Finance Score: 1

Governance Score: 5

Support Score: 3

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

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 9

WINDERMERE EDUCATIONAL TRUST LIMITED

Windermere Educational Trust Limited operates an Independent Boarding Preparatory and Senior School offering education to children aged 3 to 18.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
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

Regulatory & Governance issues to consider:

The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
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		£6,402	£6,695	£-293	£152	£20,200	£20,195	36.2	116	20
31/08/21		£5,972	£6,077	£-106	£105	£20,493	£20,486	40.5	119	20
31/08/20		£6,025	£6,258	£-233	£65	£20,598	£20,596	39.5	127	20
31/08/19		£6,675	£6,626	£49	£243	£20,832	£20,832	37.7	132	20
31/08/18		£6,298	£6,420	£-122	£177	£20,783	£20,783	38.8	139	10
31/08/17		£6,558	£6,446	£112	£341	£20,905	£20,905	38.9	137	0
31/08/16		£6,465	£6,465	£1	£442	£20,793	£20,788	38.6	134	0
31/08/15		£6,490	£6,508	£-18	£374	£11,267	£11,224	20.7	135	0
31/08/14	*	£6,385	£6,540	£-155	£237	£11,285	£11,156	20.5	113	0
31/08/13		£6,275	£6,153	£122	£203	£11,852	£11,637	22.7	120	0
31/08/12		£5,755	£5,874	£-119	£196	£11,731	£11,548	23.6	121	0
31/08/11		£5,429	£5,333	£96	£160	£11,853	£11,693	26.3	117	0
31/08/10		£5,243	£5,317	£-74	£85	£2,641	£2,478	5.6	114	0
31/08/09		£5,324	£5,398	£-74	£76	£2,714	£2,593	5.8	120	0
31/08/08		£5,030	£5,116	£-85	£64	£2,804	£2,680	6.3	121	0
31/08/07		£4,340	£4,628	£-288	£28	£2,920	£2,786	7.2	111	0
31/08/06		£4,239	£4,541	£-302	£0	£0	£0	n/a	0	0
31/08/05		£3,847	£4,039	£-192	£0	£0	£0	n/a	0	0
31/08/04		£3,496	£3,848	£-352	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.6%
Fundraising Costs/Total Spending: 2.3%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 25%
Liabilities/Income: 105%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 36.2 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.4

Asset Split ?

Established: 56 years

www.windermereschool.co.uk

ws@windermereschool.co.uk

01539446164

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources

Where it operates

Cumbria,

Who it helps

Children/Young People

Who works here?

116 employees
20 volunteers

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

Age Range of Trustees: 30-67

CHRIS KENNY Appointed: 2021, Occupation: Independent Consultant

HOLLY JULIE NELSON Appointed: 2022, Occupation: Barrister

MICHAEL ANTHONY HUNTER Appointed: 2022, Occupation: Ceo

PAUL SCOTT Appointed: 2021, Occupation: Retired

REVD CANON JONATHAN DAVID BREWSTER Appointed: 2022, Occupation: Minister Of Religion

PETER ANTHONY HOGAN (Chair) Appointed: 2023, Occupation: Retired, Other trusteeship: HUNTER HALL SCHOOL LTD,

LEO HOULDING Appointed: 2022, Occupation: Rock Climber, Other trusteeship: THE OUTWARD BOUND TRUST,

Legal constitution

Charitable company registered in England & Wales on 28/11/1967, number: 526973
Registered at Companies House on 08/09/1967, number: 00914963

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR14: 21 days late,

Main office

Windermere School
Browhead
Patterdale Road
WINDERMERE
LA23 1NW

Objectives

(A) TO ACQUIRE AND TAKE OVER AND CARRY ON ST ANNE'S SCHOOL, BROW HEAD, WINDERMERE, HERETOFORE CARRIED ON BY ST. ANNE'S SCHOOL LIMITED. (B)(I) TO ESTABLISH AND MAINTAIN AT THE SAID PREMISES, AND TO ESTABLISH OR ACQUIRE AND CARRY ON OR MANAGE ELSEWHERE, ANY SUBSIDIARY, AFFILIATED OR OTHER SCHOOLS FOR THE EDUCATION OF GIRLS, AND IF THOUGHT FIT, FOR THE EDUCATION OF BOYS, EITHER IN CONNEXION WITH ST. ANNE'S SCHOOL OR AS INDEPENDENT SCHOOLS, AND TO SUPPLY TO THE PUPILS GENERAL INSTRUCTION OF THE HIGHEST CLASS, TOGETHER WITH PHYSICAL, MORAL AND RELIGIOUS TRAINING, BUT SO THAT EACH SCHOOL SHALL BE CARRIED ON AS AN EDUCATIONAL CHARITY. (B)(II) TO EDUCATE AND ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED. (C) TO CARRY ON ANY SCHOOLS ACQUIRED BY ST. ANNE'S SCHOOL EDUCATIONAL TRUST LIMITED AS EDUCATIONAL CHARITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources