Finance Score: 3

Governance Score: 8

Support Score: 3

Fundraising 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

BEACHBOROUGH SCHOOL TRUST LIMITED

The principle activity of the charity is to provide a high quality education for boys and girls from the ages of two to thirteen years of age.

Analysis by Giving is Great

Positives:

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

Why are there 15 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

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		£6,439	£5,964	£475	£123	£7,025	£7,025	14.1	127	2
31/08/22		£6,153	£5,582	£571	£83	£6,550	£6,550	14.1	131	2
31/08/21		£5,724	£5,225	£499	£57	£5,979	£5,879	13.5	134	3
31/08/20		£5,152	£5,201	£-49	£70	£5,480	£5,468	12.6	125	2
31/08/19		£5,343	£5,278	£64	£68	£5,529	£5,529	12.6	128	3
31/08/18		£5,313	£4,923	£390	£99	£5,465	£5,465	13.3	130	0
31/08/17		£4,906	£4,355	£552	£61	£5,075	£5,075	14	118	0
31/08/16		£4,658	£4,148	£510	£62	£4,523	£4,515	13.1	109	0
31/08/15		£4,251	£3,989	£262	£12	£4,013	£4,013	12.1	103	0
31/08/14		£3,958	£3,782	£176	£29	£3,751	£3,751	11.9	87	0
31/08/13		£3,689	£3,399	£290	£26	£3,574	£3,574	12.6	85	0
31/08/12		£3,450	£3,084	£365	£8	£3,284	£3,284	12.8	81	0
31/08/11		£3,353	£3,009	£343	£39	£2,919	£2,919	11.6	79	0
31/08/10		£3,042	£2,812	£231	£27	£2,575	£2,575	11	75	0
31/08/09		£3,055	£2,772	£283	£24	£2,333	£2,333	10.1	66	0
31/08/08		£2,748	£2,553	£196	£30	£2,051	£2,051	9.6	66	0
31/08/07		£2,417	£2,293	£124	£5	£1,855	£1,855	9.7	66	0
31/08/06		£2,139	£1,965	£174	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£1,824	£1,738	£86	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£1,819	£1,689	£130	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 2.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 20%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.1 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.4

Asset Split ?

Balance Sheet History

Established: 62 years
(67 years as a company)

www.beachborough.com

bursar@beachborough.com

01280700071

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Buckinghamshire, Northamptonshire, Oxfordshire,

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

Age Range of Trustees: 39-69

ANTHONY PETERS Appointed: 2024, Occupation: Educational Technology Professional

CAROL-ANNE MCCOLLUM Appointed: 2024, Occupation: Education Consultant

CHRISTINA HAZEL LAVERY Appointed: 2023, Occupation: Consultant

CRYSTAL VICTORIA DANBURY Appointed: 2024, Occupation: Director Of Safety

ELIZABETH HILL Appointed: 2018, Occupation: Educational Consultant

GEORGINA EILBECK Appointed: 2016, Occupation: Solicitor

HELEN LOUISE ASHTON Appointed: 2024, Occupation: Company Secretary

HEMAL DILIP LODHIA Appointed: 2023, Occupation: Finance Director

JAMES MAHON TEARLE Appointed: 2019, Occupation: Teacher

LAURA ALICE WHITEHEAD Appointed: 2023, Occupation: Marketing

NICHOLAS MULLINEUX Appointed: 2014, Occupation: Buildings Consultant

PAUL WILLIAM SANDERSON Appointed: 2013, Occupation: Teacher

RICHARD ANTONY PALMER Appointed: 2022, Occupation: Education Consultant

RICHARD MICHAEL PREECE Appointed: 2024, Occupation: Chartered Engineer

SUSAN BARRETT (Chair) Appointed: 2014, Occupation: Self Employed

Legal constitution

Charitable company registered in England & Wales on 11/04/1963, number: 309910
Registered at Companies House on 25/07/1957, number: 00587874

Gift Aid

NOT registered with HMRC for Gift Aid

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
Volunteer management

Filing Record

20 returns made; AR05: 23 days late,

Main office

Beachborough School
Westbury Manor
Westbury
Brackley
NN13 5LB

Objectives

THE OBJECTS OF THE CHARITY (OBJECTS) ARE TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH, TO CONDUCT, CARRY ON, ORGANISE AND DEVELOP IN THE UNITED KINGDOM ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER OR BOTH SEXES BUT SO THAT EACH SUCH SCHOOL SHALL BE CARRIED ON AS AN EDUCATIONAL CHARITY.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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