Finance Score: -3

Governance Score: 6

Support Score: 1

Good reserves management: +3
Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +1

Overall GiG Score: 4

MORETON HALL EDUCATIONAL TRUST LIMITED

The principal activity during the year has been the education of pupils in the widest sense. In addition to its core academic activities the School has provided a wide range of sporting, musical, dramatic and other extra-curricular pursuits. The School has sought to attract pupils from a variety of social backgrounds and has made grants in the form of bursaries to this end.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Reserves management has been consistently within official guidelines
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:

Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
On several occasions in recent years income has been less than spending

Established: 60 years

www.moretonhall.com

admin@moretonhall.com

01691773671

Charity Commission for England and Wales

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
31/08/21	*	£8,684	£9,741	£-1,057	£15	£5,773	£4,603	5.7	215
31/08/20		£9,220	£9,347	£-127	£41	£6,829	£5,621	7.2	241
31/08/19	*	£10,522	£10,197	£325	£43	£6,959	£5,730	6.7	252
31/08/18		£11,345	£10,232	£1,113	£65	£6,634	£5,502	6.5	247
31/08/17		£9,665	£9,279	£386	£32	£5,508	£5,185	6.7	230
31/08/16		£9,013	£8,833	£180	£37	£5,122	£4,858	6.6	222
31/08/15		£9,165	£8,829	£335	£61	£4,947	£4,683	6.4	231
31/08/14		£8,705	£8,617	£88	£103	£4,612	£4,381	6.1	220
31/08/13		£8,694	£8,362	£332	£60	£4,524	£4,293	6.2	210
31/08/12		£8,599	£8,070	£529	£52	£4,192	£4,054	6	199
31/08/11		£7,631	£7,725	£-94	£42	£3,663	£3,516	5.5	197
31/08/10		£7,770	£7,464	£306	£71	£3,757	£3,594	5.8	185
31/08/09		£7,099	£6,826	£273	£64	£3,451	£3,273	5.8	172
31/08/08		£6,478	£6,098	£380	£40	£3,178	£2,963	5.8	163
31/08/07		£5,916	£5,558	£358	£44	£2,798	£2,585	5.6	146
31/08/06		£5,385	£5,172	£213	£0	£0	£0	n/a	0
31/08/05		£4,976	£4,683	£293	£0	£0	£0	n/a	0
31/08/04		£4,593	£4,526	£67	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 48%
Liabilities/Income: 62%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6

Asset Split ?

Listed activities

Education/Training
Other Charitable Purposes

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Shropshire,

Who it helps

Children/Young People

Who works here?

215 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
Garfield Weston Foundation - Major Grants award
£150,000	10/07/2018	The Holroyd Community Theatre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-82

ANNABEL GILLIAN FOULGER Appointed: 2019, Occupation: Self Employed Trainer/Facilitator

ANTHONY LEONARD STOCKDALE Appointed: 2016, Occupation: Accountant

CAROL ANGELA JONES Appointed: 2019, Occupation: Teacher

DR JEREMY JOHN DIXEY Appointed: 2015, Occupation: Doctor

EITHNE JOSEPHINE FLYNN Appointed: 2014, Occupation: Lecturer

LAURA VIRGINIA YULE Appointed: 2013, Occupation: Director Of Brand Marketing

MR MARTYN HEATH, Occupation: Farmer

MRS KATIE NEILSON, Occupation: Company Director

RACHEL MAUD ELIZABETH CLACHER Appointed: 2022, Occupation: Company Director

RICHARD JAMES CARRYER Appointed: 2021

SUSAN MARGARET TUNSTALL, Occupation: None

SUSAN ELIZABETH HINCKS Appointed: 2020

Legal constitution

Charitable company registered in England & Wales on 08/10/1964, number: 528409
Registered at Companies House on 10/01/1964, number: 00787642

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR21: 173 days late, AR19: 115 days late,

Main office

MORETON HALL SCHOOL
WESTON RHYN
OSWESTRY
SY11 3EW

Objectives

THE PROMOTION OF EDUCATION

Defined Area of Benefit:

NOT DEFINED

Data Sources