Finance Score: 1

Governance Score: 8

Support Score: 3

Excess reserves: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 12

CANFORD SCHOOL LIMITED

To advance the education of boys and girls including but not limited to the provision of a senior school in or near Canford, Dorset and/or if thought desirable, in other parts of England or Wales, in accordance with the principles of the Church of England.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no income shortfalls in recent years
Fundraising costs are 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:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £51,122,786 available, equivalent to 29 months of spending and so may not be able to utilise additional funding

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
31/07/22		£23,323	£21,195	£2,129	£1,280	£54,403	£51,123	28.9	465	200
31/07/21		£26,585	£19,715	£6,870	£592	£52,641	£49,216	30	468	264
31/07/20		£19,845	£19,805	£40	£709	£44,083	£41,222	25	486	250
31/07/19		£22,458	£19,980	£2,478	£842	£44,568	£41,394	24.9	468	250
31/07/18	*	£20,839	£19,041	£1,798	£769	£42,098	£39,154	24.7	429	243
31/07/17		£19,896	£18,421	£1,475	£813	£40,132	£37,209	24.2	466	0
31/07/16		£19,329	£17,701	£1,628	£726	£38,408	£35,611	24.1	458	0
31/07/15		£19,895	£17,493	£2,402	£710	£38,145	£35,507	24.4	302	0
31/07/14		£18,193	£17,762	£431	£690	£35,452	£34,098	23	294	0
31/07/13		£17,663	£16,617	£1,046	£718	£35,167	£33,831	24.4	281	0
31/07/12		£16,873	£15,931	£941	£772	£33,708	£32,702	24.6	244	0
31/07/11		£17,598	£14,660	£2,937	£533	£32,891	£31,999	26.2	245	0
31/07/10		£15,477	£13,445	£2,032	£220	£29,055	£28,864	25.8	231	0
31/07/09		£14,509	£12,819	£1,689	£188	£26,572	£26,541	24.8	221	0
31/07/08		£12,875	£12,405	£470	£182	£25,354	£25,325	24.5	208	0
31/07/07		£12,914	£11,991	£922	£140	£24,375	£24,343	24.4	205	0
31/07/06		£12,316	£11,268	£1,047	£0	£0	£0	n/a	0	0
31/07/05		£12,010	£10,959	£1,051	£0	£0	£0	n/a	0	0
31/07/04		£11,120	£1,249	£9,871	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 6%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 11%
Liabilities/Income: 30%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 28.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.7

Asset Split ?

Established: 60 years
(100 years as a company)

www.canford.com

bursary@canford.com

01202841254

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Dorset, Poole,

Who it helps

Children/Young People

Who works here?

465 employees
200 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-79

ANNABEL LAURA ROSE THOMAS BA Appointed: 2012

DR AKINBODE MICHAEL OLUWATOSIN AKINFALA Appointed: 2022, Occupation: Director

DR PHILIPPA JANE NICOLA TALATI Appointed: 2018

NICHOLAS PAUL CHETWOOD Appointed: 2024, Occupation: Investment Manager

PROF JANE CAROLINE PORTLOCK Appointed: 2022, Occupation: Director

WILLIAM EDWARD PATRICK MCSHEEHY Appointed: 2024, Occupation: Communications Director

WILLIAM MCLAREN-CLARK Appointed: 2022, Occupation: Director

MICHAEL MAKEPEACE EUGENE JEFFRIES Appointed: 2014, Occupation: Company Director

NICHOLAS HENNIKER HOLLOWAY Appointed: 2017, Occupation: Teacher

PROFESSOR MARK CHRISTOPHER FRENCH Appointed: 2019, Occupation: Director

REV JOHN HAROLD SIMMONS Appointed: 2017, Occupation: Chairman, Other trusteeships: THE GREENHILL FELLOWSHIP TRUST, THE MOSS CHARITABLE TRUST, THE FOURWAYS TRUST, THE BOURNEMOUTH CHEST DISEASES CHARITABLE TRUST, THE SLAVANKA TRUST, THE LEE ABBEY MOVEMENT, THE GREAT WOOD TRUST,

SIR GARY ROBERT COWARD (Chair) Appointed: 2019, Occupation: Director

TERESA COLAIANNI Appointed: 2019, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 27/07/1964, number: 306315
Registered at Companies House on 27/06/1923, number: 00190956

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Estyn: Her Majesty's Inspectorate For Education And Training In Wales
Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR18: 10 days late,

Main office

Canford School
Canford Magna
Wimborne
BH21 3AD

Objectives

TO ADVANCE THE EDUCATION OF BOYS AND GIRLS INCLUDING BUT NOT LIMITED TO THE PROVISION OF A SENIOR SCHOOL IN OR NEAR CANFORD, DORSET AND/OR IF THOUGHT DESIRABLE, IN OTHER PARTS OF ENGLAND OR WALES, IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND.

Defined Area of Benefit:

DORSET

Data Sources