Finance Score: -50

Governance Score: 0

Support Score: 0

In administration/insolvent: -50

Overall GiG Score: -50

SACRED HEART SCHOOL BEECHWOOD TRUST LTD

Charity in support of a Catholic Education

Analysis by Giving is Great

Financial issues to consider:

This charity is in Administration or Insolvent

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/19		£5,091	£5,626	£-535	£17	£7,937	£7,937	16.9	110
31/08/18		£7,207	£5,777	£1,431	£20	£8,472	£8,472	17.6	112
31/08/17		£5,225	£5,227	£-2	£40	£5,794	£5,794	13.3	119
31/08/16		£5,131	£5,104	£27	£2	£5,796	£5,796	13.6	109
31/08/15		£5,198	£4,972	£226	£51	£5,769	£5,769	13.9	108
31/08/14		£4,313	£4,432	£-120	£56	£5,543	£5,543	15	104
31/08/13		£4,460	£4,368	£91	£58	£5,662	£5,662	15.6	112
31/08/12		£4,515	£4,408	£108	£66	£5,571	£5,571	15.2	109
31/08/11		£4,413	£4,239	£174	£72	£5,463	£5,463	15.5	108
31/08/10		£3,894	£3,823	£71	£72	£5,289	£5,289	16.6	105
31/08/09		£3,520	£3,692	£-172	£11	£5,218	£5,218	17	105
31/08/08		£3,324	£3,581	£-258	£116	£5,391	£5,391	18.1	106
31/08/07		£3,398	£3,395	£3	£0	£5,648	£5,648	20	98
31/08/06		£9,195	£3,178	£6,017	£0	£0	£0	n/a	0
31/08/05		£3,556	£3,581	£-25	£0	£0	£0	n/a	0
31/08/04	*	£3,215	£3,191	£24	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 18%
Liabilities/Income: 34%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 16.9 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0

Asset Split ?

Established: 50 years

michaelscragg@gsrman.co.uk

07941835628

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Other charitable activities

Where it operates

Kent,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-85

ANNETTE ELIZABETH TAYLOR Appointed: 2020, Occupation: Retired Teacher

CONSTANCE ANN WILLIAMS (Chair) Appointed: 2016, Occupation: Consultant

GILLIAN ANNE HILL Appointed: 2016, Occupation: Retired

JONATHAN PAUL EMERY Appointed: 2017, Occupation: Retired, Other trusteeships: THE DOREEN BIRD FOUNDATION, DARTFORD ARTS CENTRE,

MICHAEL FRANCIS STEVENS Appointed: 2013, Occupation: Solicitor

MICHAEL SOUTHERN Appointed: 2009, Occupation: Retired

PENELOPE SUSAN EDGAR Appointed: 2017, Occupation: Solicitor

SALLY SHANKLAND Appointed: 2018, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 03/09/1974, number: 325104
Registered at Companies House on 16/05/1973, number: 01114031

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

16 returns made; AR04: 5 days late,

Main office

RSM Employer Services Ltd
Third Floor, 1 London Square
Cross Lanes
GUILDFORD
Surrey
GU1 1UN

Objectives

THE OBJECTS OF THE TRUST (THE OBJECTS) ARE TO ADVANCE EDUCATION BY CONDUCTING ANY ROMAN CATHOLIC BOARDING OR DAY SCHOOL OR SCHOOLS FOR CHILDREN AND YOUNG PERSONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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