Finance Score: 2

Governance Score: 6

Support Score: 3

Good reserves management: +3
Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 11

PRIORY SCHOOL EDGBASTON TRUSTEES LIMITED

Education of children

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 dynamic in terms of composition

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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
31/08/23		£4,803	£4,745	£57	£70	£1,510	£1,510	3.8	99
31/08/22	*	£4,481	£4,458	£23	£0	£1,453	£1,453	3.9	99
31/08/21		£4,404	£4,621	£-217	£0	£1,430	£1,430	3.7	107
31/08/20		£4,084	£4,560	£-476	£0	£1,647	£1,647	4.3	113
31/08/19	*	£5,296	£5,128	£168	£0	£2,123	£2,123	5	116
31/08/18	*	£5,194	£4,632	£562	£75	£1,955	£1,955	5.1	115
31/08/17		£4,865	£4,326	£539	£0	£1,393	£1,393	3.9	107
31/08/16	*	£4,308	£4,118	£191	£0	£854	£840	2.4	107
31/08/15		£4,239	£4,169	£70	£18	£658	£650	1.9	106
31/08/14		£4,013	£3,980	£33	£16	£589	£572	1.7	106
31/08/13		£3,888	£3,709	£180	£17	£556	£535	1.7	102
31/08/12		£3,658	£3,557	£101	£16	£376	£350	1.2	100
31/08/11		£3,246	£3,187	£58	£16	£275	£245	0.9	88
31/08/10		£3,044	£3,046	£-2	£17	£217	£178	0.7	86
31/08/09		£2,957	£2,922	£35	£17	£219	£211	0.9	87
31/08/08		£2,714	£2,834	£-120	£18	£185	£180	0.8	79
31/08/07		£2,426	£2,451	£-25	£16	£304	£303	1.5	73
31/08/06		£2,342	£2,168	£174	£0	£0	£0	n/a	0
31/08/05		£2,123	£2,012	£111	£0	£0	£0	n/a	0
31/08/04		£1,973	£1,924	£49	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.5%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 29%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Established: 38 years

www.prioryschool.net

s.brereton@prioryschool.net

01214404103

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Birmingham City,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 27-77

ANNE CLEARY Appointed: 2019, Occupation: Company Director

DEIDRE MATTISON Appointed: 2016, Occupation: Company Director, Other trusteeship: THE CHAMBERLAIN HIGHBURY TRUST,

HEATHER SOMERFIELD BA MSC (Chair) Appointed: 2014, Occupation: Retired

PAT SKRYBANT Appointed: 2021, Occupation: Company Director

REV JOHN O'BRIEN Appointed: 2022, Occupation: Priest

SHERNICE RAI Appointed: 2022, Occupation: Associate Lecturer

STUART BRERETON Appointed: 2021, Occupation: Company Director

VISHAL NAIK Appointed: 2016, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 06/10/1986, number: 518009
Registered at Companies House on 30/07/1986, number: 02042309

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
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
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

Filing Record

20 returns made; AR22: 129 days late, AR19: 97 days late, AR18: 18 days late, AR16: 25 days late,

Main office

Priory School
Sir Harrys Road
Edgbaston
BIRMINGHAM
B15 2UR

Objectives

The objects of the Charity (Objects) are to advance education by continuing in Birmingham or elsewhere in the United Kingdom a day or boarding school or schools for the education of children of either or both sexes and all denominations, being a school or schools that shall provide to infants, children and students a high quality of general instruction together with moral and spiritual guidance and each such School shall be carried on as an educational charity.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources