Finance Score: 1

Governance Score: 6

Support Score: 3

Low unrestricted reserves: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 10

LEICESTERSHIRE INDEPENDENT EDUCATIONAL TRUST

To provide education for children of both sexes between the ages of 3 and 18

Analysis by Giving is Great

Positives:

The charity has received Government grants
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

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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
31/08/22		£5,473	£5,785	£-312	£42	£2,128	£1,333	2.8	99	0
31/08/21		£5,175	£5,174	£2	£19	£2,440	£1,588	3.7	105	0
31/08/20		£4,943	£4,919	£24	£15	£2,438	£1,549	3.8	84	8
31/08/19		£5,049	£4,976	£73	£22	£2,415	£1,494	3.6	114	5
31/08/18		£4,769	£4,657	£112	£0	£2,341	£1,394	3.6	116	2
31/08/17		£4,773	£4,374	£398	£1	£2,229	£1,278	3.5	109	0
31/08/16		£4,811	£4,246	£565	£1	£1,831	£549	1.6	111	0
31/08/15		£4,393	£4,498	£-105	£12	£1,266	£586	1.6	83	0
31/08/14		£4,538	£4,480	£59	£9	£1,370	£661	1.8	83	0
31/08/13		£4,280	£4,411	£-131	£9	£1,312	£732	2	84	0
31/08/12		£4,273	£4,419	£-146	£8	£1,443	£841	2.3	82	0
31/08/11	*	£4,289	£4,339	£-49	£9	£1,589	£964	2.7	80	0
31/08/10		£4,487	£4,349	£139	£7	£1,638	£998	2.8	80	0
31/08/09		£4,416	£4,169	£247	£58	£1,499	£857	2.5	80	0
31/08/08		£3,884	£3,691	£193	£65	£1,252	£710	2.3	75	0
31/08/07		£3,416	£3,373	£43	£67	£1,059	£526	1.9	72	0
31/08/06	*	£3,391	£3,419	£-28	£0	£0	£0	n/a	0	0
31/08/05	*	£3,829	£3,729	£100	£0	£0	£0	n/a	0	0
31/08/04		£3,593	£3,437	£157	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 54%
Liabilities/Income: 46%
Unrestricted Funds/Total Funds: 63%
Reserves/Spending: 2.8 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.8

Asset Split ?

Established: 41 years

www.dixie.org.uk

bursar@dixie.org.uk

01455292244

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

Where it operates

Leicestershire, Warwickshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

99 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Sport England - Dixie Sports Hub
£150,000	28/08/2013	Funding under Sport England's Inspired Facilities funding programme for a Capital project titled 'Dixie Sports Hub'. This project lists its main activity as Multi Sports. This funding has contributed ....more Funding under Sport England's Inspired Facilities funding programme for a Capital project titled 'Dixie Sports Hub'. This project lists its main activity as Multi Sports. This funding has contributed towards a Multi Facility - Artificial Grass Pitch (Sand Dressed/Filled),FloodLights (Floodlights)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 40-71

JO FENTON PARKES (Chair) Appointed: 2013, Occupation: Head Teacher

JONATHAN ADAM MARSH Appointed: 2023, Occupation: Sales And Marketing Director

KATHRYN MCINTYRE Appointed: 2023, Occupation: Hr Director

PROFESSOR MUSA MIHSEIN Appointed: 2019, Occupation: Education Professor

SARAH LOUISE KENNEDY Appointed: 2021, Occupation: Accountant

DR CHARLES KENDALL Appointed: 2014, Occupation: Retired

IAN ANDREW SMITH Appointed: 2016, Occupation: Tax Specialist

LISA PITTWOOD Appointed: 2017, Occupation: Head Teacher

PHILIP JOHN BOWMAN Appointed: 2018, Occupation: Company Director

STEVEN DANIEL BOYES Appointed: 2019, Occupation: Education Consultant

MARK ASHFIELD Appointed: 2016, Occupation: Company Director, Other trusteeship: STANDING TALL CIO,

Legal constitution

Charitable company registered in England & Wales on 20/10/1983, number: 514407
Registered at Companies House on 08/09/1983, number: 01751466

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR11: 3 days late, AR06: 16 days late, AR05: 30 days late,

Main office

MICHAEL FROST
THE DIXIE GRAMMAR SCHOOL
MARKET BOSWORTH
LEICESTERSHIRE
CV13 0LE

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION FOR PUBLIC BENEFIT AND IN CONNECTION THEREWITH TO CONDUCT, CARRY ON, ACQUIRE AND DEVELOP IN THE UNITED KINGDOM OR ELSEWHERE A SCHOOL OR SCHOOLS TO BE RUN FOR THE EDUCATION OF STUDENTS AND CHILDREN OF EITHER SEX OR BOTH SEXES.

Defined Area of Benefit:

NOT DEFINED

Data Sources