Finance Score: 2

Governance Score: 8

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 13

BISHOPSGATE SCHOOL LIMITED

To provide quality educational services for day pupils from the age of three to thirteen years.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
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:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/08/23	£5,914	£5,463	£451	£37	£10,382	£10,382	22.8	84
31/08/22	£5,306	£5,099	£206	£45	£9,903	£9,903	23.3	86
31/08/21	£4,693	£4,757	£-64	£32	£9,724	£9,724	24.5	84
31/08/20	£4,522	£4,502	£20	£17	£9,559	£9,559	25.5	82
31/08/19	£4,790	£4,390	£399	£1	£9,514	£9,514	26	78
31/08/18	£4,374	£4,079	£295	£1	£8,900	£8,900	26.2	73
31/08/17	£4,089	£3,960	£129	£0	£8,482	£8,482	25.7	71
31/08/16	£4,376	£3,913	£463	£2	£8,175	£8,175	25.1	69
31/08/15	£4,236	£3,608	£627	£97	£7,550	£7,550	25.1	69
31/08/14	£4,235	£3,373	£863	£79	£6,925	£6,925	24.6	69
31/08/13	£4,111	£2,998	£1,113	£85	£6,063	£6,063	24.3	67
31/08/12	£3,513	£2,901	£612	£68	£4,950	£4,950	20.5	67
31/08/11	£3,314	£2,829	£485	£84	£4,338	£4,338	18.4	63
31/08/10	£3,188	£2,679	£509	£53	£3,853	£3,853	17.3	62
31/08/09	£3,047	£2,643	£404	£72	£3,344	£3,344	15.2	61
31/08/08	£2,927	£2,701	£226	£30	£2,940	£2,940	13.1	61
31/08/07	£2,739	£2,507	£232	£17	£2,714	£2,714	13	64
31/08/06	£2,676	£2,261	£415	£0	£0	£0	n/a	0
31/08/05	£2,212	£2,071	£140	£0	£0	£0	n/a	0
31/08/04	£2,098	£1,894	£204	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 18%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 22.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.3

Asset Split ?

Established: 27 years

www.bishopsgate-school.co.uk

ccarver@bishopsgatesch.uk

01784432109

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides services

Where it operates

Bracknell Forest, Reading, Slough, Surrey, Throughout London, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People

Who works here?

84 employees

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 12/13 persons

Age Range of Trustees: 33-89

ANDREW WALTON HARVEY Appointed: 2022, Occupation: Head Teacher

CHRISTIIAN MARRIOTT (Chair) Appointed: 2016, Occupation: Financier

CONRAD MARAIS Appointed: 2021, Occupation: Lawyer

DR JAYNE SYMONS Appointed: 2021, Occupation: Teacher

SOPHIE BANKS Appointed: 2022, Occupation: Head Teacher

ANDREW HARRISON Appointed: 2020, Occupation: Investment Banker

BARBARA BREEDON Appointed: 2016, Occupation: Teacher

CLAIRE ROBERTSON Appointed: 2016, Occupation: Company Director

DAVID ANDREW HENDERSON-WILLIAMS, Occupation: Chartered Surveyor

DUDLEY MILLS Appointed: 2017, Occupation: Company Director

MARC DAVID FISHER Appointed: 2015, Occupation: Quantity Surveyor

SHIRLEY MADELEINE WINSON Appointed: 1999, Occupation: Company Director

VANESSA CRESSWELL Appointed: 2012, Occupation: Chartered Accountant, Other trusteeship: STRODE'S FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 14/02/1997, number: 1060511
Registered at Companies House on 17/01/1997, number: 03303687

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
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
Volunteer management

Filing Record

20 returns made; all on time

Main office

BISHOPSGATE SCHOOL
BISHOPSGATE ROAD
ENGLEFIELD GREEN
EGHAM
TW20 0YJ

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO AQUIRE, ESTABLISH, CONDUCT, CARRY ON, MANAGE AND DEVELOP IN THE UNITED KINGDOM ANY DAY AND/OR BOARDING SCHOOL OR SCHOOLS FOR THE EDUCATION OF BOYS AND/OR GIRLS.

Defined Area of Benefit:

IN PRACTICE IN THE MAIN A RADIUS OF 25 MILES FROM THE SITE OF THE SCHOOL WHICH IS LOCATED AT BISHOPSGATE ROAD, ENGLEFIELD GREEN, EGHAM, SURREY

Data Sources