Finance Score: 3

Governance Score: 8

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 14

SHERBORNE SCHOOL FOR GIRLS

Independent boarding school for girls.

Analysis by Giving is Great

Positives:

The charity has received Government grants
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 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
31/08/22		£18,896	£18,008	£889	£27	£21,673	£19,734	13.2	335	0
31/08/21		£16,194	£16,174	£20	£29	£21,000	£18,959	14.1	317	0
31/08/20		£16,134	£15,964	£170	£43	£20,488	£18,696	14.1	329	0
31/08/19		£17,719	£17,087	£632	£62	£20,359	£18,533	13	342	2
31/08/18	*	£17,049	£16,528	£522	£2,166	£19,807	£16,391	11.9	330	2
31/08/17		£16,559	£15,528	£1,031	£93	£19,249	£16,144	12.5	313	0
31/08/16		£17,583	£15,180	£2,403	£1,618	£17,801	£15,687	12.4	313	0
31/08/15		£13,497	£13,217	£280	£136	£15,097	£13,254	12	290	0
31/08/14		£12,814	£12,510	£305	£966	£14,885	£13,039	12.5	283	0
31/08/13		£11,847	£11,819	£29	£55	£14,351	£12,614	12.8	277	0
31/08/12		£11,656	£11,583	£73	£46	£13,935	£12,340	12.8	193	0
31/08/11		£11,087	£11,265	£-178	£42	£13,647	£12,201	13	196	0
31/08/10		£10,862	£10,587	£275	£31	£13,749	£12,429	14.1	189	0
31/08/09		£10,247	£10,376	£-129	£762	£13,308	£12,188	14.1	204	0
31/08/08		£9,739	£9,472	£267	£795	£13,728	£12,451	15.8	195	0
31/08/07		£8,882	£8,124	£758	£220	£13,609	£12,438	18.4	185	0
31/08/06		£8,472	£7,649	£823	£0	£0	£0	n/a	0	0
31/08/05		£8,500	£7,829	£671	£0	£0	£0	n/a	0	0
31/08/04		£9,479	£7,370	£2,109	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 39%
Liabilities/Income: 75%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 13.2 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.4

Asset Split ?

Established: 59 years
(88 years as a company)

www.sherborne.com

bursar@sherborne.com

01935818206

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Dorset,

Who it helps

Children/Young People

Who works here?

335 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

Age Range of Trustees: 42-69

AMANDA HUGHES Appointed: 2021, Occupation: Retired

DR ALLAN PAUL WILLIAMS Appointed: 2020, Occupation: Management Consultant

JAMES MARTIN SCOTT Appointed: 2023, Occupation: Company Director

JOANNA SUSAN MASSEY Appointed: 2021, Occupation: Freelance Structural Engineer

KATHARINE MARY SAKER Appointed: 2023, Occupation: Human Resources Coordinator

MATTHEW CHRISTOPHER TAYLOR Appointed: 2021, Occupation: Retired Banker

RT. REV. KAREN MARISA GORHAM Appointed: 2016, Occupation: Bishop, Other trusteeship: WILTSHIRE AND DORSET DEAF AND HARD OF HEARING CHURCHES TRUST,

SALLY ANN CRAIG-MCFEELY Appointed: 2022, Occupation: Retired

DR STEVEN GEORGE CONNORS Appointed: 2015, Occupation: Retired Headmaster

JULIET SARA BLANCH Appointed: 2017, Occupation: Lawyer

LOUISE DRUMMOND HALL (Chair) Appointed: 2013, Occupation: Investment Banker

ROBIN ANTHONY LANGLEY LEACH Appointed: 2013, Occupation: Director

AMANDA LOUISE HARRIS Appointed: 2015, Occupation: Accountant, Other trusteeship: SHERBORNE SPORTS AND LEISURE LIMITED,

MARIA WINGFIELD DIGBY Appointed: 2015, Occupation: Property Management, Other trusteeships: THE SIMON DIGBY (SHERBORNE) MEMORIAL TRUST, SHERBORNE SPORTS AND LEISURE LIMITED,

NICHOLAS JOHN STIRLING WORDIE Appointed: 2015, Occupation: Chartered Architect, Other trusteeship: THE SHERBORNE GIRLS FOUNDATION,

NICOLA JANE EDWARDS Appointed: 2022, Occupation: Director, Other trusteeships: PRANKERD'S CHARITY, SHERBORNE AREA YOUTH & COMMUNITY CENTRE,

Legal constitution

Charitable company registered in England & Wales on 10/06/1965, number: 307427
Registered at Companies House on 07/11/1935, number: 00306828

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR18: 23 days late,

Main office

SHERBORNE SCHOOL FOR GIRLS
BRADFORD ROAD
SHERBORNE
DT9 3QN

Objectives

TO CARRY ON A SCHOOL IN SHERBOURNE IN THE COUNTY OF DORSET FOR PROVIDING A SOUND AND SYSTEMATIC EDUCATION AND TRAINING FOR GIRLS AND/OR BOYS, WHEREIN SHALL BE TAUGHT THE DUTIES AND DOCTRINES OF CHRISTIANITY AS THE SAME ARE RECEIVED, UNDERSTOOD AND TAUGHT BY THE CHURCH OF ENGLAND; AND/OR SUCH OTHER CHARITABLE PURPOSES OR ANCILLARY EDUCATIONAL ACTIVITIES BENEFICIAL TO THE COMMUNITY CONSISTENT WITH THESE OBJECTS AS THE GOVERNORS IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources