Finance Score: -5

Governance Score: 0

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
Fundraising costs low: +3

Gov Income
Grant maker support: +3

Overall GiG Score: -2

WALDORF SCHOOL (BRISTOL) LIMITED

The charity runs a school which provides education to children based on a curriculum inspired by the philosophy of Rudolf Steiner. The school is a non-selective, independent co-educational school for pupils aged three to sixteen.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are unusually low relative to funds raised

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

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
31/07/22	*	£571	£778	£-207	£11	£469	£469	7.2	30	2
31/07/21	*	£623	£683	£-59	£11	£676	£676	11.9	30	4
31/07/20		£426	£637	£-211	n/a	n/a	n/a	n/a	n/a	0
31/07/19	*	£836	£576	£259	£6	£946	£946	19.7	27	0
31/07/18		£501	£656	£-155	£7	£687	£669	12.3	31	5
31/07/17	*	£1,537	£1,235	£301	£0	£855	£770	7.5	49	0
31/07/16	*	£863	£936	£-73	£0	£529	£467	6	49	0
31/07/15		£953	£1,005	£-52	£1,000	£602	£572	6.8	34	0
31/07/14	*	£978	£1,014	£-36	£8	£654	£637	7.5	32	0
31/07/13?		£1,045	£901	£143	£7	£690	£664	8.8	32	0
31/08/12		£1,045	£901	£143	£7	£636	£591	7.9	31	0
31/08/11		£924	£890	£35	£7	£493	£451	6.1	32	0
31/08/10		£942	£935	£7	£7	£459	£404	5.2	36	0
31/08/09		£849	£827	£23	£8	£452	£430	6.2	33	0
31/08/08	*	£748	£775	£-27	£7	£429	£424	6.6	29	0
31/08/07	*	£691	£707	£-17	£4	£456	£453	7.7	29	0
31/08/06	*	£631	£630	£2	£0	£0	£0	n/a	0	0
31/08/05	*	£562	£574	£-12	£0	£0	£0	n/a	0	0
31/08/04	*	£548	£567	£-19	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 1.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 54%
Liabilities/Income: 96%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.2 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.3

Asset Split ?

Established: 51 years

www.bristolsteinerschool.org

reception@bristolsteinerschool.org

01179339990

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Bristol City,

Who it helps

Children/Young People

Who works here?

30 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 52-78

DAVID HUSSEY Appointed: 2021, Occupation: Head Teacher

JANET COLES Appointed: 2020, Occupation: Playgroup Leader

AONGHUS GORDON Appointed: 2020, Occupation: Chief Executive, Other trusteeships: EURYTHMY UK LTD, CATHERINE GRACE TRUST, THE WEST MIDLANDS EURYTHMY ASSOCIATION LIMITED, THE HIRAM TRUST, HELIOS TRUST, RUSKIN MILL TRUST LIMITED,

MICHAEL LUXFORD Appointed: 2015, Occupation: Charity Worker

TARA GRATTON Appointed: 2020, Occupation: Director, Other trusteeship: CATHERINE GRACE TRUST,

Legal constitution

Charitable company registered in England & Wales on 12/11/1973, number: 310257
Registered at Companies House on 28/08/1973, number: 01131462

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR22: 58 days late, AR21: 139 days late, AR19: 128 days late, AR17: 0 days late, AR16: 126 days late, AR14: 117 days late, AR08: 123 days late, AR07: 251 days late, AR06: 626 days late, AR05: 991 days late, AR04: 100 days late,

Recent reorganisation events:

Asset transfer in from BRISTOL STEINER WALDORF CHILDRENS' FUND on 19/10/2021

Main office

BRISTOL STEINER SCHOOL
REDLAND HILL HOUSE
REDLAND HILL
REDLAND
BRISTOL
BS6 6UX

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE TEACHING OF THE LATE DR RUDOLF STEINER, THE FOUNDER OF THE ANTHROPOSICAL SOCIETY IN GREAT BRITAIN AND IN FURTHERANCE OF THAT OBJECT AND AS ANCILLARY THERETO:- TO CARRY ON A SCHOOL OR COLLEGE OR SCHOOLS OR COLLEGES AND TO PROVIDE FOR THE GIVING AND HOLDING OF LECTURES, SHOLARSHIPS, EXHIBITIONS, ETC; FOR THE PROMOTION OR ADVANCEMENT OF EDUCATION; OFFER SCHOLARSHIPS AND EXHIBITIONS TO SUCH SCHOLARS AS MAY BE THOUGHT FIT; TO ESTABLISH AND CARRY ON A PREPARATORY SCHOOL OR SCHOOLS IN CONNECTION WITH OR INDEPENDENTLY OF ANY SENIOR SCHOOL OR COLLEGE.

Defined Area of Benefit:

NOT DEFINED

Data Sources