Finance Score: -1

Governance Score: 8

Support Score: 3

Excess liquidity: -1

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 10

SUMMER FIELDS' SCHOOL TRUST LIMITED

Summer Fields is an independent preparatory and pre-preparatory school for boys between the ages of 4 and 13, the great majority of whom board. The Governors believe that the boarding prep. school education which the school provides is the best academic, sporting and pastoral preparation for a boy intending to go on to an independent boarding school at age 13.

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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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	£10,216	£10,096	£120	£0	£16,908	£13,529	16.1	156	0
31/08/22	£9,224	£9,215	£10	£0	£16,431	£13,408	17.5	152	0
31/08/21	£9,133	£8,337	£796	£0	£16,405	£13,394	19.3	152	0
31/08/20	£9,518	£8,250	£1,268	£1	£15,067	£11,003	16	154	0
31/08/19	£8,426	£8,112	£314	£31	£13,441	£10,509	15.5	150	0
31/08/18	£7,405	£7,357	£48	£0	£13,042	£10,487	17.1	136	0
31/08/17	£7,307	£7,019	£288	£0	£12,813	£10,449	17.9	137	0
31/08/16	£7,109	£6,820	£289	£0	£12,311	£10,169	17.9	139	0
31/08/15	£7,762	£6,632	£1,130	£13	£11,843	£9,919	17.9	88	0
31/08/14	£7,603	£6,824	£779	£10	£10,669	£7,682	13.5	94	0
31/08/13	£6,957	£6,395	£562	£16	£9,391	£7,902	14.8	90	0
31/08/12	£6,294	£6,190	£104	£26	£8,756	£7,426	14.4	88	0
31/08/11	£5,867	£6,065	£-198	£16	£9,043	£7,814	15.5	85	0
31/08/10	£5,879	£5,472	£408	£12	£9,224	£7,682	16.8	97	0
31/08/09	£5,571	£5,206	£365	£11	£8,836	£7,664	17.7	99	0
31/08/08	£5,320	£5,061	£259	£13	£8,466	£7,149	16.9	103	0
31/08/07	£4,850	£4,771	£79	£12	£8,204	£6,949	17.5	126	0
31/08/06	£5,312	£4,444	£868	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	£5,130	£4,113	£1,017	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	£4,364	£4,231	£132	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 16%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 16.1 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6

Asset Split ?

Balance Sheet History

Established: 58 years
(69 years as a company)

http://www.summerfields.com

office@summerfields.com

01865459203

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Other charitable activities
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 (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 48-74

ALISTAIR JOHN CHIRNSIDE Appointed: 2017, Occupation: Teacher

CHARLES PATERSON MA, MED Appointed: 2022

CLARE JOANNA ELIZABETH FERGUSON M.ENG Appointed: 2022

DIANA ELIZABETH JANE SICHEL Appointed: 2016, Occupation: Retired Gp

DR JOHN SFAKIANAKIS Appointed: 2020, Occupation: Economist

HANNAH RUTH FOX Appointed: 2023, Occupation: School Master

ILIANE OGILVIE THOMPSON Appointed: 2019, Occupation: Film Producer & Company Director

JEREMY RICHARD MICHAEL ROOTH BSC, MBA (Chair) Appointed: 2014

MR ALEX SNOW Appointed: 2016, Occupation: Partner In Investment Management Firm

PHILIP HUGH WEAVER Appointed: 2017, Occupation: Solicitor

PAMELA MUNDY Appointed: 2020, Occupation: Director

ROGER SHAW MA Appointed: 2015, Occupation: School Master

RICHARD JAMES SHEPHERD-CROSS Appointed: 2023, Occupation: Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 03/10/1966, number: 309683
Registered at Companies House on 12/08/1955, number: 00553243

Gift Aid

Registered with HMRC for Gift Aid

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
Engaging external speakers at charity events policy and procedures
Financial reserves 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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Summer Fields School
Mayfield Road
OXFORD
OX2 7EN

Objectives

TO MAINTAIN SUMMER FIELDS' SCHOOL OXFORD. TO ACQUIRE OR ESTABLISH ONE OR MORE SCHOOLS FOR THE PURPOSE OF EDUCATION OF CHILDREN. TO CREATE AND ADMINISTER SCHOLARSHIPS, EXHIBITIONS AND PRIZES FOR THE ENCOURAGEMENT OF STUDY AND LEARNING.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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