Finance Score: 6

Governance Score: 4

Support Score: 3

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

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 13

HUNTER HALL SCHOOL LTD

A preparatory day school for boys and girls aged 3 to 11

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
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 age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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		£901	£880	£21	£10	£267	£267	3.6	14	12
31/08/21		£711	£746	£-36	£8	£246	£246	4	12	12
31/08/20		£707	£697	£9	£12	£282	£282	4.9	12	12
31/08/19		£720	£762	£-42	£17	£272	£272	4.3	12	12
31/08/18		£728	£755	£-28	£13	£314	£314	5	12	12
31/08/17	*	£725	£760	£-35	£14	£342	£342	5.4	13	0
31/08/16		£782	£762	£20	£17	£377	£375	5.9	13	0
31/08/15		£783	£768	£15	£20	£357	£357	5.6	13	0
31/08/14		£823	£819	£4	£24	£341	£341	5	14	0
31/08/13		£872	£836	£36	£22	£338	£338	4.8	14	0
31/08/12		£886	£814	£72	£27	£302	£276	4.1	15	0
31/08/11		£833	£783	£50	£25	£230	£211	3.2	15	0
31/08/10		£867	£883	£-17	£21	£180	£180	2.4	17	0
31/08/09		£881	£915	£-34	£19	£196	£196	2.6	16	0
31/08/08		£878	£848	£30	£15	£230	£230	3.3	16	0
31/08/07		£836	£824	£13	£26	£200	£200	2.9	15	0
31/08/06		£832	£803	£29	£0	£0	£0	n/a	0	0
31/08/05		£754	£748	£6	£0	£0	£0	n/a	0	0
31/08/04		£658	£656	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1.1%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 43%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 28 years

www.hunterhall.co.uk

office@hunterhall.cumbria.sch.uk

01768891291

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People

Who works here?

14 employees
12 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
National Lottery Community Fund - Hunter Hall School Dutch Barn All Weather Play Area
£10,000	04/03/2010 12	This school will use an award to refurbish a dutch barn within the school grounds creating an artificial outdoor environment. This will create a new all weather play facility for local children that ....more This school will use an award to refurbish a dutch barn within the school grounds creating an artificial outdoor environment. This will create a new all weather play facility for local children that meets current health and safety standards. It will encourage children at the school to be more active during break times, allow a new range of after school clubs to be established and provide a new facility for local community groups.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 42-63

TRACEY TAYLOR Appointed: 2020

ADRIAN JOSEPH ROBSON Appointed: 2021, Occupation: Property Developer

GEMMA BULLIMORE Appointed: 2021, Occupation: Company Director

LAURA ELIZABETH MILBURN Appointed: 2019

GERARD AINSWORTH Appointed: 2014, Occupation: Consultant Opthalmic Surgeon

NATALIE HARLING (Chair) Appointed: 2014, Occupation: Sales Manager

NICOLA JUDITH ARMITAGE EWBANK Appointed: 2010, Occupation: Personnel Manager

PETER ANTHONY HOGAN Appointed: 2020, Occupation: Retired, Other trusteeship: WINDERMERE EDUCATIONAL TRUST LIMITED,

JOHN PALLISTER Appointed: 2018, Occupation: Company Director, Other trusteeship: THE AUSTIN FRIARS ST. MONICA'S DEVELOPMENT FUND,

Legal constitution

Charitable company registered in England & Wales on 08/11/1996, number: 1059098
Registered at Companies House on 31/10/1996, number: 03272341

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR17: 17 days late,

Main office

FRENCHFIELD
CARLETON
PENRITH
CA11 8UA

Objectives

1) ADVANCE EDUCATION 2) TO ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES

Defined Area of Benefit:

NOT DEFINED

Data Sources