Finance Score: -2

Governance Score: 2

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2

Good trustee age range: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: 0

HIXON-STAINTON-TANNER TRUST

Educational advancement of children

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly female

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
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
31/08/22	*	£3,342	£3,738	£-396	£0	£3,380	£3,372	10.8	111
31/08/21		£3,620	£3,654	£-33	£0	£3,565	£3,553	11.7	102
31/08/20	*	£3,357	£3,415	£-58	£0	£3,501	£3,478	12.2	102
31/08/19		£3,513	£3,624	£-111	£0	£3,519	£3,485	11.5	100
31/08/18		£3,292	£3,536	£-244	£0	£3,661	£3,608	12.2	83
31/08/17		£3,259	£3,234	£25	£0	£3,775	£3,759	13.9	70
31/08/16		£3,564	£3,377	£187	£0	£3,597	£3,572	12.7	73
31/08/15		£3,546	£3,273	£273	£240	£3,211	£3,172	11.6	70
31/08/14		£3,532	£3,295	£237	£342	£2,938	£2,897	10.6	72
31/08/13		£3,453	£3,187	£267	£188	£2,701	£2,654	10	72
31/08/12		£3,444	£3,257	£187	£316	£2,434	£2,402	8.8	73
31/08/11		£3,320	£3,173	£147	£285	£2,248	£2,207	8.3	73
31/08/10		£3,288	£3,109	£180	£247	£2,101	£2,051	7.9	78
31/08/09		£3,271	£3,004	£267	£83	£1,921	£1,912	7.6	109
31/08/08		£3,028	£2,724	£304	£92	£1,654	£1,644	7.2	102
31/08/07		£2,745	£2,420	£326	£101	£1,350	£1,336	6.6	99
31/08/06		£2,215	£2,167	£48	£0	£0	£0	n/a	0
31/08/05		£1,886	£1,943	£-58	£0	£0	£0	n/a	0
31/08/04		£1,761	£1,773	£-13	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 49%
Liabilities/Income: 96%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.8 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0

Asset Split ?

Established: 60 years

www.rookwoodschool.org

mchapman@rookwoodschool.org

01264325916

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Other charitable activities

Where it operates

Hampshire, Wiltshire,

Who it helps

Children/Young People

Who works here?

111 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 41-77

KELLY ELIZABETH WILKIE Appointed: 2021, Occupation: Head Teacher

LEE BEDBOROUGH Appointed: 2015, Occupation: Business Consultant

PATRICIA BUNCHE Appointed: 2022, Occupation: School Governor

CAROLYN HARDIMAN Appointed: 2012, Occupation: Air Traffic Control Officer

FIONA PENFOLD Appointed: 2017, Occupation: Managing Director

VICTORIA WICKENS Appointed: 2016, Occupation: Compliance Director

DAVID NICHOLAS A DREW Appointed: 2009, Occupation: Councillor, Other trusteeship: HAMPSHIRE AND ISLE OF WIGHT AIR AMBULANCE,

Legal constitution

Charitable company registered in England & Wales on 03/07/1964, number: 307322
Registered at Companies House on 26/04/1963, number: 00758856

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 172 days late, AR20: 5 days late,

Main office

ROOKWOOD SCHOOL TRUST LTD
35-39 WEYHILL ROAD
ANDOVER
SP10 3AL

Objectives

A SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN.

Defined Area of Benefit:

NOT DEFINED

Data Sources