Finance Score: 1

Governance Score: 9

Support Score: 0

Multiple Deficits: -2
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 10

THE MALDEN TRUST LIMITED

The object of the Charity is to benefit the public via Windlesham House School, a preparatory boarding School for boys and girls between the ages of 4 and 13, to ensure that our unique approach to education is made available to as many children as possible through bursaries, for which we maintain a fund, and partnership with, and support to, maintained schools and other educational institutions.

Analysis by Giving is Great

Positives:

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:

Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£8,315	£8,696	£-382	£2	£6,945	£6,911	9.5	154	1
31/08/22		£7,332	£7,564	£-232	£144	£7,326	£7,306	11.6	143	0
31/08/21		£5,804	£6,960	£-1,156	£105	£7,558	£7,538	13	52	0
31/08/20		£7,290	£7,719	£-429	£158	£8,715	£8,605	13.4	162	0
31/08/19	*	£8,304	£8,090	£214	£208	£9,144	£9,125	13.5	169	0
31/08/18		£8,883	£7,859	£1,023	£221	£8,930	£8,911	13.6	184	0
31/08/17		£8,816	£7,890	£926	£104	£7,906	£7,888	12	190	0
31/08/16		£9,000	£7,594	£1,406	£88	£6,980	£6,951	11	193	0
31/08/15		£8,467	£7,498	£970	£33	£5,575	£4,881	7.8	181	0
31/08/14		£7,688	£6,638	£1,050	£39	£4,605	£4,250	7.7	164	0
31/08/13		£7,180	£6,574	£607	£60	£3,555	£3,382	6.2	140	0
31/08/12		£6,547	£6,595	£-48	£64	£2,949	£2,934	5.3	140	0
31/08/11		£6,311	£6,369	£-58	£66	£2,997	£2,997	5.6	140	0
31/08/10		£5,490	£5,658	£-168	£57	£3,055	£3,014	6.4	140	0
31/08/09		£5,503	£5,648	£-145	£41	£3,222	£3,182	6.8	140	0
31/08/08		£5,326	£5,500	£-174	£42	£3,368	£3,327	7.3	145	0
31/08/07		£5,000	£5,034	£-34	£64	£3,591	£3,558	8.5	144	0
31/08/06		£4,916	£4,890	£25	£0	£0	£0	n/a	0	0
31/08/05		£4,754	£4,635	£119	£0	£0	£0	n/a	0	0
31/08/04		£4,601	£4,497	£104	£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: 3%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 54%
Liabilities/Income: 96%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 61 years

www.windlesham.com

eharris@windlesham.com

01903874705

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides services

Where it operates

West Sussex,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

154 employees
1 volunteer

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: 30-64

ADAM PERRY Appointed: 2023, Occupation: Legal Adviser

CHARLOTTE JOHNSTON MRS Appointed: 2020

CLARE IVES Appointed: 2023, Occupation: Teacher

JOHN MARRIOTT Appointed: 2023, Occupation: Head Teacher

MICHAEL CRAWFORD Appointed: 2023, Occupation: Investor

PATRICK MICHAEL JOHN HINTON Appointed: 2022, Occupation: Army Officer

DAVID ARMITAGE Appointed: 2018, Occupation: Bursar, Other trusteeship: FRENSHAM HEIGHTS EDUCATIONAL TRUST LIMITED,

MARTINA ASMAR (Chair) Appointed: 2015, Occupation: Lawyer (Retired), Other trusteeship: BRIGHTON COLLEGE,

SARAH KERR-DINEEN Appointed: 2020, Occupation: Property, Other trusteeship: OLD BUCKENHAM HALL (BRETTENHAM) EDUCATIONAL TRUST LTD,

Legal constitution

Charitable company registered in England & Wales on 23/05/1963, number: 307046
Registered at Companies House on 17/01/1963, number: 00747222

Gift Aid

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
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
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

Filing Record

20 returns made; AR19: 8 days late,

Main office

WINDLESHAM HOUSE SCHOOL
LONDON ROAD
WASHINGTON
PULBOROUGH
RH20 4AY

Objectives

(I) TO ACQUIRE AND TAKE OVER AND CARRY ON AND DEVELOP THE SCHOOL UNDERTAKING OF WINDLESHAM HOUSE SCHOOL LIMITED AND ALL SUCH ASSETS AND LIABILITIES OF THAT COMPANY AS MAY LAWFULLY BE ACQUIRED AND TAKEN OVER BY THE TRUST.(2) TO ACQUIRE AND CARRY ON IN THE UNITED KINGDOM AND ANY OTHER SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN.

Defined Area of Benefit:

NOT DEFINED

Data Sources