST
Linked charity: JAMES POOLE PRIZE FOR ENGLISH
Linked charity: S J AINSLEY PRIZE FOR TECHNICAL DRAWING
Linked charity: CUDDEFORD PRIZE
Linked charity: GARSIDE HISTORY PRIZE
Linked charity: JOHN FRUDIN MEMORIAL PRIZE
Linked charity: FRANCIS OLLETT MEMORIAL PRIZE
Linked charity: MRS PAT JONES PRIZE FOR HANDICRAFT
Linked charity: JACK MAY MEMORIAL PRIZE
Linked charity: JOHN SKINNER PHYSICS PRIZE
Linked charity: MRS FLORENCE WHITLOCK PRIZE FOR HISTORY
Linked charity: MRS PATRICIA JONES EIDEM PRIZE FOR BRITISH CONSTITUTION
Linked charity: REVEREND LESLIE BABER PRIZE FUND
Linked charity: EMANUAL SCHOOL WAR MEMORIAL SCHOLARSHIP FUND
Linked charity: SHIRLEY GOODWIN SCHOLARSHIP FUND
Linked charity: GRUNDY PRIZE
Linked charity: HIPKINS PRIZE
Linked charity: PEARMAIN PRIZE
Linked charity: CHARLES HILL PRIZE
Linked charity: S T WHITAKER PRIZE
Linked charity: GRIZELLE HISTORY PRIZE FUND
Linked charity: W S THOMAS SCHOLARSHIP FUND
Linked charity: THE OLD WESTMINSTER CITIZENS TRUST FUND
Linked charity: C L OAKLEY PRIZE FUND
Linked charity: RICKETTS PRIZE FOR EXCELLANCE
Linked charity: BASSOM PRIZE FOR SPOKEN ENGLISH
Linked charity: WILTSHIRE SWIMMING PRIZE
Linked charity: J MORISON BEQUEST
Linked charity: CHARLES CUTTS PRIZE
Linked charity: DENT MEMORIAL PRIZE
Linked charity: R E MACHIN PRIZE FUND
Linked charity: F W ROBINSON PRIZE FUND
Linked charity: STEVENS PRIZE
Linked charity: STEVENS TRAVELLING SCHOLARSHIP
Linked charity: FREDERICK CECIL CHAPMAN
Linked charity: CLOTHWORKERS' BURSARY OF BUSARIES
Linked charity: JOYCE DRAYSON PRIZE FOR ART WORK
Linked charity: G W GILBERT TRUST
Linked charity: HINSHELWOOD PRIZE FOR SCIENCES
Linked charity: THE HAMMOND SCHOLARSHIP FUND
Linked charity: THE RADLEYS'AWARD
Linked charity: BLAIR PRIZE FOR GENERAL STUDIES IN THE LOWER SIXTH
Linked charity: AUBREY PRIZE
Linked charity: KEMPSON PRIZE
Linked charity: MRS MORRISON'S BEQUEST
Linked charity: MISS G M I BLACKBURNE'S BEQUEST
Linked charity: CANON W H ELLIOTT PRIZE
Linked charity: EVELYN LADY GRANT PRIZE
Linked charity: FREDERICK ALP PRIZE
Linked charity: CAFFYN PRIZE FOR ORIGINAL CREATIVE THOUGHT
Linked charity: CHALLIS PRIZE FOR ENGLISH
Linked charity: ELSIE DAY PRIZE FUND
Linked charity: LILIAN CLEAVE PRIZES
Linked charity: RUSSELL SPOKES PRIZE
Linked charity: CHETHAM-STRODE PRIZE
Linked charity: PASCOE PRIZE
Linked charity: MARKEY PRIZE
Linked charity: VICAT COLE BEQUEST
Linked charity: MERCERS' PRIZE FUND
Linked charity: LADY SYKES PRIZE
Linked charity: CRAIG PRIZE FOR OUTSTANDING CONTRIBUTION TO THE LIFE OF THE SCHOOL
Linked charity: KIRKPATRICK TRAVEL AWARD
Linked charity: PRISTON PRIZE
Linked charity: DAME EDITH EVANS PRIZE
Linked charity: THE FOUNDATION PRIZE FOR MATHEMATICS
Linked charity: KENT PRIZE
Linked charity: ST THOMAS-ON-THE-BOURNE DIVINITY PRIZES
Linked charity: AMY TREVOR STEELE FUND
Linked charity: BASS PRIZE
Linked charity: CATHERINE ROLFE PRIZE
Linked charity: LADY YARROW PRIZE FOR GOOD ACADEMIC WORK
Linked charity: DOREEN STEVENSON PRIZE
Linked charity: REID PRIZE
Linked charity: THE UNITED WESTMINSTER AND GREY COAT ENDOWMENT TRUST
Linked charity: THE WESTMINSTER TECHNICAL FUND
Linked charity: GREY COAT HOSPITAL FOUNDATION
Linked charity: GREY COAT HOSPITAL FOUNDATION
Linked charity: THE GREY COAT HOSPITAL ADVENTURE TRUST
02/02/2022 - Asset transfer in from GREY COAT HOSPITAL FOUNDATION
29/12/2023 - Asset transfer in from CUNEO SOCIETY

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from GREY COAT HOSPITAL FOUNDATION on 02/02/2022
Asset transfer in from CUNEO SOCIETY on 29/12/2023

Main office

UNITED WESTMINSTER + GREY COAT FDN
57 PALACE STREET, LONDON
SW1E 5HJ

Objectives

TO ADVANCE FOR THE PUBLIC BENEFITEDUCATION BY ESTABLISHING, MAINTAINING, OPERATING, MANAGING OR OTHERWISESUPPORTING SCHOOLS WHETHER STATE-FUNDED OR INDEPENDENT WHICH ARE OR SHALL BE RUNIN ACCORDANCE WITH CHRISTIAN PRINCIPLES AND PRACTICES.IN FURTHERANCE OF THIS THE CHARITY SHALL MAKE PROVISION FOR:3.1.1 TWO SCHOOLS FOR GIRLS OR FOR GIRLS AND BOYS IN WHICH RELIGIOUS INSTRUCTIONSHALL BE IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND, THAT ISTO SAY:(A) A DAY SCHOOL CALLED THE GREY COAT HOSPITAL IN OR NEAR WESTMINSTERAND(B) A BOARDING AND DAY SCHOOL CALLED QUEEN ANNE’S SCHOOL ATCAVERSHAM, BERKSHIRE OR ELSEWHERE WITHIN FIFTY MILES OR THEREABOUTSFROM LONDON;3.1.2 THREE SCHOOLS FOR BOYS OR FOR BOYS AND GIRLS IN WHICH THE RELIGIOUSINSTRUCTION SHALL BE IN ACCORDANCE WITH THE PRINCIPLES OF THE CHRISTIAN FAITH,THAT IS TO SAY:(A) A DAY SCHOOL CALLED WESTMINSTER CITY SCHOOL IN OR NEAR WESTMINSTER(B) A DAY SCHOOL CALLED EMANUEL SCHOOL AT WANDSWORTH COMMON ORELSEWHERE IN THE GREATER LONDON AREA; AND(C) A DAY AND BOARDING SCHOOL CALLED SUTTON VALENCE SCHOOL AT OR NEARSUTTON VALENCE, KENT OR ELSEWHERE WITHIN FIFTY MILES OR THEREABOUTSFROM LONDON; AND ALSO3.1.3 SUCH OTHER SCHOOL OR SCHOOLS AS THE TRUSTEES MAY FROM TIME TO TIMEDETERMINE.

Data Sources