Finance Score: -5

Governance Score: -1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -3
Multiple Deficits and declines: -5

Mainly male board: -1

No supporters identified

Overall GiG Score: -6

THE KING EDWARD'S SCHOOL BIRMINGHAM TRUST

The Trust exists to support the advancement of education at King Edward's School, Birmingham in such ways as the Trustees see fit, but in particular by providing funds for Assisted Places (bursaries) to boys on the basis of financial need to enable them to attend the School. The Trust mainly seeks support from former pupils, parents and former parents, companies and charitable trusts.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,331,365 available, equivalent to 41 months of spending and so may not be able to utilise additional funding
Income has been volatile and on several occasions in recent years 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
31/12/22	£707	£681	£26	£0	£10,432	£2,331	41.1	0	0
31/12/21	£594	£718	£-125	£0	£9,877	£4	0.1	0	0
31/12/20	£698	£691	£7	£55	£9,152	£3	0.1	0	0
31/12/19	£2,859	£2,784	£75	£0	£8,111	£3	0	0	0
31/12/18	£680	£836	£-156	£3	£7,545	£3	0	0	0
31/12/17	£1,098	£848	£250	£38	£7,900	£2	0	3	0
31/12/16	£1,111	£826	£284	£57	£7,549	£2	0	0	0
31/12/15	£1,897	£880	£1,018	£138	£6,630	£1	0	0	0
31/12/14	£847	£921	£-74	£125	£5,585	£1	0	0	0
31/12/13	£1,100	£612	£488	£122	£4,847	£14	0.3	0	0
31/12/12	£793	£2,719	£-1,926	£97	£2,021	£13	0.1	0	0
31/12/11	£2,835	£198	£2,638	£100	£3,506	£13	0.8	0	0
31/12/10	£407	£145	£263	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 16.1%
Fundraising Costs/Total Spending: 13.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 22%
Reserves/Spending: 41.1 months
Net Current Assets/Spending: 46 months
Quick Ratio: 15.5

Asset Split ?

Balance Sheet History

Established: 15 years

www.trust.kes.org.uk

development@kes.org.uk

01214156055

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Birmingham City,

Who it helps

Children/Young People
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ADAM KENDALL Appointed: 2017

IAN ROLAND METCALFE OBE Appointed: 2024

JAMES PATRICK NICHOLAS MARTIN

KEITH PHILLIPS Appointed: 2018

KIRSTY VIOLA LOUISE VON MALAISE Appointed: 2024

Legal constitution

Charity registered in England & Wales on 21/05/2009, number: 1129776

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

13 returns made; all on time

Main office

KING EDWARDS SCHOOL
EDGBASTON PARK ROAD
BIRMINGHAM
B15 2UA

Objectives

THE ADVANCEMENT OF EDUCATION BY SUPPORTING THE PROVISION OF EDUCATION AT KING EDWARD'SSCHOOL, BIRMINGHAM (THE SCHOOL) IN SUCH WAYS AS THE TRUSTEES SEE FIT IN PARTICULAR (BUTWITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY PROVIDING FUNDS TO SUPPORT THE PROVISIONOF BURSARIES TO BOYS ON THE BASIS OF FINANCIAL NEED TO ENABLE THEM TO ATTEND THE SCHOOL.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources

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