Finance Score: 2

Governance Score: 8

Support Score: 3

Excess liquidity: -1
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: 13

GREAT WALSTEAD LIMITED

Prep school. Provision of educational services to children and young people.

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

Financial issues to consider:

Liquidity appeared to be considerably 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	Volun- teers
31/08/23	£5,716	£5,238	£478	£191	£8,977	£8,949	20.5	104	15
31/08/22	£4,989	£5,250	£-262	£195	£8,499	£8,467	19.4	115	22
31/08/21	£4,686	£4,772	£-86	£151	£8,761	£8,709	21.9	120	26
31/08/20	£4,857	£4,834	£23	£65	£8,847	£8,795	21.8	133	33
31/08/19	£5,246	£5,230	£16	£137	£8,824	£8,772	20.1	142	18
31/08/18	£5,482	£5,189	£293	£99	£8,808	£8,757	20.3	149	0
31/08/17	£5,680	£5,312	£369	£144	£8,515	£8,474	19.1	106	0
31/08/16	£5,313	£5,047	£265	£127	£8,146	£8,139	19.4	110	0
31/08/15	£4,876	£4,691	£184	£191	£8,057	£8,054	20.6	104	0
31/08/14	£4,647	£4,482	£165	£170	£6,707	£6,706	18	102	0
31/08/13	£4,364	£4,152	£212	£125	£6,542	£6,542	18.9	93	0
31/08/12	£3,912	£3,800	£112	£114	£6,330	£6,330	20	88	0
31/08/11	£3,499	£3,609	£-110	£145	£6,218	£6,217	20.7	83	0
31/08/10	£3,274	£3,523	£-249	£120	£6,328	£6,327	21.6	78	0
31/08/09	£3,561	£3,609	£-48	£111	£5,257	£5,252	17.5	79	0
31/08/08	£3,639	£3,630	£9	£106	£5,305	£5,305	17.5	90	0
31/08/07	£3,399	£3,297	£102	£95	£5,296	£5,296	19.3	88	0
31/08/06	£3,194	£3,067	£127	£0	£0	£0	n/a	0	0
31/08/05	£3,250	£2,962	£288	£0	£0	£0	n/a	0	0
31/08/04	£3,150	£2,872	£279	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.4%
Fundraising Costs/Total Spending: 3.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 14%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.4

Asset Split ?

Established: 61 years

www.greatwalstead.co.uk

admin@greatwalstead.co.uk

01444483528

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

West Sussex,

Who it helps

Children/Young People

Who works here?

104 employees
15 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

Based on 12/13 persons

Age Range of Trustees: 41-61

CASEY HARWOOD Appointed: 2018, Occupation: Director

CHRISTINA HUBBARD Appointed: 2023, Occupation: Director Of Studies - School

ELOISE FRANCIS Appointed: 2021, Occupation: H&S Professional

HANNAH MYFANWY BOURNON Appointed: 2023, Occupation: Assistant Head

HILARY JANE NAWROCKA Appointed: 2023, Occupation: Head Teacher

MARYAM SHUTTLEWORTH Appointed: 2023, Occupation: Gallery Director

STEPHEN HOLLIDAY Appointed: 2022

CATHRYN ANN CHANDLER BROWNE Appointed: 2014, Occupation: Architect

CHRISTOPHER DAVID SUTTON Appointed: 2017, Occupation: Minister

EDWINA ANDERSSON Appointed: 2019, Occupation: Head Of Legal

MATTHEW RICHARD SEARLE Appointed: 2014, Occupation: Solicitor, Other trusteeship: VICTORIA COHEN EYE CANCER CHARITABLE TRUST,

PAUL ANTONY THURSTON (Chair) Appointed: 2017, Occupation: It Director

JENNIFER WITHINGTON Appointed: 2018, Occupation: Freelance Forest School Leader, Other trusteeship: CITY OF LONDON CHOIR,

Legal constitution

Charitable company registered in England & Wales on 18/09/1963, number: 307002
Registered at Companies House on 27/02/1963, number: 00751662

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
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
Volunteer management

Filing Record

20 returns made; all on time

Main office

GREAT WALSTEAD SCHOOL
EAST MASCALLS LANE
LINDFIELD
HAYWARDS HEATH
RH16 2QL

Objectives

TO ADVANCE EDUCATION BY CARRYING ON IN GREAT BRITAIN A SCHOOL OR SCHOOLS AT WHICH INFANTS, CHILDREN AND STUDENTS MAY OBTAIN EDUCATION AND INSTRUCTION IN ACADEMIC, SPORTING, MUSICAL, CULTURAL, SCIENTIFIC, TECHNICAL, RELIGIOUS, VOCATIONAL, SOCIAL AND COMMERCIAL SUBJECTS ACTIVITIES AND CRAFTS OF EVERY DESCRIPTION, WITHIN THE FRAMEWORK OF THE CHRISTIAN RELIGION ACCORDING TO THE TEACHING OF THE BIBLE

Defined Area of Benefit:

NOT DEFINED

Data Sources