Finance Score: -1

Governance Score: 6

Support Score: 3

Excess liquidity: -1

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 8

TWYFORD SCHOOL

TO ADVANCE EDUCATION BY THE PROVISION IN THE UNITED KINGDOM OF A DAY AND/OR BOARDING SCHOOL OR SCHOOLS FOR BOYS AND GIRLS AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Analysis by Giving is Great

Positives:

The charity has received Government grants
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably 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		£8,507	£7,616	£890	£0	£13,806	£13,799	21.7	92	10
31/08/22		£7,166	£6,871	£295	£0	£12,916	£12,916	22.6	109	0
31/08/21		£6,683	£6,372	£312	£0	£12,621	£12,621	23.8	109	0
31/08/20		£6,068	£6,074	£-6	£0	£12,309	£12,309	24.3	109	0
31/08/19		£6,999	£6,363	£636	£15	£12,315	£12,290	23.2	110	0
31/08/18		£7,093	£6,232	£861	£0	£11,679	£11,679	22.5	108	0
31/08/17		£6,798	£5,842	£956	£0	£10,818	£10,818	22.2	113	0
31/08/16		£6,601	£5,576	£1,025	£0	£10,176	£10,176	21.9	87	0
31/08/15		£6,383	£5,258	£1,125	£40	£9,151	£9,151	20.9	86	0
31/08/14		£6,311	£5,351	£960	£43	£8,026	£7,762	17.4	88	0
31/08/13		£6,331	£5,246	£1,084	£5,242	£7,067	£6,778	15.5	135	0
31/08/12		£5,461	£5,177	£284	£44	£5,982	£5,731	13.3	82	0
31/08/11		£5,333	£5,360	£-27	£5,360	£5,699	£5,497	12.3	85	0
31/08/10		£5,085	£4,775	£310	£83	£5,647	£5,524	13.9	74	0
31/08/09		£4,749	£4,030	£719	£14	£5,337	£5,324	15.9	64	0
31/08/08?		£4,086	£3,810	£275	£14	£4,618	£4,618	14.5	62	0
31/07/07		£3,703	£3,143	£561	£271	£4,343	£3,944	15.1	60	0
31/07/06		£3,450	£3,266	£184	£0	£0	£0	n/a	0	0
31/07/05	*	£2,859	£2,803	£57	£0	£0	£0	n/a	0	0
31/07/04		£2,755	£2,567	£188	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 13%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 21.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.1

Asset Split ?

Established: 62 years
(68 years as a company)

www.twyfordschool.com

bursar@twyfordschool.com

01962717094

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Hampshire,

Who it helps

Children/Young People

Who works here?

92 employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-65

ADAM JOHN WILLIAMS Appointed: 2021, Occupation: Headmaster

DOUGLAS UMBERS Appointed: 2023, Occupation: Managing Director

GARETH PENN Appointed: 2022, Occupation: Managing Director

JENNY PRICE Appointed: 2021, Occupation: Teacher

JOANNE PHILLIPS Appointed: 2017

SIMON CORBEN Appointed: 2023, Occupation: Commercial Director

ADAM WALLIKER Appointed: 2024, Other trusteeship: DOVER COLLEGE,

COLIN HOWMAN Appointed: 2012, Occupation: Company Director

DR CHRISTOPHER STEVENS Appointed: 2018, Occupation: Headmaster

EMILY FISHER Appointed: 2020, Occupation: Diplomat

JAMES FOX Appointed: 2018, Occupation: Teacher

RICHARD PAUL HAMMOND Appointed: 2014, Occupation: Managing Director

SONIA WATSON Appointed: 2017, Occupation: Director, Other trusteeship: PARISH HALL,

Legal constitution

Charitable company registered in England & Wales on 02/05/1962, number: 307425
Registered at Companies House on 02/12/1955, number: 00558147

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
Investing charity funds policy and procedures
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; AR05: 15 days late,

Main office

TWYFORD SCHOOL
HIGH STREET
TWYFORD
WINCHESTER
SO21 1NW

Objectives

THE OBJECTS ('THE OBJECTS') FOR WHICH THE CHARITY IS ESTABLISHED ARE:TO ADVANCE EDUCATION BY THE PROVISION IN THE UNITED KINGDOM OF A DAY AND/OR BOARDING SCHOOL OR SCHOOLS FOR BOYS AND GIRLS AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

NOT DEFINED

Data Sources