Finance Score: 0

Governance Score: 2

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1

Good trustee age range: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 5

PAPPLEWICK EDUCATIONAL TRUST LIMITED

The charity's aim is the provision of education for boarding and day students within an environment where each pupil can achieve his potential.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male

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
31/08/23	£6,225	£5,657	£568	£0	£10,613	£10,517	22.3	75
31/08/22	£5,738	£5,077	£662	£0	£10,045	£9,947	23.5	75
31/08/21	£4,914	£4,574	£340	£0	£9,383	£9,323	24.5	74
31/08/20	£4,913	£4,564	£349	£0	£9,044	£8,995	23.6	70
31/08/19	£5,183	£4,715	£468	£0	£8,695	£8,650	22	73
31/08/18	£4,953	£4,409	£544	£0	£8,226	£5,990	16.3	66
31/08/17	£5,263	£4,299	£964	£0	£7,682	£5,593	15.6	66
31/08/16	£4,756	£4,249	£506	£0	£6,718	£5,390	15.2	66
31/08/15	£4,318	£3,924	£394	£15	£6,212	£5,063	15.5	63
31/08/14	£4,939	£3,787	£1,152	£14	£5,818	£4,884	15.5	68
31/08/13	£4,268	£3,719	£549	£14	£4,666	£4,429	14.3	65
31/08/12	£4,309	£3,518	£791	£14	£4,117	£3,259	11.1	65
31/08/11	£3,874	£3,429	£445	£12	£3,325	£3,094	10.8	64
31/08/10	£3,614	£3,164	£451	£12	£2,881	£2,855	10.8	64
31/08/09	£3,372	£3,360	£12	£12	£2,430	£2,403	8.6	64
31/08/08	£3,086	£3,084	£2	£11	£2,418	£2,393	9.3	63
31/08/07	£3,108	£3,125	£-17	£40	£2,416	£2,392	9.2	65
31/08/06	£3,083	£3,148	£-64	£0	£0	£0	n/a	0
31/08/05	£3,036	£2,930	£106	£0	£0	£0	n/a	0
31/08/04	£2,722	£2,789	£-67	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 26%
Liabilities/Income: 59%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 22.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 0.3

Asset Split ?

Established: 58 years

www.papplewick.org.uk

sburrows@papplewick.org.uk

01344636903

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Windsor And Maidenhead,

Who it helps

Children/Young People

Who works here?

75 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-70

REV BENJAMIN GUTHRIE MCNAIR SCOTT Appointed: 2019

SARAH LOUISE ROLLINGS Appointed: 2023, Occupation: Headmistress

JOHN PHILIP FROST Appointed: 2012, Occupation: Estate Agent

MR TIM LORD, Occupation: Company Director

ANDREW MCGREGOR Appointed: 2017, Occupation: Senior Tutor, Other trusteeship: OLD BUCKENHAM HALL (BRETTENHAM) EDUCATIONAL TRUST LTD,

SIMON DIEPPE WALKER Appointed: 2012, Occupation: Solicitor, Other trusteeship: YOUTH CHALLENGE OXFORDSHIRE,

Legal constitution

Charitable company registered in England & Wales on 04/10/1966, number: 309087
Registered at Companies House on 04/11/1964, number: 00826017

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Papplewick School
Windsor Road
ASCOT
SL5 7LH

Objectives

TO ACQUIRE AND CARRY ON THE PREPARATORY SCHOOL FOR BOYS KNOWN AS PAPPLEWICK, ASCOT, BERKSHIRE. TO PROVIDE FIRST-CLASS EDUCATION FOR BOYS BETWEEN THE AGES OF SEVEN AND FOURTEEN AND FOR THIS PURPOSE TO ACQUIRE AND CARRY ON ANY OTHER SCHOOLS OR COLLEGES IN THE UNITED KINGDOM.

Defined Area of Benefit:

NOT DEFINED

Data Sources