Finance Score: 2

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -4
Fundraising costs low: +3

Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 4

WESTONBIRT SCHOOLS LIMITED

The Charity owns the estate at Westonbirt, Nr Tetbury, Gloucestershire and Westonbirt Limited is the tenant which operates the schools.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,492,067 available, equivalent to 52 months of spending and so may not be able to utilise additional funding

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
31/05/23	£844	£799	£45	£0	£3,657	£3,492	52.4	1
31/05/22	£148	£36	£112	n/a	n/a	n/a	n/a	n/a
31/05/21	£149	£44	£104	n/a	n/a	n/a	n/a	n/a
31/05/20	£149	£38	£111	n/a	n/a	n/a	n/a	n/a
31/05/19	£190	£104	£86	n/a	n/a	n/a	n/a	n/a
31/05/18?	£3,679	£4,435	£-756	£442	£3,052	£2,817	7.6	159
31/08/17	£6,088	£6,328	£-240	£20	£5,015	£4,743	9	177
31/08/16	£5,880	£6,148	£-269	£662	£5,235	£4,868	9.5	171
31/08/15	£6,113	£6,199	£-86	£21	£5,677	£5,421	10.5	109
31/08/14?	£6,839	£7,279	£-441	£40	£5,760	£5,517	9.1	103
31/07/13	£6,365	£6,267	£98	£573	£6,188	£5,921	11.3	101
31/07/12	£6,139	£5,802	£338	£28	£6,053	£5,857	12.1	101
31/07/11	£6,746	£6,186	£560	£23	£5,507	£5,307	10.3	100
31/07/10	£6,482	£6,164	£318	£53	£4,947	£4,947	9.6	122
31/07/09	£6,588	£7,428	£-840	£79	£4,629	£4,629	7.5	156
31/07/08	£5,650	£5,677	£-27	£76	£5,212	£5,212	11	142
31/07/07	£6,011	£5,139	£872	£103	£5,239	£5,239	12.2	132
31/07/06	£6,253	£4,794	£1,459	£0	£0	£0	n/a	0
31/07/05	£4,539	£4,335	£204	£0	£0	£0	n/a	0
31/07/04	£4,146	£3,999	£147	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 52.4 months
Net Current Assets/Spending: 55 months
Quick Ratio: 2.2

Asset Split ?

Established: 60 years
(96 years as a company)

m.porter@alliedschools.org.uk

07785767711

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Gloucestershire, Wiltshire,

Who it helps

Children/Young People

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-78

JAMES GRESFORD BRODRICK BIRDWOOD Appointed: 2020, Occupation: Company Director

REV PATRICK JOHN WHITWORTH (Chair) Appointed: 2021, Occupation: Retired

JOHN RUSSELL BROWN Appointed: 2020, Occupation: Chartered Surveyor

RICHARD ALAN PORTLOCK Appointed: 2020, Occupation: Solicitor, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JUDE, SOUTHSEA,

SARAH PARTHINA GOUGH Appointed: 2024, Occupation: Accountant, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST STEPHEN, EAST TWICKENHAM,

Legal constitution

Charitable company registered in England & Wales on 03/02/1964, number: 311715
Registered at Companies House on 04/05/1928, number: 00230224

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Stable Cottage
Eckington Road
Birlingham
PERSHORE
WR10 3DA

Objectives

The objects (“Objects”) for which the Company is established are to advance education for the public benefit by:3.1 The provision of bursaries, scholarships or grants for boys or girls attending Westonbirt School or any other School in England or Wales which shall provide education in accordance with the Protestant principles of the Church of England.3.2 The support of the provision of education in accordance with the aforesaid principles at Schools, Colleges or Universities in England and Wales.

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources