ST BENEDICT'S SCHOOL EALING

Charity number: 1148512
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity operates St Benedict's School, a Senior and Junior School, providing education for over 1,000 girls and boys between the ages of 3 and 18. It aims to educate pupils to make a positive contribution to society by "Teaching a Way of Living" and thus benefiting the public by providing a first class education independent of the State system.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£23,173,106

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Donations and legacies £192.74k
Charitable activities £22.70m
Other trading activities £225.87k
Investments £0
Other £57.77k

Total expenditure:
£21,821,059

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Raising funds £0
Charitable activities £21.82m
Other £3.46k

£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 £3.46k
Charitable expenditure £21.82m
Retained for future use £1.35m

People

383 Employee(s)

12 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£150k to £200k 1

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
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Ealing

Governance

Registration history:
  • 13 August 2012: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
08093330 Open in new window
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
  • 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
  • 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MICHAEL DAVIS Chair 02 December 2022
None on record
Fiona Yates Trustee 20 June 2024
None on record
Anne Blixen-Finecke Trustee 01 December 2023
None on record
Amit Chatterjee Trustee 01 December 2023
None on record
Alex Avella Trustee 02 December 2022
None on record
Alex Pereira-Inacio Trustee 17 March 2022
None on record
Melissa Davies-Wright Trustee 18 March 2021
None on record
Rosalind Nockles Trustee 02 October 2020
None on record
Mary Boyle Trustee 09 March 2017
None on record
REV AMBROSE MCCAMBRIDGE OSB Trustee 09 March 2017
THE TRUST OF ST BENEDICT'S ABBEY EALING
Received: On time
Paul Keyte Trustee 09 March 2017
None on record
REVD DOMINIC TAYLOR Trustee 15 June 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £22.81m £19.59m £19.68m £20.74m £23.17m
Total expenditure £17.92m £18.78m £18.54m £20.41m £21.82m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £3.73m £729.07k £386.75k £195.31k £192.74k
Income - Other trading activities £235.12k £128.96k £137.82k £219.91k £225.87k
Income - Charitable activities £18.85m £18.73m £19.15m £20.33m £22.70m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £12 £2.20k £2 £1.29k £0
Income - Other £0 £0 £0 £0 £57.77k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £17.84m £18.78m £18.54m £20.41m £21.82m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £17.51k £19.68k £20.34k £23.94k £28.90k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £84.65k £0 £0 £0 £3.46k

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 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets £17.59m £17.44m £17.23m £17.60m £18.71m
Long-term investments £0 £0 £0 £0 £0
Other assets £1.80m £2.03m £2.81m £2.91m £2.65m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £9.24m £8.51m £7.94m £8.09m £7.58m

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 30 June 2024 On Time
Accounts and TAR 31 August 2023 30 June 2024 On Time Download Open in new window
Annual return 31 August 2022 03 January 2023 On Time
Accounts and TAR 31 August 2022 03 January 2023 On Time Download Open in new window
Annual return 31 August 2021 27 May 2022 On Time
Accounts and TAR 31 August 2021 27 May 2022 On Time Download Open in new window
Annual return 31 August 2020 08 June 2021 On Time
Accounts and TAR 31 August 2020 08 June 2021 On Time Download Open in new window
Annual return 31 August 2019 30 June 2020 On Time
Accounts and TAR 31 August 2019 30 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 01/06/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 05/03/2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06 DEC 2018 AS REGISTERED AT COMPANIES HOUSE ON 25 FEB 2019

Charitable objects

THE OBJECTS OF THE CHARITY SHALL FOR THE BENEFIT OF THE PUBLIC BE: 1. TO ADVANCE ROMAN CATHOLIC EDUCATION AND THE ROMAN CATHOLIC FAITH IN PARTICULAR BY RUNNING ONE OR MORE INDEPENDENT SCHOOLS IN THE CHARISM OF ST BENEDICT AND BY ANCILLARY RELIGIOUS AND EDUCATIONAL ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY AT LARGE; AND 2. TO SUPPORT AND PROMOTE THE CHARITABLE PURPOSES OF THE EALING MONASTIC COMMUNITY. 'EALING MONASTIC COMMUNITY' MEANS THE MONASTIC COMMUNITY OF THE ENGLISH BENEDICTINE CONGREGATION ESTABLISHED AND BASED AT CHARLBURY GROVE, EALING, WEST LONDON OR IF THERE IS NO SUCH COMMUNITY THE ENGLISH BENEDICTINE CONGREGATION.

Contact information

Address:
ST. BENEDICTS SCHOOL
54 EATON RISE
LONDON
W5 2ES
Phone:
02088622000
Email:
bursar@stbenedicts.org.uk
Website:

www.stbenedicts.org.uk Open in new window