SIDCOT SCHOOL

Charity number: 296491
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE SCHOOL'S AIM IS TO PROVIDE A FIRST CLASS INDEPENDENT EDUCATION, FOR BOTH DAY AND BOARDING PUPILS, ENCOURAGING EACH INDIVIDUAL TO BELIEVE IN AND EXPLORE THEIR OWN POTENTIAL. THE SCHOOL OPERATES "IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS FOR THE EDUCATION OF THE CHILDREN OF THE MEMBERS OF SOCIETY OF FRIENDS AND OTHERS"

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£14,994,346

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Donations and legacies £429.12k
Charitable activities £14.04m
Other trading activities £315.79k
Investments £204.78k
Other £0

Total expenditure:
£13,662,885

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Raising funds £111.06k
Charitable activities £13.55m
Other £0

£151,128 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £111.06k
Charitable expenditure £13.55m
Retained for future use £1.33m

People

276 Employee(s)

11 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 6
£120k to £130k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • North Somerset

Governance

Registration history:
  • 15 September 2006: Standard registration
Organisation type:
Charitable company
Other names:
  • SIDCOT JUNIOR SCHOOL (Working name)
  • SIDCOT ACADEMIC ENGLISH SCHOOL (Previous name)
  • SIDCOT SCHOOL (Previous name)
  • SIDCOT SCHOOL TRUST (Previous name)
Company number:
02093340 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • 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
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jameson Miller Chair 01 January 2020
SHARED INTEREST FOUNDATION
Received: On time
Kenneth David Allan Trustee 28 November 2025
None on record
Susan Patricia Cooper Trustee 26 November 2025
ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT
Received: On time
Lesley Barton Trustee 11 November 2025
None on record
Nathan Waddell Trustee 19 May 2025
THE WYNDHAM LEWIS MEMORIAL TRUST
Received: On time
Clare Tresidder Trustee 01 August 2024
None on record
Alan Taylor Trustee 29 July 2024
None on record
James Harry Oakley Trustee 01 May 2024
None on record
HHJ Richard Andrew John Shepherd Trustee 31 December 2023
None on record
Simon Linnitt Trustee 01 December 2020
None on record
Dr Terence McMaster Trustee 01 December 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £10.38m £10.61m £12.34m £14.06m £14.99m
Total expenditure £10.22m £10.70m £11.55m £12.76m £13.66m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £270.80k £379.05k £111.26k £889.69k £429.12k
Income - Other trading activities £315.32k £342.63k £181.34k £331.37k £315.79k
Income - Charitable activities £9.04m £9.64m £12.00m £12.71m £14.04m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £53.00k £51.85k £44.96k £126.98k £204.78k
Income - Other £696.45k £199.71k £0 £0 £0
Income - Legacies £171.00k £0 £0 £0 £6.10k
Expenditure - Charitable activities £9.64m £10.19m £11.51m £12.66m £13.55m
Expenditure - Raising funds £17.61k £480.01k £38.43k £96.94k £111.06k
Expenditure - Governance £2.19k £361 £0 £104.70k £23.35k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £11.22k £11.64k £0 £0
Expenditure - Other £562.33k £25.92k £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Own use assets £12.32m £12.38m £13.00m £15.48m £15.67m
Long-term investments £1.48m £1.73m £1.64m £1.62m £1.77m
Other assets £3.21m £3.95m £4.97m £5.76m £6.54m
Defined benefit pension scheme asset or liability -£155.00k -£122.00k -£27.00k -£15.93k -£5.45k
Total liabilities £4.41m £5.34m £6.22m £8.19m £7.83m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2024 06 March 2025 On time
Accounts and TAR 31 August 2024 06 March 2025 On time Download Open in new window
Annual return 31 August 2023 05 February 2024 On time
Accounts and TAR 31 August 2023 05 February 2024 On time Download Open in new window
Annual return 31 August 2022 18 January 2023 On time
Accounts and TAR 31 August 2022 18 January 2023 On time Download Open in new window
Annual return 31 August 2021 01 February 2022 On time
Accounts and TAR 31 August 2021 01 February 2022 On time Download Open in new window
Annual return 31 August 2020 05 March 2021 On time
Accounts and TAR 31 August 2020 05 March 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 29/11/86, COMPANY INCORPORATED 26/1/87, AS AMENDED BY SPECIAL RESOLUTIONS DATED 3/2/01, 8/2/03 AND 27/9/08, AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 27/2/13 AS AMENDED BY SPECIAL RESOLUTION DATED 24/4/2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23 APR 2016 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18 JUN 2016 as amended on 27 Apr 2018 as amended on 01 Dec 2018

Charitable objects

TO ADVANCE EDUCATION BY ANY SUCH CHARITABLE MEANS AS THE DIRECTORS SHALL DETERMINE AND IN PARTICULAR BY THE PROVISION OF: A)A SCHOOL AT OAKRIDGE LANE, WINSCOMBE, NORTH SOMERSET TO BE CARRIED OUT IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS; B)FACILITIES AND SERVICES TO OTHER EDUCATIONAL CHARITIES, SCHOOLS AND INSTITUTIONS; C)OTHER EDUCATIONAL ACTIVITIES FOR THE EDUCATION AND BENEFIT OF THE COMMUNITY.

Area of benefit

The area the charity can operate in, as set out in its governing document.

SIDCOT SCHOOL

Linked charities

Linked charities
Linked charity 296491-1 SIDCOT SCHOOL TRUST
Governing document
SCHEME OF 19 JULY 2006.
Charitable objects
A SCHOOL FOR THE EDUCATION OF THE CHILDREN OF PERSONS BEING MEMBERS OF THE SOCIETY OF FRIENDS AND ALSO THE CHILDREN OF SUCH PERSONS WHO SHALL ATTEND MEETINGS FOR WORSHIP AS CANNOT WELL AFFORD TO SEND THEM TO OTHER BOARDING SCHOOLS.
Area of benefit
NOT DEFINED IN PRACTICE SOMERSET
Registration history
  • 15 September 2006 : Standard registration

Contact information

Address:
WINSCOMBE
NORTH SOMERSET
BS251PD
Phone:
01934843102
Email:
info@sidcot.org.uk
Website:

www.sidcot.org.uk Open in new window