Finance Score: 0

Governance Score: 9

Support Score: 3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 12

CARLETON HOUSE PREPARATORY SCHOOL LIMITED

Carleton House is an independent co-educational school for pupils aged 4-11 years.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
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
Over half the Board have joined recently

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
31/08/22		£1,619	£1,446	£173	£0	£1,222	£1,222	10.1	32	0
31/08/21		£1,428	£1,341	£87	£0	£1,048	£1,048	9.4	33	2
31/08/20		£1,366	£1,306	£60	£0	£962	£962	8.8	31	100
31/08/19	*	£1,374	£1,253	£120	£0	£901	£901	8.6	34	80
31/08/18		£1,327	£1,273	£54	£0	£781	£781	7.4	34	80
31/08/17		£1,396	£1,263	£133	£0	£727	£727	6.9	36	0
31/08/16		£1,312	£1,191	£120	£0	£594	£594	6	33	0
31/08/15	*	£1,250	£1,220	£31	£92	£473	£473	4.7	35	0
31/08/14	*	£1,155	£1,105	£50	£97	£443	£443	4.8	33	0
31/08/13		£1,105	£1,056	£49	£83	£393	£393	4.5	31	0
31/08/12		£995	£985	£10	£80	£343	£343	4.2	31	0
31/08/11	*	£964	£933	£30	£66	£334	£334	4.3	30	0
31/08/10	*	£820	£822	£-2	£51	£303	£303	4.4	24	0
31/08/09	*	£735	£616	£119	£112	£306	£306	6	24	0
31/08/08	*	£703	£668	£35	£91	£298	£298	5.4	18	0
31/08/07		£640	£625	£16	£79	£263	£263	5.1	17	0
31/08/06		£637	£634	£3	£0	£0	£0	n/a	0	0
31/08/05		£675	£626	£49	£0	£0	£0	n/a	0	0
31/08/04	*	£600	£563	£37	£0	£0	£0	n/a	0	0

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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: £70,000-£80,000
Liabilities/Assets: 60%
Liabilities/Income: 115%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.2

Asset Split ?

Established: 48 years

www.carletonhouse.co.uk

schooloffice@carletonhouse.co.uk

01517220756

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Liverpool City,

Who it helps

Children/Young People

Who works here?

32 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 38-66

MIACARLA JOE Appointed: 2023, Occupation: Teacher

CHARLOTTE HOLGUIN Appointed: 2021, Occupation: Solicitor

CHRISTOPHER MICHAEL HARRISON Appointed: 2022, Occupation: Surveyor

JOHN PAUL BURNS Appointed: 2020, Occupation: Company Director

JANET ANNE ROBINSON Appointed: 2023

LYNSEY MORRISON Appointed: 2022, Occupation: Managing Director

SEAN HEGARTY Appointed: 2023, Occupation: Global Fraud Leader

ELAINE CZARNECKI Appointed: 2015, Occupation: Self Employed

THOMAS MANNING Appointed: 2016, Occupation: Schoolteacher

Legal constitution

Charitable company registered in England & Wales on 07/07/1976, number: 505310
Registered at Companies House on 28/05/1976, number: 01260765

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 85 days late, AR15: 16 days late, AR14: 69 days late, AR11: 135 days late, AR10: 360 days late, AR09: 228 days late, AR08: 77 days late, AR04: 5 days late,

Main office

145 MENLOVE AVENUE
LIVERPOOL
L18 3EE

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT, CARRY ON, ACQUIRE AND DEVELOP IN THE UNITED KINGDOM AND BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES AND AS ANCILLARY THERETO: A) TO ACQUIRE CARRY ON, AND DEVELOP THE SCHOOL UNDERTAKING AT PRESENT CARRIED ON BY THE SUBSCRIBERS HERETO AT CARLETON HOUSE PREPARATORY SCHOOL, LYNDHURST ROAD, LIVERPOOL AND TO ACQUIRE ANY PREMISES FOR THE PURPOSE OF CARRYING ON SUCH UNDERTAKING.

Defined Area of Benefit:

NOT DEFINED

Data Sources