Finance Score: 6

Governance Score: 1

Support Score: 3

Good reserves management: +3
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 10

COKETHORPE EDUCATIONAL TRUST LIMITED

To provide education for boys and girls.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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
31/08/23	£13,205	£12,683	£522	£86	£8,587	£8,386	7.9	223	3
31/08/22	£12,566	£12,013	£553	£92	£8,065	£7,916	7.9	218	12
31/08/21	£11,943	£11,513	£430	£0	£7,512	£7,398	7.7	218	11
31/08/20	£12,013	£11,323	£689	£73	£7,082	£6,971	7.4	218	4
31/08/19	£12,168	£11,679	£489	£92	£6,393	£6,282	6.5	215	12
31/08/18	£11,518	£11,510	£8	£8	£5,904	£5,801	6	208	0
31/08/17	£11,134	£11,191	£-57	£137	£5,896	£5,770	6.2	207	0
31/08/16	£10,876	£10,633	£243	£26	£5,953	£5,671	6.4	196	0
31/08/15?	£10,389	£10,576	£-187	£24	£5,710	£5,443	6.2	198	0
31/07/14	£9,768	£9,717	£51	£49	£6,283	£6,026	7.4	189	0
31/07/13	£9,547	£9,259	£287	£203	£6,232	£5,974	7.7	184	0
31/07/12	£9,485	£9,054	£431	£206	£5,968	£5,700	7.6	180	0
31/07/11	£8,996	£8,480	£516	£230	£5,536	£5,419	7.7	164	0
31/07/10	£8,655	£8,497	£157	£12	£5,241	£5,180	7.3	151	0
31/07/09	£8,355	£7,881	£474	£11	£5,082	£5,023	7.6	152	0
31/07/08	£7,816	£7,185	£631	£24	£4,607	£4,550	7.6	145	0
31/07/07	£7,075	£6,563	£512	£73	£3,976	£3,959	7.2	138	0
31/07/06	£6,225	£5,750	£475	£0	£0	£0	n/a	0	0
31/07/05	£5,577	£5,324	£253	£0	£0	£0	n/a	0	0
31/07/04	£4,900	£4,831	£69	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 35%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 7.9 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.4

Asset Split ?

Established: 60 years

www.cokethorpe.org.uk

admin@cokethorpe.org

01993892327

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Gloucestershire, Oxfordshire, Wiltshire,

Who it helps

Children/Young People

Who works here?

223 employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 56-73

DR CHARLES JOHN JAMES EASMON Appointed: 2020, Occupation: Medical Director

DR WAI WING LAU Appointed: 2016, Occupation: Head Engineer Physics At Oxford University

JAYNE NORRIS Appointed: 2022, Occupation: Planning Consultant

KEITH WALTON Appointed: 2022, Occupation: Retired

MARK ROY WANNELL Appointed: 2022, Occupation: Company Director

ANDREW NOTT Appointed: 2023, Occupation: Education Consultant, Other trusteeship: THE KARTA INITIATIVE,

JOHN PETER BENNETT (Chair) Appointed: 2018, Occupation: Company Director

PAUL ARTHUR LINDON TOLLEY Appointed: 2015, Occupation: Company Director

WENDY ELIZABETH HART Appointed: 2016, Occupation: Corporate Finance And Advisory Partner

REV COLIN WILLIAM FLETCHER Appointed: 2018, Occupation: Retired Bishop, Other trusteeships: BIBLE READING FELLOWSHIP, RETIRED CLERGY ASSOCIATION OF THE CHURCH OF ENGLAND, THE EMOTIONAL HELP HUB UK LTD,

Legal constitution

Charitable company registered in England & Wales on 20/02/1964, number: 309650
Registered at Companies House on 11/07/1963, number: 00767293

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
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; all on time

Main office

COKETHORPE SCHOOL
WITNEY
OX29 7PU

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC, INCLUDING BUT NOT LIMITED TO, THROUGH THE PROVISION OF EDUCATION TO BOYS AND/OR GIRLS BY THE ESTABLISHMENT, MAINTENANCE AND/OR SUPPORT OF SCHOOLS ANYWHERE IN THE WORLD, INCLUDING BUT NOT LIMITED TO IN ENGLAND AND WALES.

Defined Area of Benefit:

NOT DEFINED

Data Sources