Finance Score: 2

Governance Score: 8

Support Score: 0

Excess liquidity: -1
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 10

ST SWITHUN'S SCHOOL (WINCHESTER)

Provision of education for girls and young children of both sexes in accordance with the principles of the Church of England and the letting of facilities for both charitable and commercial purposes.

Analysis by Giving is Great

Positives:

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:

There are 16 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
31/07/23	£17,782	£17,771	£11	£216	£32,927	£30,717	20.7	330	10
31/07/22	£16,791	£16,340	£450	£176	£32,960	£30,701	22.5	327	59
31/07/21	£16,704	£15,267	£1,438	£83	£32,498	£30,255	23.8	328	15
31/07/20	£14,645	£14,875	£-230	£128	£30,895	£29,136	23.5	326	15
31/07/19	£16,016	£15,304	£712	£186	£31,137	£29,391	23	303	15
31/07/18	£15,722	£15,398	£325	£133	£30,349	£28,754	22.4	310	0
31/07/17	£15,287	£14,354	£933	£121	£29,968	£28,493	23.8	296	0
31/07/16	£14,973	£14,262	£711	£122	£28,974	£27,826	23.4	282	0
31/07/15	£13,751	£12,154	£1,597	£140	£28,474	£27,342	27	179	0
31/07/14	£12,828	£11,134	£1,695	£140	£27,097	£26,020	28	178	0
31/07/13	£11,479	£10,227	£1,252	£228	£25,646	£24,838	29.1	164	0
31/07/12	£10,739	£10,117	£621	£242	£24,592	£23,913	28.4	159	0
31/07/11	£10,899	£9,718	£1,182	£256	£24,199	£23,594	29.1	161	0
31/07/10	£10,898	£9,327	£1,571	£208	£22,964	£22,453	28.9	156	0
31/07/09	£10,429	£9,142	£1,287	£251	£21,527	£21,461	28.2	158	0
31/07/08	£9,928	£8,521	£1,407	£205	£20,291	£20,223	28.5	155	0
31/07/07	£9,576	£7,971	£1,605	£198	£19,141	£19,069	28.7	152	0
31/07/06	£8,638	£7,619	£1,018	£0	£0	£0	n/a	0	0
31/07/05	£8,381	£7,166	£1,215	£0	£0	£0	n/a	0	0
31/07/04	£7,826	£6,702	£1,123	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 19%
Liabilities/Income: 44%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 20.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.6

Asset Split ?

Established: 58 years
(113 years as a company)

www.stswithuns.com

01962835713

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 services

Where it operates

Hampshire,

Who it helps

Children/Young People

Who works here?

330 employees
10 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
Andrew Lloyd Webber Foundation - Grant to St Swithun's School
£1,000	11/06/2014	Music lessons for scholarship pupils

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-75

ALEXANDRA ALLAN Appointed: 2023, Occupation: Chief Financial Operations Officer

DR STEPHEN BAILEY Appointed: 2023, Occupation: Consultant

JUDITH FEUCHTWANGER Appointed: 2022, Occupation: Human Resources Director

RICHARD HILL Appointed: 2023, Occupation: Consultant

ALISON MCGHEE Appointed: 2019, Occupation: Legal Partner

ANNA-LOUISE PETERS Appointed: 2015, Occupation: Finance Director

DR HEATHER DAWN MYCOCK Appointed: 2017, Occupation: Doctor

EMMA CLANCEY Appointed: 2016, Occupation: Solicitor

JULIA EAGER Appointed: 2015, Occupation: Headmistress

MR RICHARD TYSON Appointed: 2017, Occupation: Chief Executive

NIKKI DE KRESTER Appointed: 2019, Occupation: Chief Marketing Officer

PROFESSOR CLAIRE THORNE Appointed: 2015, Occupation: University Lecturer

SARAH PARRISH Appointed: 2014, Occupation: Senior Technical Executive

THE VERY REVEREND CATHERINE OGLE Appointed: 2017, Other trusteeships: HOSPITAL OF ST CROSS AND ALMSHOUSE OF NOBLE POVERTY, FRIENDS OF WINCHESTER CATHEDRAL, SOUTHERN CATHEDRALS FESTIVAL SOCIETY, WINCHESTER CATHEDRAL TRUST, THE CARL KLEIN TRUST, THE RAYMOND FREKE AWARD FUND, THE CATHEDRAL CHURCH OF THE HOLY TRINITY AND OF SAINT PETER AND SAINT PAUL AND OF SAINT SWITHUN OF WINCHESTER,

PROFESSOR ROBERT ADAM Appointed: 2016, Occupation: Architect, Other trusteeship: THE ROBERT ADAM ROME SCHOLARSHIP IN ARCHITECTURE,

RICHARD IAN WHITE Appointed: 2023, Occupation: School Bursar, Other trusteeships: PINEWOOD SCHOOL LTD, TOWER HOUSE HORSES CIO,

Legal constitution

Charitable company registered in England & Wales on 26/09/1966, number: 307335
Registered at Companies House on 08/07/1910, number: 00110692

Gift Aid

Registered with HMRC for Gift Aid

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; all on time

Main office

St. Swithuns School
Alresford Road
WINCHESTER
SO21 1HA

Objectives

TO PROVIDE SOUND AND THOROUGH EDUCATION FOR GIRLS AND YOUNG CHILDREN OF BOTH SEXES IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND.

Defined Area of Benefit:

NOT DEFINED

Data Sources