UPPINGHAM SCHOOL

Charity number: 1147280
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Uppinghm is a full boarding school for boys and girls aged between 13 and 18 years of age.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£40,507,678

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £2.16m
Charitable activities £35.38m
Other trading activities £1.93m
Investments £707.06k
Other £336.40k

Total expenditure:
£39,508,064

Text alternative for this canvas graphic is in the data table below.
Raising funds £307.46k
Charitable activities £36.88m
Other £2.32m

£496,308 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 £2.63m
Charitable expenditure £36.88m
Retained for future use £999.61k

People

582 Employee(s)

18 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 30
£70k to £80k 22
£80k to £90k 4
£90k to £100k 3
£100k to £110k 4
£200k to £250k 2

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:
  • Rutland

Governance

Registration history:
  • 08 December 1961: Standard registration
  • 05 February 2009: Removed (Funds transferred (s.74))
  • 05 February 2009: Funds transferred to
Organisation type:
Charitable company
Other names:

No other names

Company number:
08013826 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
  • 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

18 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
BARBARA MATTHEWS Chair 06 December 2014
LEICESTER THEATRE TRUST LIMITED
Received: On time
Charles Lewis Trustee 09 October 2024
None on record
Adam Willis George Poulter Trustee 24 May 2024
None on record
Nicholas Robert Jackson Trustee 03 May 2024
None on record
Stephen Pearson Trustee 09 April 2024
None on record
DYLAN JONES Trustee 26 May 2023
THE HEALTHCARE MANAGEMENT TRUST
Received: On time
Juliet Jaggs Trustee 03 February 2023
None on record
Michelle Fairfax Trustee 21 May 2022
None on record
Clare Colacicchi Trustee 05 October 2021
None on record
Katharine Gaine Trustee 01 September 2020
None on record
Anthony Edward Timpson CBE KC Trustee 13 June 2020
CARE FOR CHILDREN
Received: On time
THOMAS CORAM FOUNDATION FOR CHILDREN (FORMERLY FOUNDLING HOSPITAL)
Received: On time
LUCY JANE WOMACK Trustee 08 February 2020
THE SIR THOMAS WHITE LOAN CHARITY
Received: On time
THE JOHN HEGGS BATES' CHARITY FOR CONVALESCENTS
Received: On time
Keith Budge Trustee 03 September 2019
None on record
Christopher King Trustee 15 June 2019
None on record
Dr Sarah Furness Trustee 16 June 2018
OAKHAM SCHOOL
Received: On time
RUTLAND GRANTS
Received: On time
RUTLAND HISTORIC CHURCHES PRESERVATION TRUST
Received: On time
Dominic Wallis Mr Trustee 16 June 2018
SAFFRON HALL TRUST
Received: On time
Very Reverend Christopher Dalliston Trustee 17 March 2018
PETERBOROUGH CATHEDRAL DEVELOPMENT AND PRESERVATION TRUST CIO
Received: On time
FRIENDS OF PETERBOROUGH CATHEDRAL
Received: On time
THE PETERBOROUGH DIOCESAN BOARD OF FINANCE
Received: On time
Dr JONATHAN SCOTT Trustee 17 March 2018
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £31.57m £29.75m £30.52m £33.55m £40.51m
Total expenditure £30.65m £29.99m £30.88m £33.31m £39.51m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £1.37m £437.88k N/A N/A
Income - Donations and legacies £153.17k £800.07k £666.11k £376.56k £2.16m
Income - Other trading activities £1.60m £744.12k £1.11m £1.83m £1.93m
Income - Charitable activities £29.37m £26.30m £27.85m £30.74m £35.38m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £209.28k £210.41k £258.00k £363.40k £707.06k
Income - Other £247.82k £1.70m £638.97k £232.33k £336.40k
Income - Legacies £12.94k £35.17k £8.50k £10.75k £236.64k
Expenditure - Charitable activities £28.70m £27.82m £28.34m £30.83m £36.88m
Expenditure - Raising funds £203.13k £272.20k £271.46k £264.26k £307.46k
Expenditure - Governance £136.15k £114.84k £151.12k £216.54k £231.48k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £40.06k £28.02k £22.80k £25.43k £23.15k
Expenditure - Other £1.74m £1.90m £2.27m £2.21m £2.32m

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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets £78.14m £77.86m £78.00m £77.02m £80.20m
Long-term investments £9.23m £9.42m £32.85m £30.44m £32.42m
Other assets £25.86m £19.04m £10.43m £9.97m £8.19m
Defined benefit pension scheme asset or liability -£4.65m -£6.18m -£4.82m -£758.00k -£431.00k
Total liabilities £41.39m £34.44m £46.49m £45.03m £46.99m

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 2023 25 June 2024 On Time
Accounts and TAR 31 August 2023 25 June 2024 On Time Download Open in new window
Annual return 31 August 2022 27 June 2023 On Time
Accounts and TAR 31 August 2022 27 June 2023 On Time Download Open in new window
Annual return 31 August 2021 15 June 2022 On Time
Accounts and TAR 31 August 2021 15 June 2022 On Time Download Open in new window
Annual return 31 August 2020 17 June 2021 On Time
Accounts and TAR 31 August 2020 17 June 2021 On Time Download Open in new window
Annual return 31 August 2019 17 June 2020 On Time
Accounts and TAR 31 August 2019 17 June 2020 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 INCORPORATED 30 MAR 2012

Charitable objects

THE OBJECTS (OBJECTS) FOR WHICH THE SCHOOL IS ESTABLISHED ARE TO ADVANCE THE EDUCATION OF BOYS AND GIRLS BY THE PROVISION OF A BOARDING AND/OR DAY SCHOOL OR SCHOOLS IN OR NEAR UPPINGHAM AND BY THE PROVISION OF ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES OR OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Linked charities

Linked charities
Linked charity 1147280-5 ALLIN SCHOLARSHIP OR EXHIBITION
Governing document
WILL PROVED 3 FEBRUARY 1897 (REGISTRATION DATE NOT KNOWN RECORDED AS MAIN CHARITY DATE) AS AMENDED BY RESOLUTION MADE UNDER S.74 OF THE CHARITIES ACT 1993 (AS AMENDED BY CHARITIES ACT 2006)
Charitable objects
PROVISION OF A SCHOLARSHIP OR EXHIBITION FOR ANY BOY OR BOYS TO BE SELECTED BY THE HEAD MASTER FOR GENERAL GOOD CONDUCT AND PROFICIENCY.
Area of benefit
NOT DEFINED
Registration history
  • 08 December 1961 : Standard registration
  • 05 February 2009 : Removed
  • 05 February 2009 : Asset transfer out

Contact information

Address:
Uppingham School
20-24 High Street West
Uppingham
Oakham
LE15 9QD
Phone:
01572820626
Email:
bursar@uppingham.co.uk
Website:

http://www.uppingham.co.uk Open in new window