Finance Score: 3
Governance Score: 2
Support Score: 1
  • Poor Liquidity: -1
  • Good Reserves: +1Pension deficit: -1
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Grant maker support: +1
Overall GiG Score: 6 ?

CHARTERHOUSE SCHOOL 

To advance education by the provision of a day and boarding school for boys and girls.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are low relative to funds raised
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • There is a pension deficit of £826,000

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
31/07/23£54,102£47,750£6,352£3,141£79,131£71,535186440
31/07/22£46,210£42,243£3,967£2,867£71,675£64,45218.36530
31/07/21£44,886£31,847£13,039£284£64,935£58,86322.24850
31/07/20£32,188£31,280£908£2,302£46,509£41,819164700
31/07/19£34,731£32,990£1,741£2,601£45,059£40,95114.94680
31/07/18£33,649£29,903£3,746£1,934£41,556£36,31914.64590
31/07/17£31,140£28,250£2,890£1,469£36,542£30,20712.84550
31/07/16£29,558£27,278£2,280£1,495£33,988£28,22512.44540
31/07/15£28,168£26,332£1,836£370£32,297£27,40512.53050
31/07/14£27,797£25,641£2,156£1,240£31,252£27,06612.73030
31/07/13£26,996£25,012£1,984£1,243£29,308£24,920123020
31/07/12£26,660£24,127£2,533£1,323£27,028£24,164122950
31/07/11£24,734£23,986£748£1,517£25,889£23,57611.82800
31/07/10£22,074£21,840£234£1,084£24,267£22,48412.42780
31/07/09£21,875£21,280£595£1,112£23,423£22,11812.52750
31/07/08£21,829£20,264£1,565£1,047£25,532£24,13714.32650
31/07/07£19,938£18,289£1,649£818£25,354£23,89815.72730
31/07/06£18,919£17,676£1,243£0£0£0n/a00
31/07/05£17,522£16,874£648£0£0£0n/a00
31/07/04£16,143£16,224£-81£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 6.9%
Fundraising Costs/Total Spending: 6.9%
Senior Staff Costs/Total Spending: 22%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 42%
Liabilities/Income: 107%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 18 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.2
Asset Split ?
Established: 60 years

www.charterhouse.org.uk

clerktogoverningbody@charterhouse.org.uk

01483291500

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Provides services
Where it operates
  • Surrey,
Who it helps
  • Children/Young People
Who works here?
  • 644 employees

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
Wolfson Foundation - Grant to Charterhouse (Sutton's Hospital in Charterhouse)
£30,000 05/12/2018
Great Chamber refurbishment

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)
Current Trustees appointed
Gender Split
Based on 16/17 persons

Age Range of Trustees:
Legal constitution
  • Charity registered in England & Wales on 06/03/1964, number: 312054
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
  • 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
  • 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
Filing Record
20 returns made; all on time
Main office

CHARTERHOUSE
HURTMORE ROAD
GODALMING
GU7 2DF

Objectives

A DAY AND BOARDING SCHOOL FOR BOYS AND GIRLS

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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