Finance Score: 2
Governance Score: 9
Support Score: 8
  • Excess liquidity: -1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 19 ?

THE HALL SCHOOL CHARITABLE TRUST

The School's principal activity is the education of boys aged between four and thirteen, including sports, music, drama, arts and crafts and other activities.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material 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:

  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£12,460£10,535£1,926£47£15,596£13,60615.51410
31/08/22£10,429£10,029£399£21£13,668£12,80015.31430
31/08/21£9,982£8,840£1,141£33£13,255£12,26616.71450
31/08/20£9,404£9,086£319£43£12,105£10,97314.51510
31/08/19£9,312£9,112£200£130£11,812£10,67014.11480
31/08/18£9,300£8,446£854£39£11,613£10,580151390
31/08/17£8,209£7,805£403£43£10,759£10,22515.71360
31/08/16£8,158£7,840£318£42£10,132£9,827151340
31/08/15*£7,718£7,345£374£64£9,538£9,51615.51230
31/08/14£7,234£6,833£401£62£9,165£9,16216.1990
31/08/13£6,885£6,692£192£68£8,764£8,76215.7810
31/08/12£6,716£6,205£511£71£8,571£8,55516.5870
31/08/11£6,215£5,891£324£75£8,061£8,04716.4860
31/08/10£5,732£5,550£182£15£7,737£7,73716.7780
31/08/09£5,719£5,273£446£76£7,555£7,55517.2800
31/08/08£5,317£4,890£427£77£7,109£7,10917.4780
31/08/07£5,022£4,705£317£14£6,682£6,68217770
31/08/06£4,716£4,592£124n/an/an/an/an/an/a
31/08/05£4,712£4,419£293n/an/an/an/an/an/a
31/08/04*£4,057£4,085£-28n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 28%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 20%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 15.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2
Asset Split ?
Balance Sheet History
Established: 61 years
(72 years as a company)

www.hallschool.co.uk

v.patel@hallschool.co.uk

020 7722 1700

Charity Commission for England and WalesCompanies HouseInstagramX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Makes grants to individuals
  • Provides buildings/facilities/open space
  • Provides human resources
Where it operates
  • Barnet, Camden,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
Mercer's Charitable Foundation£150,000
St Paul's Schools Foundation£80,000
John Lyon's Charity£46,211
Specific Donations
Amount When
Months
To be used for
St Paul's Schools Foundation - Grant to The Hall School
£80,000 18/05/2023
To facilitate primary school teachers in providing a positive learning experience for all pupils in their classroom.
John Lyon's Charity - Bursary grant to The Hall School
£46,211 10/10/2022
One Bursary Candidate from September 2022 (Pre-Harrow)
Mercer's Charitable Foundation - Grant to The Hall School
£75,000 02/12/2020
36
Mental Health and Wellbeing Coordinator
Mercer's Charitable Foundation - Grant to The Hall School
£75,000 28/04/2020
36
Science Curriculum Development Coordinator in Partnership Primary Schools
John Lyon's Charity - Bursary grant to The Hall School
£41,685 08/10/2019
24
One Bursary Candidate from September 2019

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees: 35-59
  • ANTHONY FOBEL Appointed: 2017, Occupation: Finance Director
  • ALAN PATRICK PAYNE Appointed: 2023, Occupation: Lawyer
  • DR ANASTASIOS AIDONIS Appointed: 2022, Occupation: Director Of Upper School (Teacher)
  • HANS-HENRIK ROSSING LONBERG Appointed: 2021, Occupation: Architect
  • LOUIS MARCEL FLORENTIN-LEE Appointed: 2021, Occupation: Managing Director
  • MONIKA MORRIS Appointed: 2020, Occupation: Management Consultant, Partner
  • MUSTAFA ABBAS Appointed: 2018, Occupation: Investment Banker
  • PETER MASON Appointed: 2018, Occupation: Banker
  • SALLY ANNE HUANG Appointed: 2020, Occupation: Highmaster/Headmistress
  • SOPHIA GOODALL Appointed: 2023, Occupation: Brand Strategy & Planning Manager
  • VICTORIA BINGHAM Appointed: 2018, Occupation: Head Teacher
Legal constitution
  • Charitable company registered in England & Wales on 11/09/1963, number: 312722
  • Registered at Companies House on 02/07/1952, number: 00509427
Gift Aid
  • Registered with HMRC for Gift Aid
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; AR15: 277 days late, AR04: 9 days late,
Main office

The Hall School Charitable Trust
23 Crossfield Road
LONDON
NW3 4NU

Objectives

TO PROMOTE THE CAUSE OF EDUCATION. TO TAKE OVER AS A GOING CONCERN AND TO CARRY ON AND DEVELOP THE SCHOOL KNOWN AS THE HALL SCHOOL, HAMPSTEAD. TO PROVIDE FOR THE TRAINING AND INSTRUCTION OF PUPILS AT THE SAID SCHOOL IN EVERY BRANCH OF LEARNING, IN CITIZENSHIP, IN OUTDOOR PURSUITS AND IN ARTS AND CRAFTS OF ALL KINDS AND IN THE BASIS OF CHRISTIAN PRINCIPLES TO PROVIDE SUCH PUPILS WITH SPIRITUAL, MORAL, MENTAL,AND PHYSICAL TRAINING.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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