Finance Score: 1
Governance Score: 5
Support Score: 3
  • Poor Liquidity: -1
  • Good Reserves: +1Multiple Deficits: -2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 9 ?

ST EDWARD'S SCHOOL

The objects of the Charity are, for the benefit of the public, to promote and provide for the advancement of education of children and young people, in particular by providing, conducting, governing, carrying on and maintaining in the United Kingdom, or elsewhere, a boarding and/or day school, or schools.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants and contracts
  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

  • There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • There has been a change of accounting period recently, so trends may be hard to determine
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
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£32,541£32,864£-323£156£66,048£60,85022.25120
31/08/22£29,677£28,811£866£93£71,009£65,83227.44990
31/08/21?£25,696£26,114£-418£100£70,601£65,326304780
31/07/20£24,945£23,227£1,718£180£69,987£65,58933.94590
31/07/19*£24,596£23,514£1,082£64£79,327£75,00138.34590
31/07/18£23,317£22,429£888£133£78,047£73,76839.54520
31/07/17£21,797£20,866£931£138£76,793£72,79541.94710
31/07/16£21,480£20,220£1,260£157£34,817£31,07818.43310
31/07/15£20,322£18,926£1,396£702£33,954£29,987193170
31/07/14£19,459£18,780£679£666£32,344£28,64618.33170
31/07/13£18,130£17,492£639£681£31,542£27,04318.63220
31/07/12£17,531£17,159£372£671£30,389£26,46618.53120
31/07/11£18,351£16,322£2,029£600£29,994£26,20519.33060
31/07/10£18,583£15,859£2,724£445£27,685£24,22618.33050
31/07/09£16,222£15,656£566£621£24,657£21,67316.63010
31/07/08£16,369£15,000£1,370£588£24,365£20,65516.53860
31/07/07£17,053£13,785£3,268£546£23,241£17,85315.53860
31/07/06£13,963£12,830£1,133n/an/an/an/an/an/a
31/07/05*£17,161£11,940£5,221n/an/an/an/an/an/a
31/07/04*£11,648£10,934£714n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 49%
Liabilities/Income: 196%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 22.2 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0
Asset Split ?
Balance Sheet History
Established: 62 years
(113 years as a company)

www.stedwardsoxford.org

accountant@stedwardsoxford.org

01865319321

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Secondary schools
How it operates
  • Provides services
Where it operates
  • Oxfordshire,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-77
  • ALAN KERR BUCHANAN Appointed: 2024, Occupation: Solicitor
  • DR CLARE ROBERTSON Appointed: 2018, Occupation: Doctor
  • EDWARD WILFRID STEPHENSON MA MCT Appointed: 2016
  • GEORGINA ARABELLA SARAH DENNIS Appointed: 2014, Occupation: Easel Paintings Conservator
  • HELEN RACHEL PHILLIPS NEE COOK Appointed: 2022
  • JOE BURROWS Appointed: 2020, Occupation: School Teacher
  • KENNETH MACRITCHIE Appointed: 2007, Occupation: Solicitor
  • MICHAEL ROULSTON Appointed: 2011, Occupation: Headmaster
  • MRS CARLOINE MARY BAGGS Appointed: 2014, Occupation: Human Resources Business Partner
  • MR CHRIS JONES (Chair), Occupation: Company Director
  • PHILIP WINSTON Appointed: 2020, Occupation: Equity Manager
  • PROFESSOR RICHARD ANTHONY COOPER Appointed: 2024, Occupation: University Professor
  • SARAH AINSWORTH Appointed: 2020, Occupation: Retired
  • THE VENERABLE JONATHAN PAUL MICHAEL CHAFFEY Appointed: 2022, Occupation: Priest
Legal constitution
  • Charitable company registered in England & Wales on 07/03/1963, number: 309681
  • Registered at Companies House on 12/07/1911, number: 00116784
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
  • 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
  • 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
Filing Record
20 returns made; AR19: 2 days late, AR05: 28 days late, AR04: 36 days late,
Main office

ST. EDWARDS SCHOOL
WOODSTOCK ROAD
OXFORD
OX2 7NN

Objectives

FOR THE BENEFIT OF THE PUBLIC, TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION OF CHILDREN AND YOUNG PEOPLE, IN PARTICULAR BY PROVIDING, CONDUCTING, GOVERNING, CARRYING ON AND MAINTAINING IN THE UNITED KINGDOM, OR ELSEWHERE, A BOARDING AND/OR DAY SCHOOL OR SCHOOLS IN WHICH THE TEACHING SHALL INCLUDE RELIGIOUS EDUCATION IN ACCORDANCE WITH THE PRINCIPLES OF THE CHURCH OF ENGLAND AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL AND OTHER ASSOCIATED ACTIVITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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