Finance Score: 3

Governance Score: 9

Support Score: 3

Poor Liquidity: -1
Good reserves management: +3
Multiple Deficits: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 15

QUEEN MARGARET'S SCHOOL, YORK LIMITED

The provision of education to senior girls in a predominantly boarding environment at its site; Escrick Park, near York

Analysis by Giving is Great

Positives:

The charity has received Government grants
Reserves management has been consistently within official guidelines
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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending

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		£6,971	£7,907	£-936	£165	£3,415	£3,270	5	169	0
31/08/21		£6,749	£7,645	£-896	£122	£4,351	£4,208	6.6	169	1
31/08/20		£7,401	£7,699	£-298	£106	£5,247	£5,106	8	173	0
31/08/19		£7,693	£7,734	£-42	£103	£5,545	£5,411	8.4	174	3
31/08/18		£7,961	£8,116	£-156	£99	£5,587	£5,477	8.1	183	1
31/08/17		£8,486	£8,513	£-28	£8	£5,742	£5,674	8	187	0
31/08/16		£8,632	£8,675	£-43	£0	£5,770	£5,700	7.9	160	0
31/08/15		£8,600	£8,534	£66	£16	£5,842	£5,773	8.1	161	0
31/08/14	*	£9,279	£8,858	£421	£15	£5,775	£5,692	7.7	161	0
31/08/13	*	£8,379	£8,374	£5	£19	£5,355	£5,262	7.5	154	0
31/08/12		£7,617	£8,104	£-487	£21	£5,350	£5,259	7.8	145	0
31/08/11		£6,571	£7,458	£-887	£20	£5,837	£5,749	9.3	127	0
31/08/10		£6,919	£7,499	£-580	£23	£6,721	£6,636	10.6	122	0
31/08/09		£7,756	£7,741	£16	£24	£7,320	£7,236	11.2	130	0
31/08/08		£7,368	£7,486	£-118	£24	£7,288	£7,222	11.6	132	0
31/08/07		£7,377	£7,195	£182	£23	£7,399	£7,355	12.3	133	0
31/08/06		£7,069	£6,856	£214	£0	£0	£0	n/a	0	0
31/08/05		£6,652	£6,482	£170	£0	£0	£0	n/a	0	0
31/08/04		£5,770	£5,516	£254	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 2.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 66%
Liabilities/Income: 97%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 5 months
Net Current Assets/Spending: -6 months
Quick Ratio: 0

Asset Split ?

Established: 38 years

www.queenmargarets.com

enquiries@queenmargarets.com

01904728261

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

North Yorkshire,

Who it helps

Children/Young People

Who works here?

169 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 42-67

FANG SHI Appointed: 2023, Occupation: School Governor

DOUGLAS JOHN SCOTT COCHRAN Appointed: 2024, Occupation: Governor

DR EMMA MARIE HENNEY Appointed: 2022, Occupation: School Governor

NICHOLAS WILLIAM GRANVILLE BLYTHE Appointed: 2020, Occupation: School Governor

SARAH-JANE BARKER Appointed: 2022, Occupation: School Governor

TERENCE WILLIAM BURT Appointed: 2021, Occupation: School Governor

CHLOE ALICE FAIRLEY Appointed: 2019, Occupation: School Governor

CLARE DEBORAH GRANGER Appointed: 2017, Occupation: School Governor

JOHN HODDINOTT Appointed: 2018, Occupation: School Governor

MATTHEW STRIPE Appointed: 2019, Occupation: School Governor

MRS SUE KING Appointed: 2017, Occupation: School Governor

THE HON MRS BEL FORBES Appointed: 2018, Occupation: School Governor

Legal constitution

Charitable company registered in England & Wales on 13/05/1986, number: 517523
Registered at Companies House on 15/04/1986, number: 02010493

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR14: 20 days late, AR13: 3 days late,

Main office

QUEEN MARGARETS SCHOOL
ESCRICK PARK
ESCRICK
YORK
YO19 6EU

Objectives

TO PROMOTE THE ADVANCEMENT OF EDUCATION GENERALLY AND IN PARTICULAR THE EDUCATION AND TRAINING OF PUPILS OF QUEEN MARGARET'S SCHOOL, YORK AND IN CONNECTION THEREWITH TO CONDUCT AND CARRY ON A SCHOOL PROVIDING A CLASSICAL, MATHEMATICAL, SCIENTIFIC, MUSIC AND GENERAL EDUCATION FOR CHILDREN OF ALL SECTIONS OF THE COMMUNITY SUBJECT TO THE CONDITION THAT RELIGIOUS INSTRUCTION GIVEN AT SUCH A SCHOOL SHALL BE IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND.

Defined Area of Benefit:

CATCHMENT AREA OF QUEEN MARGARET'S SCHOOL, YORK

Data Sources