Finance Score: 3

Governance Score: 6

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 12

B A S SCHOOL LIMITED

Independent Education

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
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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		£8,163	£8,019	£144	£179	£9,167	£9,068	13.6	156	0
31/08/22		£8,238	£7,118	£1,120	£185	£9,023	£8,923	15	146	0
31/08/21		£7,441	£6,435	£1,005	£90	£7,889	£7,792	14.5	141	0
31/08/20		£6,621	£6,230	£391	£106	£6,898	£6,827	13.1	134	11
31/08/19		£6,846	£6,144	£702	£193	£6,507	£6,439	12.6	130	9
31/08/18	*	£6,363	£5,690	£673	£220	£5,806	£5,760	12.1	125	0
31/08/17		£5,752	£5,385	£367	£272	£5,133	£5,103	11.4	123	0
31/08/16	*	£5,667	£5,292	£375	£0	£4,766	£4,763	10.8	130	0
31/08/15		£5,811	£5,004	£807	£216	£4,094	£4,094	9.8	101	0
31/08/14		£4,848	£4,676	£172	£193	£3,286	£3,286	8.4	101	0
31/08/13		£4,568	£4,517	£51	£160	£3,112	£3,112	8.3	101	0
31/08/12	*	£4,749	£4,497	£252	£160	£3,064	£3,064	8.2	101	0
31/08/11		£4,744	£4,325	£419	£128	£2,809	£2,809	7.8	101	0
31/08/10		£4,286	£4,096	£190	£106	£2,391	£2,391	7	101	0
31/08/09		£4,015	£3,965	£50	£98	£2,200	£2,200	6.7	101	0
31/08/08		£3,759	£3,911	£-153	£154	£2,145	£2,145	6.6	101	0
31/08/07		£3,471	£3,335	£136	£0	£2,297	£2,297	8.3	100	0
31/08/06		£3,193	£3,217	£-24	£0	£0	£0	n/a	0	0
31/08/05		£2,920	£2,716	£203	£0	£0	£0	n/a	0	0
31/08/04		£3,677	£2,373	£1,304	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.3%
Fundraising Costs/Total Spending: 2.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 25%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0

Asset Split ?

Established: 60 years

www.battleabbeyschool.com

acunau@battleabbeyschool.com

01424776813

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

East Sussex,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-80

DAVID DANIELS CBE Appointed: 2019, Occupation: Retired

ELIZABETH CAPPER FIDOCK Appointed: 2017, Occupation: Teacher

IAN SCOTT MERCER CBE

JAMES HOOKWAY Appointed: 2022, Occupation: Police Officer

JOHN MATTHEW LEONARD KINGWELL CBE (Chair) Appointed: 2017

JONATHAN WATTS Appointed: 2021, Occupation: Retired, Other trusteeship: THE FREWEN EDUCATIONAL TRUST LIMITED,

PAUL JOYCE Appointed: 2024, Occupation: Systems Engineer

PHILIP OWEN PADGHAM Appointed: 2023, Occupation: Company Director

REBECCA UPTON Appointed: 2023, Occupation: Retired

TARA JULIET GALLAGHER Appointed: 2022, Occupation: Architect

THOMAS COUCHMAN Appointed: 2023, Occupation: Options Broker

Legal constitution

Charitable company registered in England & Wales on 04/02/1964, number: 306998
Registered at Companies House on 01/11/1963, number: 00779605

Gift Aid

Registered with HMRC for Gift Aid

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
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
Volunteer management

Filing Record

20 returns made; AR18: 93 days late, AR16: 24 days late, AR12: 28 days late,

Main office

BATTLE ABBEY SCHOOL
HIGH STREET
BATTLE
TN33 0AD

Objectives

A SCHOOL OR SCHOOLS WHERE STUDENTS MAY OBTAIN A SOUND EDUCATION OF THE HIGHEST ORDER.

Defined Area of Benefit:

NOT DEFINED

Data Sources