Finance Score: 2
Governance Score: 9
Support Score: 3
  • Excess liquidity: -1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 14 ?

PRINCES MEAD SCHOOL TRUST

Prince's Mead is an independent co-educational prep school for children from 3 to 11 years.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • 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

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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£4,536£4,262£274£11£5,739£5,73916.2640
31/08/22£4,263£3,871£391£0£5,465£5,46516.9620
31/08/21£3,645£3,472£173£8£5,073£5,07317.56425
31/08/20£3,096£3,183£-88£20£4,899£4,88018.46825
31/08/19£3,204£3,093£111£16£4,989£4,98919.47620
31/08/18*£3,550£3,110£440£0£4,878£4,87818.8830
31/08/17£3,341£3,208£133£0£4,440£4,44016.6760
31/08/16£3,336£3,037£299£0£4,305£4,30517820
31/08/15£3,547£3,121£427£12£4,007£4,00715.4520
31/08/14£3,492£3,011£481£13£3,581£3,58114.3520
31/08/13£3,069£2,830£239£10£3,099£3,09913.1520
31/08/12£2,848£2,714£134£12£2,860£2,86012.6500
31/08/11£2,461£2,312£149£11£2,727£2,72714.2470
31/08/10£2,217£2,120£97£16£2,580£2,58014.6470
31/08/09£2,098£2,092£6£9£2,484£2,48414.3500
31/08/08£2,101£2,100£0£65£2,478£2,47814.2520
31/08/07£2,033£1,984£49£22£2,481£2,48115480
31/08/06£2,149£2,057£92n/an/an/an/an/an/a
31/08/05£2,001£1,769£233n/an/an/an/an/an/a
31/08/04*£1,873£1,675£198n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 25%
Liabilities/Income: 42%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 16.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.6
Asset Split ?
Balance Sheet History
Established: 41 years

www.princesmeadschool.org.uk

admin@princesmeadschool.org.uk

01962888000

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Provides services
Where it operates
  • Northern Ireland, Scotland, 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 (11)
Current Trustees appointed
Gender Split
Based on 9/11 persons

Age Range of Trustees: 25-67
  • CHARLES GILLOW Appointed: 2021, Occupation: Bursar
  • CHRISTOPHER LOWE Appointed: 2019, Occupation: Company Director
  • DAVID SIBSON Appointed: 2018, Occupation: Headmaster
  • JILL BAINBRIDGE Appointed: 2023, Occupation: Lawyer
  • JULIA SHERGOLD Appointed: 2024, Occupation: Lawyer
  • KEEYA SAUND Appointed: 2022, Occupation: Wellbeing Practitioner
  • KERRY STYLSKI Appointed: 2022, Occupation: Audit Director
  • MELANIE JANE RENWICK Appointed: 2014, Occupation: Company Director
  • MRS GEORGINA BATEMEN Appointed: 2018
  • TIM GIDDINGS Appointed: 2021, Occupation: Teacher
  • WILLIAM PATTISSON Appointed: 2016, Occupation: Fund Manager
Legal constitution
  • Charitable company registered in England & Wales on 22/02/1984, number: 288675
  • Registered at Companies House on 24/01/1984, number: 01785733
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Estyn: Her Majesty's Inspectorate For Education And Training In Wales
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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; AR18: 42 days late, AR04: 13 days late,
Main office

WORTHY PARK HOUSE
KINGS WORTHY
WINCHESTER
HAMPSHIRE
SO21 1AN

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION OF CHILDREN IN THE UNITED KINGDOM AND ELSEWHERE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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