Finance Score: 2

Governance Score: 6

Support Score: 3

Poor Liquidity: -1
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 11

THE YARLET TRUST

Nursery, Pre Prep and Preparatory School

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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
31/08/23		£2,057	£2,015	£43	£16	£259	£239	1.4	47	5
31/08/22		£1,912	£1,856	£56	£13	£216	£208	1.3	46	5
31/08/21		£1,644	£1,677	£-33	£26	£160	£147	1.1	46	5
31/08/20	*	£1,475	£1,490	£-14	£3	£193	£173	1.4	46	8
31/08/19		£1,471	£1,533	£-61	£4	£207	£187	1.5	41	2
31/08/18	*	£1,471	£1,533	£-61	£4	£106	£94	0.7	36	0
31/08/17		£1,394	£1,363	£32	£21	£167	£155	1.4	36	0
31/08/16	*	£1,371	£1,316	£55	£24	£135	£104	0.9	34	0
31/08/15		£1,264	£1,251	£13	£36	£80	£70	0.7	34	0
31/08/14		£1,270	£1,242	£28	£48	£67	£41	0.4	34	0
31/08/13		£1,171	£1,184	£-13	£57	£39	£30	0.3	33	0
31/08/12		£1,207	£1,236	£-29	£80	£52	£33	0.3	36	0
31/08/11		£1,146	£1,157	£-10	£48	£81	£75	0.8	35	0
31/08/10	*	£1,230	£1,165	£65	£52	£91	£75	0.8	36	0
31/08/09		£1,168	£1,196	£-28	£78	£27	£20	0.2	37	0
31/08/08		£1,163	£1,176	£-13	£48	£54	£40	0.4	36	0
31/08/07		£1,108	£1,134	£-26	£44	£67	£29	0.3	36	0
31/08/06		£1,075	£1,140	£-65	£0	£0	£0	n/a	0	0
31/08/05	*	£1,031	£1,087	£-56	£0	£0	£0	n/a	0	0
31/08/04	*	£981	£1,078	£-98	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 68%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 1.4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.4

Asset Split ?

Established: 54 years

www.yarletschool.uk

info@yarletschool.org

07814234851

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Nursery schools

How it operates

Provides services

Where it operates

Staffordshire,

Who it helps

Children/Young People

Who works here?

47 employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-64

CLAIRE JENKINSON Appointed: 2021, Occupation: Housemistress

EVA JEAN CARTWRIGHT Appointed: 2023, Occupation: Chief Executive

JENNA SCOBIE Appointed: 2024, Occupation: Project Manager

MARK GEORGE PICKERING Appointed: 2023, Occupation: Company Director

SAMUEL CROMWELL GRIFFITHS Appointed: 2023, Occupation: Teacher

SERENA GOSLETT Appointed: 2024, Occupation: Journalist

SUSAN BEECH Appointed: 2023, Occupation: Retired

VICTORIA TOMLINSON Appointed: 2023, Occupation: Company Secretary

JOANNE BETTELEY (Chair) Appointed: 2018, Occupation: Head Of Operations

JEREMY LEFROY Appointed: 2020, Occupation: Member Of Parliament, Other trusteeships: TANZANIA DEVELOPMENT TRUST, Global Coalition for Youth Employment, THE TRAIDCRAFT FOUNDATION, THE DONALD MACKAY TRUST, THE MYCRO TRUST, Community Foundation for Staffordshire and Shropshire, THE BUCKE COLLINS CHARITABLE SETTLEMENT, CONCORDIS INTERNATIONAL TRUST, THE RELATIONSHIPS FOUNDATION, CAFE AFRICA TRUST, IVCC, STAFFORD WORKS, FRIENDS OF THE GUILDHALL, NEWCASTLE UNDER LYME, STAFFORD AND DISTRICT CARERS HOLIDAY TRUST, STAFFORDSHIRE HISTORY DEVELOPMENT TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/05/1970, number: 528618
Registered at Companies House on 31/03/1970, number: 00975999

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Estyn: Her Majesty's Inspectorate For Education And Training In Wales

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR20: 3 days late, AR18: 66 days late, AR16: 62 days late, AR10: 18 days late, AR05: 47 days late, AR04: 12 days late,

Main office

Yarlet School
Yarlet
Stafford
ST18 9SU

Objectives

THE ADVANCEMENT OF EDUCATION AND, IN CONNECTION THEREWITH, TO CONDUCT, CARRY ON, ACQUIRE AND DEVELOP IN THE UNITED KINGDOM ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES; AND AS ANCILLARY THERETO TO ACQUIRE, CARRY ON AND DEVELOP THE UNDERTAKING OF YARLET HALL, A PREPARATORY SCHOOL FOR BOYS AND TO ACQUIRE ANY PREMISES FOR THE PURPOSE OF CARRYING ON SUCH UNDERTAKING.

Defined Area of Benefit:

NOT DEFINED

Data Sources