Finance Score: 1

Governance Score: 5

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 9

WESTHOLME SCHOOL LIMITED

The education of children

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 13 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
On several occasions in recent years income has been less than spending

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
31/08/23		£8,516	£9,187	£-671	£460	£8,013	£7,889	10.3	147
31/08/22		£7,277	£7,974	£-697	£366	£8,689	£8,594	12.9	145
31/08/21		£7,004	£7,419	£-416	£267	£9,397	£9,287	15	160
31/08/20		£7,220	£7,470	£-250	£204	£9,801	£9,712	15.6	162
31/08/19	*	£8,118	£8,039	£79	£181	£10,058	£9,961	14.9	184
31/08/18		£8,168	£7,949	£219	£0	£9,973	£9,880	14.9	213
31/08/17		£8,071	£7,875	£196	£1	£9,756	£9,652	14.7	213
31/08/16		£7,550	£7,520	£30	£3	£9,556	£9,477	15.1	211
31/08/15		£7,098	£7,194	£-96	£24	£9,281	£9,208	15.4	211
31/08/14		£7,032	£7,305	£-273	£27	£9,347	£9,271	15.2	214
31/08/13		£7,209	£7,663	£-454	£66	£9,620	£9,490	14.9	219
31/08/12		£7,151	£7,451	£-299	£115	£10,074	£9,747	15.7	220
31/08/11		£7,729	£7,687	£42	£124	£10,373	£10,105	15.8	225
31/08/10		£7,691	£7,546	£145	£128	£10,331	£10,192	16.2	209
31/08/09		£7,705	£7,452	£253	£129	£10,187	£9,856	15.9	211
31/08/08		£7,446	£7,126	£320	£223	£9,934	£9,703	16.3	207
31/08/07		£7,082	£6,900	£182	£228	£9,614	£9,508	16.5	207
31/08/06		£6,691	£6,451	£240	£0	£0	£0	n/a	0
31/08/05		£6,370	£6,007	£362	£0	£0	£0	n/a	0
31/08/04		£5,891	£5,622	£270	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.8%
Fundraising Costs/Total Spending: 5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 40%
Liabilities/Income: 63%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 10.3 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.4

Asset Split ?

Established: 56 years

www.westholmeschool.com

PRINCIPAL@WESTHOLMESCHOOL.COM

01254506070

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Blackburn With Darwen,

Who it helps

Children/Young People

Who works here?

147 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 12/13 persons

Age Range of Trustees: 37-77

DR SANJOY BHATTACHARYYA Appointed: 2020

BRIAN CHRISTOPHER MARSDEN (Chair) Appointed: 1995, Occupation: Chartered Accountant

DAVID JOHN BERRY Appointed: 2010, Occupation: Company Director

DEBORAH NORTHIN Appointed: 2020, Occupation: Retired, Other trusteeship: BLACKBURN FESTIVAL OF SPEECH MUSIC AND DANCE,

DR RICHARD DOBRASHIAN Appointed: 2016, Occupation: Director

GERARD GREGORY O'NEILL Appointed: 2019, Occupation: Businessman

JONATHON BACKHOUSE Appointed: 2010, Occupation: Solicitor

JULIE MEADOWS Appointed: 2014, Occupation: Chartered Accountant

LOUISE ANNE ROBINSON Appointed: 2019, Occupation: Educational Consultant

PETER GRAHAM FORREST Appointed: 1997, Occupation: Chartered Surveyor

PIPPA WILLIAMSON Appointed: 2020, Occupation: Solicitor

VANESSA ROBINSON-HOY Appointed: 2019, Occupation: Managing Director

OLIVER MCCANN Appointed: 2017, Occupation: Director, Other trusteeship: TRAINING 2000 LIMITED,

Legal constitution

Charitable company registered in England & Wales on 20/02/1968, number: 526615
Registered at Companies House on 01/02/1968, number: 00926692

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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
Volunteer management

Filing Record

20 returns made; AR19: 44 days late,

Main office

WESTHOLME SENIOR SCHOOL
WILMAR LODGE
MEINS ROAD
PLEASINGTON
BLACKBURN
BB2 6QU

Objectives

A DAY AND BOARDING SCHOOL FOR BOYS AND GIRLS.

Defined Area of Benefit:

NOT DEFINED

Data Sources