Finance Score: 0

Governance Score: 9

Support Score: 3

Excess liquidity: -1
Reasonable growth: +1

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

Gov Income
Overall weighted support: +3

Overall GiG Score: 12

HALLIFORD SCHOOL LIMITED

An Independent Day School providing education for boys from 11 to 18 and girls from 16 to 18.

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 appeared to be 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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£9,591	£8,813	£779	£0	£13,303	£13,117	17.9	107	0
31/08/22	£9,028	£8,457	£572	£0	£12,524	£12,338	17.5	107	0
31/08/21	£8,143	£7,250	£893	£0	£13,446	£13,253	21.9	98	0
31/08/20	£7,278	£6,702	£576	£0	£12,553	£12,341	22.1	95	0
31/08/19	£6,984	£6,213	£771	£0	£11,977	£11,766	22.7	66	0
31/08/18	£6,451	£5,922	£528	£0	£11,206	£11,002	22.3	67	0
31/08/17	£6,232	£6,192	£39	£0	£10,678	£10,400	20.2	71	0
31/08/16	£5,848	£6,137	£-290	£0	£6,927	£6,653	13	66	0
31/08/15	£5,905	£6,270	£-365	£26	£7,217	£7,039	13.5	56	0
31/08/14	£5,895	£5,758	£137	£16	£7,582	£7,403	15.4	53	0
31/08/13	£5,664	£5,544	£120	£16	£7,530	£7,352	15.9	51	0
31/08/12	£5,283	£5,129	£154	£41	£7,595	£7,417	17.4	67	0
31/08/11	£4,915	£4,675	£239	£47	£7,441	£7,263	18.6	64	0
31/08/10	£4,682	£4,322	£360	£19	£7,202	£7,024	19.5	63	0
31/08/09	£4,441	£4,289	£152	£23	£6,842	£6,663	18.6	64	0
31/08/08	£4,161	£3,839	£322	£12	£6,690	£6,441	20.1	58	0
31/08/07	£3,592	£3,371	£221	£30	£6,649	£6,315	22.5	68	0
31/08/06	£3,300	£2,932	£368	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	£3,056	£2,716	£340	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	£2,725	£2,542	£183	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 29%
Liabilities/Income: 57%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 17.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.7

Asset Split ?

Balance Sheet History

Established: 58 years
(67 years as a company)

www.hallifordschool.co.uk

reception@hallifordschool.co.uk

01932234934

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes grants to individuals
Provides services

Where it operates

Surrey,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 44-88

ALEX LENOEL Appointed: 2016, Occupation: Company Director

AMY WALLACE Appointed: 2023, Occupation: Deputy Head

ANNETTE STARK Appointed: 2024, Occupation: Consultant

BRIAN THOMAS HARRIS Appointed: 1995, Occupation: Local Government Officer

COLIN STUART SQUIRE, Occupation: Company Director

DR MILLAN SACHANIA, Occupation: Headmaster

JEREMY SHARP Appointed: 2023, Occupation: Consultant

KENNETH HARRY WOODWARD (Chair) Appointed: 2002, Occupation: Retired

MICHAEL ANTHONY CROSBY Appointed: 1994, Occupation: Architect

PAMELA ANN HORNER Appointed: 1995, Occupation: Solicitor

SIMON RABETT Appointed: 2024, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 23/12/1966, number: 312090
Registered at Companies House on 07/12/1956, number: 00575324

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
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

HALLIFORD SCHOOL
RUSSELL ROAD
SHEPPERTON
TW17 9HX

Objectives

TO ESTABLISH AND MAINTAIN INDEPENDENT DAY KINDERGARTEN PREPARATORY OR BOARDING SCHOOLS FOR THE EDUCATION OF BOTH BOYS AND GIRLS, AND AS AN INDEPENDENT OBJECT, TO ESTABLISH OR ACQUIRE AS A GOING CONCERN AND CARRY ON OR MANAGE ELSEWHERE, ANY SUBSIDIARY, AFFILIATED OR OTHER SCHOOLS FOR THE EDUCATION OF BOYS AND GIRLS IN CONNECTION WITH THE ABOVE MENTIONED SCHOOL, AND TO SUPPLY TO SUCH PUPILS INSTRUCTION, TOGETHER WITH PHYSICAL, MORAL AND RELIGIOUS TRAINING, AND TO PROVIDE ACCOMMODATION FOR STAFF AND PUPILS BEING BOARDED, AND MEALS FOR THOSE TAKING MEALS AT SCHOOL, BUT SO THAT EACH SUCH SCHOOL SHALL BE CARRIED ON AS AN EDUCATIONAL CHARITY.

Defined Area of Benefit:

NOT DEFINED