Finance Score: -4

Governance Score: 6

Support Score: 0

Spending falling: -1
Volatile income: -3

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

KING JAMES'S SCHOOL FUND

The charity is used to advance the education of pupils by providing and assisting in the provision of facilities for the education of pupils at the school not normally provided by the local authority.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 40 years

www.king-james.co.uk

admin@king-james.n-yorks.sch.uk

01423866061

Charity Commission for England and Wales

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
31/03/23	£645	£469	£176	£0	£176	£176	4.5	0	0
31/03/22	£408	£304	£104	n/a	n/a	n/a	n/a	n/a	100
31/03/21	£596	£475	£122	£0	£122	£122	3.1	0	100
31/03/20	£930	£876	£54	£0	£54	£54	0.7	0	100
31/03/19	£911	£757	£154	£0	£154	£154	2.4	0	100
31/03/18	£1,391	£1,268	£123	£0	£123	£47	0.4	0	0
31/03/17	£25	£13	£12	£0	£0	£0	n/a	0	0
31/03/16	£18	£14	£4	£0	£0	£0	n/a	0	0
31/03/15	£26	£35	£-8	£0	£0	£0	n/a	0	0
31/03/14	£22	£23	£-1	£0	£0	£0	n/a	0	0
31/03/13	£14	£11	£3	£0	£0	£0	n/a	0	0
31/03/12	£15	£14	£0	£0	£0	£0	n/a	0	0
31/03/11	£20	£11	£9	£0	£0	£0	n/a	0	0
31/03/10	£18	£22	£-5	£0	£0	£0	n/a	0	0
31/03/09	£19	£24	£-5	£0	£0	£0	n/a	0	0
31/03/08	£23	£7	£16	£0	£0	£0	n/a	0	0
31/03/07	£29	£30	£-2	£0	£0	£0	n/a	0	0
31/03/06	£14	£15	£0	£0	£0	£0	n/a	0	0
31/03/05	£16	£10	£6	£0	£0	£0	n/a	0	0
31/03/04	£12	£11	£1	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: NAN

Asset Split ?

What it does

Education/Training
Other Charitable Purposes
Overseas Aid/Famine Relief

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides other finance

Where it operates

North Yorkshire,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

ANDY HOWARD Appointed: 2023

BRIAN HORNER Appointed: 2023

CLARE MARTIN Appointed: 2024, Other trusteeship: KING JAMES'S FOUNDATION AT KNARESBOROUGH,

IAN YAPP Appointed: 2023, Other trusteeship: BOROUGHBRIDGE HIGH SCHOOL FUND,

KATHRYN STEPHENSON Appointed: 2023, Other trusteeship: BOROUGHBRIDGE HIGH SCHOOL FUND,

MALCOLM DAWSON (Chair) Appointed: 2023, Other trusteeship: THE NIDDERDALE PLUS PARTNERSHIP,

PAT DUNNILL Appointed: 2023, Other trusteeship: BOROUGHBRIDGE HIGH SCHOOL FUND,

Legal constitution

Charity registered in England & Wales on 15/08/1984, number: 515466

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
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; all on time

Main office

KING JAMES'S SCHOOL
KING JAMES ROAD
KNARESBOROUGH
HG5 8EB

Objectives

ADVANCING THE EDUCATION OF PUPILS BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIS FOR THE EDUCATION OF PUPILS AT THE SCHOOL NOT NORMALLY PROVIDED BY THE LOCAL AUTHORITY.

Defined Area of Benefit:

CATCHMENT AREA OF THE SCHOOL

Data Sources