Finance Score: 1

Governance Score: 6

Support Score: 3

Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 10

CALDICOTT TRUST LIMITED

Educational Charity for the education of boys at Caldicott school.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

On several occasions in recent years income has been 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
31/07/23		£6,727	£6,922	£-194	£5	£9,153	£6,269	10.9	137
31/07/22		£8,375	£6,396	£1,979	£9	£9,348	£6,396	12	137
31/07/21		£6,572	£5,855	£716	£6	£7,369	£6,651	13.6	136
31/07/20		£5,828	£6,033	£-205	£5	£6,652	£6,628	13.2	139
31/07/19	*	£5,654	£5,967	£-313	£6	£6,857	£6,857	13.8	139
31/07/18		£6,162	£5,921	£241	£0	£7,170	£7,170	14.5	144
31/07/17		£6,174	£6,371	£-197	£0	£6,929	£6,923	13	144
31/07/16		£6,038	£6,166	£-127	£0	£7,126	£7,120	13.9	145
31/07/15		£5,435	£5,612	£-177	£15	£7,422	£7,422	15.9	140
31/07/14		£5,393	£5,009	£384	£11	£7,601	£7,601	18.2	143
31/07/13		£4,995	£4,685	£310	£11	£7,216	£7,216	18.5	136
31/07/12		£4,681	£4,402	£279	£11	£6,906	£6,864	18.7	120
31/07/11		£4,411	£4,149	£262	£10	£6,627	£6,627	19.2	115
31/07/10		£4,249	£4,006	£243	£10	£6,363	£6,363	19.1	110
31/07/09		£4,146	£3,800	£346	£10	£6,120	£6,120	19.3	102
31/07/08		£3,675	£3,531	£144	£9	£5,774	£5,774	19.6	98
31/07/07		£3,732	£3,293	£439	£9	£5,630	£5,422	19.8	99
31/07/06		£3,480	£3,212	£268	£0	£0	£0	n/a	0
31/07/05		£3,348	£3,093	£255	£0	£0	£0	n/a	0
31/07/04		£3,495	£2,989	£506	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 21%
Liabilities/Income: 36%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 10.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.1

Asset Split ?

Established: 55 years

http://www.caldicott.com

office@caldicott.com

01753649300

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Buckinghamshire,

Who it helps

Children/Young People

Who works here?

137 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 47-81

BRIGID CLARE CHALMERS Appointed: 2024, Occupation: Ceo

MANBHINDER RANA Appointed: 2017, Occupation: Accountant

ANTHONY MURLEY Appointed: 2019, Occupation: Company Director

BEVERLEY HAMPSHIRE Appointed: 2017, Occupation: Chief Operating Officer

CATHERINE BROUGH Appointed: 2019, Occupation: Pr Consultant

ELISABETH HUNGIN Appointed: 2014, Occupation: House Wife

EUGENE HIGGINS Appointed: 2019, Occupation: Teacher

JONATHAN NEWTON Appointed: 2019, Occupation: Teacher

MALCOLM SWIFT (Chair) Appointed: 2011, Occupation: Company Director

VICTORIA RODDY Appointed: 2019, Occupation: Director Of Marketing And Admissions

GEORGE MARSH MA CERT ED, Occupation: Retired Headmaster, Other trusteeships: WILTONS MUSIC HALL, SHERBORNE SCHOOL,

JOHN MOULE Appointed: 2014, Occupation: Headmaster, Other trusteeship: MOULSFORD PREPARATORY SCHOOL TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 08/07/1969, number: 310631
Registered at Companies House on 07/08/1968, number: 00936838

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
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
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; AR19: 113 days late,

Main office

CROWN LANE
FARNHAM ROYAL
BUCKS
SL2 3SL

Objectives

TO ADVANCE EDUCATION BY THE PROVISION OF A SCHOOL OR SCHOOLS (TO EDUCATE CHILDREN AND YOUNG PEOPLE TO THE HIGHEST POSSIBLE STANDARD).

Defined Area of Benefit:

NOT DEFINED - IN PRACTICE FARNHAM ROYAL

Data Sources