Finance Score: 3

Governance Score: 3

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

No volunteer policy: -2
No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 9

AUSTIN FRIARS

As the only Independent day school for girls and boys aged 3 - 18 in the North of Cumbria and south-west Scotland, Austin Friars is continuing to develop its strong reputation for meeting the individual needs of all its pupils.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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		£4,830	£4,912	£-83	£68	£6,304	£6,267	15.3	79	7
31/08/22		£4,601	£4,696	£-95	£26	£6,030	£5,972	15.3	94	5
31/08/21		£4,693	£4,440	£253	£2	£6,132	£6,109	16.5	100	10
31/08/20	*	£5,040	£4,851	£189	£7	£5,860	£5,837	14.4	104	4
31/08/19		£4,893	£4,785	£108	£334	£5,673	£5,649	14.2	100	4
31/08/18		£4,938	£4,786	£153	£262	£5,563	£5,541	13.9	97	0
31/08/17		£4,856	£4,771	£85	£251	£5,406	£5,382	13.5	93	0
31/08/16		£4,907	£4,605	£302	£12	£5,313	£5,289	13.8	94	0
31/08/15		£4,655	£4,496	£159	£250	£5,011	£4,985	13.3	90	0
31/08/14		£4,202	£4,173	£30	£250	£4,646	£4,617	13.3	86	0
31/08/13		£4,205	£4,238	£-33	£311	£4,611	£4,598	13	85	0
31/08/12		£4,275	£4,170	£105	£270	£4,636	£4,622	13.3	85	0
31/08/11	*	£4,451	£4,355	£96	£10	£3,508	£3,495	9.6	91	0
31/08/10		£4,753	£4,687	£66	£256	£3,414	£3,402	8.7	97	0
31/08/09		£4,751	£4,584	£167	£239	£3,345	£1,884	4.9	101	0
31/08/08		£4,359	£4,251	£108	£216	£3,193	£3,180	9	81	0
31/08/07		£4,046	£3,887	£159	£185	£3,085	£3,073	9.5	81	0
31/08/06		£3,496	£3,328	£168	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£3,341	£3,103	£238	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£2,916	£2,871	£44	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.5%
Fundraising Costs/Total Spending: 1.4%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 27%
Liabilities/Income: 49%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 15.3 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Balance Sheet History

Established: 40 years

www.austinfriars.co.uk

office@austinfriars.co.uk

01228528042

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Sport England - A new satellite club to serve Carlisle and North Cumbria
£5,200	13/12/2012	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'A new satellite club to serve Carlisle and North Cumbria'. This project lists its main activity as Fencing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 35-75

DOUG STRYCHARCZYK Appointed: 2023, Occupation: Ceo Aqr International

DR BRONWYN MCCALL Appointed: 2023, Occupation: General Practitioner

EWEN SWINTON Appointed: 2023, Occupation: Retired

FR IAN WILSON Appointed: 2013, Occupation: Priest

LAUREN GRAHAM Appointed: 2024, Occupation: Accountant

MICHELLE SKEER Appointed: 2023, Occupation: Chief Constable

MHAIRI ROBERTS Appointed: 2023, Occupation: Teacher

PHILIP ELDER Appointed: 2020, Occupation: Trustee

SAMANTHA MEAKIN Appointed: 2023, Occupation: Teacher

SEAN MITTON Appointed: 2020, Occupation: Commercial Director

STEPHEN GRAHAM Appointed: 2013, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 03/04/1985, number: 516289
Registered at Companies House on 12/03/1985, number: 01894340

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

20 returns made; AR20: 9 days late, AR11: 43 days late, AR05: 62 days late,

Main office

Austin Friars School
Etterby Scaur
Carlisle
CA3 9PB

Objectives

THE OBJECT FOR WHICH THE COMPANY IS ESTABLISHED IS THE ADVANCEMENT OF EDUCATION BY THE CARRYING ON OF A ROMAN CATHOLIC SCHOOL OR SCHOOLS FOR BOYS AND GIRLS IN THE CARLISLE AREA

Defined Area of Benefit:

CARLISLE

Data Sources

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