Finance Score: 0

Governance Score: 9

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1

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

Grant maker support: +3

Overall GiG Score: 12

BEDALES SCHOOL

The education and training of children and young persons of both sexes.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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		£22,386	£21,534	£851	£0	£25,585	£25,547	14.2	382	9
31/08/22		£20,476	£19,827	£648	£0	£24,566	£24,527	14.8	374	8
31/08/21		£19,373	£18,246	£1,127	£0	£21,108	£21,075	13.9	362	8
31/08/20		£18,610	£18,860	£-250	£0	£18,583	£18,548	11.8	386	10
31/08/19		£19,279	£18,731	£548	£0	£18,830	£18,817	12.1	386	10
31/08/18?		£19,101	£19,445	£-345	£66	£19,418	£19,405	12	263	0
31/07/17		£18,097	£17,624	£473	£56	£19,179	£19,165	13	252	0
31/07/16		£17,921	£16,801	£1,120	£52	£17,434	£17,368	12.4	259	0
31/07/15		£18,304	£16,840	£1,465	£122	£17,570	£17,503	12.5	255	0
31/07/14		£17,283	£16,318	£965	£96	£16,385	£16,183	11.9	249	0
31/07/13		£16,623	£15,789	£834	£76	£15,160	£15,075	11.5	256	0
31/07/12		£16,248	£15,384	£864	£79	£14,166	£14,134	11	255	0
31/07/11		£16,007	£15,226	£780	£79	£14,182	£14,150	11.2	251	0
31/07/10		£15,605	£14,686	£919	£72	£13,542	£13,510	11	267	0
31/07/09		£15,455	£14,547	£908	£65	£12,183	£12,152	10	260	0
31/07/08		£14,680	£13,988	£692	£69	£12,534	£12,504	10.7	267	0
31/07/07		£13,727	£12,839	£888	£375	£11,992	£11,966	11.2	266	0
31/07/06		£12,442	£12,410	£32	£0	£0	£0	n/a	0	0
31/07/05	*	£11,117	£11,291	£-175	£0	£0	£0	n/a	0	0
31/07/04	*	£10,596	£10,340	£256	£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: 10%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 39%
Liabilities/Income: 75%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.2 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Established: 58 years
(90 years as a company)

www.bedales.org.uk

bursar@bedales.org.uk

01730300100

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Other charitable activities

Where it operates

Hampshire,

Who it helps

Children/Young People

Who works here?

382 employees
9 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Backstage Trust - Project grant
£15,000	20/02/2023	Restoration of Steinway piano

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-71

EDWARD IMPEY Appointed: 2022, Occupation: Retired

ISABELLA MARY ANNELIESE MYERS Appointed: 2023, Occupation: Scientist

JESSICA BOYD Appointed: 2021, Occupation: Barrister

CLARE LOUISE BRADBURY Appointed: 2017, Occupation: Headteacher

CLAUDIA ISOBEL ARNEY Appointed: 2019, Occupation: Company Director

EDWARD JOHN REES Appointed: 2020, Occupation: Headmaster

FELIX GREY Appointed: 2017, Occupation: Post Graduate Student

OWEN JONATHAN Appointed: 2016, Occupation: None

STEPHEN ANTHONY NOKES (Chair) Appointed: 2021, Occupation: Education Consultant

STEPHEN ROBERT LEHEC Appointed: 2022, Occupation: Head Teacher, Other trusteeship: THE INCORPORATED BISHOP'S STORTFORD COLLEGE ASSOCIATION,

JOHN MARK HANSON Appointed: 2019, Occupation: Company Director, Other trusteeship: THE JOHN BADLEY FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 11/08/1966, number: 307332
Registered at Companies House on 12/06/1933, number: 00276785

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
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
Volunteer management

Filing Record

20 returns made; AR05: 8 days late, AR04: 7 days late,

Main office

BEDALES SCHOOL
CHURCH ROAD
STEEP
PETERSFIELD
GU32 2DG

Objectives

TO PROVIDE EDUCATION AND TRAINING AND IN PARTICULAR (BUT WITHOUT LIMITATION TO THE GENERALITY OF THE FOREGOING) BY CARRYING ON A SCHOOL IN OR NEAR PETERSFIELD.

Defined Area of Benefit:

NOT DEFINED

Data Sources