Finance Score: 6
Governance Score: 9
Support Score: 3
  • Liabilities <10%: +3
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 18 ?

MOORFIELD SCHOOL LTD

Moorfield School Limited is an Independent School for the education of children up to the age of eleven
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • This charity has a robust balance sheet
  • 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:

  • Over half the Board have joined recently

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£1,085£1,069£16£0£1,283£1,28014.4401
31/08/22£976£989£-13£0£1,295£1,29415.7403
31/08/21£926£966£-40£0£1,382£1,38217.2380
31/08/20£948£974£-26£0£1,363£1,36216.8380
31/08/19£1,040£1,014£26£0£1,350£1,35016370
31/08/18£938£932£6£0£1,321£1,32117340
31/08/17£892£917£-25£0£1,293£1,29316.9280
31/08/16£900£861£39£0£1,285£1,28517.9270
31/08/15£857£772£85£5£1,210£1,21018.8280
31/08/14£801£741£59£5£1,124£1,12418.2300
31/08/13£757£689£68£5£1,064£1,06418.5290
31/08/12£662£665£-2£4£996£99618300
31/08/11£629£666£-37£4£999£99918320
31/08/10£720£733£-12£4£1,036£1,03617320
31/08/09£762£767£-5£3£1,033£1,03316.2320
31/08/08£794£758£36£3£1,022£1,02216.2320
31/08/07*£764£728£37£2£986£98616.3320
31/08/06£735£698£37n/an/an/an/an/an/a
31/08/05£780£660£120n/an/an/an/an/an/a
31/08/04£730£652£78n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 7%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.4 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.5
Asset Split ?
Balance Sheet History
Established: 58 years

www.moorfieldschool.co.uk

enquiries@moorfieldschool.co.uk

01943 607285

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Primary schools
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Bradford City,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 34-64
  • ALICIA COAD Appointed: 2021, Occupation: Company Director
  • ALIX LOUISA RHODES Appointed: 2024, Occupation: Director
  • BEN LAMB Appointed: 2023, Occupation: Solicitor
  • DANIEL CRANE Appointed: 2024, Occupation: Writer
  • JOY WALKER Appointed: 2024, Occupation: Director
  • MELVYN HARTLEY Appointed: 2021, Occupation: Retired
  • PETER MORTIMER CROSSLEY Appointed: 2024
  • RICHARD WALLACE (Chair) Appointed: 2021, Occupation: Company Director
  • SIMON HINCHLIFFE Appointed: 2018, Occupation: Headmaster
Legal constitution
  • Charitable company registered in England & Wales on 30/01/1967, number: 529112
  • Registered at Companies House on 06/04/1965, number: 00844804
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
  • 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
Filing Record
20 returns made; AR07: 133 days late,
Main office

Wharfedale Lodge
11 Ben Rhydding Road
Ben Rhydding
Ilkley
West Yor

Objectives

THE FURTHERANCE OF EDUCATION BY CARRYING ON AS A GOING CONCERN OF A SCHOOL AT ILKLEY, YORKSHIRE, KNOWN AS MOORFIELD SCHOOL.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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