Finance Score: 2

Governance Score: 7

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 12

BALLARD SCHOOL LIMITED

To provide first class and academically rigorous education for children and young people by offering a broad and balanced curriculum within a positive Christian and family environment.

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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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	£7,589	£7,286	£304	£0	£9,171	£9,171	15.1	115	12
31/08/22	£7,120	£6,414	£707	£0	£8,872	£8,778	16.4	145	10
31/08/21	£6,744	£5,902	£842	£0	£8,568	£8,243	16.8	145	15
31/08/20	£5,364	£5,617	£-253	£11	£7,351	£7,351	15.7	101	25
31/08/19	£5,440	£5,194	£246	£0	£7,627	£7,627	17.6	131	37
31/08/18	£5,104	£5,151	£-47	£0	£7,325	£7,325	17.1	130	0
31/08/17	£5,077	£4,993	£84	£0	£7,311	£7,311	17.6	98	0
31/08/16	£5,054	£5,100	£-46	£0	£7,040	£7,040	16.6	95	0
31/08/15	£5,011	£4,929	£81	£9	£7,020	£7,020	17.1	93	0
31/08/14	£4,799	£4,560	£239	£8	£6,939	£6,939	18.3	94	0
31/08/13	£4,608	£4,485	£123	£8	£6,700	£6,700	17.9	92	0
31/08/12	£4,508	£4,287	£221	£7	£6,578	£6,578	18.4	88	0
31/08/11	£4,610	£4,364	£246	£7	£6,357	£6,357	17.5	94	0
31/08/10	£4,657	£4,208	£449	£6	£6,110	£6,110	17.4	92	0
31/08/09	£4,730	£4,141	£589	£8	£5,662	£5,662	16.4	144	0
31/08/08	£4,583	£3,965	£618	£7	£5,073	£5,073	15.4	139	0
31/08/07	£4,066	£3,736	£330	£6	£4,455	£4,455	14.3	148	0
31/08/06	£3,856	£3,344	£512	£0	£0	£0	n/a	0	0
31/08/05	£3,355	£3,063	£292	£0	£0	£0	n/a	0	0
31/08/04	£2,840	£2,640	£200	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 18%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.1

Asset Split ?

Established: 61 years

www.ballardschool.co.uk

admissions@ballardschool.co.uk

01425626900

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space

Where it operates

Dorset, Hampshire,

Who it helps

Children/Young People

Who works here?

115 employees
12 volunteers

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: 35-77

EVELYN GUEST Appointed: 2021, Occupation: Retired

CLARE COLEY-MAUD Appointed: 2023, Occupation: Bursar

DEAN MARSH Appointed: 2023, Occupation: Company Director

LAILA JAMIL Appointed: 2021, Occupation: Psychologist

OLIVER LEGG Appointed: 2023, Occupation: Senior Investment Director

REV MARTIN ROBERT POOLE BD Appointed: 2015

WILLIAM POLLARD Appointed: 2023, Occupation: Group Treasury Manager

ANNE PATRICIA WATSON-LEE Appointed: 2012, Occupation: Solicitor

ANDREW WILLIAM STEMBRIDGE Appointed: 2016, Occupation: Hotel Manager

FIONA ELIZABETH MORGAN Appointed: 2015, Occupation: Retired Solicitor, Other trusteeship: THE JOAN TURNBULL OPPORTUNITY GROUP FOR CHILDREN WITH SPECIAL NEEDS,

MERRIELLE BILLINGTON Appointed: 2009, Occupation: Magistrate

PETER ROBERT GOODFELLOW (Chair) Appointed: 2005, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/12/1962, number: 307328
Registered at Companies House on 28/08/1962, number: 00733644

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
Investing charity funds policy and procedures
Investment
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

20 returns made; all on time

Main office

BALLARD SCHOOL
FERNHILL LANE
NEW MILTON
BH25 5SU

Objectives

TO PROVIDE FIRST CLASS AND ACADEMICALLY RIGOROUS EDUCATION FOR CHILDREN AND YOUNG PEOPLE BY OFFERING A BROAD AND BALANCED CURRICULUM WITHIN A POSITIVE CHRISTIAN AND FAMILY ENVIRONMENT AND FOR THIS PURPOSE TO ACQUIRE AND CARRY ON IN THE UNITED KINGDOM ANY OTHER SCHOOL OR COLLEGE OR SCHOOLS OR COLLEGES FOR THE EDUCATION OF CHILDREN AND YOUNG PEOPLE WHERE THEY MAY RECEIVE EDUCATION, TRAINING OR TUITION OF EVERY KIND CONSISTENT WITH THE FOREGOING PRINCIPLES.

Defined Area of Benefit:

NOT DEFINED

Data Sources