Finance Score: 0

Governance Score: 8

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Spending falling: -1
Multiple Deficits: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 11

THE ORATORY SCHOOLS ASSOCIATION

To provide for boys and girls in any part of the world. general physical, moral and religious education in accordance with Roman Catholic doctrines and practices and for that purpose to carry on and maintain The Oratory Schools.

Analysis by Giving is Great

Positives:

The charity has received Government grants
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 appears to have been slender at the latest year end but unrestricted reserves are available
Spending has fallen significantly over the last 5 years relative to the previous period
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
31/08/23		£10,913	£9,578	£1,335	£237	£10,863	£10,808	13.5	148
31/08/22		£8,238	£8,134	£104	£145	£9,528	£9,528	14.1	143
31/08/21		£7,682	£7,048	£634	£158	£9,365	£9,331	15.9	136
31/08/20		£9,879	£10,055	£-176	£220	£8,669	£8,669	10.3	151
31/08/19		£11,206	£14,078	£-2,872	£431	£8,844	£8,844	7.5	285
31/08/18		£12,172	£14,106	£-1,934	£417	£11,782	£11,782	10	261
31/08/17		£12,471	£13,635	£-1,164	£344	£13,630	£13,630	12	251
31/08/16		£13,889	£13,635	£253	£303	£14,796	£14,796	13	300
31/08/15		£13,565	£13,363	£203	£412	£14,587	£14,587	13.1	303
31/08/14		£13,451	£13,157	£294	£361	£14,347	£14,347	13.1	302
31/08/13		£13,488	£12,891	£597	£403	£14,153	£14,153	13.2	286
31/08/12		£13,006	£12,153	£852	£401	£13,388	£13,388	13.2	270
31/08/11		£11,680	£11,439	£240	£388	£11,680	£11,680	12.3	269
31/08/10		£11,680	£11,439	£240	£388	£11,680	£11,680	12.3	269
31/08/09		£11,504	£10,907	£598	£378	£11,449	£11,449	12.6	274
31/08/08		£10,524	£10,744	£-220	£405	£10,693	£10,693	11.9	269
31/08/07		£10,148	£9,847	£301	£849	£10,867	£10,772	13.1	259
31/08/06		£9,557	£9,661	£-104	£0	£0	£0	n/a	0
31/08/05	*	£10,761	£9,985	£776	£0	£0	£0	n/a	0
31/08/04	*	£9,655	£9,469	£186	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 2.5%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 22%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.5 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.3

Asset Split ?

Established: 52 years
(92 years as a company)

www.oratory.co.uk

bursary@oratory.co.uk

01491683600

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Religious Activities

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals

Where it operates

Oxfordshire,

Who it helps

Children/Young People

Who works here?

148 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: 28-81

ANGELA SHIELDS Appointed: 2022, Occupation: Judge

FRANCIS PATRICK GARGENT Appointed: 2020, Occupation: Director

JOHN ROBERT WYNDHAM WILDER Appointed: 2021, Occupation: Bursar

JONATHAN RAWLINGS Appointed: 2023, Occupation: Director

MATTHEW DENT Appointed: 2023, Occupation: Director

PETER MCDONALD Appointed: 2022, Occupation: Hr Consultant

PHILIP JAMES HOBLEY Appointed: 2020, Occupation: Director

FR DANIEL SEWARD Appointed: 2019, Occupation: Priest

KATHERINE MARY CARBERRY-LONG Appointed: 2019, Occupation: Retired

MARGARET SHINKWIN Appointed: 2019, Occupation: Headmistress

MARIE PASCALE CONSTANCE LO Appointed: 2019, Occupation: Headmistress

PETER SIEYES Appointed: 2020, Occupation: Director

JONATHAN RICHARD BARNARD HOBBS Appointed: 2019, Occupation: Director, Other trusteeship: RIVERTIME BOAT TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 16/02/1972, number: 309112
Registered at Companies House on 16/09/1931, number: 00259021

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Investing charity funds policy and procedures
Investment
Paying staff
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
Volunteer management

Filing Record

20 returns made; AR05: 4 days late, AR04: 11 days late,

Main office

THE ORATORY SCHOOL
WOODCOTE
READING
RG8 0PJ

Objectives

TO PROVIDE GENERAL, PHYSICAL, MORAL AND RELIGIOUS EDUCATION FOR BOYS AND/OR GIRLS IN ANY PART OF THE WORLD AND FOR THAT PURPOSE TO CARRY ON AND MAINTAIN THE ORATORY SCHOOL WHEREVER THE SAME MAY BE CARRIED ON.

Defined Area of Benefit:

NOT DEFINED, IN PRACTICE LOCAL

Data Sources