Finance Score: 3

Governance Score: 8

Support Score: 0

Good reserves management: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 11

HALSTEAD ST ANDREW'S SCHOOL TRUST

Independent Co-educational Preparatory School for children between the ages of 3 and 13 years old

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

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		£4,111	£3,941	£170	£0	£2,902	£2,902	8.8	72	2
31/08/21		£4,051	£3,855	£196	£0	£2,732	£2,732	8.5	70	2
31/08/20		£3,870	£3,830	£40	£0	£2,535	£2,535	7.9	71	2
31/08/19	*	£3,731	£3,731	£0	£0	£2,496	£2,496	8	72	2
31/08/18		£3,715	£3,618	£98	£0	£2,496	£2,496	8.3	74	0
31/08/17		£3,674	£3,442	£232	£0	£2,398	£2,398	8.4	70	0
31/08/16		£3,542	£3,357	£185	£0	£2,167	£2,167	7.7	67	0
31/08/15		£3,480	£3,314	£166	£10	£1,981	£1,981	7.2	62	0
31/08/14		£3,307	£3,141	£166	£10	£1,815	£1,815	6.9	59	0
31/08/13		£3,022	£2,881	£141	£10	£1,649	£1,649	6.9	58	0
31/08/12		£3,002	£2,990	£12	£8	£1,508	£1,508	6.1	58	0
31/08/11		£2,998	£2,966	£32	£8	£1,497	£1,497	6.1	58	0
31/08/10		£2,942	£2,685	£258	£8	£1,465	£1,465	6.5	51	0
31/08/09		£2,710	£2,496	£215	£8	£1,207	£1,207	5.8	50	0
31/08/08		£2,632	£2,509	£123	£9	£993	£993	4.7	50	0
31/08/07		£2,501	£2,398	£103	£8	£869	£869	4.3	30	0
31/08/06		£2,233	£2,153	£80	£0	£0	£0	n/a	0	0
31/08/05		£2,093	£1,844	£249	£0	£0	£0	n/a	0	0
31/08/04		£2,014	£1,802	£212	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 50%
Liabilities/Income: 71%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 37 years
(38 years as a company)

www.hsaschool.co.uk

bursar@hsaschool.co.uk

01483760943

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Other charitable activities

Where it operates

Surrey,

Who it helps

Children/Young People

Who works here?

72 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 41-78

DANIELLE MORGAN Appointed: 2022, Occupation: Marketing Consultant

FAITH KITCHEN Appointed: 2023, Occupation: Director

KAREN ANN WYBORN Appointed: 2021, Occupation: Teacher

MEHRAN NIKOO Appointed: 2023, Occupation: Solutions Architect, Other trusteeship: HALSTEAD (EDUCATIONAL TRUST) LIMITED,

SHARON MAHER Appointed: 2023, Occupation: Head Teacher

SIMON BROOKHOUSE Appointed: 2023, Occupation: Retired

BERYL HUNWICKS Appointed: 2023, Occupation: Retired, Other trusteeship: HALSTEAD (EDUCATIONAL TRUST) LIMITED,

CHARLOTTE PHILLIPS Appointed: 2019, Occupation: Hr Consultant

JOHN KERR Appointed: 2023, Occupation: Senior Land Director

JOHN SPEED Appointed: 2017, Occupation: Chartered Accountant

LUKAS PYTEL Appointed: 2017, Occupation: Teacher

CHERYL CONNELLY Appointed: 2023, Occupation: Director Of Training, Other trusteeship: HALSTEAD (EDUCATIONAL TRUST) LIMITED,

DR CLAIRE MCSHANE Appointed: 2017, Occupation: Teacher, Other trusteeship: ST HILARY'S SCHOOL TRUST LIMITED,

SIMON HARTLEY Appointed: 2023, Occupation: Solicitor, Other trusteeship: HALSTEAD (EDUCATIONAL TRUST) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 28/08/1987, number: 297580
Registered at Companies House on 27/08/1985, number: 01942216

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR19: 35 days late,

Main office

St. Andrews School
Church Hill House
Wilson Way
WOKING
Surrey
GU21 4QW

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION OF CHILDREN IN THE UNITED KINGDOM AND ELSEWHERE, SUCH EDUCATION TO BE DESIGNED TO GIVE A SOUND CHRISTIAN AND MORAL BASIS TO PUPILS.

Defined Area of Benefit:

NOT DEFINED

Data Sources