Finance Score: 2

Governance Score: 9

Support Score: 10

Excess liquidity: -1
Fundraising costs low: +3

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

Grant maker support: +10

Overall GiG Score: 21

THE HALL SCHOOL CHARITABLE TRUST

The School's principal activity is the education of boys aged between four and thirteen, including sports, music, drama, arts and crafts and other activities.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There have been no material 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 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

Established: 61 years
(71 years as a company)

www.hallschool.co.uk

v.patel@hallschool.co.uk

020 7722 1700

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
31/08/22		£10,429	£10,029	£399	£21	£13,668	£12,800	15.3	143
31/08/21		£9,982	£8,840	£1,141	£33	£13,255	£12,266	16.7	145
31/08/20		£9,404	£9,086	£319	£43	£12,105	£10,973	14.5	151
31/08/19		£9,312	£9,112	£200	£130	£11,812	£10,670	14.1	148
31/08/18		£9,300	£8,446	£854	£39	£11,613	£10,580	15	139
31/08/17		£8,209	£7,805	£403	£43	£10,759	£10,225	15.7	136
31/08/16		£8,158	£7,840	£318	£42	£10,132	£9,827	15	134
31/08/15	*	£7,718	£7,345	£374	£64	£9,538	£9,516	15.5	123
31/08/14		£7,234	£6,833	£401	£62	£9,165	£9,162	16.1	99
31/08/13		£6,885	£6,692	£192	£68	£8,764	£8,762	15.7	81
31/08/12		£6,716	£6,205	£511	£71	£8,571	£8,555	16.5	87
31/08/11		£6,215	£5,891	£324	£75	£8,061	£8,047	16.4	86
31/08/10		£5,732	£5,550	£182	£15	£7,737	£7,737	16.7	78
31/08/09		£5,719	£5,273	£446	£76	£7,555	£7,555	17.2	80
31/08/08		£5,317	£4,890	£427	£77	£7,109	£7,109	17.4	78
31/08/07		£5,022	£4,705	£317	£14	£6,682	£6,682	17	77
31/08/06		£4,716	£4,592	£124	£0	£0	£0	n/a	0
31/08/05		£4,712	£4,419	£293	£0	£0	£0	n/a	0
31/08/04	*	£4,057	£4,085	£-28	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 41%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 18%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 15.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.2

Asset Split ?

Listed activities

Education/Training

How it operates

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

Where it operates

Barnet, Camden,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

143 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.

Major supporters in last 5 years

Mercer's Charitable Foundation	£150,000
John Lyon's Charity	£87,896
St Paul's Schools Foundation	£80,000
Mercers' School Memorial Trust	£400

Specific Donations

Amount	When Months	To be used for
St Paul's Schools Foundation - Grant to The Hall School
£80,000	18/05/2023	To facilitate primary school teachers in providing a positive learning experience for all pupils in their classroom.
Mercers' School Memorial Trust - Grant to The Hall School
£200	03/04/2023	2023 School Prizes
John Lyon's Charity - Bursary grant to The Hall School
£46,211	10/10/2022	One Bursary Candidate from September 2022 (Pre-Harrow)
Mercers' School Memorial Trust - Grant to The Hall School
£200	19/05/2022	2022 School Prizes
Mercer's Charitable Foundation - Grant to The Hall School
£75,000	02/12/2020 36	Mental Health and Wellbeing Coordinator
Mercer's Charitable Foundation - Grant to The Hall School
£75,000	28/04/2020 36	Science Curriculum Development Coordinator in Partnership Primary Schools
John Lyon's Charity - Bursary grant to The Hall School
£41,685	08/10/2019 24	One Bursary Candidate from September 2019

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 35-58

DR ANASTASIOS AIDONIS Appointed: 2022, Occupation: Director Of Upper School (Teacher)

ALAN PATRICK PAYNE Appointed: 2023, Occupation: Lawyer

HANS-HENRIK ROSSING LONBERG Appointed: 2021, Occupation: Architect

LOUIS MARCEL FLORENTIN-LEE Appointed: 2021, Occupation: Managing Director

MONIKA MORRIS Appointed: 2020, Occupation: Management Consultant, Partner

SALLY ANNE HUANG Appointed: 2020, Occupation: Highmaster/Headmistress

SOPHIA GOODALL Appointed: 2023, Occupation: Brand Strategy & Planning Manager

SUBHRA BHADURI Appointed: 2018, Occupation: Consultant Oncologist

ANTHONY FOBEL Appointed: 2017, Occupation: Finance Director

MUSTAFA ABBAS Appointed: 2018, Occupation: Investment Banker

VICTORIA BINGHAM Appointed: 2018, Occupation: Head Teacher

PETER MASON Appointed: 2018, Occupation: Banker, Other trusteeship: THE DIMA FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 11/09/1963, number: 312722
Registered at Companies House on 02/07/1952, number: 00509427

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR15: 277 days late, AR04: 9 days late,

Main office

The Hall School Charitable Trust
23 Crossfield Road
LONDON
NW3 4NU

Objectives

TO PROMOTE THE CAUSE OF EDUCATION. TO TAKE OVER AS A GOING CONCERN AND TO CARRY ON AND DEVELOP THE SCHOOL KNOWN AS THE HALL SCHOOL, HAMPSTEAD. TO PROVIDE FOR THE TRAINING AND INSTRUCTION OF PUPILS AT THE SAID SCHOOL IN EVERY BRANCH OF LEARNING, IN CITIZENSHIP, IN OUTDOOR PURSUITS AND IN ARTS AND CRAFTS OF ALL KINDS AND IN THE BASIS OF CHRISTIAN PRINCIPLES TO PROVIDE SUCH PUPILS WITH SPIRITUAL, MORAL, MENTAL,AND PHYSICAL TRAINING.

Defined Area of Benefit:

NOT DEFINED

Data Sources