Finance Score: 1

Governance Score: 8

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Multiple 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: 12

ST EDWARD'S SCHOOL

The objects of the Charity are, for the benefit of the public, to promote and provide for the advancement of education of children and young people, in particular by providing, conducting, governing, carrying on and maintaining in the United Kingdom, or elsewhere, a boarding and/or day school, or schools.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
Spending has increased over the last 3 years relative to the previous period
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 appears to have been slender at the latest year end but unrestricted reserves are available
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Established: 61 years
(112 years as a company)

www.stedwardsoxford.org

accountant@stedwardsoxford.org

01865319321

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£32,541	£32,864	£-323	£156	£66,048	£60,850	22.2	512
31/08/22		£29,677	£28,811	£866	£93	£71,009	£65,832	27.4	499
31/08/21?		£25,696	£26,114	£-418	£100	£70,601	£65,326	30	478
31/07/20		£24,945	£23,227	£1,718	£180	£69,987	£65,589	33.9	459
31/07/19	*	£24,596	£23,514	£1,082	£64	£79,327	£75,001	38.3	459
31/07/18		£23,317	£22,429	£888	£133	£78,047	£73,768	39.5	452
31/07/17		£21,797	£20,866	£931	£138	£76,793	£72,795	41.9	471
31/07/16		£21,480	£20,220	£1,260	£157	£34,817	£31,078	18.4	331
31/07/15		£20,322	£18,926	£1,396	£702	£33,954	£29,987	19	317
31/07/14		£19,459	£18,780	£679	£666	£32,344	£28,646	18.3	317
31/07/13		£18,130	£17,492	£639	£681	£31,542	£27,043	18.6	322
31/07/12		£17,531	£17,159	£372	£671	£30,389	£26,466	18.5	312
31/07/11		£18,351	£16,322	£2,029	£600	£29,994	£26,205	19.3	306
31/07/10		£18,583	£15,859	£2,724	£445	£27,685	£24,226	18.3	305
31/07/09		£16,222	£15,656	£566	£621	£24,657	£21,673	16.6	301
31/07/08		£16,369	£15,000	£1,370	£588	£24,365	£20,655	16.5	386
31/07/07		£17,053	£13,785	£3,268	£546	£23,241	£17,853	15.5	386
31/07/06		£13,963	£12,830	£1,133	£0	£0	£0	n/a	0
31/07/05	*	£17,161	£11,940	£5,221	£0	£0	£0	n/a	0
31/07/04	*	£11,648	£10,934	£714	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 49%
Liabilities/Income: 196%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 22.2 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Provides services

Where it operates

Oxfordshire,

Who it helps

Children/Young People

Who works here?

512 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-76

ALAN KERR BUCHANAN Appointed: 2024, Occupation: Solicitor, Other trusteeship: CITIZENS ADVICE OXFORDSHIRE,

DR CLARE ROBERTSON Appointed: 2018, Occupation: Doctor, Other trusteeship: OXFORDSHIRE DEAF CHILDREN'S SOCIETY,

DR LOUISE L'ESTRANGE FAWCETT POSADA

EDWARD WILFRID STEPHENSON MA MCT Appointed: 2016

GEORGINA ARABELLA SARAH DENNIS Appointed: 2014, Occupation: Easel Paintings Conservator, Other trusteeship: THE NORTH WALL TRUST,

HELEN RACHEL PHILLIPS NEE COOK Appointed: 2022

JOHN ADEDAMOLA OLUMIDE ADEDOYIN Appointed: 2021, Occupation: Management Consultant

JOE BURROWS Appointed: 2020, Occupation: School Teacher

KENNETH MACRITCHIE Appointed: 2007, Occupation: Solicitor, Other trusteeship: WYCLIFFE HALL,

MICHAEL ROULSTON Appointed: 2011, Occupation: Headmaster

MRS CARLOINE MARY BAGGS Appointed: 2014, Occupation: Human Resources Business Partner

MR CHRIS JONES (Chair), Occupation: Company Director, Other trusteeship: DRAGON SCHOOL TRUST LIMITED,

PHILIP WINSTON Appointed: 2020, Occupation: Equity Manager

PROFESSOR RICHARD ANTHONY COOPER Appointed: 2024, Occupation: University Professor, Other trusteeships: THE ST BENET'S TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SS PHILIP AND JAMES WITH ST MARGARET,

SARAH AINSWORTH Appointed: 2020, Occupation: Retired

THE VENERABLE JONATHAN PAUL MICHAEL CHAFFEY Appointed: 2022, Occupation: Priest, Other trusteeships: BAYNE BENEFACTION, NEW HINKSEY CHURCH OF ENGLAND SCHOOL AND SCHOOL HOUSE OXFORDSHIRE, THE DEAN AND CHAPTER OF THE CATHEDRAL CHURCH OF CHRIST IN OXFORD OF THE FOUNDATION OF KING HENRY VIII, OXFORD CLERGY CHARITY,

Legal constitution

Charitable company registered in England & Wales on 07/03/1963, number: 309681
Registered at Companies House on 12/07/1911, number: 00116784

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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

Filing Record

20 returns made; AR19: 2 days late, AR05: 28 days late, AR04: 36 days late,

Recent reorganisation events:

Asset transfer in from ST EDWARD'S SCHOOL ENDOWMENT FUND on 12/08/2019

Main office

ST. EDWARDS SCHOOL
WOODSTOCK ROAD
OXFORD
OX2 7NN

Objectives

FOR THE BENEFIT OF THE PUBLIC, TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION OF CHILDREN AND YOUNG PEOPLE, IN PARTICULAR BY PROVIDING, CONDUCTING, GOVERNING, CARRYING ON AND MAINTAINING IN THE UNITED KINGDOM, OR ELSEWHERE, A BOARDING AND/OR DAY SCHOOL OR SCHOOLS IN WHICH THE TEACHING SHALL INCLUDE RELIGIOUS EDUCATION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL AND OTHER ASSOCIATED ACTIVITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources