Finance Score: 2

Governance Score: 8

Support Score: 4

Pension deficit: -1
Fundraising costs low: +3

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

Overall weighted support: +4

Overall GiG Score: 14

DAUNTSEY'S SCHOOL

To provide a first class independent day and boarding co-education for pupils aged 11-18.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
Spending has increased over the last 3 years relative to the previous period
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 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There is a pension deficit of £1,269,463

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
31/08/23	£23,318	£22,199	£1,119	£619	£22,957	£21,378	11.6	354
31/08/22	£21,916	£21,316	£600	£457	£21,838	£20,342	11.5	327
31/08/21	£18,869	£19,161	£-292	£433	£21,277	£19,747	12.4	326
31/08/20	£18,159	£17,597	£562	£374	£21,425	£19,976	13.6	335
31/08/19	£19,107	£18,182	£925	£479	£20,830	£19,418	12.8	349
31/08/18	£18,189	£17,352	£837	£491	£19,868	£18,633	12.9	346
31/08/17	£18,217	£17,281	£936	£518	£18,995	£17,884	12.4	340
31/08/16	£18,039	£17,348	£691	£535	£18,010	£17,031	11.8	329
31/08/15	£17,043	£15,690	£1,353	£71	£18,411	£17,407	13.3	322
31/08/14	£16,302	£15,368	£933	£73	£17,052	£16,022	12.5	319
31/08/13	£15,803	£14,833	£970	£86	£16,088	£15,063	12.2	321
31/08/12	£15,963	£14,659	£1,304	£79	£15,086	£14,007	11.5	328
31/08/11	£16,155	£14,421	£1,734	£100	£13,762	£12,949	10.8	340
31/08/10	£15,074	£13,903	£1,171	£79	£12,021	£11,233	9.7	337
31/08/09	£14,473	£13,385	£1,088	£63	£10,832	£10,164	9.1	335
31/08/08	£13,385	£12,580	£805	£64	£9,778	£9,176	8.8	325
31/08/07	£12,250	£11,613	£637	£88	£9,010	£8,657	8.9	315

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Financial Ratios

Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 2.8%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 27%
Liabilities/Income: 38%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 11.6 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.7

Asset Split ?

Balance Sheet History

Established: 18 years

www.dauntseys.org

info@dauntseys.org

01380814500

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Wiltshire,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Mercer's Charitable Foundation - Grant to Dauntsey's School
£75,000	17/05/2022	Dauntsey’s would like to broaden and support more local schools and groups to access a fuller ‘Partnerships’ programme.
Mercer's Charitable Foundation - Grant to Dauntsey's School
£75,000	03/03/2021 36	In support of the Mental Health and Wellbeing Coordinator role and to create a Mental Health and Wellbeing hub

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

Age Range of Trustees: 35-75

ANTHONY ROBIN EDWARD CLIFFORD Appointed: 2020, Occupation: Chartered Accountant

CHRISTOPHER BRENDAN MUSGRAVE Appointed: 2024, Occupation: Retired

CHRISTOPHER JOHN ROSE Appointed: 2022, Occupation: Consultant

ELEANOR ANNE LIGHT Appointed: 2018, Occupation: Business Owner

GAVIN WILLIAM HORGAN Appointed: 2021, Occupation: Headmaster

JOANNA LUCY GREEN Appointed: 2018, Occupation: Hr Assistant/Administrator

KATE GEORGIA BRUGES Appointed: 2018, Occupation: Director Of Learning & Development

LORNA RACHEL RITCHIE Appointed: 2024, Occupation: Director Of Public Affairs

NICHOLAS BLETHYN ELLIOTT Appointed: 2013, Occupation: Qc

NICHOLAS JOHN DOLMAN Appointed: 2020, Occupation: Chartered Surveyor

NICHOLAS JOHN SPENCER FISK Appointed: 2013, Occupation: Chartered Accountant

PHILIP JAMES LOUGH Appointed: 2013, Occupation: Retired

STEPHEN CRAIG KENNETH OXLEY Appointed: 2022, Occupation: Solicitor

SAMEERA RACHEL CHRISTIAN Appointed: 2017, Occupation: A. Ceo

TOBY CHARLES DE CANDOLE CLAY Appointed: 2023, Occupation: Naval Officer

VERYAN PETA NIELD Appointed: 2014, Occupation: Consultant

Legal constitution

Charitable company registered in England & Wales on 31/07/2006, number: 1115638
Registered at Companies House on 11/07/2006, number: 05872694

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
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

Filing Record

17 returns made; all on time

Main office

Dauntsey's School
High Street
West Lavington
Devizes
SN10 4HE

Objectives

TO ADVANCE THE EDUCATION OF BOYS AND GIRLS BY THE PROVISION OF A DAY AND/OR BOARDING SCHOOL IN OR NEAR WEST LAVINGTON AND BY ANCILLARY OF INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

WESTLAVINGTON

Data Sources

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