Finance Score: -4

Governance Score: 5

Support Score: 0

Excess liquidity: -1
Accounts filed more than 5 days late: -3 times

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

No supporters identified

Overall GiG Score: 1

LAMBROOK SCHOOL TRUST LIMITED

The principal activity of the charity is the provision of education for boarding and day boys and girls, between the ages of 3 and 13, at Lambrook School for the benefit of children locally.

Analysis by Giving is Great

Positives:

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

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 considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

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
31/07/22		£13,386	£11,089	£2,297	£0	£19,180	£19,147	20.7	161	15
31/07/21	*	£11,402	£9,704	£1,698	£38	£16,883	£16,873	20.9	154	15
31/07/20	*	£10,385	£9,470	£915	£98	£15,185	£15,175	19.2	150	0
31/07/19	*	£10,686	£9,184	£1,502	£98	£14,269	£14,266	18.6	150	20
31/07/18		£10,128	£8,241	£1,888	£82	£12,767	£12,767	18.6	146	6
31/07/17		£9,572	£8,004	£1,568	£45	£10,880	£10,880	16.3	144	0
31/07/16		£8,580	£7,656	£923	£35	£9,312	£9,312	14.6	136	0
31/07/15		£8,024	£7,019	£1,005	£43	£8,443	£8,443	14.4	135	0
31/07/14		£7,546	£6,336	£1,210	£38	£7,438	£7,438	14.1	124	0
31/07/13		£7,226	£5,828	£1,399	£69	£6,227	£6,227	12.8	106	0
31/07/12		£6,183	£5,474	£708	£60	£4,829	£4,325	9.5	96	0
31/07/11		£5,690	£5,307	£382	£39	£4,121	£3,938	8.9	94	0
31/07/10		£5,650	£5,424	£226	£50	£3,738	£3,738	8.3	92	0
31/07/09		£5,969	£5,429	£539	£47	£3,512	£3,512	7.8	88	0
31/07/08		£5,353	£5,101	£252	£50	£2,973	£2,971	7	89	0
31/07/07		£4,731	£4,506	£225	£36	£2,721	£2,713	7.2	88	0
31/07/06	*	£4,441	£4,421	£20	£0	£0	£0	n/a	0	0
31/07/05		£4,497	£4,322	£175	£0	£0	£0	n/a	0	0
31/07/04		£4,321	£4,073	£248	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 22%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.9

Asset Split ?

Established: 57 years

www.lambrookschool.co.uk

finance@lambrookschool.co.uk

01344882717

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

Where it operates

Bracknell Forest, Buckinghamshire, Surrey, Windsor And Maidenhead,

Who it helps

Children/Young People

Who works here?

161 employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 34-86

CHRISTOPHER JOHN BROMFIELD MA

DR ALEX PETERKEN Appointed: 2018, Occupation: Headmaster

HILAIRE JAMES LAMONT Appointed: 2022, Occupation: Investment Manager

MARIE EL-KHAZEN Appointed: 2023, Occupation: Trainer In Emotional Resilience

ANNABEL SUVA NICOLL Appointed: 2012, Occupation: Director, Other trusteeship: THE ANNABEL ARBIB FOUNDATION,

ANNETTE LISA DOBSON Appointed: 2012, Occupation: Headmistress

ANGUS NEIL Appointed: 2016, Occupation: Architect

BENJAMIN CHUKWUEMEKA Appointed: 2017, Occupation: Managing Director

DONALD FARQUHAR MACLEOD FCA, Occupation: Executive Search Consultant

HANNAH KATHARINE LYMAN Appointed: 2015, Occupation: Medical Practitioner

PADDY BURROWES Appointed: 2016, Occupation: Banker

PETER MCKEE Appointed: 2019, Occupation: Teacher

ANDREW HONNOR MR Appointed: 2019, Occupation: Company Director, Other trusteeship: RAINBOW TRUST CHILDREN'S CHARITY,

Legal constitution

Charitable company registered in England & Wales on 29/03/1967, number: 309098
Registered at Companies House on 20/02/1967, number: 00898539

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR21: 6 days late, AR20: 9 days late, AR19: 248 days late, AR06: 6 days late,

Main office

Lambrook
Winkfield Row
Winkfield Row
Bracknell
RG42 6LU

Objectives

TO PROMOTE THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES COMBINED WITH SOUND RELIGIOUS TRAINING ON THE PRINCIPLES OF THE CHURCH OF ENGLAND AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING TO MANAGE AND CARRY ON THE SCHOOL KNOWN AS LAMBROOK SCHOOL, WINKFIELD ROW, BRACKNELL IN THE ROYAL COUNTY OF BERKSHIRE OR ANY OTHER SCHOOL, COLLEGE OR PLACE OF LEARNING IN ENGLAND AND WALES

Defined Area of Benefit:

NOT DEFINED

Data Sources