Finance Score: 0

Governance Score: 9

Support Score: 3

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

Gov Income
Overall weighted support: +3

Overall GiG Score: 12

AMESBURY SCHOOL TRUST LIMITED

Amesbury School's over-arching purpose is the advancement of education through an independent nursery, pre-preparatory and preparatory school for boys and girls between the ages of 2 and 13. This schooling is non-selective at point of entry on grounds of academic standard, race, colour or religion.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

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		£5,445	£5,229	£216	£0	£5,105	£5,028	11.5	84	0
31/08/22		£4,592	£4,698	£-106	£0	£4,889	£4,889	12.5	87	0
31/08/21		£4,424	£4,421	£4	£0	£4,995	£4,976	13.5	89	3
31/08/20		£4,566	£4,424	£142	£0	£4,992	£4,829	13.1	90	2
31/08/19	*	£4,766	£4,369	£396	£0	£4,850	£4,687	12.9	85	1
31/08/18	*	£4,442	£4,146	£295	£4	£4,453	£4,288	12.4	82	0
31/08/17	*	£4,248	£3,930	£318	£0	£4,158	£4,000	12.2	82	0
31/08/16		£4,001	£3,679	£322	£0	£3,840	£3,690	12	85	0
31/08/15		£3,607	£3,415	£192	£28	£3,518	£3,367	11.8	75	0
31/08/14	*	£3,318	£3,107	£211	£20	£3,325	£3,174	12.3	70	0
31/08/13		£3,074	£2,915	£159	£25	£3,115	£2,960	12.2	59	0
31/08/12		£2,916	£2,784	£131	£65	£2,956	£2,840	12.2	58	0
31/08/11		£2,861	£2,844	£16	£44	£2,825	£2,706	11.4	56	0
31/08/10		£2,980	£2,753	£228	£36	£2,808	£2,690	11.7	57	0
31/08/09		£2,997	£2,979	£19	£29	£2,581	£2,460	9.9	67	0
31/08/08		£2,884	£2,879	£5	£35	£2,562	£2,442	10.2	65	0
31/08/07		£2,831	£2,668	£163	£27	£2,557	£2,435	10.9	46	0
31/08/06		£2,522	£2,460	£61	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£2,574	£2,376	£198	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£2,532	£2,237	£295	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: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 21%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 11.5 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.8

Asset Split ?

Balance Sheet History

Established: 53 years

www.amesburyschool.co.uk

enquiries@amesburyschool.co.uk

01428604322

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Surrey,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-66

CRAIG KENNETH DECKER Appointed: 2023, Occupation: Managing Director

DAVID EDWARD GORROD Appointed: 2024, Occupation: Head Of Operations, Security And Facilities

DR RACHELLE KIRKHAM Appointed: 2022, Occupation: Teacher

IAN FERGUSON Appointed: 2022, Occupation: Solicitor

JAMES ROBERT WELHAM Appointed: 2022, Occupation: Teacher

JILL TAIT-HARRIS Appointed: 2023, Occupation: Headmistress

LAURA BUCHANAN Appointed: 2022, Occupation: Hr Consultant

PAMELA MUNDY Appointed: 2024, Occupation: Director Of Schools And Education

SANDIP VIKRAM PATEL Appointed: 2024, Occupation: Teacher

SUZANNA MARY PERRETT Appointed: 2020, Occupation: Charity Director

HUGH STURGES Appointed: 2022, Occupation: Non Executive Director

KAREN DAVIES Appointed: 2019, Occupation: Deputy Head Teacher

Legal constitution

Charitable company registered in England & Wales on 27/04/1971, number: 312058
Registered at Companies House on 16/07/1970, number: 00984771

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Estyn: Her Majesty's Inspectorate For Education And Training In Wales
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 charity financial controls policy and procedures
Internal risk management 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, AR18: 98 days late, AR17: 24 days late, AR14: 20 days late, AR05: 229 days late,

Main office

AMESBURY SCHOOL
HAZEL GROVE
HINDHEAD
GU26 6BL

Objectives

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT, CARRY ON, ACQUIRE AND DEVELOP IN THE UNITED KINGDOM ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES AND AS ANCILLARY THERETO: TO ACQUIRE, CARRY ON AND DEVELOP THE UNDERTAKING OF AMESBURY SCHOOL A PREPARATORY SCHOOL FOR BOYS AND TO ACQUIRE ANY PREMISES FOR THE PURPOSE OF CARRYING ON SUCH UNDERTAKING.

Defined Area of Benefit:

1. SURREY 2. UNITED KINGDOM

Data Sources

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