Finance Score: 0

Governance Score: -1

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No volunteer policy: -2
Narrow trustee age band: -2
Dynamic board: +3

Large volunteers +3

Overall GiG Score: 2

AMICI BRUERNI

Raise funding for means tested bursaries and additional equipment for school

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/03/23		£140	£94	£47	n/a	n/a	n/a	n/a	n/a	20
31/03/22	*	£32	£43	£-11	n/a	n/a	n/a	n/a	n/a	20
31/03/21		£5	£3	£2	n/a	n/a	n/a	n/a	n/a	0
31/03/20	*	£10	£17	£-7	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£112	£37	£75	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£26	£42	£-16	£0	£0	£0	n/a	0	0
31/03/17		£227	£100	£127	£0	£0	£0	n/a	0	0
31/03/16		£3	£1	£2	£0	£0	£0	n/a	0	0
31/03/15		£0	£1	£-1	£0	£0	£0	n/a	0	0
31/03/14		£5	£6	£-1	£0	£0	£0	n/a	0	0
31/03/13		£21	£29	£-8	£0	£0	£0	n/a	0	0
31/03/12		£34	£57	£-23	£0	£0	£0	n/a	0	0
31/03/11		£140	£96	£43	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 14 years

amici.bruerni@bruernabbey.org

01869 242 448

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Provides buildings/facilities/open space
Provides other finance

Where it operates

Oxfordshire,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-54

CLAIRE ELIZABETH MCKEON Appointed: 2023, Occupation: Director

COURTENAY WRIGHT Appointed: 2023, Occupation: Director

HAYLEY TOLSON Appointed: 2023, Occupation: Director

HELEN SPERONI (Chair) Appointed: 2021, Occupation: Chartered Architect

LUCINDA PLAYFAIR Appointed: 2023, Occupation: Director

MICHAEL CHARLES WRIGHT Appointed: 2023, Occupation: Director

SEAN JAMES WILLIAM CROSKY Appointed: 2022, Occupation: Lawyer

SIMON GERALD BUCHANAN CAIRNS Appointed: 2022, Occupation: Investment Manager

SIOBHAN MAIREAD ELIZABETH WREN Appointed: 2021, Occupation: Ophthalmic Surgeon

SUSAN BOLTEN Appointed: 2021

Legal constitution

Charitable company registered in England & Wales on 25/03/2010, number: 1135207
Registered at Companies House on 04/03/2010, number: 07178587

Gift Aid

Registered with HMRC for Gift Aid

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
Risk management
Safeguarding policy and procedures
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

13 returns made; AR22: 2 days late, AR20: 30 days late,

Main office

Suite 3
Bignell Park Barns
Chesterton
Bicester
Oxon
OX26 1TD

Objectives

TO ADVANCE, FOR THE PUBLIC BENEFIT, THE EDUCATION OF PUPILS AT BRUERN ABBEY SCHOOL BY ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT (WHICH WOULD NOT OTHERWISE BE PROVIDED) AND TO PURSUE SUCH OTHER ANCILLARY EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITYY PROMOTE AND FULFIL SUCH OTHER CHARITABLE OBJECTS BENEFICIAL TO THE COMMUNITY AS THE TRUSTEES MAY DECIDE FROM TIME TO TIME

Defined Area of Benefit:

BRUERN ABBEY SCHOOL

Data Sources