Finance Score: 3

Governance Score: 9

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 15

THE MANOR PREPARATORY SCHOOL TRUST

To provide every child with an excellent academic and moral education in a warm and supportive environment.

Analysis by Giving is Great

Positives:

The charity has received Government grants
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
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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
31/07/22		£5,745	£5,794	£-48	£147	£5,960	£5,352	11.1	115	18
31/07/21		£5,421	£5,428	£-6	£87	£6,009	£5,393	11.9	113	10
31/07/20		£5,004	£5,250	£-247	£240	£6,015	£5,394	12.3	117	12
31/07/19		£5,314	£5,295	£20	£0	£6,262	£5,632	12.8	130	40
31/07/18		£5,355	£5,011	£344	£0	£6,242	£5,603	13.4	131	33
31/07/17		£5,011	£4,896	£114	£0	£5,897	£5,286	13	122	0
31/07/16		£4,712	£4,710	£2	£0	£5,783	£5,158	13.1	123	0
31/07/15		£4,605	£4,446	£159	£12	£5,782	£5,142	13.9	82	0
31/07/14		£4,262	£4,033	£229	£26	£5,622	£4,969	14.8	80	0
31/07/13		£4,150	£3,823	£328	£13	£5,394	£4,727	14.8	74	0
31/07/12		£3,881	£3,612	£269	£12	£5,066	£4,385	14.6	74	0
31/07/11		£3,704	£3,597	£108	£13	£4,797	£4,102	13.7	75	0
31/07/10		£3,523	£3,378	£145	£10	£4,689	£3,994	14.2	70	0
31/07/09		£3,278	£3,058	£220	£10	£4,545	£3,850	15.1	64	0
31/07/08		£2,981	£2,963	£17	£65	£4,325	£3,630	14.7	61	0
31/07/07		£2,883	£2,922	£-39	£55	£4,308	£3,613	14.8	59	0
31/07/06?		£4,148	£3,272	£876	£0	£0	£0	n/a	0	0
31/03/05	*	£2,451	£2,225	£226	£0	£0	£0	n/a	0	0
31/03/04		£2,385	£2,120	£265	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.6%
Fundraising Costs/Total Spending: 2.5%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 30%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 11.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Established: 34 years

www.manorprep.org

bursar@manorprep.org

01235858458

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Oxfordshire,

Who it helps

Children/Young People

Who works here?

115 employees
18 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-72

ALAN STUART MORGAN Appointed: 2023, Occupation: Ceo & Board Director

ANITA STOKES Appointed: 2020, Occupation: Retired Teacher

DEBRA HENRIETTA CLAYPHAN Appointed: 2022, Occupation: Retired Teacher

KATE ANNE JACKSON Appointed: 2023, Occupation: Doctor

MICHAEL DAVID LAURENCE SMYTH Appointed: 2023, Occupation: Doctor

SIAN ANGHARAD FELWICK Appointed: 2023, Occupation: Lawyer

MARGARET RUISEAL Appointed: 2015, Occupation: Partner At Mercer

SHAUN FORRESTAL (Chair) Appointed: 2014, Occupation: Management Consultant

SIMON MCCONNELL Appointed: 2019, Occupation: Estate Agent, Other trusteeship: CHRIST'S HOSPITAL OF ABINGDON,

SUSAN SOWDEN Appointed: 2016, Occupation: Retired

THOMAS JAMES Appointed: 2019, Occupation: Retired Teacher

Legal constitution

Charitable company registered in England & Wales on 09/03/1990, number: 900347
Registered at Companies House on 21/12/1989, number: 02454554

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR05: 1 days late,

Main office

THE MANOR PREPARATORY SCHOOL
FARINGDON ROAD
SHIPPON
ABINGDON
OX13 6LN

Objectives

To promote and provide for the advancement of education of children in the United Kingdom and elsewhere through an inclusive ethical and moral framework by providing and assisting in the provision of facilities and services for education with recognition of the Christian foundation of the Charity.

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE

Data Sources