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home >> charity search >> undershaw education trust
Finance Score: 2
Governance Score: 8
Support Score: 0
  • Strong growth: +2
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 10 ?

UNDERSHAW EDUCATION TRUST 

Advancement & promotion of health, relief of poverty, advancement of education to special needs children.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • There are 13 trustees whereas the Charities Commission recommends a maximum of 12
  • Over half the Board have joined recently
miles

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
31/08/22£3,316£3,137£179£0£1,330£1,3305.1751
31/08/21£3,411£3,253£158£0£1,151£1,1514.2750
31/08/20£3,028£2,785£243£0£992£9924.36512
31/08/19£2,861£2,391£471£0£750£7503.8603
31/08/18£2,045£1,766£279£0£279£2791.95110
31/08/17£1,475£1,395£81£0£0£0-0350
31/08/16£921£922£0£0£-81£-81-1.1360
31/08/15£797£815£-19£0£-81£-81-1.2280
31/08/14£499£588£-89£0£0£0n/a00
31/08/13£435£410£25£0£0£0n/a00
31/08/12?£240£215£25£0£0£0n/a00
31/01/11£343£349£-7£0£0£0n/a00
31/01/10£315£264£51£0£0£0n/a00
31/01/09£219£212£8£0£0£0n/a00
31/01/08£138£135£3£0£0£0n/a00
31/01/07£91£116£-25£0£0£0n/a00
31/01/06*£102£98£4£0£0£0n/a00
31/01/05*£48£29£19£0£0£0n/a00
31/01/04£9£8£1£0£0£0n/a00
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 40%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6
Asset Split ?
Established: 30 years

www.steppingstones.org.uk

businessmanager@steppingstones.org.uk

01428 609953

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Other education services
How it operates
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Other Defined Groups
  • People With Disabilities
Who works here?
  • 75 employees
  • 1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split
Based on 11/13 persons

Age Range of Trustees: 24-61
  • TRACY STONE Appointed: 2023, Occupation: Teaching Assistant
  • CLARE WICKENS Appointed: 2023, Occupation: Recruitment Consultant
  • KAREN HEATH Appointed: 2021, Occupation: Vocational Educational And Careers Coordinator
  • LEILAH SHERIDAN Appointed: 2023, Occupation: Head Of Employability & Post16
Legal constitution
  • Charitable company registered in England & Wales on 22/07/1994, number: 1039622
  • Registered at Companies House on 21/01/1994, number: 02889781
Gift Aid
  • 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; AR06: 38 days late, AR05: 209 days late,
Recent reorganisation events:
  • Asset transfer in from FRIENDS OF HIGH HURLANDS CHILDREN on 21/12/2022
Main office

Stepping Stones School
Undershaw
Portsmouth Road
HINDHEAD
GU26 6AQ

Objectives

1(A) THE ADVANCEMENT AND PROMOTION OF HEALTH THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION IN THE UNITED KINGDOM AND ELSEWHERE (B) TO ASSIST OTHER ESTABLISHED CHATITIES WITH SIMILAR OBJECTS TO THE COMPANY IN THE UNITED KINGDOM AND ELSEWHERE

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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