Finance Score: 3
Governance Score: 8
Support Score: 0
  • 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: 11 ?

BERKHAMSTED SCHOOLS GROUP 

The education (including social and physical training) of boys and girls aged 3 -18, with a subsidiary nursery school for children from 5 months old.
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • 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:

  • There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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
31/07/23£41,786£39,760£2,026£0£47,407£39,34611.95850
31/07/22£39,245£37,305£1,940£0£45,451£37,363125590
31/07/21£37,113£34,281£2,832£1£43,675£35,49812.45520
31/07/20£34,321£33,352£969£26£40,315£32,53011.75600
31/07/19*£35,954£33,328£2,626£29£39,554£31,49811.35500
31/07/18£33,867£31,233£2,634£12£36,872£28,48910.95300
31/07/17£31,916£30,290£1,626£14£34,173£26,11610.35360
31/07/16£29,769£28,264£1,505£195£32,307£24,14810.34210
31/07/15£28,898£27,161£1,737£1,330£30,749£21,7139.64060
31/07/14£26,669£25,179£1,490£239£28,994£20,0949.64170
31/07/13£25,974£24,930£1,044£232£27,458£18,8109.12980
31/07/12£23,448£22,438£1,010£218£26,207£17,9649.63650
31/07/11£1,286£1,318£-32£37£1,642£1,64214.9260
31/07/10£1,335£1,262£72£10£1,674£1,67415.9250
31/07/09£1,300£1,205£94£11£1,602£1,60215.9250
31/07/08£1,340£1,217£123£13£1,508£1,50814.9250
31/07/07£1,283£1,169£114£8£1,385£1,38514.2250
31/07/06£1,186£1,069£117£0£0£0n/a00
31/07/05£1,041£977£63£0£0£0n/a00
31/07/04£961£934£26£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 27%
Liabilities/Income: 42%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 11.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.7
Asset Split ?
Established: 62 years
(65 years as a company)

www.berkhamsted.com

janthony@berkhamsted.com

01442 358005

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Makes Grants to Individuals
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Buckinghamshire, Hertfordshire,
Who it helps
  • Children/Young People
Who works here?
  • 585 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split
Based on 13/14 persons

Age Range of Trustees: 46-69
Legal constitution
  • Charitable company registered in England & Wales on 15/11/1962, number: 310630
  • Registered at Companies House on 05/03/1959, number: 00622349
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Volunteer management
Filing Record
20 returns made; AR19: 44 days late,
Main office

Berkhamsted Schools Group
Central Office
6 Chesham Road
BERKHAMSTED
HP4 3AA

Objectives

THE OBJECTS OF THE CHARITY (THE OBJECTS) ARE TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BOYS AND GIRLS AND IN PARTICULAR BUT PREJUDICE TO THE GENERALITY OF THE FOREGOING TO CONDUCT AND MAINTAIN DAY OR DAY BOARDING SCHOOLS IN OR NEAR BERKHAMSTED AT WHICH RELIGIOUS EDUCATION IN ACCORDANCE WITH THE CHURCH OF ENGLAND IS PROVIDED.

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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