Finance Score: -1

Governance Score: 8

Support Score: 3

Excess liquidity: -1

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

Gov Income
Grant maker support: +3

Overall GiG Score: 10

BEAUDESERT PARK SCHOOL TRUST LIMITED

Beaudesert Park School provides a preparatory education to pupils of either sex aged between 3 and 13; children receive this education by attending the School as day pupils or as boarders, which is an option for the more senior pupils. The School also promotes education in all respects by sharing its facilities and resources with other local schools, charities, organisations and individuals.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no income shortfalls in recent years
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 17 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
31/07/23		£7,719	£7,297	£422	£0	£10,010	£9,969	16.4	161
31/07/22		£6,978	£6,907	£72	£0	£9,588	£9,536	16.6	157
31/07/21		£6,580	£6,381	£199	£0	£9,516	£9,431	17.7	157
31/07/20		£7,620	£6,619	£1,001	£0	£9,317	£8,645	15.7	158
31/07/19		£7,196	£6,792	£404	£0	£8,316	£8,125	14.4	157
31/07/18	*	£6,841	£6,640	£201	£0	£7,912	£7,720	14	152
31/07/17		£6,408	£6,181	£227	£0	£7,711	£7,588	14.7	152
31/07/16		£5,871	£5,718	£153	£0	£7,484	£7,431	15.6	146
31/07/15		£5,803	£5,436	£367	£19	£7,331	£7,086	15.6	101
31/07/14		£5,300	£5,077	£223	£33	£6,964	£6,785	16	96
31/07/13?		£4,755	£4,647	£109	£33	£6,741	£6,671	17.2	94
31/08/12		£4,556	£4,347	£209	£15	£6,632	£6,563	18.1	90
31/08/11		£4,286	£4,241	£45	£18	£6,423	£6,356	18	93
31/08/10		£4,488	£4,350	£138	£17	£6,379	£6,312	17.4	94
31/08/09		£4,921	£4,389	£532	£18	£6,241	£6,175	16.9	106
31/08/08		£4,531	£4,081	£450	£17	£5,709	£5,646	16.6	106
31/08/07		£4,238	£4,024	£214	£16	£5,260	£5,199	15.5	106
31/08/06		£4,085	£3,629	£456	£0	£0	£0	n/a	0
31/08/05		£3,792	£3,335	£457	£0	£0	£0	n/a	0
31/08/04		£3,517	£3,138	£379	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 11%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 16.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.9

Asset Split ?

Established: 55 years

beaudesert.gloucs.sch.uk

office@bps.school

01453 832072

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Gloucestershire,

Who it helps

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

Who works here?

161 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-68

DR CHARLES JULIAN THOMPSON Appointed: 2021, Occupation: Doctor

EMMA WALKER Appointed: 2022, Occupation: Consultant

KATE HOLLOWAY Appointed: 2022, Occupation: Advertising Consultant

SIMON ELLIOTT Appointed: 2023, Occupation: Corporate Financier

STEPHEN JONES (Chair) Appointed: 2023, Occupation: Retired

ZAHRA LUCAS Appointed: 2023, Occupation: Company Director

ANDREW COLLINS Appointed: 2021, Occupation: Teacher, Other trusteeship: MALVERN COLLEGE,

CARYS SIAN BLOCK MBE Appointed: 2018, Occupation: Consultant

CHRISTINE LOUGH Appointed: 2014, Occupation: Retired

CHRISTOPHER CASEY Appointed: 2021, Occupation: Non Executive Directorships

CLAIRE KAY Appointed: 2017, Occupation: Housewife

JAMES MASSEY Appointed: 2019, Occupation: Business Executive

JONATHAN NETTLETON Appointed: 2017, Occupation: Architect

LADY ROS FORD Appointed: 2016, Occupation: Retired

PHILLIP EVITT Appointed: 2018, Occupation: Headmaster

THOMAS DANIEL AHEARNE Appointed: 2011, Occupation: Managing Director

HARRIET I'ANSON Appointed: 2018, Occupation: Lawyer, Other trusteeships: CHERINGTON VILLAGE HALL, THE EDENBEG CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 03/12/1968, number: 311711
Registered at Companies House on 21/08/1968, number: 00937554

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
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; AR18: 111 days late,

Main office

Beaudesert Park School Trust Ltd
Minchinhampton
Stroud
GL6 9AF

Objectives

(1) TO ACQUIRE AND CARRY ON IN THE UNITED KINGDOM ANY BOARDING OR DAY SCHOOL OR SCHOOLS OR ANY COMBINED BOARDING AND DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OF BOTH SEXES AND THE FURTHERING OF EDUCATION IN ALL ITS ASPECTS. (2) TO ACQUIRE CARRY ON AND DEVELOP THE UNDERTAKING OF BEAUDESERT PARK SCHOOL, MINCHINHAMPTON IN THE COUNTY OF GLOUCESTER, A PREPARATORY SCHOOL AND THE PREMISES UPON UPON WHICH SUCH UNDERTAKING IS CARRIED ON.

Defined Area of Benefit:

NOT DEFINED

Data Sources