Finance Score: -3

Governance Score: 6

Support Score: 3

Poor Liquidity: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 6

ABBERLEY HALL LTD

To provide a complete and systematic education and to provide for instruction and education in any subject whatsoever and generally to promote education. In accordance with the memorandum the preparatory school is both a day and boarding school for girls and boys aged up to 13, educating them to a high standard so enabling them to be able to move to a senior school.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Income has been volatile and on several occasions in recent years less than spending

Established: 61 years
(66 years as a company)

www.abberleyhall.co.uk

01242234421

Charity Commission for England and Wales

Tweets

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
31/07/23	£2,644	£4,153	£-1,509	£54	£1,158	£1,153	3.3	75
31/07/22	£2,567	£3,406	£-838	£28	£2,667	£2,663	9.4	70
31/07/21	£2,380	£3,401	£-1,021	£39	£3,505	£3,494	12.3	78
31/07/20?	£3,126	£3,518	£-392	£13	£4,526	£4,518	15.4	102
31/08/19	£3,740	£4,030	£-290	£21	£4,919	£4,907	14.6	103
31/08/18	£3,870	£4,040	£-169	£5	£5,080	£5,078	15.1	106
31/08/17	£3,713	£3,755	£-42	£8	£5,249	£5,247	16.8	108
31/08/16	£3,828	£3,754	£74	£17	£5,291	£5,289	16.9	110
31/08/15	£3,695	£3,835	£-140	£69	£3,791	£3,789	11.9	117
31/08/14	£3,837	£3,820	£17	£48	£3,931	£3,929	12.3	119
31/08/13	£4,028	£3,882	£146	£113	£3,914	£3,912	12.1	119
31/08/12	£4,098	£3,906	£192	£57	£3,768	£3,768	11.6	127
31/08/11	£3,944	£3,761	£183	£62	£3,576	£3,576	11.4	127
31/08/10	£3,836	£3,617	£219	£29	£3,393	£2,706	9	124
31/08/09	£3,641	£3,448	£193	£48	£3,175	£3,174	11	124
31/08/08	£3,523	£3,369	£153	£78	£2,982	£2,981	10.6	96
31/08/07	£2,906	£2,553	£354	£21	£2,828	£2,827	13.3	96
31/08/06	£2,512	£2,488	£23	£0	£0	£0	n/a	0
31/08/05	£2,697	£2,561	£136	£0	£0	£0	n/a	0
31/08/04	£2,675	£2,443	£232	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.3%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 79%
Liabilities/Income: 164%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0

Asset Split ?

What it does

Education/Training
General Charitable Purposes

Who works here?

75 employees

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Worcestershire,

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: 48-69

ANDREW CHRISTOPHER TOWER INGLIS Appointed: 2018, Occupation: Headmaster

ANDREW KEITH METCALFE Appointed: 2019, Occupation: Headmaster, Other trusteeship: THE DOWNS, MALVERN COLLEGE PREP SCHOOL,

CAREY ANTHONY PENNINGTON LEONARD (Chair) Appointed: 2019, Occupation: Banking Non-Exce Director

GAYNOR COOK Appointed: 2020, Occupation: Marketing Consultant

ROGER HARRY BRIERLY Appointed: 2019, Occupation: N/A, Other trusteeship: MALVERN COLLEGE,

SALLY ANN DOWLING Appointed: 2018, Occupation: Group Finance Director

VANESSA YOUNG Appointed: 2020, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 08/07/1963, number: 527598
Registered at Companies House on 03/04/1958, number: 00602279

Gift Aid

NOT 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

20 returns made; all on time

Main office

MALVERN COLLEGE
COLLEGE ROAD
MALVERN
WR14 3DF

Objectives

GENERALLY TO PROMOTE EDUCATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources