Finance Score: 3

Governance Score: 8

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

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

Gov Income
Overall weighted support: +3

Overall GiG Score: 14

THE ABBEY SCHOOL, READING

The provision of education to girls aged 3-18.

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:

Why are there 15 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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£20,125	£20,428	£-303	£32	£16,666	£16,624	9.8	318	0
31/08/22		£19,098	£18,422	£676	£21	£17,058	£17,014	11.1	321	0
31/08/21		£17,382	£17,017	£365	£27	£16,511	£16,473	11.6	328	0
31/08/20		£17,122	£16,947	£175	£12	£15,879	£15,851	11.2	353	0
31/08/19		£17,781	£17,218	£563	£57	£15,751	£15,751	11	359	0
31/08/18	*	£17,519	£17,054	£465	£0	£15,085	£15,085	10.6	343	0
31/08/17		£16,219	£16,668	£-449	£0	£14,625	£14,625	10.5	335	0
31/08/16		£16,045	£15,542	£503	£0	£15,032	£15,032	11.6	348	0
31/08/15		£15,652	£14,695	£957	£24	£14,417	£14,417	11.8	242	0
31/08/14		£14,820	£14,009	£811	£21	£13,432	£13,207	11.3	234	0
31/08/13		£14,121	£12,950	£1,171	£20	£12,553	£12,328	11.4	228	0
31/08/12		£13,520	£12,614	£906	£21	£11,321	£10,934	10.4	220	0
31/08/11		£12,531	£12,107	£423	£27	£10,337	£9,945	9.9	226	0
31/08/10		£11,736	£11,400	£335	£16	£9,870	£9,474	10	202	0
31/08/09		£11,291	£10,897	£394	£100	£9,502	£9,102	10	178	0
31/08/08		£10,840	£10,173	£666	£102	£9,137	£8,733	10.3	158	0
31/08/07		£10,296	£9,648	£648	£105	£8,518	£8,110	10.1	159	0
31/08/06		£9,381	£8,831	£550	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£8,638	£8,246	£393	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£8,226	£7,713	£514	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 38%
Liabilities/Income: 50%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.8 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.1

Asset Split ?

Balance Sheet History

Established: 62 years
(110 years as a company)

www.theabbey.co.uk

bursar@theabbey.co.uk

01189876911

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Reading,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

Age Range of Trustees: 40-77

ANDREW PEACH Appointed: 2021, Occupation: Broadcaster

COLIN SINGER Appointed: 2018, Occupation: Actuary

DR HARRIET KEMP Appointed: 2021, Occupation: Academic Anaesthetist

ELIZABETH ANN HARRISON (Chair) Appointed: 2015, Occupation: Civil Service

ELISABETH WEST Appointed: 2018, Occupation: Solicitor

HECTOR MACLENNAN Appointed: 2024, Occupation: Teacher

JOANNA KUMARI JOLLY Appointed: 2022, Occupation: Writer/Broadcaster

JULIE BUTLER Appointed: 2019, Occupation: Chartered Accountant

KUMARAN THIRUPPATHY Appointed: 2024, Occupation: Surgeon

MICHAEL EMMANUEL Appointed: 2008, Occupation: Restaurateur

NICHOLAS BURROWS Appointed: 2024, Occupation: Lawyer

RICHARD BROWN Appointed: 2024, Occupation: Accountant

ROBYN FIELD Appointed: 2020, Occupation: Civil Servant

SIMON MARK DIMMICK LLB

SUE COLEBROOK Appointed: 2013, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 28/09/1962, number: 309115
Registered at Companies House on 31/01/1914, number: 00133676

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment 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; AR18: 45 days late,

Main office

THE ABBEY SCHOOL
17 KENDRICK ROAD
READING
RG1 5DZ

Objectives

THE OBJECTS FOR WHICH THE SCHOOL IS ESTABLISHED ARE: 4.1 TO CARRY ON A SCHOOL (BOTH FOR DAY STUDENTS AND BOARDERS) PROVIDING OR IMPARTING AND DEVELOPING A LIBERAL, PRACTICAL AND GENERAL EDUCATION FOR GIRLS AND BOYS OF ALL CLASSES, TO INCLUDE RELIGIOUS EDUCATION IN THE DOCTRINES AND DUTIES OF CHRISTIANITY AS TAUGHT BY THE CHURCH OF ENGLAND; AND 4.2 TO ESTABLISH, CONTROL AND MAINTAIN A BOARDING-HOUSE OR BOARDING-HOUSES IN CONNECTION WITH THE SCHOOL TO BOARDERS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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