Finance Score: -1

Governance Score: 3

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Pension deficit: -1

Good trustee age range: +3

No supporters identified

Overall GiG Score: 2

HULME GRAMMAR SCHOOL

The Charity operates independent schools in the borough of Oldham for children between the ages of 3 and 19. The schools operate in a co-educational structure with a Nursery & Infant department (ages 3-7), Junior School (ages 7-11) , Senior School (ages 11-16) and a Sixth Form ages 16-19).

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
There is a pension deficit of £197,342

Financial Data ?

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		£9,616	£10,502	£-887	£0	£8,930	£5,353	6.1	201	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 18%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 60%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Established: 1 years
(17 years as a company)

www.hulmegrammar.org

clerk-to-governors@ohgs.co.uk

01616244497

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Primary schools

How it operates

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

Where it operates

Cheshire East, Cheshire West & Chester, Lancashire, Manchester City, Oldham, Rochdale, Stockport, Tameside,

Who it helps

Children/Young People

Who works here?

201 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANN RICHARDS BSC HONS Appointed: 2009

ROBERT STUART ILLINGWORTH BSC HONS Appointed: 2005

DAVID SPENCER Appointed: 2022, Occupation: Certified Financial Planner, Other trusteeship: HULME GRAMMAR SCHOOLS,

GAVIN WHEELDON Appointed: 2022, Occupation: Ceo, Other trusteeships: HULME GRAMMAR SCHOOLS, SADDLEWORTH VILLAGE GAMES,

RICHARD BRIAN LOBLEY ARICS Appointed: 2011, Other trusteeship: HULME GRAMMAR SCHOOLS,

WARWICK JOHN LEY Appointed: 2019, Occupation: Consultant, Other trusteeship: HULME GRAMMAR SCHOOLS,

JEREMY SUTCLIFFE BA MED Appointed: 2011, Occupation: Retired, Other trusteeship: HULME GRAMMAR SCHOOLS,

JOHN DAVID GREENWOOD Appointed: 2017, Occupation: Company Director, Other trusteeship: HULME GRAMMAR SCHOOLS,

VALERIE STOCKER (Chair) Appointed: 2008, Occupation: Solicitor, Other trusteeships: HULME GRAMMAR SCHOOLS, THE EDUCATION FOR MINISTRY TRUST,

Legal constitution

Charitable company registered in England & Wales on 02/02/2023, number: 1201820
Registered at Companies House on 23/02/2007, number: 06125927

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment 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
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

1 returns made; all on time

Main office

HULME GRAMMAR SCHOOL
CHAMBER ROAD
OLDHAM
OL8 4BX

Objectives

THE CHARITY'S OBJECTS (THE OBJECTS):-TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE BY THE PROVISION OF SCHOOLS IN OR NEAR OLDHAM AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Data Sources