THE MALDEN TRUST LIMITED

Charity Number: 307046
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the Charity is to benefit the public via Windlesham House School, a preparatory boarding School for boys and girls between the ages of 4 and 13, to ensure that our unique approach to education is made available to as many children as possible through bursaries, for which we maintain a fund, and partnership with, and support to, maintained schools and other educational institutions.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£9,017,850

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Donations and legacies £77.30k
Charitable activities £8.79m
Other trading activities £34.16k
Investments £115.82k
Other £0

Total expenditure:
£9,060,945

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Raising funds £3.14k
Charitable activities £9.06m
Other £0

£0 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £3.14k
Charitable expenditure £9.06m

People

151 Employee(s)

9 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1
£120k to £130k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • West Sussex

Governance

Registration history:
  • 23 May 1963: Standard registration
Organisation type:
Charitable company
Other names:
  • LITTLE WINDLESHAM (Working name)
  • WINDLESHAM HOUSE SCHOOL (Working name)
Company number:
00747222 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
  • 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
  • Investing charity funds 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Martina Asmar Chair 09 March 2015
BRIGHTON COLLEGE
Received: On time
Michael Crawford Trustee 07 June 2023
None on record
Clare Ives Trustee 07 June 2023
None on record
John Marriott Trustee 26 May 2023
None on record
Adam Perry Trustee 07 March 2023
None on record
Patrick Michael John Hinton Trustee 25 November 2022
None on record
Charlotte Johnston Mrs Trustee 23 November 2020
None on record
Sarah Kerr-Dineen Trustee 01 September 2020
OLD BUCKENHAM HALL (BRETTENHAM) EDUCATIONAL TRUST LTD
Received: On time
David Armitage Trustee 26 November 2018
FRENSHAM HEIGHTS EDUCATIONAL TRUST LIMITED
Received: On time

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 £7.29m £5.80m £7.33m £8.31m £9.02m
Total expenditure £7.72m £6.96m £7.56m £8.70m £9.06m
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 £468.83k £194.78k £29.38k £45.25k £77.30k
Income - Other trading activities £0 £38.96k £49.35k £44.53k £34.16k
Income - Charitable activities £6.82m £5.57m £6.85m £8.15m £8.79m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £5.87k £665 £3.92k £70.16k £115.82k
Income - Other £0 £0 £403.92k £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £7.56m £6.85m £7.42m £8.69m £9.06m
Expenditure - Raising funds £158.17k £105.43k £143.72k £1.69k £3.14k
Expenditure - Governance £0 £0 £0 £0 £93.60k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £781 £781 £194 £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 £14.19m £13.51m £12.94m £12.41m £12.04m
Long-term investments £1 £1 £1 £0 £0
Other assets £1.53m £1.19m £1.93m £2.53m £3.35m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £7.01m £7.15m £7.54m £8.00m £8.49m

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 08 April 2025 On Time
Accounts and TAR 31 August 2024 08 April 2025 On Time Download Open in new window
Annual return 31 August 2023 08 March 2024 On Time
Accounts and TAR 31 August 2023 08 March 2024 On Time Download Open in new window
Annual return 31 August 2022 14 March 2023 On Time
Accounts and TAR 31 August 2022 14 March 2023 On Time Download Open in new window
Annual return 31 August 2021 12 January 2022 On Time
Accounts and TAR 31 August 2021 12 January 2022 On Time Download Open in new window
Annual return 31 August 2020 30 March 2021 On Time
Accounts and TAR 31 August 2020 30 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 INCORPORATED 17 JANUARY 1963 AS AMENDED 17 MARCH 2003, 22 NOVEMBER 2004 AND 16 NOVEMBER 2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28 NOV 2016

Charitable objects

(I) TO ACQUIRE AND TAKE OVER AND CARRY ON AND DEVELOP THE SCHOOL UNDERTAKING OF WINDLESHAM HOUSE SCHOOL LIMITED AND ALL SUCH ASSETS AND LIABILITIES OF THAT COMPANY AS MAY LAWFULLY BE ACQUIRED AND TAKEN OVER BY THE TRUST. (2) TO ACQUIRE AND CARRY ON IN THE UNITED KINGDOM AND ANY OTHER SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN.

Area of benefit

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

NOT DEFINED

Contact information

Address:
WINDLESHAM HOUSE SCHOOL
LONDON ROAD
WASHINGTON
PULBOROUGH
RH20 4AY
Phone:
01903874705
Email:
eharris@windlesham.com
Website:

www.windlesham.com Open in new window