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home >> charity search >> sherborne schools group
Finance Score: -4
Governance Score: 8
Support Score: 3
  • Excess liquidity: -1
  • Pension deficit: -1
  • Accounts filed more than 5 days late: -3 times
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 7 ?

SHERBORNE SCHOOLS GROUP

The advancement of education, including the provision of boarding and/or schooling for children of either or both sexes in Sherborne.
Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

  • There are 19 trustees whereas the Charities Commission recommends a maximum of 12
  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • There is a pension deficit of £521,000
  • Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
  • On several occasions in recent years income has been less than spending
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
30/06/23£26,762£27,310£-548£1,017£43,530£35,71915.74758
30/06/22*£25,130£25,417£-287£1,004£44,595£36,19817.14617
30/06/21£28,891£24,430£4,461£663£45,561£36,97618.25097
30/06/20*£25,589£24,781£808£1,033£39,785£30,49914.85586
30/06/19*£28,768£26,379£2,389£1,267£39,943£29,89713.65606
30/06/18*£25,218£25,367£-149£1,365£37,869£30,71214.55790
30/06/17£25,213£24,673£540£1,210£38,031£30,96415.15850
30/06/16£25,656£25,332£324£1,749£37,378£31,09314.76000
30/06/15£24,970£24,212£758£333£38,806£32,69816.24620
30/06/14£25,983£23,920£2,063£400£38,064£32,10316.14520
30/06/13£24,877£23,592£1,285£356£36,141£30,20915.44260
30/06/12£24,157£22,967£1,190£373£34,377£29,78015.63910
30/06/11£23,636£21,623£2,013£210£33,640£28,784163840
30/06/10£22,762£20,975£1,787£176£30,748£26,51115.23800
30/06/09£21,245£20,127£1,118£211£29,368£24,48614.63600
30/06/08£20,106£19,017£1,089£85£28,554£24,21815.33500
30/06/07£17,548£17,107£441£1,424£28,384£24,15916.93260
30/06/06£17,683£16,859£824n/an/an/an/an/an/a
30/06/05£16,783£15,803£980n/an/an/an/an/an/a
30/06/04£15,308£14,401£907n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 3.8%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 36%
Liabilities/Income: 92%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.6
Asset Split ?
Balance Sheet History
Established: 24 years

www.sherborne.org

enquiries@sherborne.org

01935810501

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Other charitable activities
Where it operates
  • Dorset,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (19)
Current Trustees appointed
Gender Split

Age Range of Trustees: 42-81
  • AMANDA LOUISE HARRIS Appointed: 2024, Occupation: Accountant
  • ANGELA LANE Appointed: 2015, Occupation: Accountant
  • AMANDA LOUISE HUGHES Appointed: 2024, Occupation: Director
  • ANTHONY JOHN DEMAINBRAY PRALLE Appointed: 2023, Occupation: Director
  • CANON NICOLA JANE EDWARDS Appointed: 2024, Occupation: Director
  • DR ALLAN PAUL WILLIAMS Appointed: 2024, Occupation: Director
  • GEORGE MARSH MA CERT ED Appointed: 2009, Occupation: Retired Headmaster
  • JOANNA SUSAN MASSEY Appointed: 2024, Occupation: Director
  • JULIET SARA BLANCH Appointed: 2024, Occupation: Lawyer
  • LOUISE DRUMMOND HALL Appointed: 2024, Occupation: Director
  • LT GEN DAVID LEAKEY CMG CVO CBE MA CANTAB (Chair) Appointed: 2018
  • MATTHEW CHRISTOPHER TAYLOR Appointed: 2024, Occupation: Director
  • MICHAEL TREVENEN WILSON Appointed: 2017, Occupation: Headmaster
  • NIGEL JONES Appointed: 2021, Occupation: Retired
  • NICHOLAS ISAAC Appointed: 2023, Occupation: Retired Finance Director
  • PROFESSOR SIMON MARK SPEARING Appointed: 2023, Occupation: Pro Vice-Chancellor
  • ROBIN ANTHONY LEACH MA Appointed: 2008
  • REV MARTIN PAUL LEE Appointed: 2021, Occupation: Rector
  • SALLY ANN CRAIG-MCFEELY Appointed: 2024, Occupation: Director
Legal constitution
  • Charitable company registered in England & Wales on 22/06/2000, number: 1081228
  • Registered at Companies House on 26/05/2000, number: 04002575
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment 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
  • Investment
  • 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; AR22: 11 days late, AR20: 38 days late, AR19: 27 days late, AR18: 15 days late,
Main office

ABBEY ROAD
SHERBORNE
DORSET
DT9 3AP

Objectives

TO ADVANCE EDUCATION BY THE CARRYING ON IN OR NEAR SHERBORNE OF A BOARDING AND DAY SCHOOL FOR BOYS AND GIRLS AND BY INCIDENTAL AND ANCILLARY EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

IN OR NEAR SHERBORNE

Data Sources

Charity Commission for England and Wales

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