Finance Score: 8

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Good reserves management: +3
Strong growth: +2

Good trustee age range: +3

No supporters identified

Overall GiG Score: 11

GREAT OAKS SMALL SCHOOL

This is a small independent school for students aged 11 to 18, designated by DfES as suitable for some students with specific learning difficulties. Many of the students could be considered emotionally vulnerable, but are of average or above average intelligence.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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		£1,396	£1,289	£107	£0	£752	£752	7	32	0
31/08/21		£1,373	£1,272	£102	£0	£645	£645	6.1	31	0
31/08/20		£1,260	£1,105	£155	£0	£543	£543	5.9	31	0
31/08/19		£1,075	£964	£111	£0	£388	£388	4.8	31	0
31/08/18	*	£968	£879	£89	£0	£277	£277	3.8	29	2
31/08/17		£813	£705	£108	£0	£187	£187	3.2	30	0
31/08/16	*	£521	£458	£63	£0	£79	£79	2.1	24	0
31/08/15		£386	£429	£-44	£0	£0	£0	n/a	0	0
31/08/14	*	£427	£435	£-7	£0	£0	£0	n/a	0	0
31/08/13	*	£393	£364	£28	£0	£0	£0	n/a	0	0
31/08/12		£312	£288	£24	£0	£0	£0	n/a	0	0
31/08/11		£229	£244	£-16	£0	£0	£0	n/a	0	0
31/08/10		£210	£267	£-56	£0	£0	£0	n/a	0	0
31/08/09	*	£230	£188	£42	£0	£0	£0	n/a	0	0
31/08/08		£199	£184	£14	£0	£0	£0	n/a	0	0
31/08/07		£164	£171	£-7	£0	£0	£0	n/a	0	0
31/08/06		£137	£144	£-7	£0	£0	£0	n/a	0	0
31/08/05		£50	£50	£0	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 4%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.2

Asset Split ?

Established: 20 years

www.greatoakssmallschool.co.uk

office@greatoakssmallschool.co.uk

01843822022

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Kent,

Who it helps

Children/Young People

Who works here?

32 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-70

JOHN EDWARD MYHILL GISBEY Appointed: 2022, Occupation: Retired

TERESA BUCKLEY Appointed: 2022, Occupation: Retired

CLIVE BEST Appointed: 2017, Occupation: Retired Teacher

DANIEL RANTAY FRIEND Appointed: 2019, Occupation: It Director

IAN MATHESON GRANT Appointed: 2019, Occupation: Retired

SANDRA JONES Appointed: 2019, Occupation: Retired

STUART PHILIP JONES Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 20/08/2004, number: 1105559
Registered at Companies House on 26/07/2004, number: 05189339

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

18 returns made; AR18: 1 days late, AR16: 60 days late, AR14: 14 days late, AR13: 2 days late, AR09: 27 days late,

Main office

EBBSFLEET FARM HOUSE
JUTES LANE
MINSTER
KENT
CT12 5FH

Objectives

TO ADVANCE THE EDUCATION FOR THE BENEFIT OF THE PUBLIC IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF A SCHOOL OR SCHOOLS AND SUCH OTHER EDUCATIONAL FACILITIES AS THE CHARITY SHALL THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources