Finance Score: 2

Governance Score: 9

Support Score: 4

Excess liquidity: -1
Fundraising costs low: +3

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

Overall weighted support: +4

Overall GiG Score: 15

BUTE HOUSE PREPARATORY SCHOOL FOR GIRLS LIMITED

To advance education primarily by conducting in West London a day school for girls aged 4 to 11. The School's aim is to provide an academic education for pupils with a range of abilities and backgrounds. Bursaries enable a wider range of girls to take advantage of the unique education the School has to offer. Aims and ethos are on its website https://www.butehouse.co.uk/about-us/aims-ethos.html

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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		£7,194	£6,562	£632	£13	£8,516	£8,327	15.2	79	0
31/08/22		£6,193	£5,910	£283	£3	£7,878	£7,749	15.7	72	0
31/08/21		£5,425	£5,521	£-96	£2	£7,604	£7,468	16.2	73	0
31/08/20		£5,476	£5,548	£-72	£2	£7,685	£7,556	16.3	71	0
31/08/19		£6,326	£5,405	£920	£4	£7,759	£7,617	16.9	75	0
31/08/18		£5,491	£5,193	£298	£11	£6,843	£6,722	15.5	61	0
31/08/17		£4,912	£4,928	£-16	£0	£6,546	£6,429	15.7	63	0
31/08/16		£4,812	£4,699	£113	£39	£6,562	£5,989	15.3	63	0
31/08/15		£4,438	£4,506	£-68	£22	£6,441	£6,338	16.9	62	0
31/08/14		£4,225	£3,947	£278	£19	£6,511	£6,396	19.4	58	0
31/08/13		£4,149	£3,820	£329	£21	£6,228	£6,122	19.2	58	0
31/08/12		£4,093	£3,775	£318	£17	£5,896	£5,797	18.4	51	0
31/08/11		£3,921	£3,539	£382	£16	£5,574	£5,459	18.5	52	0
31/08/10		£3,740	£3,625	£115	£16	£5,197	£5,081	16.8	52	0
31/08/09		£3,610	£3,282	£328	£14	£5,076	£4,971	18.2	51	0
31/08/08		£3,528	£3,023	£505	£14	£4,746	£4,646	18.4	50	0
31/08/07		£3,287	£2,853	£435	£13	£4,245	£4,150	17.5	49	0
31/08/06	*	£3,134	£2,698	£436	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£2,908	£2,600	£308	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£2,574	£2,234	£339	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 22%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 15.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.8

Asset Split ?

Balance Sheet History

Established: 61 years
(68 years as a company)

www.butehouse.co.uk

JULIA.WATKISS@BUTEHOUSE.CO.UK

020 7603 7381

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes grants to individuals
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Hammersmith And Fulham,

Who it helps

Children/Young People

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.

Specific Donations

Amount	When Months	To be used for
St Paul's Schools Foundation - Grant to Bute House Preparatory School for Girls
£75,000	01/03/2022	We aim to deliver therapeutic and mental health services to families and children within our well-established community of local state schools.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 35-64

AMANDA BARRON Appointed: 2018, Occupation: Magistrate

DANIEL SCOTT Appointed: 2024, Occupation: General Manager

DIANNA PIERCE-BURGESS Appointed: 2023, Occupation: Consultant

DR MICHELLE SHERMAN Appointed: 2018, Occupation: Consultant Gastroenterologist

JONATHAN BROUGH Appointed: 2021, Occupation: Headmaster

JONATHAN PAUL BECKITT Appointed: 2018, Occupation: Solicitor

MARK PERRY Appointed: 2017, Occupation: Voluntary Work

MATTHIAS HAUGER Appointed: 2024, Occupation: None

POLLY MARY RUTH MCANDREW Appointed: 2018, Occupation: Voluntary Work

ROBERT GERARD WATNEY Appointed: 2021, Occupation: Managing Director

SANDRINE NATHALIE PAILLASSE Appointed: 2023, Occupation: Headteacher

VERNEE SAMUEL Appointed: 2024, Occupation: Education Reseacher/Trainer

Legal constitution

Charitable company registered in England & Wales on 03/02/1964, number: 312739
Registered at Companies House on 21/09/1956, number: 00571803

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
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
Volunteer management

Filing Record

20 returns made; AR06: 4 days late, AR05: 16 days late,

Main office

Luxemburg Gardens
London
W6 7EA

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE EDUCATION, INCLUDING, WITHOUT LIMITATION, BY CONDUCTING THE SCHOOL KNOWN AS BUTE HOUSE PREPARATORY SCHOOL FOR GIRLS AND ANY OTHER SCHOOL OR SCHOOLS, FOR GIRLS OR BOYS, AS THE TRUSTEES MAY THINK FIT; AND PURPOSES INCIDENTAL AND ANCILLARY TO THE SAME.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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