THE ABBEY SCHOOL, READING

Charity Number: 309115
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The provision of education to girls aged 3-18.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£21,761,180

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Donations and legacies £282.21k
Charitable activities £21.20m
Other trading activities £192.36k
Investments £90.15k
Other £0

Total expenditure:
£21,534,177

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Raising funds £47.00k
Charitable activities £21.49m
Other £0

£101,013 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 £47.00k
Charitable expenditure £21.49m
Retained for future use £227.00k

People

313 Employee(s)

13 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 16
£70k to £80k 4
£80k to £90k 2
£90k to £100k 2
£100k to £110k 1
£150k to £200k 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:
  • Provides Services
Where the charity operates:
  • Reading

Governance

Registration history:
  • 28 September 1962: Standard registration
  • 05 May 2016: Removed (Ceased to exist)
Organisation type:
Charitable company
Other names:
  • THE ABBEY SCHOOL (Previous name)
Company number:
00133676 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
  • 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
  • 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
  • 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ELIZABETH ANN HARRISON Chair 23 March 2015
None on record
Nicholas Burrows Trustee 23 September 2024
None on record
Richard Brown Trustee 23 September 2024
None on record
Hector Maclennan Trustee 23 September 2024
None on record
Joanna Kumari Jolly Trustee 11 July 2022
None on record
Andrew Peach Trustee 22 March 2021
None on record
Dr Harriet Kemp Trustee 22 March 2021
None on record
Robyn Field Trustee 29 June 2020
None on record
Julie Butler Trustee 18 March 2019
None on record
Colin Singer Trustee 03 December 2018
None on record
Elisabeth West Trustee 02 July 2018
None on record
SUE COLEBROOK Trustee 03 April 2013
None on record
SIMON MARK DIMMICK LLB Trustee
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 £17.12m £17.38m £19.10m £20.12m £21.76m
Total expenditure £16.95m £17.02m £18.42m £20.43m £21.53m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £429.81k £89.86k N/A N/A N/A
Income - Donations and legacies £57.58k £43.93k £128.36k £45.94k £282.21k
Income - Other trading activities £73.22k £0 £0 £188.82k £192.36k
Income - Charitable activities £16.44m £16.98m £18.77m £19.85m £21.20m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £33.21k £31.84k £36.40k £41.33k £90.15k
Income - Other £520.30k £239.28k £165.05k £0 £0
Income - Legacies £0 £0 £80.00k £0 £250.00k
Expenditure - Charitable activities £16.91m £16.96m £18.38m £20.38m £21.49m
Expenditure - Raising funds £28.22k £43.56k £38.60k £48.92k £47.00k
Expenditure - Governance £0 £0 £0 £0 £454
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £16.43k £16.70k £17.86k £16.75k £14.11k
Expenditure - Other £7.63k £9.79k £5.15k £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 £19.37m £18.63m £18.16m £23.89m £22.69m
Long-term investments £1.46m £1.75m £1.63m £1.57m £1.70m
Other assets £801.86k £1.07m £1.37m £1.21m £3.42m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £5.76m £4.93m £4.11m £10.00m £10.82m

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 14 February 2025 On Time
Accounts and TAR 31 August 2024 14 February 2025 On Time Download Open in new window
Annual return 31 August 2023 09 April 2024 On Time
Accounts and TAR 31 August 2023 09 April 2024 On Time Download Open in new window
Annual return 31 August 2022 23 May 2023 On Time
Accounts and TAR 31 August 2022 23 May 2023 On Time Download Open in new window
Annual return 31 August 2021 24 February 2022 On Time
Accounts and TAR 31 August 2021 24 February 2022 On Time Download Open in new window
Annual return 31 August 2020 23 March 2021 On Time
Accounts and TAR 31 August 2020 23 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 31 JANUARY 1914 AS AMENDED BY SPECIAL RESOLUTIONS DATED 8 NOVEMBER 1940, 15 FEBRUARY 1960, 1 JULY 1996, 30 JUNE 2003, 31 JANUARY 2005 AND 4 DECEMBER 2006. AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 29/02/2016 AS AMENDED ON 21 FEB 2022 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 MAR 2022

Charitable objects

THE OBJECTS FOR WHICH THE SCHOOL IS ESTABLISHED ARE: 4.1 TO CARRY ON A SCHOOL (BOTH FOR DAY STUDENTS AND BOARDERS) PROVIDING OR IMPARTING AND DEVELOPING A LIBERAL, PRACTICAL AND GENERAL EDUCATION FOR GIRLS AND BOYS OF ALL CLASSES, TO INCLUDE RELIGIOUS EDUCATION IN THE DOCTRINES AND DUTIES OF CHRISTIANITY AS TAUGHT BY THE CHURCH OF ENGLAND; AND 4.2 TO ESTABLISH, CONTROL AND MAINTAIN A BOARDING-HOUSE OR BOARDING-HOUSES IN CONNECTION WITH THE SCHOOL TO BOARDERS.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 309115-1 ABBEY SCHOOL (READING) TRUST
Governing document
TRUST DEED DATED 24 SEPTEMBER 1963
Charitable objects
FOR SUCH CHARITABLE PURPOSES CONNECTED WITH THE SCHOOL AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION SHALL DETERMINE, OR SUCH OTHER CHARITABLE PURPOSES OR SUCH CHARITABLE FOUNDATIONS AS THE TRUSTEES SHALL IN LIKE MANNER DETERMINE.
Area of benefit
NOT DEFINED
Registration history
  • 28 September 1962 : Standard registration
  • 05 May 2016 : Removed

Contact information

Address:
THE ABBEY SCHOOL
17 KENDRICK ROAD
READING
RG1 5DZ
Phone:
01189876911
Email:
bursar@theabbey.co.uk
Website:

www.theabbey.co.uk Open in new window