BOX HILL SCHOOL TRUST LIMITED

Charity Number: 312082
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Box Hill School is an independent school in an international network. We are a member of Round Square and exist to teach boys and girls from many countries in accordance with Kurt Hahn's principles particularly relevant to today's society.

Income and expenditure

Data for financial year ending 31 July 2023

Total income:
£10,566,230

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Donations and legacies £0
Charitable activities £10.57m
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£10,969,267

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Raising funds £0
Charitable activities £10.63m
Other £341.41k

£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 £341.41k
Charitable expenditure £10.63m

People

131 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 4
£130k to £140k 2

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
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Surrey

Governance

Registration history:
  • 29 March 1966: Standard registration
Organisation type:
Charitable company
Other names:
  • BOX HILL SCHOOL (Working name)
Company number:
00700927 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
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Trevor JOHNSON Chair 22 February 2016
THE WISLEY FOUNDATION
Received: On time
Patricia Keeling Trustee 06 February 2023
None on record
Mark Whitby Trustee 10 December 2020
None on record
Sarah Bilby Trustee 10 December 2020
None on record
Calvin Man Trustee 10 December 2020
None on record
Alan Horden Trustee 30 September 2019
None on record
Patricia Savage Trustee 12 August 2019
None on record
Ian Gomes Trustee 01 December 2018
None on record
Christopher Townsend Trustee 16 May 2016
None on record
Annabel Jane R Agace Trustee 30 June 2014
None on record
JAMES ANGUS EVANS Trustee 30 June 2014
DORKING RUGBY FOOTBALL CLUB LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £10.44m £9.48m £8.87m £9.86m £10.57m
Total expenditure £9.92m £9.62m £8.86m £10.12m £10.97m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £209.66k N/A N/A N/A
Income - Donations and legacies £64.03k £211.47k £119.80k £0 £0
Income - Other trading activities £0 £0 £148.78k £690.49k £0
Income - Charitable activities £10.38m £9.26m £8.41m £9.17m £10.57m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.43k £368 £53 £37 £0
Income - Other £0 £4.55k £190.00k £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £9.92m £9.41m £8.72m £9.94m £10.63m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £68.28k £86.45k £78.85k £94.91k £123.26k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £203.04k £140.68k £179.91k £341.41k

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 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Own use assets £15.15m £15.09m £14.31m £14.03m £14.05m
Long-term investments £100 £100 £100 £100 £0
Other assets £4.29m £3.61m £4.45m £1.77m £1.32m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £11.79m £11.20m £11.25m £8.54m £8.52m

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 2023 15 May 2024 On Time
Accounts and TAR 31 July 2023 15 May 2024 On Time Download Open in new window
Annual return 31 July 2022 16 March 2023 On Time
Accounts and TAR 31 July 2022 16 March 2023 On Time Download Open in new window
Annual return 31 July 2021 23 May 2022 On Time
Accounts and TAR 31 July 2021 23 May 2022 On Time Download Open in new window
Annual return 31 July 2020 11 May 2021 On Time
Accounts and TAR 31 July 2020 11 May 2021 On Time Download Open in new window
Annual return 31 July 2019 18 June 2020 18 days late
Accounts and TAR 31 July 2019 18 June 2020 18 days late 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 INCORPORATED 16/08/1961 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/11/1980 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/11/2012 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 24/11/2012 AS REGISTERED AT COMPANIES HOUSE ON 28/04/2014 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01 DEC 2017

Charitable objects

THE OBJECTS FOR WHICH THE TRUST IS ESTABLISHED ARE TO PROMOTE THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC HAVING REGARD TO THE PRINCIPLES OF EDUCATION OF KURT HAHN AND IN CONNECTION WITH THAT OBJECT TO ACQUIRE, ESTABLISH, PROVIDE, CONDUCT AND CARRY ON RESIDENTIAL AND NON-RESIDENTIAL SCHOOLS IN WHICH BOYS AND GIRLS OF ALL SECTIONS OF THE COMMUNITY MAY RECEIVE A SOUND GENERAL EDUCATION.

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 312082-1 BOX HILL SCHOOL ENDOWMENT FUND
Governing document
DECLARATION OF TRUST DATED 22ND APRIL 1965
Charitable objects
PROVISION OR PROMOTION OF EDUCATION AT THE SCHOOL
Area of benefit
NOT DEFINED
Registration history
  • 29 March 1966 : Standard registration

Contact information

Address:
BOX HILL SCHOOL
LONDON ROAD
MICKLEHAM
DORKING
RH5 6EA
Phone:
01372385040
Email:
enquiries@boxhillschool.com
Website:

www.boxhillschool.com Open in new window