Finance Score: 7

Governance Score: 6

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Good reserves management: +3
Reasonable growth: +1
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 16

ST EDMUND'S SCHOOL TRUST LIMITED

Nursery, pre-preparatory and preparatory school for boys and girls aged 2 to 16, with weekly and flexible boarding options.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material 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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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
31/08/22		£7,830	£7,475	£355	£122	£3,933	£3,933	6.3	129	0
31/08/21		£6,889	£6,586	£304	£135	£3,578	£3,578	6.5	118	0
31/08/20		£6,158	£5,903	£254	£120	£3,275	£3,275	6.7	113	0
31/08/19		£5,781	£5,341	£439	£132	£3,021	£3,021	6.8	103	0
31/08/18	*	£5,088	£4,679	£410	£110	£2,581	£2,581	6.6	91	6
31/08/17		£4,851	£4,399	£451	£121	£2,172	£2,172	5.9	89	0
31/08/16		£3,850	£3,621	£229	£77	£1,720	£1,720	5.7	73	0
31/08/15		£3,263	£3,130	£133	£11	£1,491	£1,491	5.7	67	0
31/08/14		£2,862	£2,633	£229	£10	£1,363	£1,363	6.2	56	0
31/08/13		£2,494	£2,379	£115	£10	£1,135	£1,117	5.6	57	0
31/08/12		£2,321	£2,299	£22	£10	£1,020	£996	5.2	54	0
31/08/11	*	£2,339	£2,259	£80	£10	£998	£969	5.1	52	0
31/08/10		£2,381	£2,176	£206	£10	£918	£884	4.9	53	0
31/08/09		£2,145	£2,119	£26	£10	£712	£673	3.8	54	0
31/08/08		£2,078	£2,127	£-49	£10	£691	£647	3.6	52	0
31/08/07		£1,881	£1,892	£-11	£9	£740	£691	4.4	48	0
31/08/06		£1,745	£1,784	£-39	£0	£0	£0	n/a	0	0
31/08/05		£1,635	£1,522	£113	£0	£0	£0	n/a	0	0
31/08/04		£1,505	£1,466	£40	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.6%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 65%
Liabilities/Income: 91%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.3 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.3

Asset Split ?

Established: 45 years

www.saintedmunds.co.uk

bursar@saintedmunds.co.uk

01428 604808

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides human resources

Where it operates

Surrey,

Who it helps

Children/Young People

Who works here?

129 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-86

ISOBEL VICTORIA MAIER Appointed: 2014

DENISE GARDNER Appointed: 2019, Occupation: Managing Director

DR TOBY GILES ANDERSON GRIFFITHS Appointed: 2014, Occupation: Headmaster

GARETH DOODES Appointed: 2012, Occupation: Headmaster

JILL TAYLOR Appointed: 2017, Occupation: Justice Of The Peace

LUKE GERALD MICHAEL Appointed: 2016, Occupation: Teacher

MATTHEW CARTER Appointed: 2019, Occupation: Retired

BRYAN EYRE FARLEY BEM, Occupation: Solicitor, Other trusteeship: HASLEMERE FESTIVAL,

JACQUELINE ANNE ALLISS (Chair), Occupation: Jp, Other trusteeship: PETER ALLISS MASTERS,

Legal constitution

Charitable company registered in England & Wales on 06/08/1979, number: 278301
Registered at Companies House on 04/06/1979, number: 01425355

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR18: 66 days late, AR11: 1 days late,

Main office

St. Edmunds School
Portsmouth Road
HINDHEAD
Surrey
GU26 6BH

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT CARRY ON ACQUIRE AND DEVELOP IN THE UNITED KINGDOM ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES. (FOR DETAILS, SEE CLAUSE 3 OF MEMORANDUM OF ASSOCIATION).

Defined Area of Benefit:

UNITED KINGDOM

Data Sources