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:

On several occasions in recent years income has been less than spending
Liquidity appears to have been slender at the latest year end
There was a deficit on unrestricted reserves of £2,819,425 at the last year end after deducting the value of own use assets

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Established: 65 years

www.abberleyhall.co.uk

01242234421

Charity Commission for England and Wales

Tweets

This Charity did not raise funds from the public in its latest financial period

Financial Data ?

Income & Spending ?

Data adjusted to reflect year end change

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	£2,567	£3,406	£-838	£28	£2,667	£-2,819	-10	70	0
31/07/21	£2,380	£3,401	£-1,021	£39	£3,505	£-1,942	-7	78	0
31/07/20?	£3,126	£3,518	£-392	£13	£4,526	£-788	-3	102	0
31/08/19	£3,740	£4,030	£-290	£21	£4,919	£-730	-2	103	0
31/08/18	£3,870	£4,040	£-169	£5	£5,080	£5,078	15	106	0
31/08/17	£3,713	£3,755	£-42	£8	£5,249	£5,247	17	108
31/08/16	£3,828	£3,754	£74	£17	£5,291	£5,289	17	110
31/08/15	£3,695	£3,835	£-140	£69	£3,791	£3,789	12	117
31/08/14	£3,837	£3,820	£17	£48	£3,931	£3,929	12	119
31/08/13	£4,028	£3,882	£146	£113	£3,914	£3,912	12	119
31/08/12	£4,098	£3,906	£192	£57	£3,768	£3,768	12	127
31/08/11	£3,944	£3,761	£183	£62	£3,576	£3,576	11	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	11	96
31/08/07	£2,906	£2,553	£354	£21	£2,828	£2,827	13	96
31/08/06	£2,512	£2,488	£23	n/a	n/a	n/a	n/a	n/a
31/08/05	£2,697	£2,561	£136	n/a	n/a	n/a	n/a	n/a
31/08/04	£2,675	£2,443	£232	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Voluntary Income: 1%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 3%
Liabilities/Assets: 55%
Liabilities/Income: 128%
Unrestricted Funds/Total Funds: -106%
Net Current Assets/Spending: -9.9 months

Asset Split ?

What it does

Education/Training
General Charitable Purposes

Who works here?

70 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
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

Main office

Crowe Uk Llp
Carrick House
Lypiatt Road
CHELTENHAM
Gloucestershire
GL50 2QJ

Objectives

GENERALLY TO PROMOTE EDUCATION.

Defined Area of Benefit: NOT DEFINED

Data Sources