Finance Score: 0
Governance Score: 8
Support Score: 0
  • Excess liquidity: -1
  • Multiple Deficits: -2
  • 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: 8 ?

HEATHFIELD SCHOOL 

The Charity runs a boarding and day school providing education in Ascot to girls from the ages of 11 to 18, and also runs a Summer School and camp for local and overseas students.
Analysis by Giving is Great

Positives:

  • 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 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • On several occasions in recent years income has been less than spending

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£8,832£7,825£1,007£73£13,007£12,75419.61290
31/08/21£7,631£6,876£756£3£12,009£12,009211310
31/08/20£6,658£7,005£-347£3£11,184£11,18419.21260
31/08/19*£7,194£7,691£-497£3£11,581£11,58118.11220
31/08/18£6,817£7,275£-459£8£12,156£12,156201160
31/08/17£7,038£7,651£-612£6£12,665£12,66519.91230
31/08/16£7,495£7,516£-21£6£13,300£13,30021.21260
31/08/15£7,287£6,847£440£102£13,041£13,04122.91250
31/08/14£6,638£6,492£146£42£12,567£12,56723.21360
31/08/13£6,678£6,296£383£69£12,398£12,39823.61340
31/08/12£6,402£5,826£577£61£11,981£11,98124.71310
31/08/11£6,051£5,747£304£60£11,370£11,37023.71300
31/08/10£5,633£5,357£276£61£11,066£11,06624.81270
31/08/09£5,954£5,620£334£68£10,775£10,73022.91350
31/08/08£5,294£5,721£-427£91£10,442£10,39721.81430
31/08/07£7,698£8,083£-385£75£10,869£10,82416.12100
31/08/06£5,576£5,723£-146£0£0£0n/a00
31/08/05£5,147£5,203£-56£0£0£0n/a00
31/08/04£4,960£4,668£292£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.9%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 20%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 19.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.6
Asset Split ?
Established: 61 years
(68 years as a company)

www.heathfieldschool.net

rfrier@heathfieldschool.net

01344898343

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
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
  • Bracknell Forest,
Who it helps
  • Children/Young People
Who works here?
  • 129 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split

Age Range of Trustees: 33-78
Legal constitution
  • Charitable company registered in England & Wales on 17/10/1963, number: 309086
  • Registered at Companies House on 26/10/1955, number: 00556463
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR19: 2 days late,
Recent reorganisation events:
  • Asset transfer in from HEATHFIELD SCHOOL FOUNDATION on 07/06/2021
  • Asset transfer in from THE ST MARY'S SCHOOL WANTAGE BURSARY FUND on 13/07/2022
Main office

HEATHFIELD SCHOOL
LONDON ROAD
ASCOT
SL5 8BQ

Objectives

THE OBJECTS (THE OBJECTS) FOR WHICH THE COMPANY IS ESTABLISHED ARE TO ADVANCE EDUCATION AND TRAINING BY:1) THE PROVISION AND CONDUCT, IN THE UNITED KINGDOM OR ABROAD, OF A SCHOOL OR SCHOOLS FOR BOYS AND/OR GIRLS UNDER THE NAME HEATHFIELD SCHOOL TO BE CONDUCTED IN ACCORDANCE WITH THE TRADITIONS OF THE CHURCH OF ENGLAND INCLUDING THE ANGLO-CATHOLIC TRADITION (THE SCHOOL); AND2) INSOFAR AS IT IS INCIDENTAL OR ANCILLARY TO THE ADVANCEMENT OF EDUCATION, SUCH OTHER MEANS FOR THE BENEFIT OF THE LOCAL COMMUNITY AS SHALL BE EXCLUSIVELY CHARITABLE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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