Finance Score: -1

Governance Score: 9

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Reasonable growth: +1
Multiple Deficits: -2

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

Gov Income
Grant maker support: +3

Overall GiG Score: 11

UPTON HOUSE SCHOOL LIMITED

To promote, advance and carry out the education of children

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending

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	£4,298	£4,230	£68	£0	£3,460	£3,460	9.8	70	0
31/08/22	£3,816	£3,745	£71	£18	£3,393	£3,393	10.9	78	1
31/08/21	£3,195	£3,352	£-157	£13	£3,326	£3,326	11.9	67	2
31/08/20	£2,925	£3,095	£-170	£13	£3,477	£3,477	13.5	71	1
31/08/19	£2,779	£2,851	£-72	£12	£3,645	£3,645	15.3	69	3
31/08/18	£2,789	£2,868	£-79	£0	£3,713	£3,713	15.5	72	0
31/08/17	£2,877	£2,808	£69	£0	£3,790	£3,790	16.2	70	0
31/08/16	£2,826	£2,652	£174	£0	£3,719	£3,719	16.8	73	0
31/08/15	£2,818	£2,543	£275	£10	£3,541	£3,541	16.7	68	0
31/08/14	£2,806	£2,248	£557	£21	£3,265	£3,265	17.4	64	0
31/08/13	£2,320	£2,124	£196	£10	£2,708	£2,693	15.2	39	0
31/08/12	£2,307	£2,031	£276	£9	£2,512	£2,512	14.8	38	0
31/08/11	£2,180	£1,992	£188	£39	£2,237	£2,236	13.5	36	0
31/08/10	£2,100	£1,996	£104	£44	£2,048	£2,047	12.3	38	0
31/08/09	£2,183	£2,004	£180	£39	£1,944	£1,940	11.6	40	0
31/08/08	£2,052	£1,758	£295	£35	£1,765	£1,757	12	39	0
31/08/07	£2,003	£1,667	£336	£45	£1,470	£1,444	10.4	37	0
31/08/06	£1,793	£1,555	£238	£0	£0	£0	n/a	0	0
31/08/05	£1,667	£1,472	£195	£0	£0	£0	n/a	0	0
31/08/04	£1,622	£1,426	£197	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 36%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.8 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Established: 61 years
(63 years as a company)

www.uptonhouse.org.uk

info@uptonhouse.org.uk

01753862610

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Primary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Slough, Surrey, Windsor And Maidenhead,

Who it helps

Children/Young People

Who works here?

70 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 37-86

ANNA-MARIA SCOTT Appointed: 2024

JUNE GRATTON Appointed: 2022, Occupation: Barrister

KEITH DOUGLAS HILL Appointed: 2022, Occupation: Retired

KATE WOOLDRIDGE Appointed: 2021, Occupation: Teacher

RICHARD THOMPSON Appointed: 2022, Occupation: Manager Of Palaces

THEROSHENE NAIDOO Appointed: 2022, Occupation: Teacher, Other trusteeship: ACTION VILLAGE INDIA,

DR PETER MACIEJ WARWICKER, Occupation: General Practitioner

FIONA RITA LLOYD Appointed: 2020, Occupation: Communications Director

RORY DAVID LEE SMYTH Appointed: 2012, Occupation: Construction Manager

SARAH ELIZABETH MASON Appointed: 2016, Occupation: Chartered Accountant

VIRGINIA BARKER (Chair) Appointed: 2016, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 28/12/1962, number: 309095
Registered at Companies House on 14/12/1960, number: 00677794

Gift Aid

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
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
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

20 returns made; all on time

Main office

UPTON HOUSE SCHOOL
115 ST. LEONARDS ROAD
WINDSOR
SL4 3DF

Objectives

TO PROMOTE, ADVANCE AND CARRY OUT EDUCATION OF CHILDREN IN PARTICULAR, BUT NOT LIMITED TO, BY CARRYING ON UPTON HOUSE SCHOOL, WINDSOR, IN THE COUNTY OF BERKS.

Defined Area of Benefit:

NOT DEFINED

Data Sources