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

BURGESS HILL SCHOOL FOR GIRLS COMPANY

The School is a day and boarding school providing independent education to girls from the ages of 3 to 18 years. The School provides education for boys aged 3 to 5 in the Nursery.

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
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:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
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
31/07/23		£9,844	£9,503	£341	£189	£10,373	£10,274	13	189	0
31/07/22		£8,604	£8,466	£138	£1	£10,048	£9,936	14.1	196	0
31/07/21		£8,237	£7,983	£254	£0	£9,902	£9,784	14.7	186	0
31/07/20		£6,901	£7,468	£-567	£9	£9,540	£9,439	15.2	189	0
31/07/19	*	£7,246	£7,132	£113	£16	£9,959	£9,858	16.6	185	0
31/07/18	*	£6,951	£7,008	£-57	£16	£9,872	£9,767	16.7	122	0
31/07/17		£6,824	£7,098	£-274	£37	£9,914	£9,811	16.6	125	0
31/07/16		£6,833	£6,976	£-143	£56	£10,140	£10,044	17.3	127	0
31/07/15		£6,662	£6,576	£86	£17	£10,286	£10,190	18.6	122	0
31/07/14		£6,957	£6,884	£72	£17	£10,192	£10,100	17.6	134	0
31/07/13		£8,166	£7,475	£691	£29	£10,093	£10,004	16.1	135	0
31/07/12		£7,705	£7,369	£336	£19	£9,317	£9,240	15	137	0
31/07/11		£7,329	£7,146	£183	£48	£8,986	£8,909	15	136	0
31/07/10		£7,336	£6,844	£493	£35	£8,768	£8,695	15.2	134	0
31/07/09		£7,400	£7,060	£340	£39	£8,232	£8,166	13.9	132	0
31/07/08		£6,803	£6,210	£592	£43	£7,924	£7,854	15.2	127	0
31/07/07		£6,345	£5,796	£549	£38	£7,430	£7,344	15.2	125	0
31/07/06		£6,181	£5,632	£550	n/a	n/a	n/a	n/a	n/a	n/a
31/07/05		£5,858	£5,317	£541	n/a	n/a	n/a	n/a	n/a	n/a
31/07/04		£5,612	£5,085	£528	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 17%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 62 years
(90 years as a company)

www.burgesshill-school.com

bursar@burgesshill-school.com

01444241050

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes grants to individuals
Provides buildings/facilities/open space
Provides human resources

Where it operates

West Sussex,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-59

BETHANY GAVIN Appointed: 2024, Occupation: Operations Manager

DR ALISON SMITH (Chair) Appointed: 2014

DR EMMA ROSS Appointed: 2024, Occupation: Lecturer

DR PAUL MICHAEL MARSHALL Appointed: 2017, Occupation: Business Development

JESSICA HUNTER Appointed: 2024, Occupation: Teacher

RICHARD BARNWELL Appointed: 2024, Occupation: Partner At Accountancy Firm

ROY HILL Appointed: 2023, Occupation: Bursar

THOMAS CHRITOPHER BURNAGE Appointed: 2022, Occupation: Chartered Surveyor

VICTORIA AMY WATT Appointed: 2020, Occupation: Solicitor

WENDY GIBBS Appointed: 2019, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 18/12/1962, number: 307001
Registered at Companies House on 02/07/1934, number: 00289787

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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; AR19: 163 days late, AR18: 37 days late,

Main office

Burgess Hill School
Keymer Road
Burgess Hill
RH15 0EG

Objectives

TO PROMOTE THE EDUCATION OF CHILDREN OF ANY AGE WHETHER BOYS OF GIRLS AND WHETHER SEPARATELY OR BY WAY OF CO-EDUCATION IN GENERAL ACCORDANCE WITH THE PHILOSOPHY AND PRINCIPLES OF CHARLOTTE MASON THE FOUNDER OF THE PARENTS NATIONAL EDUCATIONAL UNION (FOR FURTHER DETAILS SEE MEMORANDUM OF ASSOCIATION)

Defined Area of Benefit:

NOT DEFINED

Data Sources

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