Finance Score: 0

Governance Score: 9

Support Score: 0

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

No supporters identified

Overall GiG Score: 9

WILLINGTON SCHOOL FOUNDATION LIMITED

The school is committed to achieving the highest all round educational standards for its pupils and to enabling the boys to move on to a range of leading senior independent schools for the completion of their education.

Analysis by Giving is Great

Positives:

There have been no material 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:

Over half the Board have joined recently

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		£3,319	£2,912	£407	£0	£3,124	£3,124	12.9	46	10
31/08/22		£2,940	£2,591	£349	£0	£2,717	£0	n/a	46	16
31/08/21		£3,332	£3,251	£81	£0	£2,368	£2,368	8.7	43	1
31/08/20		£3,355	£3,325	£30	£1	£2,679	£2,679	9.7	49	1
31/08/19		£3,414	£3,348	£66	£3	£2,642	£2,642	9.5	55	22
31/08/18		£3,437	£3,327	£111	£5	£2,576	£2,576	9.3	57	0
31/08/17		£3,319	£3,278	£41	£9	£2,145	£2,145	7.9	59	0
31/08/16		£3,390	£3,106	£284	£6	£2,105	£2,083	8	59	0
31/08/15		£3,255	£2,922	£333	£7	£1,821	£1,821	7.5	48	0
31/08/14		£2,946	£2,781	£164	£7	£1,488	£1,488	6.4	48	0
31/08/13		£2,693	£2,529	£164	£5	£1,323	£1,323	6.3	51	0
31/08/12		£2,578	£2,368	£210	£5	£1,159	£1,159	5.9	50	0
31/08/11		£2,290	£2,359	£-69	£5	£950	£950	4.8	47	0
31/08/10		£2,204	£2,220	£-16	£4	£1,019	£1,019	5.5	45	0
31/08/09		£2,090	£2,160	£-70	£4	£1,034	£1,034	5.7	46	0
31/08/08		£1,995	£2,139	£-144	£31	£1,104	£1,104	6.2	33	0
31/08/07		£1,765	£1,762	£2	£28	£1,249	£1,249	8.5	32	0
31/08/06	*	£1,663	£1,654	£9	£0	£0	£0	n/a	0	0
31/08/05	*	£1,440	£1,413	£27	£0	£0	£0	n/a	0	0
31/08/04	*	£1,448	£1,432	£16	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 45%
Liabilities/Income: 76%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 12.9 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.8

Asset Split ?

Established: 61 years

www.willingtonschool.co.uk

office@willingtonschool.co.uk

02089447020

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Merton,

Who it helps

Children/Young People

Who works here?

46 employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 37-63

RHYS TOMLIN Appointed: 2022, Occupation: Site Manager

ARLENE FAITH PENGELLY Appointed: 2023, Occupation: Company Secretary

CHRISTOPHER BATES Appointed: 2022, Occupation: Teacher

DEBORAH STREATFIELD Appointed: 2022, Occupation: Director

EDWARD MILLS Appointed: 2021, Occupation: Lawyer

IAN WHITE Appointed: 2022, Occupation: Teacher

KATE HOPPER-REEVE Appointed: 2022, Occupation: Communications

SUZANNE LE JEUNE Appointed: 2023

KATY MORGAN Appointed: 2022, Occupation: Head Of Pre-Prep Teacher, Other trusteeship: WELLESLEY HOUSE AND ST PETER COURT SCHOOL EDUCATION TRUST LTD,

Legal constitution

Charitable company registered in England & Wales on 24/04/1963, number: 312733
Registered at Companies House on 15/11/1961, number: 00708188

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
Volunteer management

Filing Record

20 returns made; AR06: 67 days late, AR05: 432 days late, AR04: 797 days late,

Main office

Willington School
Worcester Road
Wimbledon
London
SW19 7QQ

Objectives

TO ACQUIRE AND CARRY ON WILLINGTON SCHOOL AND TO PROMOTE THE ADVANCEMENT OF EDUCATION BY ACQUIRING, ERECTING, EQUIPPING, MAINTAINING, CONDUCTING AND MANAGING PREPARATORY SCHOOLS AND TO MAKE PROVISION FOR THE ESTABLISHMENT AND AWARDING OF SCHOLARSHIPS, EXHIBITIONS, OR BURSARIES.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources