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home >> charity search >> westonbirt schools limited
Finance Score: 2
Governance Score: 2
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -4
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • No supporters identified
Overall GiG Score: 4 ?

WESTONBIRT SCHOOLS LIMITED

The principal charitable objective was to establish and maintain a school within the Protestant Principles of the Church of England. The school was sold and the charity is reviewing the possibility of making grants to other charities with similar objects.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board is predominantly male

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £3,492,067 available, equivalent to 52 months of spending and so may not be able to utilise additional funding
Find similar charities within: miles

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
31/05/23£844£799£45£0£3,657£3,49252.410
31/05/22£148£36£112n/an/an/an/an/an/a
31/05/21£149£44£104n/an/an/an/an/an/a
31/05/20£149£38£111n/an/an/an/an/an/a
31/05/19£190£104£86n/an/an/an/an/an/a
31/05/18?£3,679£4,435£-756£442£3,052£2,8177.61590
31/08/17£6,088£6,328£-240£20£5,015£4,74391770
31/08/16£5,880£6,148£-269£662£5,235£4,8689.51710
31/08/15£6,113£6,199£-86£21£5,677£5,42110.51090
31/08/14?£6,839£7,279£-441£40£5,760£5,5179.11030
31/07/13£6,365£6,267£98£573£6,188£5,92111.31010
31/07/12£6,139£5,802£338£28£6,053£5,85712.11010
31/07/11£6,746£6,186£560£23£5,507£5,30710.31000
31/07/10£6,482£6,164£318£53£4,947£4,9479.61220
31/07/09£6,588£7,428£-840£79£4,629£4,6297.51560
31/07/08£5,650£5,677£-27£76£5,212£5,212111420
31/07/07£6,011£5,139£872£103£5,239£5,23912.21320
31/07/06£6,253£4,794£1,459n/an/an/an/an/an/a
31/07/05£4,539£4,335£204n/an/an/an/an/an/a
31/07/04£4,146£3,999£147n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 52.4 months
Net Current Assets/Spending: 55 months
Quick Ratio: 2.2
Asset Split ?
Balance Sheet History
Established: 61 years
(96 years as a company)

SARAH.GOUGH@BLUEYONDER.CO.UK

02089773066

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Other facilities management and maintenance
How it operates
  • Makes grants to organisations
  • Other charitable activities
Where it operates
  • Gloucestershire, Wiltshire,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 58-79
  • JOHN RUSSELL BROWN Appointed: 2020, Occupation: Chartered Surveyor
  • JAMES GRESFORD BRODRICK BIRDWOOD Appointed: 2020, Occupation: Company Director
  • REV PATRICK JOHN WHITWORTH (Chair) Appointed: 2021, Occupation: Retired
  • RICHARD ALAN PORTLOCK Appointed: 2020, Occupation: Solicitor
  • SARAH PARTHINA GOUGH Appointed: 2024, Occupation: Accountant
Legal constitution
  • Charitable company registered in England & Wales on 03/02/1964, number: 311715
  • Registered at Companies House on 04/05/1928, number: 00230224
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

3 Avenue Gardens
TEDDINGTON
Middlesex
TW11 0BH

Objectives

The objects (“Objects”) for which the Company is established are to advance education for the public benefit by:3.1 The provision of bursaries, scholarships or grants for boys or girls attending Westonbirt School or any other School in England or Wales which shall provide education in accordance with the Protestant principles of the Church of England.3.2 The support of the provision of education in accordance with the aforesaid principles at Schools, Colleges or Universities in England and Wales.

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources

Charity Commission for England and Wales

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