DRAGON SCHOOL TRUST LIMITED

Charity number: 309676
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The primary object is to advance the education of the public by running schools, in particular the Dragon preparatory school and its pre-prep department Lynams.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£25,038,000

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Donations and legacies £1.47m
Charitable activities £22.52m
Other trading activities £185.00k
Investments £860.00k
Other £0

Total expenditure:
£22,926,000

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Raising funds £492.00k
Charitable activities £22.43m
Other £0

£600,000 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 £492.00k
Charitable expenditure £22.43m
Retained for future use £2.11m

People

319 Employee(s)

13 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 13
£70k to £80k 3
£80k to £90k 2
£90k to £100k 1
£130k to £140k 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
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 02 January 1964: Standard registration
  • 17 June 2025: Funds received from 274993 THE LYNAM EDUCATIONAL FUND
Organisation type:
Charitable company
Other names:
  • DRAGON SCHOOL (Working name)
Company number:
00524331 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
William GOLDSMITH Trustee 18 October 2024
THE JOHN BADLEY FOUNDATION
Received: On time
Penelope Cameron Watt Trustee 16 March 2024
None on record
Modupeola Witherick Trustee 01 January 2023
None on record
Raoul Rambaut Trustee 20 May 2022
None on record
Ian Van Every Trustee 20 May 2022
None on record
David Goatman Trustee 19 February 2022
None on record
Harriet Gurprashad Trustee 01 September 2021
None on record
CHARLES ALAN HEATHCOTE ALEXANDER Trustee 14 January 2021
THE WARDEN AND SCHOLARS OF THE HOUSE OR COLLEGE OF SCHOLARS OF MERTON IN THE UNIVERSITY OF OXFORD
Received: On time
OXFORD LIEDER
Received: On time
Jack Cemlyn Edmondson Trustee 09 March 2019
None on record
NIGEL LESLIE HELLIWELL Trustee 02 December 2017
None on record
NIGEL PORTWOOD Trustee 01 January 2015
None on record
NATHAN MILLARD Trustee 15 March 2010
None on record
CHRISTOPHER IAN MONTAGUE JONES Trustee 15 November 2003
ST EDWARD'S SCHOOL
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 £17.69m £17.89m £20.94m £21.53m £25.04m
Total expenditure £16.54m £17.52m £19.34m £20.43m £22.93m
Income from government contracts N/A N/A £19.00k N/A N/A
Income from government grants £224.00k £69.00k N/A N/A N/A
Income - Donations and legacies £469.00k £635.00k £2.05m £539.00k £1.47m
Income - Other trading activities £13.00k £21.00k £109.00k £54.00k £185.00k
Income - Charitable activities £16.94m £17.15m £18.74m £20.15m £22.52m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £55.00k £12.00k £41.00k £785.00k £860.00k
Income - Other £210.00k £69.00k £0 £0 £0
Income - Legacies £0 £0 £0 £0 £178.62k
Expenditure - Charitable activities £16.23m £17.22m £18.98m £20.02m £22.43m
Expenditure - Raising funds £309.00k £305.00k £369.00k £406.00k £492.00k
Expenditure - Governance £34.00k £27.00k £117.00k £88.00k £100.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £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 £42.44m £42.33m £41.85m £47.82m £57.18m
Long-term investments £0 £1.61m £3.12m £4.72m £9.12m
Other assets £11.24m £10.28m £27.16m £22.17m £14.52m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £21.13m £20.51m £36.43m £37.85m £41.24m

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 May 2025 On time
Accounts and TAR 31 August 2024 14 May 2025 On time Download Open in new window
Annual return 31 August 2023 28 May 2024 On time
Accounts and TAR 31 August 2023 28 May 2024 On time Download Open in new window
Annual return 31 August 2022 24 May 2023 On time
Accounts and TAR 31 August 2022 24 May 2023 On time Download Open in new window
Annual return 31 August 2021 25 May 2022 On time
Accounts and TAR 31 August 2021 25 May 2022 On time Download Open in new window
Annual return 31 August 2020 23 June 2021 On time
Accounts and TAR 31 August 2020 23 June 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 6TH OCTOBER 1953, AS AMENDED BY SPECIAL RESOLUTIONS DATED 12 NOVEMBER 1994, 22 FEBRUARY 1997, 3 MARCH 2007 AND 8 NOVEMBER 2008.

Charitable objects

TO ADVANCE THE EDUCATION OF THE PUBLIC BY ACQUIRING AND CARRYING ON IN THE UNITED KINGDOM AND ELSEWHERE ANY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN AND YOUNG ADULTS AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Area of benefit

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

NOT DEFINED

Contact information

Address:
DRAGON SCHOOL
BARDWELL ROAD
OXFORD
OX2 6SS
Phone:
01865315403
Email:
bursar@dragonschool.org
Website:

www.dragonschool.org Open in new window