IONA SCHOOL ASSOCIATION

Charity Number: 516999
Charity is insolvent

Charity overview

Activities - how the charity spends its money

PROVIDING EDUCATION ACCORDING TO THE PRINCIPLES OF RUDOLF STEINER FOR PRIMARY SCHOOL AGED CHILDREN.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £472,782
Total expenditure: £454,135

People

4 Trustee(s)

4 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Derbyshire
  • Leicestershire
  • Lincolnshire
  • Nottinghamshire

Governance

Registration history:
  • 22 November 1985: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
01911659 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
  • 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
  • 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
HANNAH MALHOTRA Trustee 01 January 2023
SHERWOOD COMMUNITY ASSOCIATION CIO
Received: On time
Teresa Gilbertson Trustee 17 March 2022
None on record
Martin Taylor Trustee 01 March 2018
None on record
Nancy Louise Lipman Trustee 16 December 2016
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 £622.37k £504.87k £433.66k £432.99k £472.78k
Total expenditure £612.62k £490.80k £503.95k £476.16k £454.14k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £22.77k £4.50k £4.50k N/A
Income - Donations and legacies £14.00k £42.90k N/A N/A N/A
Income - Other trading activities £30.99k £0 N/A N/A N/A
Income - Charitable activities £576.93k £426.09k N/A N/A N/A
Income - Endowments £0 £0 N/A N/A N/A
Income - Investment £444 £168 N/A N/A N/A
Income - Other £2.05k £35.72k N/A N/A N/A
Income - Legacies £9.89k £0 N/A N/A N/A
Expenditure - Charitable activities £602.50k £489.81k N/A N/A N/A
Expenditure - Raising funds £3.89k £992 N/A N/A N/A
Expenditure - Governance £0 £0 N/A N/A N/A
Expenditure - Grants institution £0 £0 N/A N/A N/A
Expenditure - Investment management £0 £0 N/A N/A N/A
Expenditure - Other £6.23k £0 N/A N/A N/A

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
Accounts and TAR 31 August 2023
Annual return 31 August 2022
Accounts and TAR 31 August 2022
Annual return 31 August 2021
Accounts and TAR 31 August 2021
Annual return 31 August 2020 22 June 2021 On Time
Accounts and TAR 31 August 2020 22 June 2021 On Time Download Open in new window
Annual return 31 August 2019 04 June 2020 On Time
Accounts and TAR 31 August 2019 04 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 OF ASSOCIATION INCORPORATED 7 MAY 1985 AS AMENDED BY SPECIAL RESOLUTION DATED 2 OCTOBER 1985

Charitable objects

TO PROVIDE FOR AND CONDUCT THE EDUCATION OF CHILDREN IN ACCORDANCE WITH THE PRINCIPLES AND METHODS ENUNCIATED BY RUDOLF STEINER.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
IRWIN MITCHELL
2 WELLINGTON PLACE
LEEDS
LS1 4BZ
Phone:
01132206211
Email:
SOPHIE.MCKELVEY@IRWINMITCHELL.COM
Website:

IRWINMITCHELL.COM