Finance Score: 6
Governance Score: 9
Support Score: 3
  • Good reserves management: +3
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 18 ?

YORK STEINER SCHOOL LIMITED

The main objective of the charity is to provide education based on the principles of Waldorf Education.The charity runs the York Steiner School for pupils aged 3 - 16 yrs old. It also runs Parent & Child groups and offers adult education.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants and contracts
  • Reserves management has been consistently within official guidelines
  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are 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 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£1,153£1,189£-36£49£413£40045830
31/08/22£1,017£964£53£47£449£4175.25347
31/08/21£867£1,002£-135£39£395£3834.66040
31/08/20*£892£870£22£0£530£5187.16533
31/08/19£931£914£17£51£539£5276.968300
31/08/18£894£888£6£74£521£5096.9600
31/08/17£885£857£28£60£515£5027550
31/08/16£759£763£-4£38£487£4757.5540
31/08/15£753£757£-4£117£491£4787.6260
31/08/14£757£764£-7£123£495£4727.4280
31/08/13£731£728£3£109£503£4817.9280
31/08/12£770£769£0£130£500£4787.5280
31/08/11£773£758£15£142£500£4797.6280
31/08/10£748£734£14£146£484£4667.6290
31/08/09£701£701£0£131£470£4557.8280
31/08/08£700£634£66£135£470£4498.5230
31/08/07£651£599£52£109£404£3897.8250
31/08/06£533£525£8n/an/an/an/an/an/a
31/08/05£552£490£63n/an/an/an/an/an/a
31/08/04£424£452£-28n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 5.8%
Fundraising Costs/Total Spending: 4.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 34%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.5
Asset Split ?
Balance Sheet History
Established: 43 years

yorksteinerschool.org

finance@yorksteinerschool.org

01904654983

Charity Commission for England and WalesCompanies HouseFacebookInstagram
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Primary schools
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
Where it operates
  • City Of York, North Yorkshire,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 38-61
  • ADAM DUXBURY Appointed: 2024, Occupation: Product Manager
  • ALISON ELIZABETH LONGRIDGE Appointed: 2021, Occupation: Acupuncturist
  • BRENDAN O'BRIEN Appointed: 2021, Occupation: Company Director
  • LIAM CLEGG Appointed: 2023, Occupation: Lecturer
  • LYNDON JAMES NICHOLSON Appointed: 2020, Occupation: Company Director
  • SIMONE DOCTORS Appointed: 2022, Occupation: Education Consultant
Legal constitution
  • Charitable company registered in England & Wales on 04/11/1981, number: 511974
  • Registered at Companies House on 14/10/1981, number: 01591107
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
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management 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
  • Volunteer management
Filing Record
20 returns made; AR20: 20 days late,
Main office

York Steiner School Ltd
Fulford Cross
York
North Yorkshire
YO10 4PB

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ACCORDANCE WITH THE EDUCATIONAL PRINCIPLES OF THE LATE DR RUDOLF STEINER AND SUCH OTHER PRINCIPLES AS THE COUNCIL OF THE ASSOCIATION SHALL FROM TIME TO TIME DETERMINE BUT BY REFERENCE IN ANY EVENT TO THE NATURAL PROCESSES OF GROWTH AS THEY BEAR UPON THE UNIQUE INDIVIDUALITY SPECIAL TALENTS AND NEEDS OF EACH PERSON.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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