Finance Score: 1

Governance Score: 9

Support Score: 3

Excess reserves: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 13

SARUM HALL SCHOOL TRUST LIMITED

Advancement of education.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased 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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,438,425 available, equivalent to 29 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	Volun- teers
31/08/22		£3,241	£3,112	£129	£0	£7,484	£7,438	28.7	35	3
31/08/21		£2,965	£2,745	£220	£0	£7,350	£7,291	31.9	34	24
31/08/20		£2,852	£2,725	£127	£0	£7,035	£6,968	30.7	35	26
31/08/19		£2,841	£2,616	£225	£0	£6,961	£6,878	31.5	35	20
31/08/18		£2,690	£2,494	£195	£0	£6,736	£6,584	31.7	34	15
31/08/17		£2,528	£2,294	£234	£0	£6,520	£6,330	33.1	34	0
31/08/16		£2,445	£2,296	£149	£0	£6,240	£6,025	31.5	34	0
31/08/15		£2,419	£2,081	£338	£62	£6,049	£5,848	33.7	29	0
31/08/14		£2,253	£2,000	£253	£63	£5,723	£5,577	33.5	37	0
31/08/13		£2,165	£2,022	£143	£57	£5,443	£5,321	31.6	27	0
31/08/12	*	£2,031	£1,851	£180	£50	£5,254	£5,144	33.4	37	0
31/08/11		£1,898	£1,787	£111	£51	£5,047	£4,958	33.3	30	0
31/08/10		£1,862	£1,841	£22	£51	£4,961	£4,895	31.9	37	0
31/08/09		£1,825	£1,680	£145	£56	£4,940	£4,877	34.8	36	0
31/08/08		£1,841	£1,558	£283	£33	£4,794	£4,747	36.6	36	0
31/08/07		£1,702	£1,473	£229	£18	£4,511	£4,495	36.6	31	0
31/08/06		£1,631	£1,375	£256	£0	£0	£0	n/a	0	0
31/08/05		£1,431	£1,351	£80	£0	£0	£0	n/a	0	0
31/08/04		£1,402	£1,244	£158	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 41%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 19%
Liabilities/Income: 53%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 28.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.1

Asset Split ?

Established: 61 years
(63 years as a company)

www.sarumhallschool.co.uk

office@sarumhallschool.co.uk

02077942261

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Camden,

Who it helps

Children/Young People

Who works here?

35 employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-75

DAVID CHRISTOPHER DAY Appointed: 2023, Occupation: Retired

DR CAROLINE SAYER Appointed: 2021, Occupation: Medical Practitioner

IAN KENNETH LAZARUS Appointed: 2023, Occupation: Partner (Sainty Hird And Partners)

KATE SIMON Appointed: 2021, Occupation: Head Teacher

SARAH FRANCES HACK Appointed: 2021, Occupation: Teacher

JONATHAN PAUL FRENCH SMITH Appointed: 2020, Occupation: Chartered Surveyor

PHILLIP ASHTON Appointed: 2009, Occupation: Director

PROFESSOR GORDON JOHN SAMPSON RUSTIN Appointed: 2020, Occupation: Physician, Other trusteeships: THE CANCER TREATMENT AND RESEARCH TRUST, THE CANCER TREATMENT AND RESEARCH TRUST CIO,

VIVIAN THOMAS Appointed: 2018, Occupation: Headmaster

ALISON OLIVIA EDELSHAIN Appointed: 2019, Occupation: Hr Consultant, Other trusteeship: THE WEST LONDON SYNAGOGUE OF BRITISH JEWS,

EMMA ELIZABETH ANN MCKENDRICK Appointed: 2020, Occupation: Director, Other trusteeships: THE EMMOTT FOUNDATION LIMITED, THE WELLINGTON COLLEGE, ELSTREE SCHOOL LIMITED, PREP SCHOOLS TRUST,

Legal constitution

Charitable company registered in England & Wales on 12/06/1963, number: 312721
Registered at Companies House on 29/07/1960, number: 00666444

Gift Aid

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

Filing Record

19 returns made; AR12: 0 days late,

Main office

SARUM HALL SCHOOL
15 ETON AVENUE
LONDON
NW3 3EL

Objectives

TO PROMOTE AND EXTEND EDUCATION (INCLUDING INTELLECTUAL, SPIRITUAL, MORAL SOCIAL CULTURAL AND PHYSICAL EDUCATION) IN ACCORDANCE WITH THE DOCTRINES AND PRINCIPLES OF THE CHURCH OF ENGLAND THROUGH ESTABLISHING, MAINTAINING OR OTHERWISE SUPPORTING A SCHOOL OR SCHOOLS AND IN PARTICULAR SARUM HALL SCHOOL TO THE INTENT THAT EDUCATION INCLUDES BUT IS NOT LIMITED TO THE PURSUIT OF A FORMAL CURRICULUM AND EXTRA CURRICULA ACTIVITIES FOR PUPILS, ADULT EDUCATION COURSES AND OTHER ACTIVITIES CALCULATED TO ENHANCE OR DEVELOP A RANGE OF LIFE SKILLS FOR PUPILS OR MEMBERS OF THE WIDER COMMUNITY AND TO PERMIT THE USE OF THE SCHOOLS' FACILITIES BY THE WIDER COMMUNITY.

Defined Area of Benefit:

NOT DEFINED

Data Sources