Finance Score: 2

Governance Score: 1

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 6

BEACONSFIELD EDUCATIONAL TRUST LTD

The aim of the charity is the provision of education at Davenies School, Beaconsfield. The school's policy is to attain high academic standards, whilst encouraging the boys to benefit from a wide range of curricular and extra-curricular activities. The aim is to prepare the boys fully for the senior school of their choice whether in the independent or state sector.

Analysis by Giving is Great

Positives:

The charity has received Government grants
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 gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£5,925	£5,743	£182	£162	£7,281	£7,220	15.1	80	1
31/08/22		£5,688	£5,359	£330	£88	£7,098	£7,030	15.7	78	1
31/08/21		£5,217	£4,936	£281	£87	£6,769	£6,693	16.3	79	0
31/08/20		£5,042	£4,919	£124	£0	£6,487	£6,420	15.7	78	0
31/08/19		£5,284	£4,973	£311	£0	£6,364	£6,312	15.2	79	1
31/08/18		£5,179	£4,849	£330	£109	£6,064	£6,001	14.9	63	0
31/08/17		£4,874	£4,743	£131	£108	£5,734	£5,656	14.3	72	0
31/08/16		£4,932	£4,886	£46	£0	£5,603	£5,506	13.5	72	0
31/08/15		£4,617	£4,422	£195	£90	£5,557	£5,452	14.8	65	0
31/08/14		£4,290	£4,658	£-368	£57	£5,363	£5,251	13.5	58	0
31/08/13		£4,110	£3,831	£279	£102	£5,730	£5,610	17.6	54	0
31/08/12		£3,952	£3,680	£272	£58	£5,452	£5,328	17.4	55	0
31/08/11		£3,695	£3,545	£150	£53	£5,179	£5,044	17.1	54	0
31/08/10		£3,584	£3,452	£132	£55	£5,029	£4,896	17	52	0
31/08/09		£3,546	£3,184	£361	£56	£4,897	£4,762	17.9	52	0
31/08/08		£3,363	£3,036	£328	£44	£4,536	£4,430	17.5	52	0
31/08/07		£3,047	£2,754	£293	£39	£4,208	£4,119	18	49	0
31/08/06		£2,908	£2,656	£252	£0	£0	£0	n/a	0	0
31/08/05	*	£2,732	£2,510	£222	£0	£0	£0	n/a	0	0
28/08/04		£2,591	£2,226	£364	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 2.8%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 42%
Liabilities/Income: 88%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 15.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 62 years

www.davenies.co.uk

office@davenies.co.uk

01494685402

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

Buckinghamshire,

Who it helps

Children/Young People

Who works here?

80 employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 46-60

DR DAL SAHOTA Appointed: 2021, Occupation: Doctor

JAMIE SHUTTLE Appointed: 2018, Occupation: Consultant

PHILIP WATKINS Appointed: 2020, Occupation: Chartered Accountant

RACHAEL BAILEY Appointed: 2018, Occupation: Director

TYRONE HOWE Appointed: 2019, Occupation: Headmaster

ANTONIA DALMAHOY Appointed: 2018, Occupation: Managing Director

CHRISTOPHER MICHAEL HILDITCH Appointed: 2017, Occupation: Solicitor

NICHOLAS EDWARDS (Chair) Appointed: 2008, Occupation: Accountant

SIOBHAN LOWREY Appointed: 2015, Occupation: Marketing/ Creative Consultant

THOMAS JENKIN Appointed: 2014, Occupation: Teacher

MICHAEL JOHN REYNER Appointed: 2013, Occupation: Recruitment Consultant, Other trusteeships: THE BORN FREE FOUNDATION, THE PANGEA TRUST,

Legal constitution

Charitable company registered in England & Wales on 16/07/1962, number: 313120
Registered at Companies House on 21/02/1962, number: 00717500

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
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; AR05: 3 days late,

Main office

Davenies Boys Preparatory School
73 Station Road
Beaconsfield
HP9 1AA

Objectives

The object of the Charity (Object) is to advance education for the public benefit.

Defined Area of Benefit:

NOT DEFINED

Data Sources