Finance Score: 6

Governance Score: 4

Support Score: 3

Good reserves management: +3
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 13

THE WINDSOR LEADERSHIP TRUST

Leadership development programmes for senior leaders of private, public and charitable sector organisations.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Reserves management has been consistently within official guidelines
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Established: 29 years

www.windsorleadership.org.uk

jonathan.story@windsorleadership.org.uk

01753839735

Charity Commission for England and Wales

Tweets

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
31/12/22		£1,549	£1,309	£240	£45	£545	£406	3.7	11	131
31/12/21		£1,144	£1,055	£89	£42	£315	£315	3.6	11	61
31/12/20		£624	£862	£-238	£38	£229	£229	3.2	12	69
31/12/19		£1,292	£1,230	£62	£44	£467	£442	4.3	14	111
31/12/18	*	£1,091	£1,082	£9	£38	£402	£376	4.2	11	91
31/12/17		£1,050	£1,018	£32	£35	£396	£373	4.4	11	0
31/12/16		£989	£995	£-7	£107	£365	£365	4.4	11	0
31/12/15		£945	£941	£4	£112	£370	£370	4.7	11	0
31/12/14		£993	£909	£85	£166	£367	£367	4.8	10	0
31/12/13		£849	£867	£-19	£153	£281	£281	3.9	10	0
31/12/12		£743	£787	£-45	£91	£301	£301	4.6	9	0
31/12/11	*	£735	£681	£54	£34	£344	£344	6.1	8	0
31/12/10		£696	£598	£98	£30	£291	£291	5.8	6	0
31/12/09		£688	£639	£49	£32	£192	£192	3.6	6	0
31/12/08		£548	£551	£-3	£30	£142	£142	3.1	6	0
31/12/07	*	£548	£532	£15	£521	£144	£144	3.2	5	0
31/12/06		£484	£477	£7	£0	£0	£0	n/a	0	0
31/12/05		£544	£634	£-90	£0	£0	£0	n/a	0	0
31/12/04		£412	£401	£11	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 3.5%
Senior Staff Costs/Total Spending: 37%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 63%
Liabilities/Income: 60%
Unrestricted Funds/Total Funds: 74%
Reserves/Spending: 3.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Education/Training

How it operates

Provides services

Where it operates

Windsor And Maidenhead,

Who it helps

Other Defined Groups

Who works here?

11 employees
131 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Mercer's Charitable Foundation - Grant to The Windsor Leadership Trust
£65,100	12/06/2019 24	Leadership training for heads and chairs of governors from the Mercers’ Company Associated Schools and Colleges.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 54-70

DAME MARTINA MILBURN Appointed: 2021, Occupation: Chief Executive

MAJOR GENERAL WILLIAM STEWART CODRINGTON WRIGHT Appointed: 2023, Occupation: Army Officer

SHABIR RANDEREE Appointed: 2024, Occupation: Executive Chairman

SIR MATTHEW RYCROFT Appointed: 2022, Occupation: Civil Servant

VIJAYA NATH Appointed: 2017, Occupation: Director - Leadership Development

DAVID GREGSON Appointed: 2019, Occupation: Company Director

HELEN BOADEN (Chair) Appointed: 2021, Occupation: Non Executive Director, Other trusteeship: YORK CITIZENS' THEATRE TRUST LTD,

MARK HEWS Appointed: 2017, Occupation: Group Ceo

NIGEL BENWELL Appointed: 2018, Occupation: Management Consultant

RUTH CAIRNIE Appointed: 2017, Occupation: Non Executive Director

Legal constitution

Charitable company registered in England & Wales on 10/08/1995, number: 1048589
Registered at Companies House on 17/03/1995, number: 03034557

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Volunteer management

Filing Record

19 returns made; AR18: 13 days late, AR11: 7 days late, AR07: 92 days late,

Main office

Objectives

TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT

Defined Area of Benefit:

NOT DEFINED

Data Sources