Finance Score: 3

Governance Score: 8

Support Score: 0

Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 11

BLUNDELL'S SCHOOL

Independent School

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no 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 15 trustees whereas the Charities Commission recommends a maximum of 12

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		£17,265	£16,708	£557	£90	£17,074	£12,230	8.8	373	0
31/08/21		£16,021	£15,807	£214	£214	£16,806	£11,867	9	366	4
31/08/20	*	£15,540	£15,176	£364	£232	£16,106	£11,829	9.4	364	4
31/08/19		£16,614	£14,823	£1,792	£421	£15,661	£11,957	9.7	262	4
31/08/18		£14,806	£14,164	£642	£376	£13,812	£11,472	9.7	257	4
31/08/17		£14,220	£13,886	£334	£136	£13,128	£10,855	9.4	249	0
31/08/16		£13,695	£13,356	£339	£132	£12,718	£10,667	9.6	247	0
31/08/15		£12,844	£12,278	£566	£258	£12,330	£10,368	10.1	240	0
31/08/14		£12,169	£11,667	£502	£240	£11,778	£9,826	10.1	235	0
31/08/13		£11,350	£11,280	£70	£183	£11,242	£9,336	9.9	234	0
31/08/12		£11,477	£11,103	£374	£180	£11,124	£9,246	10	231	0
31/08/11		£11,022	£10,669	£353	£218	£10,735	£9,016	10.1	230	0
31/08/10		£10,623	£10,458	£165	£306	£10,370	£8,751	10	229	0
31/08/09		£10,605	£10,269	£336	£288	£10,182	£8,565	10	228	0
31/08/08		£10,098	£9,741	£357	£245	£9,874	£8,231	10.1	227	0
31/08/07		£9,387	£8,981	£406	£220	£9,573	£7,908	10.6	229	0
31/08/06		£8,996	£8,828	£168	£0	£0	£0	n/a	0	0
31/08/05		£8,826	£8,563	£263	£0	£0	£0	n/a	0	0
31/08/04		£11,346	£7,840	£3,506	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 29%
Liabilities/Income: 40%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 8.8 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.5

Asset Split ?

Established: 24 years

www.blundells.org

bursar@blundells.org

01884 232309

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

Children/Young People

Who works here?

373 employees

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
Devon Community Foundation - The Blundell's Garden Cabin project
£2,000	14/03/2022	Contribution towards fitting out a kitchen in a new community cafe building as part of a community garden hub at the school.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-70

ANDREW SMITH Appointed: 2021, Occupation: Doctor

ANNA CROSSE Appointed: 2021, Occupation: Lawyer

DAYA LUCIENNE REES Appointed: 2021, Occupation: Lawyer

MATTHEW LOVETT Appointed: 2023, Occupation: Consultant

DR MARK ELLIOTT WOOD Appointed: 2013, Occupation: University Lecturer

DR SARAH ANSELL Appointed: 2018, Occupation: Doctor

GRAHAM HOWE Appointed: 2019, Occupation: None, Other trusteeship: CHURCH HOUSE CHARITY,

IAN ROBERT GEORGE THOMAS Appointed: 2017, Occupation: Financial Planner

JESSICA MARY ANNE MANNIX Appointed: 2009, Occupation: Fundraiser

JOANNE SAMANTHA THOMSON Appointed: 2019, Occupation: Head Teacher

MICHAEL HUNTINGFORD Appointed: 2021, Occupation: Company Director, Other trusteeships: LANGFORD BUDVILLE VILLAGE HALL FUND, OTHER PEOPLE'S EDUCATIONAL NEEDS HEALTH AND NECESSARY DEVELOPMENT SCHEMES TRUST,

NICHOLAS JOHN CRYER Appointed: 2015, Occupation: Chartered Engineer

RANDALL THANE Appointed: 2017, Occupation: None, Other trusteeship: TIVERTON CIVIC SOCIETY,

THE RIGHT REVEREND NICHOLAS HOWARD PAUL MCKINNEL Appointed: 2013, Occupation: Bishop

NIGEL HALL Appointed: 2014, Occupation: Company Director, Other trusteeship: Ondaatje Hall Cricket Trust,

Legal constitution

Charitable company registered in England & Wales on 26/06/2000, number: 1081249
Registered at Companies House on 16/06/2000, number: 04016403

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR20: 2 days late,

Main office

Blundells School
Bursars Office
Blundells Road
Tiverton
EX16 4DT

Objectives

TO ADVANCE EDUCATION THROUGH THE PROVISION OF A DAY AND BOARDING SCHOOL KNOWN AS BLUNDELL'S SCHOOL, AND/OR SUCH OTHER SCHOOLS, AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY, AS THE BOARD OF GOVERNORS SHALL DETERMINE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE TIVERTON, DEVON.

Data Sources