Finance Score: 1

Governance Score: 8

Support Score: 3

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

Gov Income
Overall weighted support: +3

Overall GiG Score: 12

METHODIST INDEPENDENT SCHOOLS TRUST

The Methodist Church is engaged in education as part of its Christian mission in the world. Its schools will seek to extend the Methodist ethos and character and contribute to diversity in education.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
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:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 16 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		£110,999	£111,032	£-33	£3,126	£81,141	£78,182	8.4	2,027	253
31/08/22		£108,567	£109,338	£-771	£2,644	£81,089	£78,367	8.6	2,155	235
31/08/21		£97,706	£97,648	£58	£1,753	£82,451	£76,808	9.4	2,067	307
31/08/20		£99,506	£98,279	£1,227	£1,669	£81,241	£76,238	9.3	2,206	223
31/08/19		£106,911	£107,276	£-365	£2,596	£80,364	£75,440	8.4	2,460	274
31/08/18		£105,034	£104,206	£828	£2,452	£80,837	£76,058	8.8	2,379	0
31/08/17	*	£99,557	£98,781	£776	£1,694	£79,705	£75,152	9.1	2,349	0
31/08/16	*	£99,868	£94,238	£5,630	£1,569	£77,922	£73,265	9.3	2,190	0
31/08/15	*	£88,031	£82,841	£5,190	£2,701	£74,249	£72,353	10.5	1,499	0
31/08/14	*	£83,447	£79,044	£4,403	£2,002	£69,536	£67,500	10.2	1,385	0
31/08/13	*	£81,282	£76,615	£4,667	£2,151	£64,781	£63,000	9.9	1,386	0
31/08/12		£77,747	£73,186	£4,561	£2,048	£59,512	£58,164	9.5	1,350	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.1%
Fundraising Costs/Total Spending: 2.8%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 31%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 8.4 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.1

Asset Split ?

Balance Sheet History

Established: 13 years

www.methodistschools.org.uk

admin@methodistschools.org.uk

02079353723

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Secondary schools

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 14/16 persons

Age Range of Trustees: 45-80

ADAM PROCTOR Appointed: 2024, Occupation: Chief Finance Officer

ANTHONY HARRIS Appointed: 2022, Occupation: Consultant

BERNASIA HALIKOWA Appointed: 2023, Occupation: Group Reward Director

ELAINE CLELAND Appointed: 2016, Occupation: Personal Development Consultant

GILL WILSON Appointed: 2023, Occupation: N/A

HENRIETTA MBEAH-BANKAS Appointed: 2022, Occupation: Head Of Blended Learning, Digital Learning And Dev

IAN MCCAIG (Chair) Appointed: 2024, Occupation: Director

JOHN JEFFERSON Appointed: 2024, Occupation: Director

LADY FIONA BRIDGET MYNORS Appointed: 2020, Occupation: Freelance Educational Consultant

MARK DONOUGHER Appointed: 2024, Occupation: Director

REV DAWN SAUNDERS Appointed: 2024

REV MARK WAKELIN Appointed: 2024, Occupation: Minister

REV STEPHEN BURGESS Appointed: 2017, Occupation: Methodist Minister

STEPHEN WINFIELD HOLLIDAY Appointed: 2019, Occupation: Headmaster

SIMON SMALL Appointed: 2024, Occupation: Ex Chief Executive Officer

TIM EMMETT Appointed: 2022, Occupation: Business Development Director

Legal constitution

Charitable company registered in England & Wales on 08/07/2011, number: 1142794
Registered at Companies House on 26/05/2011, number: 07649422

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: SIMON RATTENBURY SCHOLARSHIP
Linked charity: SHEBBEAR COLLEGE DEVELOPMENT FUND
Linked charity: FRIENDS OF KENT COLLEGE CANTERBURY LIMITED
Linked charity: THE KENT COLLEGE CANTERBURY DEVELOPMENT FUND
Linked charity: STRATFORD HOUSE SCHOOL EDUCATIONAL FUND
Linked charity: CULFORD SCHOOL GENERAL CHARITABLE TRUST
Linked charity: THOMAS ROBINSON FERENS SCHOLARSHIP BEQUEST FOR METHODIST SCHOOLS
Linked charity: THE KENT COLLEGE (WOTTONLEY HOUSE) FUND
03/07/2018 - Asset transfer in from CULFORD SCHOOL
03/07/2018 - Asset transfer in from QUEEN'S COLLEGE, TAUNTON
03/07/2018 - Asset transfer in from FARRINGTONS SCHOOL
03/07/2018 - Asset transfer in from KENT COLLEGE, CANTERBURY
03/07/2018 - Asset transfer in from KENT COLLEGE, PEMBURY
03/07/2018 - Asset transfer in from SHEBBEAR COLLEGE
03/07/2018 - Asset transfer in from WOODHOUSE GROVE SCHOOL
03/07/2018 - Asset transfer in from TRURO SCHOOL
03/07/2018 - Asset transfer in from KINGSLEY SCHOOL, BIDEFORD
07/08/2018 - Asset transfer in from KENT COLLEGE, CANTERBURY
12/06/2024 - Asset transfer in from MOORLANDS SCHOOL LTD

Other Regulators

Ofsted (Office For Standards In Education)

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
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

12 returns made; AR17: 23 days late, AR16: 24 days late, AR15: 5 days late, AR14: 20 days late, AR13: 93 days late,

Main office

66 LINCOLN'S INN FIELDS
LONDON
WC2A 3LH

Objectives

1. THE ADVANCEMENT OF EDUCATION IN ACCORDANCE WITH THE PRINCIPLES OF THE METHODIST CHURCH; AND2. SUCH OTHER CHARITABLE PURPOSES OF THE METHODIST CHURCH AS THE CONFERENCE SHALL FROM TIME TO TIME BY RESOLUTION DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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