Finance Score: 1

Governance Score: 8

Support Score: 1

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +1

Overall GiG Score: 10

PREP SCHOOLS TRUST

Education

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
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
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£21,236	£21,212	£24	£71	£35,439	£31,559	17.9	334	0
31/08/22		£20,501	£19,179	£1,322	£66	£35,415	£32,088	20.1	461	0
31/08/21		£19,007	£18,233	£774	£182	£34,093	£31,717	20.9	536	0
31/08/20		£19,504	£21,564	£-2,060	£152	£33,334	£32,403	18	579	0
31/08/19	*	£21,444	£22,950	£-1,506	£111	£35,379	£34,693	18.1	556	24
31/08/18		£21,525	£21,611	£-86	£129	£36,885	£36,330	20.2	566	0
31/08/17		£22,166	£21,868	£298	£132	£36,971	£36,953	20.3	449	0
31/08/16		£22,453	£18,144	£4,309	£115	£36,673	£36,569	24.2	474	0
31/08/15		£17,937	£18,541	£-604	£52	£32,364	£32,341	20.9	406	0
31/08/14		£17,659	£17,872	£-213	£51	£32,339	£32,317	21.7	402	0
31/08/13		£19,095	£19,304	£-209	£57	£11,683	£11,672	7.3	452	0
31/08/12		£16,991	£17,280	£-290	£48	£11,505	£11,494	8	448	0
31/08/11		£16,402	£16,459	£-57	£47	£11,795	£11,785	8.6	462	0
31/08/10		£15,731	£15,821	£-89	£43	£11,852	£11,843	9	471	0
31/08/09		£13,049	£13,001	£48	£43	£7,362	£7,362	6.8	433	0
31/08/08		£12,503	£12,181	£322	£44	£7,052	£7,048	6.9	417	0
31/08/07		£9,191	£8,559	£633	£38	£6,257	£6,255	8.8	230	0
31/08/06		£8,075	£7,290	£785	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£7,323	£6,763	£559	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£7,010	£6,444	£566	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 20%
Liabilities/Income: 43%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 17.9 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.4

Asset Split ?

Balance Sheet History

Established: 55 years

www.prepschoolstrust.org

enquiries@prepschooltrust.org

01865390720

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Dorset, East Sussex, Gloucestershire, Northumberland, Oxfordshire, Warwickshire,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
CHK Foundation - CHK Discretionary Grant
£10,000	05/08/2021	to support specified work

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-68

ALISON JANE DERHAM Appointed: 2022, Occupation: Retired

COLIN HARGREAVES Appointed: 2024, Occupation: Retired Solicitor - Business Coach

COUNTESS PETA MARTINE DARNLEY Appointed: 2018, Occupation: Farmer

EMMA ELIZABETH ANN MCKENDRICK (Chair) Appointed: 2022, Occupation: Director

FRANCIS WILLIAM MILES BURKITT Appointed: 2023, Occupation: Banker

HENRIETTA LINDSELL Appointed: 2024, Occupation: Event Management

JACQUALYN CHRISTINA PAIN Appointed: 2019, Occupation: Retired Head Teacher

JASON HOULDEN-STANLEY Appointed: 2024, Occupation: Teacher/Education

JULIAN PETER SPENCER Appointed: 2020, Occupation: Teacher

LUCINDA MARY ELISABETH NEWCOMBE Appointed: 2022, Occupation: Consultant

MARK BEARD Appointed: 2024, Occupation: Builder

TOBY JAMES GIBSON Appointed: 2019, Occupation: Solicitor

WILLIAM HUGH PITMAN Appointed: 2019, Occupation: Wealth Manager

Legal constitution

Charitable company registered in England & Wales on 01/10/1969, number: 309639
Registered at Companies House on 09/09/1969, number: 00961616

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
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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; AR19: 27 days late, AR05: 5 days late,

Main office

7 Cothill
ABINGDON
OX13 6JN

Objectives

THE ADVANCEMENT OF EDUCATION AND IN PARTICULAR THE ADVANCEMENT OF PREPARATORY EDUCATION AT MODERATE COST. AS ANCILLARY TO THE ABOVE:- TO CONDUCT COTHILL HOUSE SCHOOL, NEAR ABINGDON. BERKSHIRE, AS A PREPARATORY SCHOOL FOR CHILDREN UP TO THE AGE OF FOURTEEN YEARS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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