Finance Score: 2

Governance Score: 8

Support Score: 3

Excess liquidity: -1
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: 13

DRAGON SCHOOL TRUST LIMITED

The primary object is to advance the education of the public by running schools, in particular the Dragon preparatory school and its pre-prep department Lynams.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
There have been no 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:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

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
31/08/22		£20,938	£19,344	£1,594	£369	£35,695	£30,312	18.8	318
31/08/21		£17,888	£17,523	£365	£305	£33,716	£29,529	20.2	332
31/08/20		£17,687	£16,535	£1,152	£309	£32,552	£28,624	20.8	368
31/08/19		£19,319	£16,896	£2,423	£341	£30,915	£26,780	19	326
31/08/18		£19,060	£16,840	£2,220	£242	£28,408	£24,580	17.5	359
31/08/17		£18,209	£17,467	£742	£333	£25,294	£22,086	15.2	354
31/08/16		£18,261	£17,290	£971	£585	£23,547	£20,282	14.1	367
31/08/15		£18,507	£16,853	£1,654	£269	£26,722	£23,407	16.7	315
31/08/14		£17,757	£16,436	£1,321	£262	£25,089	£22,144	16.2	303
31/08/13		£17,025	£15,919	£1,106	£257	£23,755	£21,144	15.9	290
31/08/12		£17,221	£15,264	£1,957	£260	£22,631	£21,260	16.7	280
31/08/11	*	£15,373	£14,774	£599	£211	£20,671	£19,054	15.5	274
31/08/10		£14,892	£14,282	£610	£249	£20,094	£18,232	15.3	266
31/08/09		£14,460	£14,070	£390	£379	£19,504	£17,478	14.9	270
31/08/08		£14,659	£13,659	£1,000	£446	£19,121	£17,156	15.1	275
31/08/07		£13,407	£12,749	£658	£396	£18,173	£16,129	15.2	290
31/08/06		£12,783	£10,934	£1,849	£0	£0	£0	n/a	0
31/08/05		£12,121	£10,240	£1,881	£0	£0	£0	n/a	0
31/08/04		£11,190	£9,445	£1,745	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.8%
Fundraising Costs/Total Spending: 1.9%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 51%
Liabilities/Income: 174%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 18.8 months
Net Current Assets/Spending: 15 months
Quick Ratio: 7.1

Asset Split ?

Established: 60 years
(70 years as a company)

www.dragonschool.org

bursar@dragonschool.org

01865315403

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Oxfordshire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

318 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Woodward Charitable Trust - Joint educational initiaties between the Dragon and Oxford StateSchools
£50,000	27/04/2011	Joint educational initiatives between the Dragon and Oxford State Schools for struggling pupils.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

Age Range of Trustees: 42-68

MODUPEOLA WITHERICK Appointed: 2023, Occupation: Exec Director At Jp Morgan

DAVID GOATMAN Appointed: 2022, Occupation: Partner At Knight Frank Llp

DR MELINDA JANE FRANCIS LETTS Appointed: 2020, Occupation: Lecturer

HARRIET GURPRASHAD Appointed: 2021, Occupation: Forensic Psychologist

IAN VAN EVERY Appointed: 2022

JACK CEMLYN EDMONDSON Appointed: 2019, Occupation: Deputy Chief Investment Officer

PENELOPE CAMERON WATT Appointed: 2024

RAOUL RAMBAUT Appointed: 2022, Occupation: Partner - Digital, Risk And Advisory Services

MARY BREEN Appointed: 2015, Occupation: Headmistress

MR W A WEBB (Chair) Appointed: 2004, Occupation: Director

NATHAN MILLARD Appointed: 2010, Occupation: Solicitor

NIGEL LESLIE HELLIWELL Appointed: 2017, Occupation: Headmaster

NIGEL PORTWOOD Appointed: 2015, Occupation: Ceo Oxford University Press

SARAH JANE KERR-DINEEN Appointed: 2017, Occupation: Headteacher

CHARLES ALAN HEATHCOTE ALEXANDER Appointed: 2021, Occupation: Bursar, Other trusteeships: OXFORD LIEDER, THE WARDEN AND SCHOLARS OF THE HOUSE OR COLLEGE OF SCHOLARS OF MERTON IN THE UNIVERSITY OF OXFORD,

CHRISTOPHER IAN MONTAGUE JONES Appointed: 2003, Occupation: Company Director, Other trusteeship: ST EDWARD'S SCHOOL,

Legal constitution

Charitable company registered in England & Wales on 02/01/1964, number: 309676
Registered at Companies House on 06/10/1953, number: 00524331

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR11: 16 days late,

Main office

DRAGON SCHOOL
BARDWELL ROAD
OXFORD
OX2 6SS

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY ACQUIRING AND CARRYING ON IN THE UNITED KINGDOM AND ELSEWHERE ANY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN AND YOUNG ADULTS AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

NOT DEFINED

Data Sources