Finance Score: -1

Governance Score: 3

Support Score: 3

Excess reserves: -2
Accounts filed more than 5 days late: -2 times
Fundraising costs low: +3

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 5

ROUGEMONT SCHOOL TRUST LIMITED

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT CARRY ON ACQUIRE AND DEVELOP IN THE UNITED KINGDOM ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES

Analysis by Giving is Great

Positives:

The charity has received Government grants
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 gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £16,749,847 available, equivalent to 28 months of spending and so may not be able to utilise additional funding
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Established: 50 years

www.rougemontschool.co.uk

registrar@rsch.co.uk

01633 820800

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		£7,983	£7,239	£744	£47	£16,750	£16,750	27.8	130
31/08/21	*	£6,691	£6,251	£440	£10	£16,006	£16,006	30.7	126
31/08/20	*	£6,842	£6,519	£323	£28	£15,566	£15,566	28.7	138
31/08/19		£6,619	£6,279	£340	£18	£15,243	£15,243	29.1	135
31/08/18		£6,069	£5,804	£265	£0	£14,902	£14,902	30.8	132
31/08/17		£6,075	£5,878	£197	£0	£14,638	£14,638	29.9	132
31/08/16		£6,303	£5,750	£552	£0	£14,441	£14,441	30.1	136
31/08/15		£5,960	£5,565	£395	£39	£13,888	£13,888	29.9	109
31/08/14		£5,810	£5,524	£285	£41	£13,493	£13,493	29.3	125
31/08/13		£5,782	£5,626	£156	£43	£11,177	£11,177	23.8	124
31/08/12		£5,682	£5,472	£210	£38	£11,021	£11,021	24.2	123
31/08/11		£5,625	£5,447	£179	£39	£10,811	£10,811	23.8	122
31/08/10		£5,556	£5,378	£177	£39	£10,632	£10,632	23.7	124
31/08/09		£5,493	£5,204	£289	£39	£10,455	£10,455	24.1	124
31/08/08		£5,676	£5,026	£650	£28	£4,231	£4,231	10.1	123
31/08/07		£4,828	£4,761	£68	£24	£3,581	£3,581	9	129
31/08/06		£4,603	£4,421	£182	£0	£0	£0	n/a	0
31/08/05		£4,381	£4,389	£-8	£0	£0	£0	n/a	0
31/08/04		£4,089	£3,922	£168	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 20%
Liabilities/Income: 52%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 27.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.5

Asset Split ?

Listed activities

Education/Training

How it operates

Provides services

Where it operates

Newport City,

Who it helps

Children/Young People

Who works here?

130 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Gender Split

Based on 10/11 persons

Age Range of Trustees: 53-83

CATHERINE MCNAMARA Appointed: 2018, Occupation: Optometrist

CHRISTINE THOMAS, Occupation: Housewife

HOWARD CLARK Appointed: 2013, Occupation: Teacher

IAN HOPPE Appointed: 2013, Occupation: Company Director

IEUAN SHORT, Occupation: Company Director

JAYNE AVRIL CLARK, Occupation: Teacher

MARTIN KEITH TEBBUTT, Occupation: None

MICHAEL CORDNER Appointed: 2015, Occupation: Solicitor

PAUL HARRIS Appointed: 2015, Occupation: Retired Police Officer, Other trusteeship: MARY AGATE HALL TRUST FUND,

RICHARD GREEN Appointed: 2013, Occupation: Architect

SHILPA DESAI (Chair), Occupation: Pharmacist

Legal constitution

Charitable company registered in England & Wales on 24/10/1974, number: 532341
Registered at Companies House on 29/07/1974, number: 01178886

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Inspectorate Wales (CIW)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR21: 155 days late, AR20: 19 days late,

Main office

Rougemont School
Llantarnam Hall
Malpas Road
Newport
NP20 6QB

Objectives

Defined Area of Benefit:

NEWPORT, GWENT, AND SURROUNDING COUNTIES

Data Sources