Finance Score: 2
Governance Score: 1
Support Score: 4
  • Poor Liquidity: -1
  • Good Reserves: +1Pension deficit: -1
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Mainly male board: -1
  • Overall weighted support: +4
Overall GiG Score: 7 ?

THE KEEPERS AND GOVERNORS OF THE POSSESSIONS, REVENUES AND GOODS OF THE FREE GRAMMAR SCHOOL OF JOHN LYON, WITHIN THE TOWN OF HARROW-ON-THE-HILL

Provide education of all-round excellence which develops to the full each pupil's potential and life long interests to the benefit of the wider community.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker recently
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no 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:

  • Why are there 24 trustees whereas the Charities Commission recommends a maximum of 12?
  • The Board is predominantly male

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • There is a pension deficit of £5,004,000

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£84,011£75,960£8,051£1,544£196,321£149,81123.76160
31/08/22£74,159£69,062£5,097£1,370£188,984£138,58524.16151
31/08/21£67,897£60,267£7,630£1,113£191,647£127,29225.35920
31/08/20£60,409£54,752£5,657£994£173,095£108,19423.75190
31/08/19£66,592£55,733£10,859£1,061£166,348£97,21820.95330
31/08/18£63,286£53,434£9,852£939£155,000£88,51119.95080
31/08/17£59,571£52,173£7,398£4,616£145,976£70,65616.35130
31/08/16£62,714£47,092£15,622£4,387£134,864£66,08916.85160
31/08/15£52,818£45,078£7,740£4,024£121,782£68,47818.24020
31/08/14£55,128£43,519£11,609£4,163£112,561£63,19517.45100
31/08/13£47,344£41,450£5,894£4,308£100,686£63,47618.44910
31/08/12£45,735£39,422£6,313£4,145£86,846£57,18117.44840
31/08/11£45,107£37,014£8,093£3,827£81,372£53,32417.34650
31/08/10£39,957£35,118£4,839£4,030£72,697£46,40015.94560
31/08/09£39,617£34,283£5,334£3,649£67,785£42,08414.74430
31/08/08£36,276£31,711£4,565£3,318£63,437£38,72914.74280
31/08/07£34,756£29,818£4,938£2,950£60,963£36,52914.74230
31/08/06£31,172£27,694£3,478n/an/an/an/an/an/a
31/08/05£27,709£26,205£1,504n/an/an/an/an/an/a
31/08/04£26,799£24,752£2,047n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 2.7%
Senior Staff Costs/Total Spending: 25%
Highest pay band: £350,000-£400,000
Liabilities/Assets: 38%
Liabilities/Income: 149%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 23.7 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.2
Asset Split ?
Balance Sheet History
Established: 58 years

www.harrowschool.org.uk

BURSAR@HARROWSCHOOL.ORG.UK

020 8872 8000

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
  • Religious Activities
GiG Classification
  • Secondary schools
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Harrow,
Who it helps
  • Children/Young People
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
John Lyon's Charity - Bursary grant to Harrow School Bursaries
£232,292 10/10/2022
One Bursary Candidate from September 2022
John Lyon's Charity - Bursary grant to Harrow School Bursaries
£30,000 10/10/2022
Extras in the Academic Year 2022/23
John Lyon's Charity - Bursary grant to The John Lyon School
£676,357 10/10/2022
Four Bursary Candidates from September 2022
John Lyon's Charity - Bursary grant to The John Lyon School
£30,000 10/10/2022
Extras in the Academic Year 2022/23
John Lyon's Charity - Bursary grant to The John Lyon School
£626,300 21/10/2020
84
Four Bursary Candidates from September 2020
John Lyon's Charity - Bursary grant to The John Lyon School
£30,000 21/10/2020
12
Extras in the Academic Year 2020/21
John Lyon's Charity - Bursary grant to Harrow School Bursaries
£682,636 12/10/2020
60
Three Bursary Candidates from September 2020
John Lyon's Charity - Bursary grant to Harrow School Bursaries
£30,000 12/10/2020
12
Extras in the Academic Year 2020/21
John Lyon's Charity - Bursary grant to Harrow School Bursaries
£30,000 08/10/2019
12
Extras in the Academic Year 2019/20
John Lyon's Charity - Bursary grant to The John Lyon School
£30,000 08/10/2019
12
Extras in the Academic Year 2019/20
John Lyon's Charity - Bursary grant to Harrow School Bursaries
£461,666 08/10/2019
60
Two Bursary Candidates from September 2019
John Lyon's Charity - Bursary grant to The John Lyon School
£464,229 08/10/2019
84
Three Bursary Candidates from September 2019
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (24)
Current Trustees appointed
Gender Split
Based on 23/24 persons

Age Range of Trustees:
  • ADAM DAVID HART LLB FRSA Appointed: 2016
  • ANDREW BUTLER QC Appointed: 2015, Occupation: Barrister
  • ANGUS CHARLES GOSWELL Appointed: 2014
  • CHARLES GERALD THOROTON STONEHILL MA Appointed: 2011
  • CHARLES HUBERT GALLAGHER Appointed: 2019
  • DAVID JAMES CHRISTIAN FABER Appointed: 2016
  • DAVID GEOFFREY PHILIP EYTON CBE FRENG (Chair) Appointed: 2016
  • DR DAVID ALEXANDER TAYLOR Appointed: 2022
  • DR DAVID JAMES PAYNE Appointed: 2017
  • DR SHENILA VIVEK RAWAL Appointed: 2022
  • GILES WILLIAM JEREMY GOODFELLOW QC MA LLM Appointed: 2012
  • HARRIET RACHEL MOULD Appointed: 2018
  • JAMES CHRISTOPHER SEPPALA Appointed: 2023
  • JAMES PHILIP JOHN GLOVER BA Appointed: 2017
  • LIAM JAMES HALLIGAN Appointed: 2022
  • MARK CLOUSTON WALLACE Appointed: 2022, Occupation: Investment Manager
  • MELVIN LEON MROWIEC MA Appointed: 2019
  • NEIL JAMES ENRIGHT Appointed: 2021
  • PROFESSOR ARMAND JACOB D'ANGOUR PHD, ARCM Appointed: 2019
  • RICHARD THOMAS GEORGE WINTER Appointed: 2016, Occupation: Chartered Accountant
  • SALLY-ANNE HUANG Appointed: 2024
  • SAMUEL JAMES BOREHAM Appointed: 2024
  • SIR JONATHAN RICHARD SYMONDS Appointed: 2018
  • VICE ADMIRAL JEREMY PAUL KYD CBE Appointed: 2019
Legal constitution
  • Charity registered in England & Wales on 11/07/1966, number: 310033
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment 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
Filing Record
20 returns made; all on time
Main office

Harrow School
The Bursary
5 High Street
HARROW
Middlesex
HA1 3HP

Objectives

A PUBLIC BOARDING SCHOOL FOR BOYS (HARROW SCHOOL) AND A DAY SCHOOL (JOHN LYON SCHOOL)

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales
360 Giving

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