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 ?

PRIOR PARK EDUCATIONAL TRUST

Operates three schools
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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

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£22,421£19,318£3,103£372£24,683£21,56413.43300
31/08/22£19,568£17,159£2,409£230£21,528£19,23213.431416
31/08/21£16,506£15,035£1,471£372£19,351£16,90813.53050
31/08/20£15,691£15,422£269£96£17,532£15,18711.83070
31/08/19£15,591£14,936£655£295£17,197£14,76611.92970
31/08/18£14,867£13,997£870£288£16,298£13,85711.92580
31/08/17£16,998£15,924£1,074£227£15,932£13,78010.43550
31/08/16£15,626£14,917£709£390£15,583£13,58110.93460
31/08/15£14,548£13,330£1,217£89£14,804£12,95511.73290
31/08/14£14,226£12,891£1,335£73£13,587£11,72010.93340
31/08/13£13,437£12,753£684£208£12,252£10,86610.23320
31/08/12£13,091£12,631£460£133£11,568£10,1289.62430
31/08/11£12,851£12,335£516£46£11,108£9,7589.53340
31/08/10£12,523£11,900£623£39£10,591£9,3029.43030
31/08/09£11,648£10,809£839£44£9,969£8,6809.62740
31/08/08£11,163£10,195£967£39£9,130£7,8629.32670
31/08/07£9,844£9,632£212£38£8,163£6,9618.71810
31/08/06£9,595£8,565£1,030n/an/an/an/an/an/a
31/08/05£7,724£7,173£550n/an/an/an/an/an/a
31/08/04£7,570£7,115£455n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 1.7%
Fundraising Costs/Total Spending: 1.9%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 38%
Liabilities/Income: 66%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 13.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1
Asset Split ?
Balance Sheet History
Established: 44 years

www.priorparkschools.com

esandberg@priorparkschools.com

01225835353

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • Religious Activities
GiG Classification
  • Academic support
How it operates
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bath And North East Somerset, Bristol City, Gloucestershire, North Somerset, Somerset, South Gloucestershire, Wiltshire,
Who it helps
  • Children/Young People
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 37-68
  • ANNE-MARIE DEMPSEY Appointed: 2024, Occupation: Solicitor
  • ANTONIO MARIA ALVES Appointed: 2019, Occupation: Chief Financial Officer
  • DAVID ROBERT LEACH Appointed: 2024, Occupation: Solicitor
  • DAVID WILLIAM CATLOW Appointed: 2024, Occupation: Self Employed
  • JANE SINGLETON Appointed: 2016, Occupation: University Lecturer
  • MARGARET ANNE MOORE Appointed: 2020, Occupation: Lawyer
  • NICHOLAS DOWLER Appointed: 2022, Occupation: Retired Bank Executive
  • PAUL MICHAEL LYON Appointed: 2024, Occupation: Retired
  • REV NIGEL RAWLINSON Appointed: 2017, Occupation: University Chaplain
  • SIMON HEAD Appointed: 2019, Occupation: Headmaster
  • VICTORIA HELEN HUMPHRIES Appointed: 2022, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 20/10/1980, number: 281242
  • Registered at Companies House on 13/10/1980, number: 01521832
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
  • 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
20 returns made; all on time
Main office

Ralph Allen Drive
Bath
BA2 5AH

Objectives

TO PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT,CARRY ON,ACQUIRE AND DEVELOP ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER OR BOTH SEXES OF THE ROMAN CATHOLIC RELIGION WITH OTHER CHRISTIAN CHILDREN, WITH OR WITHOUT NON-CHRISTIAN CHILDREN.TO PROVIDE FOR SUCH OTHER CHARITABLE WORKS WHERESOEVER AND WHATSOEVER AS ADVANCE THE ROMAN CATHOLIC RELIGION

Defined Area of Benefit:

WILTSHIRE AND THE FORMER COUNTY OF AVON

Data Sources

Charity Commission for England and Wales

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