Finance Score: 3

Governance Score: 9

Support Score: 3

Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 15

SHREWSBURY HOUSE SCHOOL TRUST LIMITED

The main object of the charity, as set out in its Articles, is to promote and provide for the advancement of education and in connection therewith to conduct, carry on, acquire and develop any education institution or education institutions for the education of students or puplis of either sex or both sexes.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
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 age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£11,540	£10,874	£666	£204	£12,678	£12,351	13.6	138	0
31/08/22	£10,646	£10,022	£624	£254	£11,684	£11,669	14	145	0
31/08/21	£9,819	£9,037	£782	£0	£11,060	£11,056	14.7	140	2
31/08/20	£9,748	£9,621	£127	£0	£10,278	£10,265	12.8	144	1
31/08/19	£10,102	£9,325	£777	£0	£10,152	£10,132	13	146	0
31/08/18	£9,493	£9,122	£371	£0	£9,375	£9,286	12.2	141	0
31/08/17	£7,786	£7,155	£631	£0	£9,004	£8,916	15	120	0
31/08/16	£7,712	£6,801	£911	£0	£8,373	£8,315	14.7	117	0
31/08/15	£6,998	£6,346	£652	£44	£7,462	£7,461	14.1	97	0
31/08/14	£6,729	£5,825	£904	£31	£6,810	£6,810	14	94	0
31/08/13	£6,103	£5,736	£367	£20	£5,906	£5,901	12.3	99	0
31/08/12	£5,963	£5,659	£304	£22	£5,539	£5,477	11.6	99	0
31/08/11	£4,453	£4,147	£306	£20	£3,660	£40	0.1	67	0
31/08/10	£4,311	£4,274	£37	£27	£3,359	£3,319	9.3	66	0
31/08/09	£4,225	£3,983	£242	£7	£3,309	£3,263	9.8	66	0
31/08/08	£3,840	£3,691	£149	£7	£3,067	£3,050	9.9	58	0
31/08/07	£3,631	£3,341	£290	£6	£2,918	£2,912	10.5	56	0
31/08/06	£3,408	£3,272	£136	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	£3,101	£2,904	£197	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	£2,835	£2,537	£299	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 1.9%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 35%
Liabilities/Income: 58%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 13.6 months
Net Current Assets/Spending: 0 months
Quick Ratio: 1

Asset Split ?

Balance Sheet History

Established: 46 years

www.shrewsburyhouse.net

shsoffice@shstrust.net

02083993066

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Kingston Upon Thames, Merton, Surrey,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 37-65

ALEXANDER NICHOLAS TATE Appointed: 2024, Occupation: Headmaster

CAROLINE ALISON THORNEYCROFT Appointed: 2019, Occupation: Recruitment Consultant

DARREN MATTHEW JOHNS (Chair) Appointed: 2012, Occupation: Investment Banker

DAVID IAN SANDERS Appointed: 2014, Occupation: Leadership Coach

IAN STUART MUIR Appointed: 2019, Occupation: Chartered Accountant

MR VIC LAVILLE Appointed: 2017, Occupation: Chartered Accountant

PAUL DEREK GIBBON Appointed: 2019, Occupation: Banker

PHILIPPA JANE RICHARDS Appointed: 2023, Occupation: Lawyer

ROZANNE ELIZABETH WHITE Appointed: 2022, Occupation: Deputy Headteacher

SARAH ELIZABETH CUNNANE Appointed: 2024, Occupation: Head Of Media & Communications Independent Schools

SHAMAN KAPOOR Appointed: 2023, Occupation: Lawyer

Legal constitution

Charitable company registered in England & Wales on 20/02/1979, number: 277324
Registered at Companies House on 25/01/1979, number: 01411417

Gift Aid

Registered with HMRC for Gift Aid

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

Filing Record

20 returns made; all on time

Main office

107 DITTON ROAD
SURBITON
KT6 6RL

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT, CARRY ON, ACQUIRE AND DEVELOP ANY EDUCATION INSTITUTION OR EDUCATION INSTITUTIONS FOR THE EDUCATION OF STUDENTS OR PUPILS OF EITHER SEX OR BOTH SEXES.

Defined Area of Benefit:

NOT DEFINED-IN PRACTICE KINGSTON-UPON-THAMES

Data Sources

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