Finance Score: -3

Governance Score: 0

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

No volunteer policy: -2
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: -3

THE KING'S SCHOOL WORCESTER DEVELOPMENT TRUST

The primary activity of the charity is to provide financial support to the charitable purposes of The King's School Worcester. It aims to do so mainly through the generation of funds from which significant bursary grants may be made to enable pupils to attend the School whose families would otherwise be unable to affords for them to do so.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/07/23	£205	£348	£-142	n/a	n/a	n/a	n/a	n/a	17
31/07/22	£1,477	£352	£1,125	£14	£5,014	£36	1.2	0	0
31/07/21	£370	£242	£128	n/a	n/a	n/a	n/a	n/a	0
31/07/20	£210	£186	£24	n/a	n/a	n/a	n/a	n/a	0
31/07/19	£750	£213	£537	£39	£3,456	£35	2	0	0
31/07/18	£412	£231	£181	£0	£0	£0	n/a	0	0
31/07/17	£394	£215	£179	£0	£0	£0	n/a	0	0
31/07/16	£163	£697	£-534	£0	£0	£0	n/a	0	0
31/07/15	£206	£203	£4	£0	£0	£0	n/a	0	0
31/07/14	£563	£731	£-168	£96	£2,523	£19	0.3	0	0
31/07/13	£612	£198	£414	£53	£2,648	£17	1	0	0
31/07/12	£296	£1,300	£-1,004	£0	£0	£0	n/a	0	0
31/07/11	£880	£1,586	£-706	£49	£2,995	£62	0.5	0	0
31/07/10	£3,371	£219	£3,152	£51	£3,600	£55	3	0	0
31/07/09	£220	£147	£73	£0	£0	£0	n/a	0	0
31/07/08	£279	£128	£152	£0	£0	£0	n/a	0	0
31/07/07?	£126	£689	£-563	£0	£0	£0	n/a	0	0
31/03/06	£82	£28	£54	£0	£0	£0	n/a	0	0
31/03/05	£17	£8	£9	£0	£0	£0	n/a	0	0
31/03/04	£11	£7	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 56 years

alumni@ksw.org.uk

01905721721

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

School support organisations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Worcestershire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
17 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

DONALD TREVOR HOWELL

HANNAH EDWARDS Appointed: 2020

JOHN FOLEY Appointed: 2019

KATIE BEEVER Appointed: 2016

LEWIS REGINALD BRYER Appointed: 2021

NICHOLAS WILLIAM CLARK (Chair) Appointed: 2020

THOMAS DUPERNEX Appointed: 2023

DAVID LAURENCE GREEN Appointed: 2023, Occupation: Solicitor

GEOFFREY WILLIAM BALLARD Appointed: 2022, Other trusteeships: HESTER SEVERNE'S FOUNDATION, THE KING'S SCHOOL WORCESTER,

HUGH BAMPFIELD CARSLAKE, Other trusteeships: DUMBRECK CHARITY, THE HARESTON CHARITY, THE BALDWIN BEWDLEY TRUST, THE HENRY BARBER TRUST, THE ELMLEY FOUNDATION, CITY OF BIRMINGHAM CHOIR,

JOHN FRANCIS ATTWATER Appointed: 2023, Other trusteeships: FAIRSTEAD HOUSE SCHOOL TRUST LTD, CHICHESTER CATHEDRAL CHORISTERS' ASSOCIATION'S SCHOLARSHIP TRUST,

Legal constitution

Charity registered in England & Wales on 08/11/1968, number: 527530

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

C/o King's School Worcester
5 College Green
Worcester
WR1 2LL

Objectives

1) SUCH CHARITABLE PURPOSES CONNECTED WITH THE SCHOOL AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE, OR 2) SUCH OTHER CHARITABLE PURPOSES OR SUCH CHARITABLE FOUNDATIONS (WHETHER OR NOT CONNECTED WITH THE WORCESTER CATHEDRAL GRAMMAR SCHOOL) AS THE TRUSTEES SHALL IN LIKE MANNER DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources