SOLIHULL SCHOOL

Charity number: 1120597
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The advancement of education by maintaining an independent day school for boys and girls in Solihull which shall have a religious character in accordance with the tenets of the Church of England and provide a liberal education. The charity provides financial assistance to individuals of ability who cannot afford the fees and offers its facilities to other local organisations.

Income and expenditure

Data for financial year ending 31 August 2024

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.

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
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Gwynedd
  • Solihull

Governance

Registration history:
  • 13 January 2009: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Damian James Kelly Chair 23 January 2012
None on record
Rev Robert Nicolas Parker Trustee 01 May 2024
RELIEF IN NEED CHARITY OF SIMON LORD DIGBY AND OTHERS
Received: On time
EDUCATIONAL FOUNDATION OF SIMON LORD DIGBY AND OTHERS
Received: On time
Christopher Mark Pullen Trustee 02 January 2024
None on record
Jason Andrew Denholm Dalby Trustee 04 December 2023
None on record
Sarah Jane Haslam Trustee 01 December 2023
None on record
NICHOLAS RICHARD HURRELL Trustee 01 December 2022
None on record
Fenella Elizabeth Mary De Minckwitz Trustee 06 January 2020
None on record
Carol McNidder Trustee 06 January 2020
None on record
Gillian Elizabeth Tillman Trustee 06 January 2020
None on record
Ian Ralph FCA Trustee 06 January 2020
None on record
HELEN ELLIS Trustee 06 January 2020
THE SOLIHULL CHILDRENS SPECIAL NEEDS ASSOCIATION
Received: On time
THE BIRMINGHAM BOYS AND GIRLS UNION
Received: On time
JOB'S CLOSE RESIDENTIAL HOME FOR THE ELDERLY
Received: On time
Judith Anita Hetherington FCA Trustee 01 September 2017
THE GUARDIANS OF ST ALPHEGE PARISH CHURCH, SOLIHULL
Received: On time
DR ANDREW JOHN BURTENSHAW MBChB MRCP Trustee 01 September 2017
None on record
PROF SWAREN PREET SINGH MBBS MD Trustee 19 September 2016
None on record
PAUL GEOFFREY NEWBY Trustee 01 September 2013
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 £24.25m £20.51m £21.28m £22.71m £26.23m
Total expenditure £18.24m £19.89m £21.41m £22.64m £24.16m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £413.40k £147.80k £196 £60.22k £69.72k
Income - Donations and legacies £965.92k £218.74k £477.98k £301.01k £1.98m
Income - Other trading activities £1.23m £721.71k £801.18k £921.33k £1.08m
Income - Charitable activities £14.64m £18.45m £18.78m £20.17m £21.87m
Income - Endowments £215.92k £0 £0 £0 £0
Income - Investment £1.22m £1.12m £1.22m £1.32m £1.29m
Income - Other £6.19m £0 £0 £0 £0
Income - Legacies £750.00k £0 £0 £0 £1.71m
Expenditure - Charitable activities £18.06m £19.71m £21.17m £22.42m £23.95m
Expenditure - Raising funds £185.03k £178.45k £233.89k £227.67k £209.47k
Expenditure - Governance £211.89k £145.59k £129.36k £114.61k £127.76k
Expenditure - Grants institution £825 £925 £1.25k £1.35k £1.43k
Expenditure - Investment management £185.03k £130.63k £182.41k £146.14k £191.11k
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 £39.67m £39.40m £40.90m £40.40m £41.41m
Long-term investments £19.06m £20.66m £20.32m £20.08m £20.99m
Other assets £4.37m £3.49m £2.51m £3.39m £12.88m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £5.93m £5.04m £5.63m £6.07m £14.44m

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 16 May 2025 On Time
Accounts and TAR 31 August 2024 16 May 2025 On Time Download Open in new window
Annual return 31 August 2023 15 January 2024 On Time
Accounts and TAR 31 August 2023 15 January 2024 On Time Download Open in new window
Annual return 31 August 2022 10 January 2023 On Time
Accounts and TAR 31 August 2022 10 January 2023 On Time Download Open in new window
Annual return 31 August 2021 20 January 2022 On Time
Accounts and TAR 31 August 2021 20 January 2022 On Time Download Open in new window
Annual return 31 August 2020 14 January 2021 On Time
Accounts and TAR 31 August 2020 14 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Linked charities

Contact information

Address:
SOLIHULL SCHOOL
793 WARWICK ROAD
SOLIHULL
B91 3DJ
Phone:
01217050883