Finance Score: 3

Governance Score: 8

Support Score: 6

Excess liquidity: -1
Reasonable growth: +1
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +6

Overall GiG Score: 17

STOWE SCHOOL LIMITED

The principal activity of the company continues to be the provision of education in a boarding and day school for pupils aged 13 to 18.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been reasonable growth in spending 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 well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 20 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/08/22	£40,510	£38,352	£2,158	£658	£55,974	£55,574	17.4	734
31/08/21	£35,168	£30,567	£4,601	£612	£53,787	£53,360	20.9	735
31/08/20	£25,332	£24,997	£335	£637	£49,090	£48,848	23.4	517
31/08/19	£27,419	£24,818	£2,601	£610	£48,868	£48,504	23.5	517
31/08/18	£26,081	£23,418	£2,663	£510	£46,156	£45,736	23.4	508
31/08/17	£26,030	£22,801	£3,229	£431	£43,479	£42,983	22.6	500
31/08/16	£27,305	£21,789	£5,516	£459	£40,278	£39,748	21.9	488
31/08/15?	£23,674	£23,294	£380	£445	£35,263	£34,772	17.9	467
31/07/14	£25,408	£20,519	£4,889	£392	£34,885	£34,382	20.1	459
31/07/13	£24,500	£19,163	£5,337	£388	£29,953	£29,477	18.5	449
31/07/12	£21,644	£18,502	£3,142	£410	£24,491	£24,138	15.7	440
31/07/11	£19,997	£17,842	£2,155	£393	£21,073	£20,995	14.1	441
31/07/10	£20,805	£17,825	£2,979	£386	£18,920	£18,842	12.7	429
31/07/09	£19,744	£17,691	£2,054	£394	£15,931	£15,853	10.8	407
31/07/08	£17,024	£14,496	£2,528	£352	£13,889	£13,812	11.4	391
31/07/07	£14,568	£13,103	£1,465	£303	£11,316	£11,316	10.4	374
31/07/06	£14,728	£12,570	£2,158	£0	£0	£0	n/a	0
31/07/05	£12,712	£11,893	£819	£0	£0	£0	n/a	0
31/07/04	£11,659	£11,135	£524	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.7%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 30%
Liabilities/Income: 59%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 17.4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.5

Asset Split ?

Established: 61 years
(101 years as a company)

www.stowe.co.uk

schooladministrator@stowe.co.uk

01280818222

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

734 employees

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
The Linbury Trust - Fundraising campaign - Stowe
£25,000	13/12/2023	A one off grant towards the fundraising campaign for the wall paintings.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (20)

Current Trustees appointed

Gender Split

Based on 19/20 persons

Age Range of Trustees: 40-64

CHAMINDA SUNJEEWA JAYAWARDENA Appointed: 2021, Occupation: Group Director International

ANDREA KAREN JOHNSON BSC PGCE Appointed: 2013

ALEXANDER DOUGLAS MUIRHEAD Appointed: 2021, Occupation: Financial Planner

CHRISTOPHER WHEELER Appointed: 2023, Occupation: Head Teacher

HHJ REBECCA JANE BROWN Appointed: 2021, Occupation: Circuit Judge

HAYDN COLE Appointed: 2024, Occupation: Surveyor

JENA NTUMBA Appointed: 2023, Occupation: Director

MAIRI MARGARET JOHNSTONE Appointed: 2021, Occupation: Chief Executive Officer

PATRICK JULIAN BRADSHAW Appointed: 2021, Occupation: Company Director

SIMON CUERDEN Appointed: 2022, Occupation: Chartered Accountant

WILLIAM JAKEMAN Appointed: 2022, Occupation: Deputy Principal

CHRISTOPHER JOHN TATE BA MIMC, Other trusteeship: THE STOWE SCHOOL FOUNDATION,

CATRIONA HELEN LLOYD Appointed: 2015, Occupation: Solicitor

EMMA LOUISE COWLING TAYLOR Appointed: 2023, Occupation: Ceo/Warden, Other trusteeship: FUNDING UGANDAN STUDENTS IN EDUCATION,

JOHN PHILIP CARDAIN FROST Appointed: 2017, Occupation: Chartered Surveyor, Other trusteeship: DROPMORE PARISH HALL,

JULIE CHRISTINE BRUNSKILL BSC MRICS Appointed: 2011, Other trusteeship: THE STOWE HOUSE PRESERVATION TRUST,

ROWENA BOLTON Appointed: 2024, Occupation: Architect

RUPERT FORDHAM Appointed: 2021, Occupation: Company Director

SIMON CHARLES CREEDY SMITH BA ACA (Chair), Occupation: Accountant, Other trusteeships: THE STOWE HOUSE PRESERVATION TRUST, THE STOWE SCHOOL FOUNDATION,

THE REVD CANON PETER MICHAEL ACKROYD Appointed: 2013, Occupation: Parish Priest, Other trusteeships: THE ST ALBANS DIOCESAN BOARD OF FINANCE, CHARITY CONSISTING OF THE PROPERTY CONSTITUTING THE ENDOWMENT OF THE ORIGINAL CHURCH AND POOR'S LAND CHARITY, CHARITY OF ROBERT EDWARD LUNNISS, THE PAROCHIAL CHURCH COUNCIL OF ST MARYS CHURCH WOOTTON BEDS,

Legal constitution

Charitable company registered in England & Wales on 26/03/1963, number: 310639
Registered at Companies House on 20/01/1923, number: 00187251

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; all on time

Main office

STOWE SCHOOL
BUCKINGHAM
MK18 5EH

Objectives

3. The objects for which the Company is established are to advance education by:3.1 The provision of a school for boys and girls at Stowe in Buckinghamshire and/or if thought desirable of other schools in England or Wales which shall provide education in accordance with the Protestant Principles of the Church of England and ancillary or incidental educational activities and associated activities for the benefit of the public; and/or3.2 The support of the provision of education in accordance with the aforesaid Principles at Colleges or Universities in England and Wales

Defined Area of Benefit:

NOT DEFINED

Data Sources