Finance Score: -2

Governance Score: 1

Support Score: 3

Excess reserves: -2

Narrow trustee age band: -2
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 2

MARIA MONTESSORI TRAINING ORGANISATION

The principal activity of the company is to promote the application of authentic educational principles on which the method of teaching children, known as the Montessori Method, is based and to train teachers in that method. In addition the company runs exemplar schools (3-12 yrs) in which students are able to observe Montessori principles in practice.

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £8,828,400 available, equivalent to 28 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
31/08/23		£4,396	£3,718	£679	£0	£8,833	£8,828	28.5	61
31/08/22		£3,580	£3,415	£165	£0	£8,155	£8,153	28.6	59
31/08/21		£3,385	£3,151	£234	£0	£7,990	£7,985	30.4	55
31/08/20		£2,965	£2,875	£90	£0	£7,756	£7,754	32.4	46
31/08/19		£2,841	£2,811	£29	£0	£7,666	£7,664	32.7	43
31/08/18		£2,661	£2,822	£-161	£0	£7,637	£7,635	32.5	42
31/08/17		£2,666	£2,520	£146	£0	£7,798	£7,796	37.1	43
31/08/16		£2,527	£2,396	£131	£0	£7,652	£7,650	38.3	43
31/08/15		£2,456	£2,278	£178	£31	£1,012	£1,004	5.3	39
31/08/14		£2,219	£2,089	£130	£27	£834	£832	4.8	40
31/08/13		£1,998	£1,929	£69	£23	£703	£693	4.3	41
31/08/12		£1,931	£1,902	£29	£31	£634	£625	3.9	41
31/08/11		£1,705	£1,619	£86	£34	£605	£595	4.4	39
31/08/10		£1,426	£1,417	£9	£28	£519	£496	4.2	46
31/08/09		£1,457	£1,400	£57	£27	£510	£487	4.2	41
31/08/08		£1,278	£1,231	£47	£29	£453	£424	4.1	39
31/08/07	*	£1,023	£997	£26	£-1,968	£406	£373	4.5	32
31/08/06	*	£1,025	£900	£125	£0	£0	£0	n/a	0
31/08/05	*	£865	£740	£125	£0	£0	£0	n/a	0
31/08/04		£776	£697	£79	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 14%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 28.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Established: 60 years
(62 years as a company)

www.mariamontessori.org

info@mariamontessori.org

02074353646

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout London,

Who it helps

Children/Young People

Who works here?

61 employees

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: 54-72

CARRIE EMMA WESTON Appointed: 2021, Occupation: Higher Education - Deputy Ceo

FARRAN SCOTT LRAM B MVS

BENEDICT FAUDEL GABRIELLI FACCINI Appointed: 2005, Occupation: Author Consultant

CATHERINE MIDDLEMAS Appointed: 2019, Occupation: Montessori Teacher

LINDA WEBSTER Appointed: 2008, Occupation: Director

NICOLA FORSYTH Appointed: 2017, Occupation: Company Director

RICHARD ANTHONY PARTRIDGE (Chair) Appointed: 2005, Occupation: Architect

SARA GIWA-MCNEIL Appointed: 2019, Occupation: Montessori Teacher

WENDY INNES Appointed: 2009, Occupation: School Proprietor

AMANDA LAKE Appointed: 2009, Occupation: Assessor, Other trusteeship: CLIMATE HUB BATH & NORTH EAST SOMERSET,

DAVID JOHN MURPHY Appointed: 2014, Occupation: Finance Director, Other trusteeship: THE VLM FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 08/01/1964, number: 313087
Registered at Companies House on 05/07/1961, number: 00697468

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
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; AR07: 168 days late, AR06: 9 days late, AR05: 136 days late,

Main office

Montessori Maria Training
Organisation
26 Lyndhurst Gardens
LONDON
NW3 5NW

Objectives

TO PROMOTE THE MONTESSORI SYSTEM OF EDUCATING CHILDREN AND IN PARTICULAR TO TRAIN TEACHERS IN THAT METHOD.

Defined Area of Benefit:

NOT DEFINED

Data Sources