Finance Score: 3

Governance Score: 6

Support Score: 3

Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 12

ST PHILOMENA'S SCHOOL LIMITED

The charity's objective is to promote & provide the advancement of education, through the operation of a Convent School known as St Philomena's

Analysis by Giving is Great

Positives:

The charity has received Government grants
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 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
31/08/23		£1,060	£810	£250	£2	£969	£969	14.3	18	5
31/08/22		£939	£716	£223	£1	£720	£719	12	18	4
31/08/21		£857	£732	£125	£0	£497	£497	8.1	17	4
31/08/20		£842	£788	£54	£0	£372	£1	0	17	6
31/08/19	*	£681	£744	£-63	£0	£318	£317	5.1	18	6
31/08/18		£773	£784	£-11	£0	£381	£380	5.8	19	0
31/08/17		£719	£732	£-13	£1	£392	£391	6.4	19	0
31/08/16		£709	£718	£-9	£0	£404	£404	6.7	20	0
31/08/15		£795	£681	£114	£4	£413	£413	7.3	15	0
31/08/14		£766	£659	£107	£6	£299	£299	5.4	15	0
31/08/13		£705	£664	£41	£10	£193	£193	3.5	16	0
31/08/12		£574	£575	£0	£6	£151	£151	3.2	12	0
31/08/11		£565	£577	£-12	£8	£152	£152	3.2	23	0
31/08/10	*	£674	£626	£48	£7	£163	£163	3.1	15	0
31/08/09		£687	£729	£-42	£7	£115	£115	1.9	14	0
31/08/08		£711	£692	£19	£6	£157	£157	2.7	15	0
31/08/07		£626	£645	£-19	£6	£138	£138	2.6	14	0
31/08/06		£637	£653	£-17	£0	£0	£0	n/a	0	0
31/08/05		£629	£628	£2	£0	£0	£0	n/a	0	0
31/08/04		£586	£584	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 13%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 19%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.3 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.4

Asset Split ?

Established: 36 years

www.stphilomenas.com

businessmanager@stphilomenas.com

01255674492

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Essex,

Who it helps

Children/Young People

Who works here?

18 employees
5 volunteers

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: 41-76

BERNARDINE HOWE Appointed: 2023, Occupation: Personal Assistant

CHRISTINE FRANCES BAREHAM Appointed: 2022, Occupation: Retired

AVRIL O'SULLIVAN Appointed: 2003, Occupation: Charity Manager

ALEXANDER ONG Appointed: 2018, Occupation: Company Director

JOSEPHINE GELDARD (Chair) Appointed: 2008, Occupation: Retired

LEROY SEAN TOWNSEND Appointed: 2020, Occupation: Retired

MARCIA FULLER Appointed: 2007, Occupation: Local Government Officer

DR JONATHAN GELDARD Appointed: 2011, Occupation: Retired, Other trusteeship: WALTON COMMUNITY CENTRE,

SALLY MAUREEN VINCENT Appointed: 1994, Occupation: Partner (Garage Proprietor), Other trusteeship: TENDRING METHODIST CIRCUIT,

Legal constitution

Charitable company registered in England & Wales on 08/03/1988, number: 298635
Registered at Companies House on 05/11/1986, number: 02071112

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

Filing Record

20 returns made; AR19: 90 days late, AR10: 24 days late,

Main office

53 HADLEIGH ROAD
FRINTON-ON-SEA
ESSEX
CO13 9HQ

Objectives

TO PROMOTE AND PROVIDE THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT CARRY ON ACQUIRE AND DEVELOP IN THE UNITED KINGDOM ANY BOARDING AND DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES.

Defined Area of Benefit:

NOT DEFINED

Data Sources