Finance Score: -2

Governance Score: 9

Support Score: 3

Multiple Deficits: -2

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

Grant maker support: +3

Overall GiG Score: 10

THE ELMS (COLWALL) LIMITED

Education of children up to the age of 13

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

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
31/08/22		£3,258	£3,051	£207	£0	£3,673	£3,624	14.3	61
31/08/21		£2,485	£2,942	£-457	£0	£3,466	£3,416	13.9	62
31/08/20	*	£2,424	£2,982	£-558	£0	£3,923	£3,874	15.6	64
31/08/19		£2,915	£3,265	£-350	£0	£4,481	£4,431	16.3	72
31/08/18		£2,731	£3,032	£-302	£0	£4,790	£4,728	18.7	74
31/08/17		£2,884	£2,876	£8	£0	£5,054	£60	0.2	72
31/08/16		£3,191	£2,939	£252	£0	£5,046	£4,997	20.4	51
31/08/15		£2,952	£2,830	£122	£9	£4,769	£50	0.2	67
31/08/14		£2,940	£2,721	£219	£10	£4,647	£4,597	20.3	66
31/08/13		£2,719	£2,552	£167	£9	£4,427	£4,378	20.6	63
31/08/12		£2,626	£2,518	£107	£174	£4,260	£4,211	20.1	69
31/08/11		£2,553	£2,353	£200	£185	£4,644	£4,594	23.4	68
31/08/10		£2,723	£2,211	£512	£154	£4,444	£4,394	23.9	67
31/08/09		£2,626	£2,150	£476	£129	£3,932	£3,882	21.7	63
31/08/08		£2,509	£2,158	£351	£124	£3,456	£3,406	18.9	61
31/08/07		£2,462	£1,976	£486	£119	£3,104	£3,055	18.6	58
31/08/06		£2,177	£1,914	£263	£0	£0	£0	n/a	0
31/08/05		£2,043	£1,750	£292	£0	£0	£0	n/a	0
31/08/04		£1,891	£1,532	£358	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 14.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.7

Asset Split ?

Established: 59 years

www.elmsschool.co.uk

bursar@elmsschool.co.uk

01684540344

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals

Where it operates

Herefordshire,

Who it helps

Children/Young People

Who works here?

61 employees

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
The Grocers' Charity - 2023 Education - The Elms School
£13,310	21/10/2022	Bursary
The Grocers' Charity - 2022-The Elms
£13,310	22/10/2021	Bursary
The Grocers' Charity - 2021 - The Elms School
£13,310	30/09/2020	Bursary
The Grocers' Charity - 2020 The Elms School
£13,310	25/10/2019	Improving support for disadvantaged children and young people

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-64

DANIEL JAMES GRAHAM Appointed: 2022, Occupation: Company Director

HANNAH CLAIRE WALL Appointed: 2022, Occupation: Solicitor

JAMES MICHAEL ROSE Appointed: 2022, Occupation: Finance Director

LAURA ELIZABETH REDVERS Appointed: 2021, Occupation: None

ALEXANDRA MOIRA MACKENZIE MILLIKEN Appointed: 2018, Occupation: Housewife

BENJAMIN PAUL EVANS Appointed: 2022, Occupation: Headmaster, Other trusteeship: TUDOR HALL SCHOOL,

LADY SUSANNA MCFARLANE MCSP DL Appointed: 2015, Other trusteeships: THE HEREFORDSHIRE HISTORIC CHURCHES TRUST, SUCKLEY PARISH, ACADEMY AND COMMUNITY ENTERPRISES,

MATHEW GILLIAT-SMITH Appointed: 2019, Occupation: Consultant

NEIL BALDWIN Appointed: 2022, Occupation: Insurance, Other trusteeship: ESTATE CHARITY OF EDWARD HALL,

Legal constitution

Charitable company registered in England & Wales on 04/11/1965, number: 527252
Registered at Companies House on 30/03/1965, number: 00843499

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR20: 204 days late,

Main office

THE ELMS SCHOOL
COLWALL GREEN
MALVERN
WR13 6EF

Objectives

TO ESTABLISH, PROVIDE, CONDUCT AND CARRY ON RESIDENTIAL AND NON-RESIDENTIAL SCHOOLS TO GRANT SCHOLARSHIPS, BURSARIES, EXHIBITIONS AND PRIZES AND TO PROVIDE FOR THE HOLDING OF LECTURES, CLASSES, CONFERENCES, EXHIBITIONS AND CONCERTS.

Defined Area of Benefit:

NOT DEFINED

Data Sources