Finance Score: 3
Governance Score: 3
Support Score: 3
  • Poor Liquidity: -1
  • Good Reserves: +1Fundraising costs low: +3
  • No volunteer policy: -2
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 9 ?

GRESHAM'S SCHOOL

Provision of education and training
Analysis by Giving is Great

Positives:

  • The charity has received Government grants and contracts
  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • There are 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£28,355£21,408£6,947£631£49,612£44,17424.840820
31/08/22£20,041£19,471£570£515£42,778£38,21023.540220
31/08/21£17,399£17,032£367£237£42,593£36,22325.538420
31/08/20£35,136£16,530£18,606£207£41,734£22,29816.238620
31/08/19£17,662£16,951£711£291£23,173£19,30313.738220
31/08/18£16,778£16,725£53£261£22,462£18,55813.32890
31/08/17£18,675£16,338£2,337£157£22,420£18,62513.72840
31/08/16?£17,561£15,937£1,623£154£19,881£16,17012.23500
31/07/15£22,382£15,350£7,032£129£18,283£14,79111.62650
31/07/14£15,250£15,008£243£23£11,133£7,7786.22730
31/07/13£16,096£15,092£1,004£23£10,841£7,54962790
31/07/12£15,083£14,548£536£101£9,532£6,5385.42720
31/07/11£13,946£13,862£84£22£8,954£5,9955.22670
31/07/10?£13,609£13,177£433£107£8,743£5,9165.42450
31/08/09£15,950£12,775£3,175£231£8,227£5,5315.22430
31/08/08£11,550£11,977£-427£162£5,186£2,3302.32240
31/08/07£10,665£11,255£-590£186£5,792£2,83132170
31/08/06£10,471£11,287£-816n/an/an/an/an/an/a
31/08/05*£12,033£10,750£1,283n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 2.4%
Fundraising Costs/Total Spending: 3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 18%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 24.8 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.2
Asset Split ?
Balance Sheet History
Established: 20 years

www.greshams.com

reception@greshams.com

01263714500

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
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
  • Norfolk,
Who it helps
  • Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Heritage Fund - Grant to Gresham's School
£10,000 17/03/2015
Schoolfriends who died for Britain

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)
Current Trustees appointed
Gender Split

Age Range of Trustees: 42-72
  • AIRLIE ANNE INGLIS Appointed: 2023, Occupation: Farmer And Interior Designer
  • ANNA MARIA DUGDALE Appointed: 2017, Occupation: Chief Executive
  • CHARLOTTE COVENTRY Appointed: 2020, Occupation: Veterinary Surgeon
  • DEBRA HAYWARD Appointed: 2021, Occupation: Film And Television Producer
  • DR SUSAN PENELOPE-ANN RUBIN Appointed: 2016, Occupation: Consultant Paediatrician (Retired)
  • JAMES KENRICK MORGAN Appointed: 2013, Occupation: Solicitor
  • MARTIN ANTHONY RICHARD COLLIER Appointed: 2022, Occupation: Master
  • MARTIN BAILEY Appointed: 2018, Occupation: Company Director
  • NIGEL CLARK FLOWER Appointed: 2019, Occupation: Retired
  • PAUL MARRIAGE (Chair) Appointed: 2013, Occupation: Fund Manager
  • RICHARD ROY GRISENTHWAITE Appointed: 2021, Occupation: Computer Architect
  • SIMON GORTON Appointed: 2013, Occupation: Landowner
  • SIR JAMES DYSON CBE Appointed: 2017
  • SIMON JOHN SPENCER CLARKE Appointed: 2022, Occupation: Headmaster
  • THE REVEREND CANON JONATHAN BYAM VALENTINE RIVIERE Appointed: 2022
  • WILLIAM ALAN DONGER Appointed: 2023, Occupation: Chartered Surveyor
  • WILLIAM STABB MILLS Appointed: 2022, Occupation: Company Chief Executive Office - Education Sector
Legal constitution
  • Charitable company registered in England & Wales on 17/08/2004, number: 1105500
  • Registered at Companies House on 03/08/2004, number: 05196298
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
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
19 returns made; AR05: 102 days late,
Main office

Gresham's School
Cromer Road
Holt
NR25 6EA

Objectives

TO ADVANCE EDUCATION AND TRAINING AND, IN PARTICULAR, THE PROVISION AND CONDUCT IN OR NEAR HOLT, NORFOLK OF A DAY OR DAY AND BOARDING SCHOOL OR SCHOOLS FOR BOYS AND GIRLS

Defined Area of Benefit:

IN OR NEAR HOLT, NORFOLK

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great