Finance Score: 2

Governance Score: 9

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 14

ST MARY'S SCHOOL ASCOT

St Mary's School Ascot is a Roman Catholic independent boarding school for girls aged 11 to 18.

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 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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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	£16,968	£17,006	£-38	£97	£27,977	£27,977	19.7	288
31/08/21	£15,800	£16,125	£-325	£72	£28,015	£28,015	20.8	289
31/08/20	£15,401	£15,141	£260	£62	£28,340	£28,340	22.5	274
31/08/19	£15,990	£15,508	£482	£130	£28,080	£28,080	21.7	268
31/08/18	£14,831	£14,463	£368	£76	£27,598	£27,598	22.9	252
31/08/17	£15,333	£13,618	£1,715	£127	£25,896	£25,896	22.8	252
31/08/16	£15,107	£13,478	£1,629	£109	£24,181	£24,181	21.5	239
31/08/15	£14,520	£13,026	£1,494	£159	£22,552	£22,481	20.7	185
31/08/14	£13,045	£12,353	£692	£176	£21,058	£21,058	20.5	181
31/08/13	£12,771	£11,624	£1,147	£168	£20,366	£20,366	21	178
31/08/12	£12,038	£11,058	£980	£168	£19,219	£19,219	20.9	173
31/08/11	£11,644	£10,607	£1,037	£133	£18,239	£18,239	20.6	165
31/08/10	£11,132	£9,908	£1,224	£141	£17,202	£17,202	20.8	160
31/08/09	£10,810	£9,358	£1,453	£92	£15,978	£15,978	20.5	164
31/08/08	£10,232	£8,846	£1,387	£84	£14,525	£14,525	19.7	139
31/08/07	£10,227	£8,338	£1,889	£120	£13,139	£13,139	18.9	132
31/08/06	£8,519	£7,663	£856	£0	£0	£0	n/a	0
31/08/05	£7,979	£7,182	£797	£0	£0	£0	n/a	0
31/08/04	£7,463	£6,566	£897	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 25%
Liabilities/Income: 55%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 19.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Established: 40 years

www.st-marys-ascot.co.uk

bursar@st-marys-ascot.co.uk

01344293621

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Windsor And Maidenhead,

Who it helps

Children/Young People

Who works here?

288 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 41-72

ANNE MARY LEE Appointed: 2020, Occupation: Retired Headmistress

GILLIAN VAN MAAREN Appointed: 2023

GRAHAM ANGUS HORTON NEIL Appointed: 2023, Occupation: Retired Architect

JAMES OLIVER ROBERT WEAVER Appointed: 2022, Occupation: Managing Director Private Wealth Management

SISTER ANNE MARY ROBINSON CJ Appointed: 2014

SUSANNAH LAWTON MEADWAY Appointed: 2021, Occupation: Barrister

ALEX POLIZZI DI SORRENTINO Appointed: 2023, Occupation: Company Director, Other trusteeship: TEAM DOMENICA,

ALICE MARGARET CLEMENTI Appointed: 2021, Occupation: Freelance Consultant, Other trusteeships: OPERATION REACH, CHARTERPATH CIO,

CHRISTOPHER BEIRNE Appointed: 2019, Occupation: Headmaster

CLEMENTINE MARY VAUGHAN (Chair) Appointed: 2015, Occupation: Investment Director

MARTIN EDWARD MICHAEL HATTRELL Appointed: 2019, Occupation: Retired

PETER JOSEPH MCKENNA Appointed: 2018, Occupation: Insurance

Legal constitution

Charitable company registered in England & Wales on 10/10/1984, number: 290286
Registered at Companies House on 29/08/1984, number: 01844327

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; all on time

Main office

ST. MARY'S SCHOOL ASCOT
ST. MARY'S ROAD
ASCOT
SL5 9JF

Objectives

TO PROMOTE AND PROVIDE FOR SUCH CHARITABLE WORKS WHERESOEVER AND WHATSOEVER AS ADVANCE THE ROMAN CATHOLIC RELIGION; ANDTO ADVANCE EDUCATION BY THE PROVISION AND CONDUCT OF AN INDEPENDENT ROMAN CATHOLIC SCHOOL OR SCHOOLS FOR CHILDREN OF ANY CREED (WITH PREFERENCE TO THE CHILDREN OF THE ROMAN CATHOLIC FAITH) AND IN PARTICULAR, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, FOR THE EDUCATION OF GIRLS, AND BY ANCILLARY AND INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

CATCHMENT AREA OF SCHOOL

Data Sources