TWYFORD SCHOOL
Charity overview
Activities - how the charity spends its money
TO ADVANCE EDUCATION BY THE PROVISION IN THE UNITED KINGDOM OF A DAY AND/OR BOARDING SCHOOL OR SCHOOLS FOR BOYS AND GIRLS AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.
Income and expenditure
Data for financial year ending 31 August 2023
Total income:
£8,506,697
Donations and legacies | £54.35k | |
Charitable activities | £8.24m | |
Other trading activities | £0 | |
Investments | £65.14k | |
Other | £146.95k |
Total expenditure:
£7,616,303
Raising funds | £0 | |
Charitable activities | £7.62m | |
Other | £0 |
£0 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
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.
Raising funds and other expenditure | £0 | |
Charitable expenditure | £7.62m | |
Retained for future use | £890.39k |
People
92 Employee(s)
12 Trustee(s)
10 Volunteer(s)
Employees with total benefits over £60,000
Number of employees | |
---|---|
£60k to £70k | 1 |
£70k to £80k | 1 |
£100k to £110k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Children/young People
- Provides Human Resources
- Provides Buildings/facilities/open Space
- Provides Services
- Hampshire
Governance
- 02 May 1962: Standard registration
- TWYFORD SCHOOL (Working name)
- TWYFORD SCHOOL TRUST (Previous name)
- TWYFORD SCHOOL TRUST LIMITED (Previous name)
- 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
- 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
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
12 Trustee(s)
Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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Adam Walliker | Trustee | 17 April 2024 |
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Simon Corben | Trustee | 30 November 2023 |
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Douglas Umbers | Trustee | 29 June 2023 |
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Gareth Penn | Trustee | 08 December 2022 |
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Jenny Price | Trustee | 02 September 2021 |
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Adam John Williams | Trustee | 02 September 2021 |
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Emily Fisher | Trustee | 01 September 2020 |
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Dr Christopher Stevens | Trustee | 21 November 2018 |
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James Fox | Trustee | 21 November 2018 |
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Joanne Phillips | Trustee | 23 November 2017 |
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Richard Paul Hammond | Trustee | 27 November 2014 |
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COLIN HOWMAN | Trustee | 16 July 2012 |
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Financial history
Financial period end date
Income / Expenditure | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | ||
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Total gross income | £7.00m | £6.07m | £6.68m | £7.17m | £8.51m | |
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Total expenditure | £6.36m | £6.07m | £6.37m | £6.87m | £7.62m | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | £116.25k | £51.41k | N/A | N/A | |
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Income - Donations and legacies | £16.89k | £138.05k | £62.90k | £10.29k | £54.35k | |
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Income - Other trading activities | £0 | £0 | £0 | £0 | £0 | |
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Income - Charitable activities | £6.90m | £5.89m | £6.57m | £7.11m | £8.24m | |
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Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
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Income - Investment | £41.71k | £28.17k | £362 | £4.01k | £65.14k | |
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Income - Other | £37.69k | £8.26k | £48.98k | £42.33k | £146.95k | |
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Income - Legacies | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Charitable activities | £6.35m | £6.07m | £6.37m | £6.87m | £7.62m | |
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Expenditure - Raising funds | £15.48k | £0 | £0 | £0 | £0 | |
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Expenditure - Governance | £68.50k | £46.60k | £78.22k | £61.99k | £76.09k | |
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Expenditure - Grants institution | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Investment management | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Other | £0 | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
Asset / Liability | 31/08/2019 | 31/08/2020 | 31/08/2021 | 31/08/2022 | 31/08/2023 | ||
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Own use assets | £7.46m | £8.85m | £10.12m | £10.86m | £11.13m | |
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Long-term investments | £357.15k | £0 | £0 | £0 | £0 | |
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Other assets | £6.12m | £4.89m | £4.22m | £4.15m | £4.78m | |
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Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
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Total liabilities | £1.62m | £1.43m | £1.72m | £2.10m | £2.10m |
Accounts and annual returns
Title | Reporting year | Date received | Received | Download |
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Annual return | 31 August 2023 | 15 December 2023 | On Time | |
Accounts and TAR | 31 August 2023 | 15 December 2023 | On Time | |
Annual return | 31 August 2022 | 16 December 2022 | On Time | |
Accounts and TAR | 31 August 2022 | 16 December 2022 | On Time | |
Annual return | 31 August 2021 | 26 January 2022 | On Time | |
Accounts and TAR | 31 August 2021 | 26 January 2022 | On Time | |
Annual return | 31 August 2020 | 27 May 2021 | On Time | |
Accounts and TAR | 31 August 2020 | 27 May 2021 | On Time | |
Annual return | 31 August 2019 | 28 May 2020 | On Time | |
Accounts and TAR | 31 August 2019 | 28 May 2020 | On Time |
Governing document
It is not the full text of the charity's governing document.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 2 DECEMBER 1955, AMENDED BY SPECIAL RESOLUTION ON 21 NOVEMBER 2003, 8 DECEMBER 2006 AND 29 JANUARY 2009. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10 AUG 2017
Charitable objects
THE OBJECTS ('THE OBJECTS') FOR WHICH THE CHARITY IS ESTABLISHED ARE: TO ADVANCE EDUCATION BY THE PROVISION IN THE UNITED KINGDOM OF A DAY AND/OR BOARDING SCHOOL OR SCHOOLS FOR BOYS AND GIRLS AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.
Area of benefit
NOT DEFINED
Contact information
- Address:
-
TWYFORD SCHOOL
HIGH STREET
TWYFORD
WINCHESTER
SO21 1NW
- Phone:
- 01962717094
- Email:
- bursar@twyfordschool.com
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