Finance Score: 3

Governance Score: 7

Support Score: 0

Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 10

BANCROFT'S SCHOOL

To advance the education of children and young people by the provision, in or near Woodford in Essex, of a preparatory and secondary school for boys and girls

Analysis by Giving is Great

Positives:

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:

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
31/08/23		£22,156	£21,250	£905	£35	£21,164	£19,897	11.2	245	27
31/08/22		£20,339	£19,913	£426	£9	£20,262	£18,819	11.3	271	28
31/08/21		£19,056	£18,813	£243	£6	£19,845	£18,454	11.8	267	27
31/08/20		£18,734	£18,428	£306	£64	£19,476	£17,581	11.4	273	15
31/08/19		£18,783	£17,637	£1,146	£256	£19,192	£17,243	11.7	263	12
31/08/18		£17,973	£16,589	£1,385	£86	£18,030	£16,279	11.8	253	0
31/08/17	*	£16,821	£15,446	£1,375	£172	£16,635	£14,947	11.6	228	0
31/08/16		£15,778	£14,574	£1,204	£138	£15,215	£13,659	11.2	223	0
31/08/15		£15,006	£13,491	£1,515	£174	£13,943	£12,691	11.3	189	0
31/08/14		£13,953	£13,116	£836	£225	£12,259	£11,175	10.2	167	0
31/08/13		£14,018	£13,581	£438	£165	£11,395	£9,679	8.6	133	0
31/08/12?		£17,718	£17,390	£327	£114	£10,957	£9,989	6.9	164	0
31/03/11		£11,982	£11,146	£836	£76	£10,629	£10,272	11.1	153	0
31/03/10	*	£11,067	£10,563	£503	£64	£9,767	£9,767	11.1	148	0
31/03/09		£10,541	£10,119	£422	£154	£8,992	£8,992	10.7	139	0
31/03/08		£9,745	£9,794	£-49	£147	£8,886	£8,886	10.9	134	0
31/03/07		£9,028	£8,999	£29	£148	£8,969	£8,969	12	134	0
31/03/06	*	£8,230	£8,435	£-205	£0	£0	£0	n/a	0	0
31/03/05		£8,388	£7,476	£913	£0	£0	£0	n/a	0	0
31/03/04		£8,166	£7,348	£818	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 17%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 11.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Established: 26 years

www.bancrofts.org

bursar@bancrofts.org

02085054821

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Essex, Hertfordshire, Throughout London,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who supports 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: 46-68

BARRY LADEN Appointed: 2021, Occupation: Semi-Retired

BERNADETTE SARAH CONROY Appointed: 2014, Occupation: Non-Executive Director

CLAIRE JONES Appointed: 2022, Occupation: Magistrate

DUNCAN ABBOT Appointed: 2022, Occupation: Business Consultant

ED SAUTTER (Chair) Appointed: 2021, Occupation: Solicitor

HH JUDGE BARBARA MENSAH Appointed: 2020, Occupation: Circuit Judge, Other trusteeship: CMJA ENDOWMENT TRUST,

JAMES MICHAEL ROSE Appointed: 2014, Occupation: Stockbroker

LIZZIE WINGHAM Appointed: 2017, Occupation: Tv Production

RICHARD VAN MAANEN Appointed: 2019, Occupation: Strategy Director

RICHARD WILLIAMSON Appointed: 2016, Occupation: Strategy Director

SIR ANDREW FORD Appointed: 2022, Occupation: Company Director/Trustee

Legal constitution

Charitable company registered in England & Wales on 10/03/1998, number: 1068532
Registered at Companies House on 19/02/1998, number: 03513962

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
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
Trustee expenses policy and procedures

Filing Record

20 returns made; AR17: 1 days late, AR10: 0 days late, AR06: 2 days late,

Main office

BANCROFTS SCHOOL
611-627 HIGH ROAD
WOODFORD GREEN
IG8 0RF

Objectives

THE COMPANY IS ESTABLISHED TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE INCLUDING, BUT NOT LIMITED TO, BY THE PROVISION IN OR NEAR WOODFORD IN ESSEX OF A SCHOOL OR SCHOOLS FOR BOYS AND/OR GIRLS.

Defined Area of Benefit:

IN OR NEAR WOODFORD

Data Sources