HAZELWOOD SCHOOL

Charity number: 312081
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing education for children between the ages of 4 and 13

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£9,595,139

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Donations and legacies £33.88k
Charitable activities £7.44m
Other trading activities £1.78m
Investments £115.46k
Other £226.11k

Total expenditure:
£8,913,565

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Raising funds £89.91k
Charitable activities £7.59m
Other £1.23m

£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 £1.32m
Charitable expenditure £7.59m
Retained for future use £681.57k

People

163 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 2
£130k to £140k 1

Fundraising

No information available

Trading

This charity has one or more 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
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Kent
  • Surrey

Governance

Registration history:
  • 17 February 1969: Standard registration
Organisation type:
Charitable company
Other names:
  • HAZELWOOD SCHOOL (Working name)
  • HAZELWOOD SCHOOL LIMITED (Previous name)
Company number:
00925581 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Estyn: Her Majesty's Inspectorate For Education And Training In Wales
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
  • 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
Roger Leslie Heaton Chair 17 January 2018
None on record
Emily Codling Trustee 04 December 2024
None on record
Juliet Nebel Trustee 01 September 2024
None on record
Alex Campbell Trustee 13 September 2023
None on record
Darren Price Trustee 13 March 2023
None on record
Martin Redman Trustee 03 March 2023
None on record
Dr Elizabeth Bruwer Trustee 08 April 2021
None on record
Harriet Leach Trustee 05 December 2018
None on record
Nicholas Hallam Carter-Pegg Trustee 13 June 2018
None on record
Benedict Allen Howard Figgis Trustee 05 July 2017
BLIND SUMMIT EDUCATION
Received: On time
Julie Coates Trustee 16 November 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £7.32m £7.55m £8.31m £9.05m £9.60m
Total expenditure £6.67m £6.64m £7.41m £8.22m £8.91m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £123.43k N/A N/A N/A
Income - Donations and legacies £7.42k £20.12k £13.32k £84.65k £33.88k
Income - Other trading activities £1.14m £1.26m £1.38m £1.55m £1.78m
Income - Charitable activities £5.86m £6.08m £6.76m £7.18m £7.44m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £290 £2.72k £54.41k £115.46k
Income - Other £313.36k £193.43k £162.08k £187.23k £226.11k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £5.68m £5.61m £6.31m £6.93m £7.59m
Expenditure - Raising funds £45.63k £45.38k £45.67k £73.36k £89.91k
Expenditure - Governance £0 £16.95k £17.78k £14.67k £19.11k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £944.87k £987.31k £1.06m £1.22m £1.23m

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 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £9.50m £9.55m £9.90m £10.41m £10.61m
Long-term investments £0 £0 £0 £0 £0
Other assets £2.91m £3.22m £3.59m £3.11m £5.03m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £4.93m £4.39m £4.19m £3.40m £4.83m

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 July 2024 21 May 2025 On time
Accounts and TAR 31 July 2024 21 May 2025 On time Download Open in new window
Annual return 31 July 2023 29 May 2024 On time
Accounts and TAR 31 July 2023 29 May 2024 On time Download Open in new window
Annual return 31 July 2022 17 April 2023 On time
Accounts and TAR 31 July 2022 17 April 2023 On time Download Open in new window
Annual return 31 July 2021 20 April 2022 On time
Accounts and TAR 31 July 2021 20 April 2022 On time Download Open in new window
Annual return 31 July 2020 08 April 2021 On time
Accounts and TAR 31 July 2020 08 April 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 8 JANUARY 1968 AS ALTERED BY SPECIAL RESOLUTIONS DATED 1 SEPTEMBER 2009.

Charitable objects

THE ADVANCEMENT AND PROMOTION OF EDUCATION IN PARTICULAR BUT NOT LIMITED TO BY THE PROVISION OF A BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Hazelwood School
Wolfs Hill
Oxted
RH8 0QU
Phone:
01883712194
Email:
accountant@hazelwoodschool.com
Website:

hazelwoodschool.co.uk