THE SHEILING SPECIAL EDUCATION TRUST

Charity number: 1149264
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Our school and college offer an individualised and flexible approach to placements. 38-week, day, extended day, weekly and termly boarding for students aged from 6-25 years We provide a living, working and learning environment that is comfortable, beautiful and natural, befitting of a home away from home with extensive SEND facilities.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£8,810,518

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Donations and legacies £54.15k
Charitable activities £8.66m
Other trading activities £0
Investments £98.12k
Other £1.13k

Total expenditure:
£8,060,591

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Raising funds £0
Charitable activities £8.06m
Other £0

£98,121 investments gains (losses)

Total income includes £8,657,113 from 76 government contract(s) and £47,188 from 2 government grant(s)

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.

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Raising funds and other expenditure £0
Charitable expenditure £8.06m
Retained for future use £749.93k

People

249 Employee(s)

9 Trustee(s)

4 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 5
£90k to £100k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Provides Services
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 09 October 2012: Standard registration
Organisation type:
Charitable company
Other names:
  • THE SHEILING RINGWOOD (Working name)
Company number:
08116370 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR J FREEMAN Chair 05 October 2012
None on record
ELAINE ANNE PEACHEY Trustee 06 January 2025
None on record
JONATHAN RUPERT BOWDEN BLAKE Trustee 20 December 2024
None on record
David Ronald Kent Lincoln Trustee 05 September 2023
None on record
Vanda North Trustee 16 March 2023
None on record
Alice Copp Trustee 28 April 2020
None on record
David Keeton Trustee 06 October 2017
None on record
JANET KENWARD BSC PGCE Trustee 03 March 2017
None on record
MR J PYZER Trustee 02 August 2013
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 £7.86m £8.18m £8.64m £8.91m £8.81m
Total expenditure £7.95m £6.78m £7.22m £7.75m £8.06m
Income from government contracts £7.79m £7.35m £8.55m £8.81m £8.66m
Income from government grants £21.34k N/A £33.80k £31.83k £47.19k
Income - Donations and legacies £42.67k £34.87k £67.48k £77.83k £54.15k
Income - Other trading activities £0 £8.13m £0 £0 £0
Income - Charitable activities £7.79m £0 £8.55m £8.81m £8.66m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £21.34k £21.76k £22.84k £19.23k £98.12k
Income - Other £0 £0 £0 £1.24k £1.13k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £7.95m £6.78m £7.22m £7.75m £8.06m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £36.54k £0 £0 £151.69k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
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 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets £6.77m £6.53m £6.54m £6.78m £6.93m
Long-term investments £0 £0 £0 £0 £0
Other assets £3.71m £5.43m £7.31m £8.00m £8.56m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.56m £2.72m £3.20m £2.97m £2.94m

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 27 June 2024 On Time
Accounts and TAR 31 August 2023 27 June 2024 On Time Download Open in new window
Annual return 31 August 2022 21 June 2023 On Time
Accounts and TAR 31 August 2022 21 June 2023 On Time Download Open in new window
Annual return 31 August 2021 29 June 2022 On Time
Accounts and TAR 31 August 2021 29 June 2022 On Time Download Open in new window
Annual return 31 August 2020 07 May 2021 On Time
Accounts and TAR 31 August 2020 07 May 2021 On Time Download Open in new window
Annual return 31 August 2019 18 June 2020 On Time
Accounts and TAR 31 August 2019 18 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 22 JUN 2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13 JUL 2015 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 23 JAN 2020

Charitable objects

THE CHARITY’S OBJECTS ("THE OBJECTS") ARE 2.1 TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT, PARTICULARLY (WITHOUT LIMITATION) BY ESTABLISHING, MAINTAINING, CARRYING ON, MANAGING AND DEVELOPING EDUCATIONAL INSTITUTIONS WITH SPECIALIST EDUCATIONAL SUPPORT AND PROVISION FOR CHILDREN AND YOUNG ADULTS WITH SPECIAL EDUCATIONAL NEEDS AND/OR SPECIAL CARE NEEDS; AND 2.2 TO RELIEVE SICKNESS, PROMOTE GOOD HEALTH, PROVIDE CARE TO AND ADVANCE THE EDUCATION AND TRAINING OF PEOPLE WITH A DISABILITY (WHETHER MENTAL OR PHYSICAL), THE YOUNG, THE OLD, OR PEOPLE OTHERWISE IN NEED, IN ACCORDANCE WITH THE PRINCIPLES OF DR RUDOLF STEINER (AS SUMMARISED IN SCHEDULE 2 TO THESE ARTICLES), PARTICULARLY (WITHOUT LIMITATION) BY THE ESTABLISHMENT AND MAINTENANCE OF INTENTIONAL COMMUNITIES IN THE FORM OF VILLAGES, RESIDENTIAL HOUSES, DAY CENTRES, KINDERGARTENS, SCHOOLS, COLLEGES OR OTHER TYPES OF SOCIAL AND/OR EDUCATIONAL COMMUNITY, IN WHICH BENEFICIARIES LIVE AND/OR WORK AND/OR TO WHICH THEY OTHERWISE RESORT, IN COMMUNITY WITH PERSONS PROVIDING SUPPORT.

Contact information

Address:
THE SHEILING RINGWOOD
HORTON ROAD
ASHLEY
RINGWOOD
HAMPSHIRE
BH24 2EB
Phone:
01425482483
Email:
enquiries@thesheilingringwood.co.uk
Website:

www.thesheilingringwood.co.uk Open in new window