Finance Score: 1
Governance Score: 6
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 7 ?

THE MALVERNIAN SOCIETY LIMITED 

Raises funds from former pupils and friends of Malvern College in order to make grants to Malvern College and means-tested grants to former pupils of Malvern College doing training or research work.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Fundraising costs are 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:

  • This charity has substantial assets and unrestricted reserves of £13,246,107 available, equivalent to 199 months of spending and so may not be able to utilise additional funding

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
31/07/22£756£800£-43£0£16,530£13,246198.800
31/07/21£1,707£1,275£433£0£16,252£11,673109.960
31/07/20£1,036£756£280£0£14,565£9,871156.740
31/07/19£1,099£491£608£4£14,108£9,518232.747
31/07/18£838£656£181£0£12,610£8,838161.6432
31/07/17£4,035£519£3,516£0£11,434£7,882182.140
31/07/16£872£621£251£0£7,611£4,09579.130
31/07/15£699£588£110£190£7,179£3,75876.730
31/07/14?£3,126£2,823£303£81£6,571£3,32014.120
31/12/13£399£102£297£0£0£0n/a00
31/12/12£252£61£192£0£0£0n/a00
31/12/11£254£193£61£0£0£0n/a00
31/12/10£343£238£105£0£0£0n/a00
31/12/09£153£131£22£0£0£0n/a00
31/12/08£525£2,154£-1,629£99£5,373£2,96316.520
31/12/07£227£229£-2£0£0£0n/a00
31/12/06?£126£123£4£0£0£0n/a00
31/03/05£115£80£35£0£0£0n/a00
31/03/04£92£90£2£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 7.9%
Fundraising Costs/Total Spending: 5%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 198.8 months
Net Current Assets/Spending: 49 months
Quick Ratio: 92
Asset Split ?
Established: 60 years
(98 years as a company)

www.malverniansociety.org.uk

malsoc@malverncollege.org.uk

01684581517

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Provides buildings/facilities/open space
Where it operates
  • Worcestershire,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)
Current Trustees appointed

Age Range of Trustees: 29-76
Legal constitution
  • Charitable company registered in England & Wales on 28/05/1964, number: 527573
  • Registered at Companies House on 06/05/1926, number: 00213672
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
19 returns made; all on time
Main office

MALVERN COLLEGE
COLLEGE ROAD
MALVERN
WR14 3DF

Objectives

PROMOTING THE WORK OF EDUCATION AT MALVERN COLLEGE OR SIMILAR ESTABLISHMENTS AND GIVING FINANCIAL ASSISTANCE FOR TRAINING AND ENTRY INTO ANY PROFESSION OR TRADE OR TO PURSUE RESEARCH WORK OR TAKE POSTGRADUATE COURSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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