Finance Score: -1

Governance Score: 6

Support Score: 3

Excess liquidity: -1

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

Gov Income
Grant maker support: +3

Overall GiG Score: 8

EVERSFIELD PREPARATORY SCHOOL TRUST LIMITED

Our aim is to provide a first class education to children from the age of 'rising' 3 - 11 preparing them for entry to senior schools. We offer financial assistance to some families. We provide opportunities during term time for fee paying pupils and other children to use our expert staff and facilities to further their skills and experiences.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be 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
31/07/23	£3,829	£3,534	£295	£0	£5,189	£4,919	16.7	73
31/07/22	£3,589	£3,248	£341	£0	£4,894	£4,625	17.1	71
31/07/21	£3,292	£2,980	£312	£0	£4,553	£4,310	17.4	72
31/07/20	£3,152	£3,100	£53	£0	£4,241	£3,997	15.5	75
31/07/19	£3,338	£3,080	£258	£0	£4,188	£3,932	15.3	75
31/07/18	£3,226	£2,950	£276	£0	£3,930	£3,674	14.9	74
31/07/17	£3,094	£2,808	£286	£0	£3,654	£3,387	14.5	72
31/07/16	£2,911	£2,587	£324	£0	£3,368	£3,094	14.4	69
31/07/15	£2,767	£2,223	£544	£19	£3,044	£2,789	15.1	59
31/07/14	£2,627	£2,187	£440	£27	£2,500	£2,302	12.6	64
31/07/13	£2,489	£2,105	£384	£41	£2,060	£1,926	11	64
31/07/12	£2,333	£2,068	£265	£5	£1,677	£1,622	9.4	65
31/07/11	£2,298	£2,046	£252	£5	£1,412	£1,364	8	63
31/07/10	£2,074	£1,857	£217	£4	£1,160	£1,116	7.2	47
31/07/09	£1,993	£1,939	£54	£4	£943	£900	5.6	46
31/07/08?	£1,965	£1,732	£233	£6	£889	£846	5.9	41
31/08/07	£1,696	£1,594	£103	£22	£656	£621	4.7	42
31/08/06	£1,715	£1,682	£33	£0	£0	£0	n/a	0
31/08/05	£1,486	£1,439	£47	£0	£0	£0	n/a	0
31/08/04	£1,287	£1,244	£43	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 12%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 16.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.4

Asset Split ?

Established: 59 years
(66 years as a company)

eversfield.co.uk

enquiries@eversfield.co.uk

01217050354

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides services

Where it operates

Solihull,

Who it helps

Children/Young People

Who works here?

73 employees

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: 40-80

ANTHONY PERRY Appointed: 2022, Occupation: Consultant Surgeon

CARMEL ELIZABETH BROWN Appointed: 2024, Occupation: Retired

RASHPAL KAUR BANSAL Appointed: 2024, Occupation: People Director

RICHARD MATTHEW HAMILTON THOMSON Appointed: 2021, Occupation: Deputy Head

SAMUEL GEORGE MOORE Appointed: 2024, Occupation: Managing Director

DR TIMOTHY JOHN BRAIN OBE QPM (Chair) Appointed: 2014, Other trusteeships: NATURE IN ART TRUST, THE SOLDIERS OF GLOUCESTERSHIRE MUSEUM,

DEBORAH ELIZABETH MCMILLAN Appointed: 2019, Occupation: Deputy Head

GARY MARSH Appointed: 2020, Occupation: Company Director

JOHN SHAW Appointed: 1993, Occupation: Company Director

PENELOPE JANE SCOTT Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 04/02/1965, number: 528966
Registered at Companies House on 31/03/1958, number: 00601727

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

647 WARWICK ROAD
SOLIHULL
WEST MIDLANDS
B91 1AT

Objectives

TO ACQUIRE TAKE OVER AND CARRY ON ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES

Defined Area of Benefit:

COUNTY BOROUGH OF SOLIHULL

Data Sources