Finance Score: -1

Governance Score: 1

Support Score: 3

Poor Liquidity: -1
Good reserves management: +3
Pension deficit: -1
Multiple Deficits: -2

No conflicts policy: -1
Good trustee age range: +3
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 3

HULME GRAMMAR SCHOOLS

The Charity operates independent schools in the borough of Oldham for children between the ages of 3 and 19. The schools operate in a diamond structure with a co-educational Kindergarten (ages 3-7), single sex teaching at both Preparatory School (ages 7-11) and Senior School (ages 11-16) levels and a co-educational Sixth Form.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Reserves management has been consistently within official guidelines
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There is a pension deficit of £289,296
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	Volun- teers
31/08/22		£9,371	£9,639	£-269	£0	£9,970	£4,059	5.1	193	0
31/08/21		£8,618	£8,887	£-269	£0	£10,713	£3,767	5.1	187	0
31/08/20		£8,957	£9,079	£-122	£0	£10,038	£3,405	4.5	196	0
31/08/19	*	£8,700	£9,234	£-534	£0	£10,519	£2,949	3.8	199	13
31/08/18		£8,337	£9,013	£-676	£0	£11,161	£2,895	3.9	191	0
31/08/17		£7,671	£8,426	£-756	£0	£11,824	£3,183	4.5	184	0
31/08/16		£8,107	£8,385	£-278	£0	£12,182	£3,041	4.4	196	0
31/08/15		£8,006	£8,158	£-151	£15	£12,751	£3,677	5.4	164	0
31/08/14		£7,881	£8,138	£-257	£14	£13,086	£3,566	5.3	164	0
31/08/13		£8,342	£8,516	£-173	£14	£12,956	£3,760	5.3	176	0
31/08/12	*	£8,408	£8,533	£-125	£15	£12,839	£3,962	5.6	179	0
31/08/11	*	£8,853	£8,557	£296	£14	£12,790	£3,975	5.6	184	0
31/08/10		£8,789	£8,736	£53	£16	£12,217	£3,850	5.3	186	0
31/08/09		£8,694	£8,658	£36	£28	£11,832	£3,856	5.3	184	0
31/08/08		£8,662	£8,675	£-14	£40	£12	£4	0	189	0
31/08/07?		£11,814	£11,790	£25	£61	£12,540	£3,699	3.8	183	0
31/03/06		£8,405	£7,896	£509	£0	£0	£0	n/a	0	0
31/03/05		£8,027	£7,261	£766	£0	£0	£0	n/a	0	0
31/03/04		£7,572	£7,489	£83	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 41%
Reserves/Spending: 5.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Established: 47 years

www.hulme-grammar.oldham.sch.uk

finance@ohgs.co.uk

01616248442

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

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

Where it operates

Cheshire East, Cheshire West & Chester, Lancashire, Manchester City, Oldham, Rochdale, Tameside,

Who it helps

Children/Young People

Who works here?

193 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-79

ANN RICHARDS Appointed: 2009, Occupation: Retired

DAVID SPENCER Appointed: 2022, Occupation: Certified Financial Planner, Other trusteeship: Hulme Grammar School,

GAVIN WHEELDON Appointed: 2022, Occupation: Ceo, Other trusteeships: SADDLEWORTH VILLAGE GAMES, Hulme Grammar School,

JACK WILLIAMS Appointed: 2017, Occupation: Teacher

MR STUART ILLINGWORTH Appointed: 2005, Occupation: Company Director

RICHARD BRIAN LOBLEY ARICS Appointed: 2011, Other trusteeship: Hulme Grammar School,

WARWICK JOHN LEY Appointed: 2019, Occupation: Consultant, Other trusteeship: Hulme Grammar School,

DR ZAHID CHAUHAN Appointed: 2014, Occupation: Doctor, Other trusteeship: HOMELESS FRIENDLY,

JEREMY SUTCLIFFE BA MED Appointed: 2011, Occupation: Retired, Other trusteeship: Hulme Grammar School,

JOHN DAVID GREENWOOD Appointed: 2017, Occupation: Company Director, Other trusteeship: Hulme Grammar School,

VALERIE STOCKER Appointed: 2008, Occupation: Solicitor, Other trusteeships: THE EDUCATION FOR MINISTRY TRUST, Hulme Grammar School,

Legal constitution

Charity registered in England & Wales on 13/07/1977, number: 526636
Registered at Companies House on 23/02/2007, number: 06125927

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 123 days late, AR12: 25 days late, AR11: 2 days late,

Main office

THE OLDHAM HULME GRAMMAR SCHOOLS
CHAMBER ROAD
OLDHAM
OL8 4BX

Objectives

PROVISION OF A SCHOOL FOR BOYS AND A SCHOOL FOR GIRLS, IN OR NEAR THE BOROUGH OF OLDHAM

Defined Area of Benefit:

BOROUGH OF OLDHAM

Data Sources