Finance Score: -7

Governance Score: 3

Support Score: 3

Deficit on unrestricted reserves: -2
Accounts overdue -5

Good trustee age range: +3
Dynamic board: +3
All male board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -1

LUCTON PIERREPONT SCHOOL EDUCATIONAL TRUST

Lucton Pierrepont School Educational Trust operates Lucton School in North Herefordshire, where local children from 6 months are taken into the nursery and school pupils are able to study from leaving nursery, right up to taking their A-levels, prior to leaving for higher and further education. The school is co-educational and also provides boarding for nearly one-third of the school's pupils.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

There was a deficit on unrestricted reserves of £36,571 at the last year end after deducting the value of own use assets
Latest accounts are overdue for filing

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
31/08/21	*	£3,940	£4,274	£-335	£142	£-37	£-37	-0.1	103	0
31/08/20		£4,698	£4,790	£-92	£83	£298	£260	0.7	112	0
31/08/19		£4,509	£4,662	£-153	£0	£390	£346	0.9	109	1
31/08/18		£4,527	£4,600	£-73	£125	£916	£867	2.3	110	4
31/08/17		£4,523	£4,568	£-45	£0	£989	£938	2.5	105	0
31/08/16		£4,171	£4,134	£37	£1	£1,034	£982	2.9	102	0
31/08/15		£4,192	£3,969	£223	£47	£1,137	£1,082	3.3	71	0
31/08/14		£3,805	£3,577	£228	£26	£1,140	£1,086	3.6	87	0
31/08/13	*	£3,467	£3,332	£135	£28	£911	£863	3.1	68	0
31/08/12		£3,202	£3,113	£88	£43	£818	£771	3	68	0
31/08/11		£2,937	£2,899	£38	£24	£1,672	£1,641	6.8	70	0
31/08/10		£2,659	£2,658	£1	£15	£1,658	£1,647	7.4	68	0
31/08/09		£2,577	£2,725	£-147	£49	£1,684	£1,673	7.4	50	0
31/08/08		£2,274	£2,508	£-234	£39	£1,831	£1,820	8.7	54	0
31/08/07	*	£2,005	£2,130	£-125	£20	£1,725	£1,714	9.7	53	0
31/08/06		£1,623	£1,685	£-62	£0	£0	£0	n/a	0	0
31/08/05		£1,232	£1,251	£-19	£0	£0	£0	n/a	0	0
31/08/04		£1,003	£1,023	£-20	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 101%
Liabilities/Income: 98%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: -0.1 months
Net Current Assets/Spending: -9 months
Quick Ratio: 0

Asset Split ?

Established: 38 years

www.luctonschool.org

enquiries@luctonschool.org

01568782000

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Herefordshire,

Who it helps

Children/Young People

Who works here?

103 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-76

ROBIN STATTERSFIELD Appointed: 2021, Occupation: Director

ALI KHAN (Chair) Appointed: 2021, Occupation: Headteacher

PAUL BUSS Appointed: 2021, Occupation: Finance Director

REV MICHAEL JOHN KNEEN Appointed: 2019, Occupation: Rector, Other trusteeships: ANN HEMING'S CHARITY, E STANLEY HOLLAND CHARITY, THE 82045 STEAM LOCOMOTIVE TRUST,

SIMON SHERREY Appointed: 2011, Occupation: Facility Management Consultant, Other trusteeship: WOLVERLEY PLAYING FIELDS,

Legal constitution

Charitable company registered in England & Wales on 10/10/1986, number: 518076
Registered at Companies House on 29/09/1986, number: 02059659

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

18 returns made; AR21: 140 days late, AR13: 23 days late, AR07: 192 days late,

Main office

LUCTON SCHOOL
LUCTON
LEOMINSTER
HR6 9PN

Objectives

THE TRUST IS ESTABLISHED TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION OF CHILDREN IN THE UNITED KINGDOM AND ELSEWHERE, SUCH EDUCATION TO BE DESIGNED TO GIVE A SOUND RELIGIOUS AND MORAL BASIS TO ALL PUPILS.

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE

Data Sources