Finance Score: -6

Governance Score: 2

Support Score: 3

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3

Gov Income
Grant maker support: +3

Overall GiG Score: -1

WELLESLEY HOUSE AND ST PETER COURT SCHOOL EDUCATION TRUST LTD

Provision of Schooling and Boarding for pupils

Analysis by Giving is Great

Positives:

The charity has received Government grants
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
30/09/22		£152	£118	£35	n/a	n/a	n/a	n/a	n/a
30/09/21?		£1,880	£2,772	£-892	£54	£4,740	£4,728	20.5	63
31/08/20		£1,766	£2,534	£-768	£0	£5,632	£5,620	26.6	67
31/08/19		£2,115	£2,507	£-392	£0	£6,274	£6,274	30	68
31/08/18		£2,427	£2,772	£-345	£0	£6,456	£6,455	27.9	73
31/08/17		£2,806	£2,864	£-58	£0	£6,801	£6,797	28.5	76
31/08/16		£2,978	£2,952	£26	£77	£6,860	£6,852	27.9	77
31/08/15		£3,220	£3,019	£201	£18	£6,816	£6,560	26.1	52
31/08/14		£2,980	£2,898	£82	£19	£6,615	£6,517	27	60
31/08/13		£2,892	£2,877	£15	£102	£6,280	£6,131	25.6	57
31/08/12		£2,914	£2,774	£140	£99	£6,258	£6,040	26.1	58
31/08/11	*	£2,510	£2,450	£61	£86	£6,113	£5,715	28	60
31/08/10		£2,335	£2,411	£-76	£19	£5,365	£4,924	24.5	60
31/08/09?		£2,398	£2,497	£-98	£27	£5,438	£4,965	23.9	57
31/08/07	*	£1,732	£2,118	£-386	£91	£4,240	£3,906	22.1	55
31/08/06		£1,891	£2,099	£-208	£0	£0	£0	n/a	0
31/08/05	*	£1,909	£1,959	£-50	£0	£0	£0	n/a	0
31/08/04		£1,961	£1,901	£60	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

www.wellesleyhouse.org

wellesleyclerk@outlook.com

01843862991

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Kent,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-64

DAVID ROYDS ROYDS Appointed: 2016, Occupation: Retired Banker

JOHN JACKSON Appointed: 2017, Occupation: Housemaster

JONATHAN MICHAEL WALKER SALE Appointed: 1998, Occupation: Insurance Broker

MRS KATE FENWICK Appointed: 2011, Other trusteeship: ST JOHN'S SCHOOL,

KATY MORGAN Appointed: 2020, Occupation: Head Of Pre-Prep Teacher, Other trusteeship: WILLINGTON SCHOOL FOUNDATION LIMITED,

PHILIP JOHN WOODHOUSE (Chair) Appointed: 2005, Occupation: Commodity Broker, Other trusteeship: SANDWICH COMMUNITY HUB: THE JUBILEE CENTRE,

WILLIAM MARTIN ALASTAIR LAND Appointed: 2020, Occupation: Headmaster, Other trusteeship: AYSGARTH SCHOOL TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 09/08/1966, number: 307852
Registered at Companies House on 16/09/1965, number: 00859223

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR11: 32 days late, AR07: 28 days late, AR05: 24 days late,

Main office

C/O 6 Knightrider Street
SANDWICH
Kent
CT13 9EW

Objectives

THE ADVANCEMENT OF EDUCATION OF CHILDREN AND STUDENTS FOR THE PUBLIC BENEFIT AND IN PARTICULAR BUT WITHOUT LIMITATION ESTABLISHING, MAINTAINING, FUNDING OR MANAGING A PREPARATORY SCHOOL.

Defined Area of Benefit:

GENERAL

Data Sources