Finance Score: 5

Governance Score: 8

Support Score: 3

Poor Liquidity: -1
Good reserves management: +3
Fundraising costs low: +3

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 16

WEST HILL SCHOOL TRUST LIMITED

West Hill School Trust was formed in 1959 and exists in order to deliver a wide range of charitable services to the community in which it is based. A principal service is the management of the school known as West Hill Park and its assets.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Reserves management has been consistently within official guidelines
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 does not have a Conflict of Interests policy

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/08/22		£4,046	£3,800	£246	£5	£1,618	£1,601	5.1	78	2
31/08/21		£3,879	£3,830	£49	£55	£1,371	£1,360	4.3	97	21
31/08/20?		£3,766	£3,799	£-33	£33	£1,322	£1,305	4.1	94	18
31/07/19		£4,047	£4,037	£10	£33	£1,355	£1,334	4	101	19
31/07/18		£4,075	£3,878	£197	£40	£1,346	£1,321	4.1	102	22
31/07/17		£4,156	£3,885	£271	£30	£1,148	£1,136	3.5	105	0
31/07/16		£3,824	£3,651	£173	£34	£877	£866	2.8	111	0
31/07/15		£3,471	£3,485	£-14	£34	£831	£805	2.8	74	0
31/07/14		£3,322	£3,337	£-15	£38	£845	£826	3	72	0
31/07/13		£3,168	£3,298	£-131	£38	£860	£847	3.1	73	0
31/07/12		£3,205	£3,234	£-29	£37	£991	£966	3.6	67	0
31/07/11		£2,964	£3,051	£-87	£31	£1,019	£1,000	3.9	68	0
31/07/10?		£2,931	£3,086	£-155	£32	£1,106	£1,079	4.2	71	0
31/08/09		£3,232	£3,382	£-150	£48	£1,261	£1,237	4.4	117	0
31/08/08	*	£3,235	£3,407	£-172	£58	£1,411	£1,378	4.9	114	0
31/08/07		£3,203	£3,416	£-213	£46	£1,583	£1,555	5.5	100	0
31/08/06		£3,288	£3,226	£63	£0	£0	£0	n/a	0	0
31/08/05	*	£2,973	£2,890	£83	£0	£0	£0	n/a	0	0
31/08/04	*	£2,642	£2,574	£68	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 45%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 5.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.3

Asset Split ?

Established: 61 years
(64 years as a company)

www.westhillpark.com

bursarsoffice@westhillpark.com

01329842356

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Secondary schools

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Hampshire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

78 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-72

ANDREW GIST Appointed: 2022, Occupation: Teacher (Retired)

DUNCAN SINCLAIR Appointed: 2019, Occupation: Director

JONATHAN ANTHONY FRANK MARREN Appointed: 2021, Occupation: Bursar

MATTHEW JOHNATHAN JENSEN Appointed: 2021, Occupation: Managing Director

PENELOPE JANE PRESCOTT Appointed: 2021, Occupation: Head Teacher

SALLY GEORGINA SPROUL Appointed: 2021, Occupation: Solicitor

ANDREW SEARS Appointed: 2010, Occupation: Solicitor

CAROLINE JONAS Appointed: 2019, Occupation: Nurse

GILLIAN SOMMERS Appointed: 2019, Occupation: Retired

KEVIN MURPHY (Chair) Appointed: 2016, Occupation: Retired

PETER A B TAYLOR Appointed: 2014, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 07/11/1963, number: 307343
Registered at Companies House on 29/07/1959, number: 00633736

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR08: 8 days late, AR05: 25 days late, AR04: 42 days late,

Main office

West Hill Park School
West Hill Park
Fareham
PO14 4BS

Objectives

TO ACQUIRE AND TAKE OVER AND MANAGE AND CARRY ON AND DEVELOP THE SCHOOL KNOWN AS WEST HILL PARK SCHOOL, TITCHFIELD. TO ACQUIRE AND CARRY ON IN THE UNITED KINGDOM ANY OTHER SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN. TO OFFER EXHIBITIONS, PRIZES, AND REWARDS AND TO MAKE GRANTS AND ALLOWANCES TO STUDENTS OR PROSPECTIVE STUDENTS AT ANY SCHOOL OWNED BY THE TRUST. (FOR FURTHER DETAILS SEE MEMORANDUM).

Defined Area of Benefit:

NOT DEFINED

Data Sources