Finance Score: 4

Governance Score: 7

Support Score: 3

Excess liquidity: -1
Strong growth: +2
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 14

LUCKLEY HOUSE SCHOOL LIMITED

To provide an individually focused,high quality education based on Christian principles that inspire boys and girls to fulfil their potential

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
There has been strong growth in spending over the last 5 years
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:

Although this charity works with volunteers it does not have a Volunteer Management policy

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

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
31/07/23		£8,940	£7,664	£1,276	£24	£11,567	£10,928	17.1	132	10
31/07/22		£6,532	£6,416	£116	£20	£10,291	£9,557	17.9	125	0
31/07/21		£5,729	£5,130	£599	£8	£10,175	£9,525	22.3	114	0
31/07/20		£4,670	£4,729	£-59	£8	£9,576	£9,552	24.2	73	0
31/07/19		£4,504	£4,618	£-114	£1	£9,635	£9,609	25	106	0
31/07/18	*	£4,065	£4,295	£-230	£1	£9,700	£9,676	27	99	0
31/07/17		£3,715	£4,156	£-442	£2	£9,930	£9,905	28.6	70	0
31/07/16		£3,733	£4,176	£-443	£1	£10,297	£10,272	29.5	65	0
31/07/15	*	£6,226	£3,922	£2,304	£10	£10,268	£7,985	24.4	67	0
31/07/14		£5,718	£4,221	£1,496	£13	£7,964	£7,137	20.3	69	0
31/07/13?		£3,834	£4,534	£-700	£11	£6,468	£6,369	16.9	67	0
31/08/12		£4,690	£5,227	£-537	£8	£7,168	£6,367	14.6	64	0
31/08/11		£4,095	£3,983	£112	£9	£7,706	£6,417	19.3	66	0
31/08/10		£4,173	£3,732	£441	£8	£7,594	£6,208	20	62	0
31/08/09		£4,064	£3,658	£407	£10	£7,153	£5,691	18.7	64	0
31/08/08		£5,390	£3,489	£1,901	£10	£6,746	£4,451	15.3	63	0
31/08/07		£4,623	£3,496	£1,127	£10	£4,846	£3,894	13.4	66	0
31/08/06		£4,017	£3,376	£640	£0	£0	£0	n/a	0	0
31/08/05		£3,718	£3,367	£351	£0	£0	£0	n/a	0	0
31/08/04		£3,819	£3,562	£258	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 16%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 17.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Established: 62 years

www.luckleyhouseschool.org

info@luckleyhouseschool.org

01189743201

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Wokingham,

Who it helps

Children/Young People

Who works here?

132 employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 35-72

JIDE AKINGBADE Appointed: 2023, Occupation: Risk Officer

ANDREW PERRY Appointed: 2022, Occupation: Consultant Orthopaedic Surgeon

FERGUS JOHN LLEWELLYN Appointed: 2022, Occupation: Headteacher

JEREMIAH IGUNNUBOLE Appointed: 2023, Occupation: Lawyer

REVD GEORGE CURRY JP

SALOME MAGDALENA ISABELLA LASCHINGER Appointed: 2020, Occupation: Counsellor

ANDREW IMLAY Appointed: 2011, Occupation: Director

MRS L HORROCKS Appointed: 2016, Occupation: Company Director

REV ANDREW MICHAEL SAVAGE Appointed: 2021, Occupation: School Chaplain, Other trusteeship: CHRISTIAN OUTREACH IN THE ALPS,

THE LADY JENNY FARMER, Occupation: Housewife

CLAIRE TAO (Chair) Appointed: 2013, Occupation: Teacher, Other trusteeship: FRIENDS OF MERCHANT TAYLORS' SCHOOL FOR GIRLS CROSBY,

NEIL ROBERT FENTON Appointed: 2022, Occupation: Retired, Other trusteeship: THE MATRIX TRUST,

Legal constitution

Charitable company registered in England & Wales on 24/07/1962, number: 309099
Registered at Companies House on 23/01/1973, number: 01091938

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 116 days late, AR15: 45 days late,

Main office

Luckley House School
Luckley Road
Wokingham
RG40 3EU

Objectives

The Objects of the Company are to advance in accordance with the Christian Faith (as defined in these Articles) the mental, physical, emotional and spiritual education of children, by the provision and conduct of a school or schools for boys and girls, and insofar as it is incidental or ancillary to the advancement of education, such other purposes for the benefit of the public as shall be exclusively charitable.

Defined Area of Benefit:

NOT DEFINED.

Data Sources