BRENTWOOD SCHOOL CIO

Charity Number: 1153605
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity's Objectives are the advancement of education in or near the District of Brentwood by providing day and boarding schooling. The School provides a first class education for pupils aged between 3 and 18 that prepares them for life in the modern world. Every child is treated as an individual and encouraged to combine work in the classroom with a wide range of co-curricular activities.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£44,929,291

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Donations and legacies £249.60k
Charitable activities £41.44m
Other trading activities £1.98m
Investments £1.26m
Other £0

Total expenditure:
£39,924,611

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Raising funds £4.66m
Charitable activities £35.27m
Other £0

£10,440,764 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 £4.66m
Charitable expenditure £35.27m
Retained for future use £5.00m

People

425 Employee(s)

19 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 36
£70k to £80k 13
£80k to £90k 3
£90k to £100k 1
£100k to £110k 3
£110k to £120k 1
£120k to £130k 1
£150k to £200k 1

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 Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Essex

Governance

Registration history:
  • 30 August 2013: CIO registration
Organisation type:
CIO
Other names:
  • BRENTWOOD SCHOOL (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Estyn: Her Majesty's Inspectorate For Education And Training In Wales
  • Financial Conduct Authority
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
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

19 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lord BLACK OF BRENTWOOD MA MCIPR FRSA Chair 26 November 2013
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
THE GUILD OF ST BRIDE
Received: On time
Jonathan Peter Wadge Trustee 09 March 2024
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
The Venerable Christopher Mark Burke Trustee 18 November 2023
ST MELLITUS COLLEGE TRUST
Received: On time
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
THE CHELMSFORD DIOCESAN BOARD OF FINANCE
Received: On time
Philip Machray Trustee 17 June 2023
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
Mark Fenton Trustee 01 September 2022
THE WOODARD CORPORATION
Received: On time
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
Jason Fergus Trustee 13 March 2021
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
MATTHEW HAMPSON Trustee 14 March 2020
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
Scott Norris Trustee 24 November 2018
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
John Griffith-Jones Trustee 17 March 2018
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
Jasmin Bryan Trustee 17 March 2018
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
Susan Dalgarno Trustee 25 November 2017
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
AMANDA HARDY KC Trustee 26 November 2016
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
ROBERT MCLINTOCK Trustee 13 August 2013
ACTIVE ESSEX FOUNDATION
Received: On time
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
PAUL BERESFORD FNAEA Trustee 22 July 2013
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
DAVID ELMS Trustee 22 July 2013
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
JENNY JONES Trustee 22 July 2013
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time
PROFESSOR BRUCE EVANS BSC PHD Trustee 22 July 2013
None on record
JAMES TUMBRIDGE Trustee 22 July 2013
None on record
DR CHRISTOPHER ADAM TOUT MA PHD Trustee 25 April 2013
SIR ANTONY BROWNE'S SCHOOL TRUST, BRENTWOOD
Received: On time

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 £29.94m £33.56m £37.31m £42.68m £44.93m
Total expenditure £26.41m £28.53m £32.08m £35.48m £39.92m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £419.33k £128.62k N/A N/A N/A
Income - Donations and legacies £526.14k £213.61k £34.95k £71.70k £249.60k
Income - Other trading activities £1.11m £1.16m £1.61m £1.88m £1.98m
Income - Charitable activities £27.64m £31.79m £35.36m £39.00m £41.44m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £647.25k £394.10k £300.07k £1.72m £1.26m
Income - Other £14.05k £765 £0 £0 £0
Income - Legacies £9.50k £0 £0 £0 £8.53k
Expenditure - Charitable activities £25.25m £26.95m £28.87m £31.04m £35.27m
Expenditure - Raising funds £1.16m £1.57m £3.21m £4.44m £4.66m
Expenditure - Governance £24.45k £24.76k £23.70k £29.13k £29.46k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £191.08k £365.58k £708.35k £639.64k £698.06k
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 £53.40m £55.10m £54.60m £55.25m £62.94m
Long-term investments £30.78m £42.46m £66.88m £68.45m £78.33m
Other assets £8.04m £8.11m £14.58m £20.14m £26.27m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £7.76m £8.52m £39.00m £38.78m £47.02m

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 08 May 2025 On Time
Accounts and TAR 31 August 2024 08 May 2025 On Time Download Open in new window
Annual return 31 August 2023 07 March 2024 On Time
Accounts and TAR 31 August 2023 07 March 2024 On Time Download Open in new window
Annual return 31 August 2022 28 March 2023 On Time
Accounts and TAR 31 August 2022 28 March 2023 On Time Download Open in new window
Annual return 31 August 2021 21 January 2022 On Time
Accounts and TAR 31 August 2021 21 January 2022 On Time Download Open in new window
Annual return 31 August 2020 26 January 2021 On Time
Accounts and TAR 31 August 2020 26 January 2021 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.

CIO - FOUNDATION REGISTERED 30 AUG 2013 AMENDED ON 02/01/2014

Charitable objects

THE ADVANCEMENT OF EDUCATION IN OR NEAR BRENTWOOD IN THE COUNTY OF ESSEX (THE AREA OF BENEFIT) THROUGH: (A) THE PROVISION AND CONDUCT OF A DAY OR DAY AND BOARDING SCHOOL OR SCHOOLS AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY (IN SUCCESSION TO THE CHARITY KNOWN AS SIR ANTHONY BROWNE’S SCHOOL TRUST (NO: 310864)); (B) PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES WHO ARE IN NEED OF FINANCIAL ASSISTANCE BY: (I) AWARDING TO BENEFICIARIES SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT THE SCHOOL OR SCHOOLS, OR AT ANY UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEES; (II) PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST BENEFICIARIES TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS) TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, AND TO PREPARE FOR OR ENTER A PROFESSION, TRADE, OCCUPATION OR SERVICE ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT

Contact information

Address:
Middleton Hall Lane
Brentwood
Essex
CM15 8EE
Phone:
01277243251
Email:
HEADMASTER@BRENTWOOD.ESSEX.SCH.UK
Website:

www.brentwoodschool.co.uk Open in new window