Finance Score: 1
Governance Score: 8
Support Score: 0
  • Excess reserves: -2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 9 ?

THE BEACON EDUCATIONAL TRUST LIMITED 

The Beacon Educational Trust Ltd operates as The Beacon, a day preparatory school for boys aged 3 - 13.
Analysis by Giving is Great

Positives:

  • 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 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £16,878,300 available, equivalent to 25 months of spending and so may not be able to utilise additional funding

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
31/08/22£9,007£8,264£743£28£16,967£16,87824.51390
31/08/21£8,019£7,505£514£42£16,216£16,19425.91230
31/08/20£8,182£7,398£784£58£15,701£15,68025.41210
31/08/19*£8,435£7,474£961£112£14,918£14,89623.91260
31/08/18£8,168£7,216£952£111£13,957£13,93823.21220
31/08/17£7,765£6,855£910£119£13,004£12,98522.71240
31/08/16£7,363£6,550£813£0£12,095£12,08122.11240
31/08/15£6,738£6,005£732£14£11,282£11,12422.2910
31/08/14£6,217£5,566£650£0£10,550£10,41422.5880
31/08/13£5,839£5,088£752£0£9,899£9,76523800
31/08/12£5,435£4,802£633£0£9,148£9,01422.5760
31/08/11£4,989£4,432£557£10£8,515£8,37922.7630
31/08/10£4,492£4,220£272£13£7,958£7,83122.3600
31/08/09£4,453£3,997£456£12£7,686£7,58422.8640
31/08/08£4,131£3,555£576£9£7,230£7,12724.1620
31/08/07£4,131£3,359£773£7£6,654£6,56723.5620
31/08/06£3,831£3,112£719£0£0£0n/a00
31/08/05*£3,407£2,895£512£0£0£0n/a00
31/08/04£3,276£2,736£540£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 25%
Liabilities/Income: 63%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 24.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.9
Asset Split ?
Established: 52 years
Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Buckinghamshire, Hertfordshire,
Who it helps
  • Children/Young People
Who works here?
  • 139 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split
Based on 11/13 persons

Age Range of Trustees: 29-74
  • BHAVIN SHAH Appointed: 2021, Occupation: Self-Employed Consultant
  • JANE RAMPIN Appointed: 2020, Occupation: Chartered Surveyor
Legal constitution
  • Charitable company registered in England & Wales on 10/11/1972, number: 309911
  • Registered at Companies House on 25/08/1972, number: 01067862
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR19: 42 days late, AR05: 11 days late,
Main office

THE BEACON SCHOOL
15 AMERSHAM ROAD
CHESHAM BOIS
AMERSHAM
HP6 5PF

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC AND IN FURTHERANCE THEREOF:- TO ESTABLISH AND CARRY ON ANY SCHOOL OR SCHOOLS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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