Finance Score: -6

Governance Score: 3

Support Score: 5

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Large volunteers +5
Grant maker support: +0

Overall GiG Score: 2

THE WILSON STUART SCHOOL FUND

Special Day School, Academy

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 39 years

www.wilsonstuart.co.uk

schoolfund@wilsonstuart.co.uk

01213734475

Charity Commission for England and Wales

Tweets

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		£12	£9	£4	n/a	n/a	n/a	n/a	n/a	10
31/08/21	*	£1	£4	£-3	n/a	n/a	n/a	n/a	n/a	0
31/08/20	*	£11	£15	£-4	n/a	n/a	n/a	n/a	n/a	20
31/08/19	*	£21	£49	£-28	n/a	n/a	n/a	n/a	n/a	20
31/08/18		£26	£14	£13	£0	£0	£0	n/a	0	20
31/08/17		£17	£12	£5	£0	£0	£0	n/a	0	0
31/08/16		£17	£21	£-4	£0	£0	£0	n/a	0	0
31/08/15		£23	£34	£-11	£0	£0	£0	n/a	0	0
31/08/14		£17	£26	£-9	£0	£0	£0	n/a	0	0
31/08/13?		£35	£26	£9	£0	£0	£0	n/a	0	0
01/04/12		£13	£25	£-12	£0	£0	£0	n/a	0	0
01/04/11		£22	£18	£4	£0	£0	£0	n/a	0	0
01/04/10		£24	£12	£11	£0	£0	£0	n/a	0	0
02/04/09	*	£21	£46	£-25	£0	£0	£0	n/a	0	0
31/03/08		£44	£13	£31	£0	£0	£0	n/a	0	0
31/03/07		£21	£17	£4	£0	£0	£0	n/a	0	0
31/03/06		£33	£34	£-1	£0	£0	£0	n/a	0	0
31/03/05		£15	£16	£-1	£0	£0	£0	n/a	0	0
31/03/04		£22	£11	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Birmingham City,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
10 volunteers

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 - Swimming Equipment
£7,713	28/01/2020 10	Funding under Sport England's Small Grants funding programme for a Revenue project titled Swimming Equipment. This project is a Swimming & Diving project, with a focus on younger beneficiaries.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ELIZABETH DEAN Appointed: 2020

SIAN PARKER Appointed: 2018

SIMON HARRIS Appointed: 2020

TOM ELMES Appointed: 2023

Legal constitution

Charity registered in England & Wales on 19/12/1984, number: 515872
Registered at Companies House on 01/03/2012, number: 07972037

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR21: 3 days late, AR20: 1 days late, AR19: 20 days late, AR09: 15 days late,

Main office

Wilson Stuart School
Perry Common Road
Erdington
BIRMINGHAM
B23 7AT

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS OF WILSON STUART SCHOOL BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES NOT NORMALLY PROVED BY THE L.E.A.

Defined Area of Benefit:

NOT DEFINED

Data Sources