Finance Score: 2

Governance Score: 7

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 12

THE WREKIN OLD HALL TRUST LIMITED

Education / Training

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/07/23	£13,619	£12,608	£1,011	£24	£21,476	£21,476	20.4	235	23
31/07/22	£12,153	£11,473	£680	£29	£20,458	£20,458	21.4	229	36
31/07/21	£10,678	£10,460	£218	£20	£19,678	£19,678	22.6	228	36
31/07/20	£10,071	£10,146	£-75	£23	£19,428	£19,428	23	237	25
31/07/19	£10,595	£10,107	£488	£48	£19,474	£19,474	23.1	239	25
31/07/18	£10,023	£9,806	£217	£45	£18,932	£18,932	23.2	233	0
31/07/17	£9,716	£9,267	£449	£53	£18,684	£18,684	24.2	232	0
31/07/16	£9,132	£9,059	£73	£37	£18,204	£18,204	24.1	234	0
31/07/15	£8,674	£8,765	£-91	£64	£18,476	£18,474	25.3	164	0
31/07/14	£8,691	£8,910	£-219	£64	£18,566	£18,565	25	170	0
31/07/13	£8,497	£8,568	£-71	£64	£18,785	£18,783	26.3	177	0
31/07/12	£8,632	£8,313	£319	£65	£18,855	£18,854	27.2	176	0
31/07/11	£8,984	£8,086	£898	£64	£18,536	£18,535	27.5	174	0
31/07/10	£8,294	£7,925	£368	£26	£17,638	£17,637	26.7	174	0
31/07/09	£8,586	£7,964	£622	£24	£17,270	£17,268	26	178	0
31/07/08	£8,469	£7,773	£696	£23	£16,648	£16,648	25.7	176	0
31/07/07	£7,344	£6,638	£706	£29	£15,952	£15,952	28.8	174	0
31/07/06	£6,111	£5,378	£733	£0	£0	£0	n/a	0	0
31/07/05	£5,640	£4,959	£680	£0	£0	£0	n/a	0	0
31/07/04	£5,126	£4,557	£569	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 13%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1

Asset Split ?

Established: 61 years
(103 years as a company)

www.wrekincollege.com

bursary@wrekincollege.com

01952265000

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Colleges and universities

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Shropshire,

Who it helps

Children/Young People

Who works here?

235 employees
23 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-65

LOUISE WELSBY Appointed: 2023, Occupation: Managing Director

REV MATTHEW JAMES BEER Appointed: 2020, Occupation: Priest (Cofe)

ROY YATES-WARD Appointed: 2023, Occupation: Managing Director

ALISON JANE DIXON LLB Appointed: 2012, Other trusteeship: SHROPSHIRE YOUTH SUPPORT TRUST,

DAVID STYLES Appointed: 2021, Occupation: Educational Consultant

DR EMMA-JANE CRAWFORD Appointed: 2018, Occupation: Doctor

DR MANJEET SAMRA Appointed: 2019, Occupation: None

JONATHAN ALAN GRANT Appointed: 2015, Occupation: Director

NEIL GRIFFITHS Appointed: 2022, Occupation: Company Director, Other trusteeship: THE WREKIN COLLEGE FOUNDATION,

RICHARD MARK LEA JONES Appointed: 2019, Occupation: Director

PAULINE DOROTHY MACK Appointed: 2017, Occupation: Ceo, Other trusteeship: SHROPSHIRE HOPE,

RICHARD JOHN PEARSON (Chair) Appointed: 2011, Occupation: Company Director, Other trusteeship: THE WREKIN COLLEGE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 01/09/1963, number: 528417
Registered at Companies House on 06/01/1921, number: 00172472

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Wrekin College
Bursars Office
Sutherland Road
Wellington
TELFORD
TF1 3BH

Objectives

3 The objects for which the Company is established are to advance education by: 3.1 The provision of schools for boys and girls at Wellington in Shropshire and/or if thought desirable of other schools in England and Wales, which shall provide education in accordance with the Protestant and Evangelical principles of the Church of England and ancillary or incidental educational activities and associated activities for the benefit of the public. 3.2 The support of the provision of education in accordance with the aforesaid principles at Colleges or Universities in England and Wales.

Defined Area of Benefit:

NOT DEFINED

Data Sources