Finance Score: -1

Governance Score: 2

Support Score: 3

Excess liquidity: -1
Accounts filed more than 5 days late: -3 times
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 4

ALDWICKBURY SCHOOL TRUST LTD

Provision of a day and boarding school for children in Harpenden for the advancement of education and training.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no 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

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Established: 55 years

www.aldwickbury.org.uk

bursar@aldwickbury.org.uk

01582760575

Charity Commission for England and Wales

Tweets

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
31/07/22	*	£6,333	£5,968	£364	£34	£9,662	£9,662	19.4	110
31/07/21	*	£5,858	£5,629	£230	£19	£9,298	£9,298	19.8	112
31/07/20		£5,965	£5,364	£601	£25	£9,030	£9,030	20.2	102
31/07/19	*	£6,096	£5,456	£640	£0	£8,428	£8,428	18.5	100
31/07/18		£5,642	£5,185	£457	£0	£7,788	£7,788	18	95
31/07/17		£5,623	£4,964	£658	£0	£7,331	£7,331	17.7	107
31/07/16		£5,791	£4,708	£1,083	£21	£6,673	£6,673	17	112
31/07/15		£4,850	£4,150	£699	£17	£5,629	£5,629	16.3	72
31/07/14		£4,500	£3,948	£553	£43	£4,930	£4,930	15	67
31/07/13		£4,240	£3,776	£464	£49	£4,377	£4,377	13.9	63
31/07/12		£4,021	£3,846	£175	£80	£3,914	£3,914	12.2	59
31/07/11	*	£3,629	£3,614	£16	£30	£3,738	£3,738	12.4	55
31/07/10		£3,790	£3,346	£444	£46	£3,723	£3,723	13.4	55
31/07/09		£3,175	£3,032	£143	£25	£3,279	£3,279	13	52
31/07/08		£3,008	£2,899	£109	£74	£3,175	£3,175	13.1	50
31/07/07		£2,817	£2,598	£219	£68	£3,066	£3,066	14.2	48
31/07/06		£2,449	£2,353	£96	£0	£0	£0	n/a	0
31/07/05?	*	£3,588	£3,088	£500	£0	£0	£0	n/a	0
31/03/04		£2,194	£2,065	£129	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 32%
Liabilities/Income: 72%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 19.4 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.4

Asset Split ?

Listed activities

Education/Training

How it operates

Other charitable activities

Where it operates

Hertfordshire,

Who it helps

Children/Young People

Who works here?

110 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 42-73

CHRISTIAN MARK DINWOODIE Appointed: 2017, Occupation: Consultant

CATHERINE THEA DUGMORE Appointed: 2018, Occupation: Non-Executive Director

DR ROGER LEONARD AXWORTHY Appointed: 2011, Occupation: Deputy Bursar And Clerk To The Court

JENNIFER LUMSDEN Appointed: 2023, Occupation: Teacher

MR A D COLEY Appointed: 2011, Occupation: Project Manager/Qs, Other trusteeship: DENSTONE COLLEGE LIMITED,

MR C S BOOTHBY Appointed: 2013, Occupation: Media Director

MR J G BROMFIELD (Chair) Appointed: 2013, Occupation: Semi-Retired School Archivist

MR J HODGSON Appointed: 2015, Occupation: Teacher, Other trusteeships: BEECHWOOD PARK SCHOOL LIMITED, Bedford School Foundation Trust,

MR GRAHAM HOWE Appointed: 2021, Occupation: Business Executive

MR JIM LEWIS Appointed: 2020

PHILLIP BARR Appointed: 2018, Occupation: Retired Vice Principal & Ofsted Inspector

RACHEL KATE COOKE Appointed: 2018, Occupation: Operations Director

WILLIAM TOLEMAN Appointed: 2023, Occupation: Head Teacher

Legal constitution

Charitable company registered in England & Wales on 19/05/1969, number: 311059
Registered at Companies House on 20/03/1969, number: 00950339

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 23 days late, AR21: 168 days late, AR19: 136 days late, AR11: 1 days late, AR05: 882 days late,

Main office

Aldwickbury School
Wheathampstead Road
Harpenden
AL5 1AD

Objectives

TO ADVANCE EDUCATION BY CARRYING ON A SCHOOL OR COLLEGE IN OR NEAR HARPENDEN OR ELSEWHERE IN GREAT BRITAIN, IN ACCORDANCE WITH THE PRINCIPLES OF THE CHRISTIAN RELIGION.

Defined Area of Benefit:

HARPENDEN OR ELSEWHERE

Data Sources