Finance Score: 1

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
Fundraising costs low: +3

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3

No supporters identified

Overall GiG Score: 1

YEHUDI MENUHIN SCHOOL LIMITED

The Yehudi Menuhin School provides a specialist education to boys and girls aged 8 to 19 years with an exceptional talent for music and facility on a stringed instrument (violin, viola, cello, double bass, guitar, harp) or piano. Selection for a place at the School is based solely on musical potential and the School aims to offer places regardless of the financial circumstances of the applicant.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 15 trustees whereas the Charities Commission recommends a maximum of 12

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	Volun- teers
31/08/23		£5,104	£5,678	£-574	£151	£24,987	£1,542	3.3	80	54
31/08/22		£6,427	£5,095	£1,332	£525	£25,628	£15,242	35.9	73	54
31/08/21		£4,776	£4,611	£165	£464	£25,027	£15,080	39.2	70	52
31/08/20		£5,452	£4,527	£925	£209	£23,871	£14,588	38.7	49	61
31/08/19		£4,685	£5,097	£-412	£182	£22,495	£14,412	33.9	44	61
31/08/18		£4,106	£4,105	£1	£299	£22,650	£14,637	42.8	39	0
31/08/17		£3,774	£4,023	£-249	£322	£22,540	£14,850	44.3	39	0
31/08/16		£5,859	£4,051	£1,807	£331	£22,308	£15,133	44.8	40	0
31/08/15		£4,208	£3,341	£867	£308	£19,976	£13,191	47.4	40	0
31/08/14		£4,230	£3,655	£575	£310	£18,575	£12,405	40.7	40	0
31/08/13		£4,208	£3,341	£867	£129	£17,631	£11,719	42.1	42	0
31/08/12		£3,994	£3,355	£639	£342	£16,136	£11,269	40.3	44	0
31/08/11		£3,644	£3,507	£137	£335	£15,271	£10,603	36.3	43	0
31/08/10		£4,334	£3,130	£1,204	£302	£15,159	£13,805	52.9	44	0
31/08/09		£3,309	£2,849	£460	£261	£13,733	£12,574	53	40	0
31/08/08		£3,283	£2,810	£473	£280	£13,281	£12,007	51.3	39	0
31/08/07		£3,953	£2,648	£1,305	£269	£10,638	£9,445	42.8	39	0
31/08/06		£3,181	£2,419	£761	£0	£0	£0	n/a	0	0
31/08/05	*	£2,469	£2,085	£383	£0	£0	£0	n/a	0	0
31/08/04		£2,829	£1,883	£946	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.8%
Fundraising Costs/Total Spending: 3.5%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 4%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.8

Asset Split ?

Established: 43 years
(59 years as a company)

www.menuhinschool.co.uk

bursar@menuhinschool.co.uk

01932864739

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Surrey,

Who it helps

Children/Young People

Who works here?

80 employees
54 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

Age Range of Trustees: 34-80

HILARY COWAN Appointed: 2021, Occupation: Director

ALICE MARY PHILLIPS MA Appointed: 2014

ANDREW BUTCHER Appointed: 2022, Occupation: None

BENEDICT VANDERSPAR Appointed: 2022, Occupation: Consultant

GEORGE BRUELL Appointed: 2022, Occupation: Management Consultant

LORD BLACKWELL Appointed: 2016, Occupation: Bank Chairman

DOMINIC BENTHALL Appointed: 2017, Occupation: Barrister

GEOFFREY RICHARDS Appointed: 2014, Occupation: None

JOHN CLOVIS PAGELLA Appointed: 2014, Occupation: Chartered Surveyor

JOHN ELLIS EVERETT Appointed: 2014, Occupation: Consultant

KATHLEEN COSTELOE Appointed: 2019, Occupation: Doctor

VANESSA RICHARDS Appointed: 2014, Occupation: None

ANDREW HUNTER JOHNSTON Appointed: 2013, Occupation: None, Other trusteeships: THE RVW TRUST, MONDAY CHARITABLE TRUST,

DAVID DOUGLAS BUCKLEY Appointed: 2019, Occupation: Consultant, Other trusteeship: ST JOHN'S HOLLAND ROAD TRUST,

JONATHAN WILLCOCKS MA, HONRAM Appointed: 2017, Occupation: Musician, Other trusteeships: SOUTHERN PRO MUSICA, CHILDREN'S CONCERTS,

Legal constitution

Charitable company registered in England & Wales on 04/09/1981, number: 312010
Registered at Companies House on 03/09/1964, number: 00818389

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
Trustee expenses policy and procedures

Filing Record

20 returns made; AR05: 4 days late,

Main office

The Yehudi Menuhin School
Stoke D'Abernon
Cobham
Cobham
Surrey
KT11 3QQ

Objectives

TO PROVIDE AND ADVANCE A GENERAL EDUCATION AND SPECIALISED EDUCATION AND TRAINING OF THE HIGHEST ORDER IN MUSIC AND PERFORMING ARTS BY THE PROVISION AND CONDUCT IN THE UNITED KINGDOM OF A DAY AND BOARDING SCHOOL OR SCHOOLS FOR CHILDREN FROM ANY PART OF THE WORLD WITH TALENTS FOR MUSIC AND THE PERFORMING ARTS AND GENERALLY TO FOSTER MUSIC AND THE ARTS AND GENERAL EDUCATION OF CHILDREN BY THE PROVISION OF COURSES AT THE SCHOOL OR SCHOOLS THROUGHOUT THE YEAR.

Defined Area of Benefit:

NOT DEFINED

Data Sources