Finance Score: 0

Governance Score: 8

Support Score: 3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 11

LICHFIELD CATHEDRAL SCHOOL

To advance education by the provision and conduct of a school for boys and girls which shall have a religious character in accordance with the tenets of the Church of England .To further religious, educational and other charitable work in accordance with the principles of the Church of England in the diocese of Lichfield and the wider community.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender 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
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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
31/08/23		£7,196	£7,087	£110	£0	£2,067	£1,916	3.2	143	0
31/08/22	*	£6,336	£6,027	£309	£0	£1,958	£1,859	3.7	133	5
31/08/21		£5,741	£5,424	£317	£0	£1,648	£1,620	3.6	123	0
31/08/20		£5,810	£5,397	£413	£0	£1,331	£1,303	2.9	130	0
31/08/19		£5,072	£5,055	£17	£0	£918	£901	2.1	89	21
31/08/18		£4,845	£4,748	£97	£0	£901	£878	2.2	89	0
31/08/17		£4,571	£4,449	£122	£0	£804	£775	2.1	84	0
31/08/16		£4,325	£4,356	£-31	£0	£682	£682	1.9	85	0
31/08/15		£4,347	£4,404	£-57	£74	£713	£713	1.9	84	0
31/08/14		£4,505	£4,852	£-347	£71	£770	£770	1.9	93	0
31/08/13		£4,499	£4,417	£82	£76	£1,117	£1,117	3	88	0
31/08/12		£4,326	£4,376	£-49	£71	£1,034	£1,034	2.8	88	0
31/08/11		£3,261	£3,453	£-192	£50	£1,084	£1,084	3.8	91	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: £120,000-£130,000
Liabilities/Assets: 68%
Liabilities/Income: 60%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.6

Asset Split ?

Established: 14 years

www.lichfieldcathedralschool.com

thepalace@lichfieldcathedralschool.com

01543306172

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Staffordshire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

143 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 38-77

RT REVD JANET ELIZABETH MCFARLANE Appointed: 2023, Occupation: Interim Dean

AMANDA SMITH Appointed: 2023, Occupation: Lawyer

CLAIRE EVANS Appointed: 2023, Occupation: Education Consultant

DAVID BROWN Appointed: 2023, Occupation: Bursar

ERIC JOHN LUNT Appointed: 2021, Occupation: Retired

JAMES WILLIAM NEVILLE Appointed: 2022, Occupation: Vice Principal

JOSEPH MORRIS Appointed: 2023, Occupation: Legal Profession

CLIVE RICKART Appointed: 2012, Occupation: Headmaster

NICOLA ROY Appointed: 2017, Occupation: Director

NINA DAWES (Chair) Appointed: 2014, Occupation: Retired

REV ANDREW MICHAEL STEAD Appointed: 2017, Occupation: Director

ROBERT OAKLEY Appointed: 2017, Occupation: Director

JENNIFER MASON Appointed: 2012, Occupation: Teacher, Other trusteeship: FRIENDS OF STAFFORDSHIRE'S YOUNG MUSICIANS,

Legal constitution

Charitable company registered in England & Wales on 13/08/2010, number: 1137481
Registered at Companies House on 02/07/2010, number: 07302696

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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
Volunteer management

Filing Record

13 returns made; AR22: 1 days late,

Main office

LICHFIELD CATHEDRAL SCHOOL
THE PALACE
THE CLOSE
LICHFIELD
WS13 7LH

Objectives

1 TO ADVANCE EDUCATION IN SUCH WAYS AS THE GOVERNORS SEE FIT, INCLUDING IN PARTICULAR BY THE PROVISION AND CONDUCT OF A SCHOOL FOR BOYS AND GIRLS WHICH SHALL HAVE A RELIGIOUS CHARACTER IN ACCORDANCE WITH THE TENETS OF THE CHURCH OF ENGLAND AND WHICH SHALL IN PARTICULAR (BUT WITHOUT LIMITATION) PROVIDE EDUCATION AND ACCOMMODATION (AS REQUIRED) FOR THE CHORISTERS OF THE CATHEDRAL2 TO ADVANCE RELIGION THROUGH WORSHIP ACCORDING TO THE RITES AND CEREMONIES OF THE CHURCH OF ENGLAND AS OFFERED FROM TIME TO TIME IN THE CATHEDRAL AND ELSEWHERE AND THE PARTICIPATION THEREIN OF THE CHORISTERS, OTHER PUPILS AT THE SCHOOL, FAMILIES OF PUPILS, STAFF AND OTHER PERSONS CONNECTED WITH THE SCHOOL3 TO FURTHER RELIGIOUS, EDUCATIONAL AND OTHER CHARITABLE WORK IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND IN THE DIOCESE OF LICHFIELD AND THE WIDER COMMUNITY

Defined Area of Benefit:

THE DIOCESE OF LICHFIELD

Data Sources