Finance Score: 3

Governance Score: 8

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 14

BOOTHAM SCHOOL

TO CARRY ON SUCH SCHOOL IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS FOR THE EDUCATION OF CHILDREN OF MEMBERS OF THE SOCIETY OF FRIENDS AND OTHERS.

Analysis by Giving is Great

Positives:

The charity has received Government grants
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:

Why are there 14 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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	£12,990	£13,065	£-75	£195	£12,436	£11,212	10.3	173	3
31/08/22	£12,128	£11,508	£621	£144	£12,598	£11,372	11.9	167	2
31/08/21	£10,901	£10,805	£96	£114	£12,079	£10,775	12	169	1
31/08/20	£10,404	£10,631	£-227	£225	£11,901	£10,690	12.1	167	0
31/08/19	£11,141	£10,914	£227	£282	£11,978	£10,820	11.9	169	0
31/08/18	£11,021	£10,765	£257	£271	£11,956	£10,758	12	172	0
31/08/17	£11,498	£10,984	£513	£298	£11,645	£10,522	11.5	169	0
31/08/16	£11,364	£11,120	£244	£355	£10,970	£10,217	11	171	0
31/08/15	£11,586	£10,763	£823	£836	£11,117	£10,745	12	176	0
31/08/14	£10,265	£9,980	£284	£793	£10,307	£9,958	12	183	0
31/08/13	£10,240	£9,853	£387	£773	£9,864	£8,048	9.8	194	0
31/08/12	£10,969	£9,738	£1,231	£1,038	£9,311	£7,439	9.2	193	0
31/08/11	£11,196	£9,523	£1,672	£912	£7,985	£6,542	8.2	197	0
31/08/10	£9,286	£9,073	£213	£797	£6,337	£4,662	6.2	185	0
31/08/09	£9,009	£8,755	£253	£613	£6,070	£4,477	6.1	182	0
31/08/08	£8,602	£7,477	£1,125	£627	£5,897	£4,246	6.8	185	0
31/08/07	£7,332	£7,439	£-106	£611	£4,883	£3,119	5	178	0
31/08/06	£6,626	£6,426	£201	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	£6,094	£5,891	£203	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	£5,637	£5,445	£192	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 31%
Liabilities/Income: 44%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 10.3 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.4

Asset Split ?

Balance Sheet History

Established: 41 years

www.boothamschool.com

office@boothamschool.com

01904654395

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

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 (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-80

ANDREW CHARLES FISHER Appointed: 2024, Occupation: Chartered Accountant

CATHERINE WOODBINE (Chair) Appointed: 2015, Occupation: Retired

DOMINIC JAMES FAIRBRASS Appointed: 2024, Occupation: Doctor

EDWARD JAMES POTTEN Appointed: 2022, Occupation: Consultant

GRAHAM RALPH Appointed: 2019, Occupation: Retired

HENRIETTA MARGARET STOCK Appointed: 2024, Occupation: Senior Sustainability Manager

JULIETTE ENA CECILE HEALEY Appointed: 2021, Occupation: Consultant/Economist

KEITH RONALD KNIGHT Appointed: 2023, Occupation: Retired

MICHAEL HUBERT SESSIONS Appointed: 2024, Occupation: Managing Director

MELISSA CLARE ASKEW Appointed: 2022, Occupation: Lecturer

PETER HEW COLTMAN Appointed: 2021, Occupation: Retired

PHILIPPA JANE FARRINGTON Appointed: 2023, Occupation: Management Consultant

PROFESSOR JONATHAN CRANIDGE LOVETT Appointed: 2022, Occupation: University Professor

RACHEL JANE HICKS Appointed: 2020, Occupation: Marketing Consultant

Legal constitution

Charitable company registered in England & Wales on 26/10/1983, number: 513645
Registered at Companies House on 10/12/1982, number: 01686068

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; all on time

Main office

BOOTHAM SCHOOL
51 BOOTHAM
YORK
YO30 7BU

Objectives

TO CARRY ON SUCH SCHOOL IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS FOR THE EDUCATION OF CHILDREN OF MEMBERS OF THE SOCIETY OF FRIENDS AND OTHERS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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