Finance Score: 3

Governance Score: 6

Support Score: 0

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

Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 9

TALBOT HEATH SCHOOL TRUST LIMITED

The provision of high quality holistic education for girls between the ages of 3 and 18. The school has been designated as a school with a religious character.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

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

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		£9,255	£8,558	£697	£159	£13,037	£12,978	18.2	159	0
31/08/22		£8,099	£8,177	£-77	£175	£12,360	£12,303	18.1	170	0
31/08/21		£8,528	£7,524	£1,005	£234	£12,749	£12,717	20.3	168	0
31/08/20		£7,111	£7,702	£-590	£231	£11,269	£11,220	17.5	161	0
31/08/19	*	£7,324	£7,143	£181	£163	£11,931	£11,879	20	159	0
31/08/18		£7,784	£7,587	£197	£146	£11,595	£11,523	18.2	124	0
31/08/17		£7,063	£6,836	£227	£122	£11,118	£11,074	19.4	119	0
31/08/16		£6,771	£5,956	£815	£121	£10,170	£10,126	20.4	110	0
31/08/15		£6,239	£5,956	£283	£88	£9,240	£9,197	18.5	106	0
31/08/14		£5,899	£5,716	£183	£158	£9,156	£9,113	19.1	116	0
31/08/13		£5,583	£5,589	£-6	£111	£8,513	£8,470	18.2	113	0
31/08/12		£5,409	£5,580	£-170	£55	£8,259	£8,217	17.7	117	0
31/08/11		£5,129	£5,193	£-64	£52	£8,187	£8,130	18.8	121	0
31/08/10		£5,263	£5,307	£-44	£34	£8,065	£8,009	18.1	112	0
31/08/09		£5,450	£5,185	£265	£31	£7,930	£7,873	18.2	109	0
31/08/08		£5,214	£5,086	£128	£69	£7,985	£7,929	18.7	107	0
31/08/07		£5,324	£4,978	£345	£43	£8,187	£8,134	19.6	99	0
31/08/06		£5,259	£4,818	£440	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£4,918	£4,508	£410	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£4,602	£4,296	£306	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 1.9%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 29%
Liabilities/Income: 59%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 18.2 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.3

Asset Split ?

Balance Sheet History

Established: 43 years

www.talbotheath.org

office@talbotheath.org

01202755419

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bournemouth, Dorset,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 44-71

CLODIE SUTCLIFFE Appointed: 2023, Occupation: Sports And Remedial Massage Therapist

DR RICHARD DAY (Chair) Appointed: 2018, Occupation: Retired

GARY HOUSE Appointed: 2022, Occupation: Property Developer

KATHRYN HEATHER POTTEN Appointed: 2023, Occupation: Retired

REBECCA NEWTON Appointed: 2020, Occupation: Chartered Surveyor

REV JONATHAN BURKE Appointed: 2022, Occupation: Retired

REV NICHOLAS VINCENT WELLS Appointed: 2023, Occupation: Clerk In Holy Orders

TERESA LOUISE MAGRATH MRS Appointed: 2022

WALID BADAWY Appointed: 2022, Occupation: Dental Surgeon

Legal constitution

Charitable company registered in England & Wales on 14/12/1981, number: 283708
Registered at Companies House on 09/09/1981, number: 01584957

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

20 returns made; AR19: 3 days late,

Main office

448 New Road
Ferndown
BH22 8EX

Objectives

THE ADVANCEMENT OF EDUCATION IN THE UNITED KINGDOM AND ELSEWHERE AND IN PARTICULAR (BUT WITHOUT IN ANY WAY LIMITING THE GENERALITY OF THE FOREGOING) THE ACQUISITION OF THE SCHOOL KNOWN AS TALBOT HEATH SCHOOL IN THE COUNTY OF DORSET TOGETHER WITH ALL THE REAL AND PERSONAL PROPERTY THERETO BELONGING OR USED IN CONNECTION THEREWITH AND ALL (IF ANY) ITS LIABILITIES AND THE CARRYING ON CONDUCTING AND DEVELOPING OF SUCH SCHOOL AS AN INDEPENDENT PUBLIC SCHOOL FOR GIRLS AS DAY SCHOLARS OR BOARDERS AND AS AN INDEPENDENT PRE-PREPARATORY SCHOOL FOR GIRLS AS DAY PUPILS PROVIDING EDUCATION HAVING A SOUND CHRISTIAN AND MORAL BASIS FOUNDED ON THE TEACHING OF THE CHURCH OF ENGLAND.

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE

Data Sources

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