Finance Score: 1

Governance Score: 8

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 9

STONYHURST

The activities of the charity are to;A - Advance the Roman Catholic Religion andB - Advance EducationBy the conduct of one or more Roman Catholic schools in the charism of the Society of Jesus and by ancillary religious and educational activities for the benefit of the community at large.

Analysis by Giving is Great

Positives:

Fundraising costs are 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:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	*	£22,727	£23,775	£-1,048	£1,415	£60,607	£60,552	30.6	422	0
31/08/22		£21,151	£22,081	£-930	£906	£61,079	£61,025	33.2	417	0
31/08/21		£16,399	£19,520	£-3,120	£619	£63,404	£63,349	38.9	417	10
31/08/20		£16,124	£19,973	£-3,849	£880	£59,260	£59,206	35.6	439	20
31/08/19		£17,790	£20,791	£-3,001	£1,032	£63,107	£62,814	36.3	438	0
31/08/18		£17,140	£20,354	£-3,214	£223	£66,017	£65,723	38.7	421	0
31/08/17		£16,548	£19,478	£-2,931	£800	£68,602	£68,297	42.1	378	0
31/08/16		£16,533	£17,235	£-702	£816	£68,543	£68,291	47.5	362	0
31/08/15		£15,171	£15,888	£-717	£643	£68,100	£67,848	51.2	336	0
31/08/14		£14,452	£15,210	£-758	£704	£66,268	£66,016	52.1	313	0
31/08/13		£13,859	£14,684	£-825	£703	£64,639	£64,388	52.6	260	0
31/08/12		£13,397	£14,684	£-1,288	£927	£62,957	£62,705	51.2	240	0
31/08/11		£14,378	£14,804	£-427	£1,756	£62,531	£62,531	50.7	237	0
31/08/10		£73,881	£13,921	£59,960	£383	£61,215	£61,215	52.8	244	0
31/08/09		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 7.4%
Fundraising Costs/Total Spending: 6.7%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 23%
Liabilities/Income: 78%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 30.6 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.1

Asset Split ?

Balance Sheet History

Established: 16 years

www.stonyhurst.ac.uk

bursar@stonyhurst.ac.uk

01254827345

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Religious Activities

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Lancashire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-64

ANDREW NOYONS Appointed: 2023, Occupation: Investment Manager

CHRISTINE KUENEN Appointed: 2017

DAVID MARK HURST Appointed: 2024, Occupation: Commercial Property Consultant

DR AILEEN BRADY Appointed: 2021, Occupation: Primary School Head

DR SIMON MICHAEL BELDERBOS Appointed: 2024, Occupation: Psychiatrist

FR ANDREW DUSHAN CROOS Appointed: 2024, Occupation: Priest

GERARD LAGERBERG Appointed: 2018, Occupation: Accountant

HELEN MCCORMICK Appointed: 2023, Occupation: Safeguarding Development Advisor

JOANNE DODD Appointed: 2019, Occupation: Chartered Accountant

REV ROGER DAWSON Appointed: 2017, Occupation: Priest

SARAH VIRGINIA LUCY YOUNG Appointed: 2023, Occupation: Spiritual Director

SIMON GLASSBROOK Appointed: 2017, Occupation: Company Director

STEPHEN WILLIAM MORRIS Appointed: 2024, Occupation: Head Teacher

Legal constitution

Charitable company registered in England & Wales on 05/02/2009, number: 1127929
Registered at Companies House on 27/06/2008, number: 06632303

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
Volunteer management

Filing Record

15 returns made; AR23: 1 days late,

Main office

STONYHURST COLLEGE
STONYHURST
CLITHEROE
BB7 9PZ

Objectives

THE OBJECTS OF THE CHARITY ARE TO:(A) ADVANCE THE ROMAN CATHOLIC RELIGION; AND(B) ADVANCE EDUCATION;BY THE CONDUCT OF ONE OR MORE ROMAN CATHOLIC SCHOOLS IN THE CHARISM OF THESOCIETY OF JESUS AND BY ANCILLARY RELIGIOUS AND EDUCATIONAL ACTIVITIES FOR THEBENEFIT OF THE COMMUNITY AT LARGE (THE OBJECTS)

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources

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