Finance Score: 3

Governance Score: 9

Support Score: 0

Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 12

WOLDINGHAM SCHOOL

EDUCATION/TRAININGRELIGIOUS ACTIVITIESARTS/CULTURESPORT/RECREATION

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/23?	£19,206	£19,506	£-300	£429	£22,847	£22,517	13.9	216
31/07/22	£18,039	£16,775	£1,264	£239	£22,981	£21,991	15.7	215
31/07/21	£15,416	£14,986	£430	£156	£21,727	£20,986	16.8	210
31/07/20	£15,082	£14,914	£168	£407	£21,165	£20,544	16.5	210
31/07/19	£15,782	£15,512	£270	£129	£20,999	£20,426	15.8	209
31/07/18	£15,757	£14,932	£826	£130	£20,666	£20,173	16.2	211
31/07/17	£15,793	£14,692	£1,102	£373	£19,796	£19,483	15.9	208
31/07/16	£15,327	£14,280	£1,047	£232	£18,677	£18,541	15.6	180
31/07/15	£15,033	£13,837	£1,196	£230	£17,622	£17,591	15.3	176
31/07/14	£14,396	£13,623	£773	£177	£16,427	£16,396	14.4	172
31/07/13	£13,909	£13,465	£444	£211	£15,656	£15,629	13.9	170
31/07/12	£14,267	£12,437	£1,829	£175	£15,215	£15,188	14.7	176
31/07/11	£12,299	£12,001	£298	£193	£13,384	£13,335	13.3	174
31/07/10	£11,514	£11,391	£123	£280	£13,086	£13,037	13.7	173
31/07/09	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2.4%
Fundraising Costs/Total Spending: 2.2%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 33%
Liabilities/Income: 63%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.9 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.5

Asset Split ?

Established: 16 years

www.woldinghamschool.co.uk

info@woldinghamschool.co.uk

01883654202

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Secondary schools

How it operates

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

Where it operates

Surrey,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

216 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 38-66

IFEY OZOEMENA AZUKA SUMMERS Appointed: 2019, Occupation: Tribunal Judge

JAMES CONS Appointed: 2021, Occupation: Architect

JULIA CONNOR Appointed: 2023, Occupation: Director

MICHAEL MATTHEWS Appointed: 2024, Occupation: Teacher

NICHOLAS WAITE Appointed: 2023, Occupation: Director

SAMANTHA SETH MRS Appointed: 2023

CATHARINE LOUISE BERWICK (Chair) Appointed: 2019, Occupation: None

CHRISTOPHER SCATTERGOOD Appointed: 2019, Occupation: Company Director

HEATHER HANBURY Appointed: 2017, Occupation: Headmistress

IAN BAKER Appointed: 2019, Occupation: Chartered Accountant

JAMES NICHOLAS WRIGHT Appointed: 2015, Occupation: Chartered Accountant

VANESSA JANE DONEGAN Appointed: 2019, Occupation: Investment Advisor

Legal constitution

Charitable company registered in England & Wales on 06/08/2008, number: 1125376
Registered at Companies House on 02/07/2008, number: 06636665

Gift Aid

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

15 returns made; all on time

Main office

Woldingham School
Marden Park
Woldingham
Caterham
CR3 7YA

Objectives

A) PROMOTE AND EXTEND CATHOLIC BASED CHRISTIAN EDUCATION BY CARRYING ON MAINTAINING, AND DEVELOPING THE SCHOOL KNOWN AS WOLDINGHAM SCHOOL AND ANY SCHOOL OR SCHOOLS ASSOCIATED WITH THE SCHOOL FOR THE ADVANCEMENT OF EDUCATION OF CHILDREN OR ADULTS OF ANY CREED FOR THE PUBLIC BENEFIT.B) TO CARRY ON SUCH OTHER CHARITABLE WORKS AS ADVANCE THE ROMAN CATHOLIC RELIGION FOR THE PUBLIC BENEFIT.

Defined Area of Benefit:

WOLDINGHAM

Data Sources