Finance Score: 2

Governance Score: 8

Support Score: 0

Excess liquidity: -1
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: 10

BROMSGROVE SCHOOL

The Charity advances education and training by the provision and conduct in or near Worcestershire of any day or boarding school or schools for boys and girls.

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
Fundraising costs are 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 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	Volun- teers
31/08/22	£41,184	£37,793	£3,391	£2,426	£69,231	£68,717	21.8	656	6
31/08/21	£37,538	£34,070	£3,468	£1,834	£66,251	£65,732	23.2	647	9
31/08/20	£34,993	£33,773	£1,220	£2,298	£61,837	£61,406	21.8	666	9
31/08/19	£38,372	£34,347	£4,025	£3,117	£61,121	£60,651	21.2	678	13
31/08/18	£36,548	£32,240	£4,308	£3,237	£57,032	£56,576	21.1	673	11
31/08/17	£37,861	£30,872	£6,988	£2,908	£52,587	£52,141	20.3	642	0
31/08/16	£29,717	£27,706	£2,011	£2,625	£45,073	£44,636	19.3	546	0
31/08/15	£30,886	£28,286	£2,601	£170	£42,470	£42,068	17.8	618	0
31/08/14	£29,154	£25,982	£3,173	£214	£40,042	£39,640	18.3	611	0
31/08/13	£27,932	£24,628	£3,304	£207	£36,452	£36,050	17.6	599	0
31/08/12	£26,183	£23,797	£2,386	£221	£32,647	£32,272	16.3	559	0
31/08/11	£24,173	£22,699	£1,474	£192	£30,042	£29,692	15.7	508	0
31/08/10	£23,179	£21,466	£1,713	£60	£28,436	£28,094	15.7	490	0
31/08/09	£21,485	£20,260	£1,224	£45	£26,461	£26,131	15.5	478	0
31/08/08	£20,262	£18,758	£1,503	£154	£25,530	£25,199	16.1	458	0
31/08/07	£16,523	£15,913	£610	£836	£24,294	£23,956	18.1	450	0
31/08/06	£15,682	£14,730	£952	£0	£0	£0	n/a	0	0
31/08/05	£15,429	£14,126	£1,303	£0	£0	£0	n/a	0	0
31/08/04	£14,308	£12,676	£1,631	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.4%
Fundraising Costs/Total Spending: 6.5%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 21%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 21.8 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6

Asset Split ?

Established: 21 years

www.bromsgrove-school.co.uk

admissions@bromsgrove-school.co.uk

01527579679

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

China, Thailand, Worcestershire,

Who it helps

Children/Young People

Who works here?

656 employees
6 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

Age Range of Trustees: 43-68

ALISTAIR HENRY JOHN WILLCOX Appointed: 2023, Occupation: Lawyer

CHRISTOPHER THOMPSON Appointed: 2023, Occupation: Company Director

DAVID MORTON Appointed: 2022, Occupation: Head Teacher

DR ANNETTE DALY Appointed: 2023, Occupation: Ceo Of Ymca Worcestershire

DR DEBORAH CUNNINGHAM Appointed: 2020

JOHN-PAUL CAMPION Appointed: 2023, Occupation: Police And Crime Commissioner

LT. COL. MARK BALLARD Appointed: 2019, Occupation: Doctor

ANNE CLEARY Appointed: 2016, Occupation: Deputy Head Teacher

CHARLES CAMERON Appointed: 2016, Occupation: Company Director

DEBORAH WALTIER Appointed: 2016, Occupation: Financial Adviser

IAN STRINGER Appointed: 2017, Occupation: Chartered Surveyor

JAMES WILLIAM RODEN Appointed: 2015, Occupation: Stock Broker

MICHAEL JOHN LUCKMAN Appointed: 2014, Occupation: Solicitor

DR CLARE MARIA LIDBURY Appointed: 2014, Occupation: Academic, Other trusteeship: THE LABAN GUILD,

JENNY LOYNTON Appointed: 2016, Occupation: Solicitor, Other trusteeship: W WING YIP AND BROTHERS FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 24/07/2003, number: 1098740
Registered at Companies House on 23/06/2003, number: 04808121

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; all on time

Main office

BROMSGROVE SCHOOL
WORCESTER ROAD
BROMSGROVE
B61 7DU

Objectives

TO ADVANCE EDUCATION AND TRAINING, BY THE PROVISION AND CONDUCT, IN OR NEAR WORCESTERSHIRE OF ANY DAY AND BOARDING SCHOOL OR SCHOOLS FOR BOYS AND GIRLS.

Defined Area of Benefit:

IN OR NEAR WORCESTERSHIRE

Data Sources