Hulme Grammar School

Charity number: 1201820
Charity reporting is overdue by 13 days

Charity overview

Activities - how the charity spends its money

The Charity operates independent schools in the borough of Oldham for children between the ages of 3 and 19. The schools operate in a co-educational structure with a Nursery & Infant department (ages 3-7), Junior School (ages 7-11) , Senior School (ages 11-16) and a Sixth Form ages 16-19).

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£9,615,598

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Donations and legacies £85.01k
Charitable activities £8.89m
Other trading activities £0
Investments £150.67k
Other £485.42k

Total expenditure:
£10,502,332

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Raising funds £0
Charitable activities £10.50m
Other £0

-£152,597 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.

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Raising funds and other expenditure £0
Charitable expenditure £10.50m

People

201 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£100k to £110k 1

Fundraising

No information available

Trading

This charity has one or more 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:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cheshire East
  • Cheshire West & Chester
  • Lancashire
  • Manchester City
  • Oldham
  • Rochdale
  • Stockport
  • Tameside

Governance

Registration history:
  • 13 July 1977: Standard registration
  • 05 July 2006: Removed (Funds spent up (s.75))
Organisation type:
Charitable company
Other names:
  • OLDHAM HULME GRAMMAR SCHOOL (Working name)
  • OLDHAM HULME GRAMMAR SCHOOLS (Previous name)
Company number:
06125927 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Stuart Sayer Trustee 19 November 2024
None on record
Gavin Wheeldon Trustee 23 September 2024
None on record
Robert Stuart Illingworth BSc Hons Trustee 23 September 2024
None on record
JEREMY SUTCLIFFE BA MED Trustee 23 September 2024
None on record
John David Greenwood Trustee 23 September 2024
None on record
David Spencer Trustee 23 September 2024
None on record
VALERIE STOCKER Trustee 23 September 2024
THE EDUCATION FOR MINISTRY TRUST
Received: On time
Ann Richards BSc Hons Trustee 23 September 2024
None on record
Andrew Holgate Trustee 17 July 2024
None on record
Graham Purves Trustee 03 July 2024
None on record
Andrew Coyne Trustee 23 June 2024
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2023
Total gross income £9.62m
Total expenditure £10.50m
Income from government contracts N/A
Income from government grants N/A
Income - Donations and legacies £85.01k
Income - Other trading activities £0
Income - Charitable activities £8.89m
Income - Endowments £0
Income - Investment £150.67k
Income - Other £485.42k
Income - Legacies £0
Expenditure - Charitable activities £10.50m
Expenditure - Raising funds £0
Expenditure - Governance £24.39k
Expenditure - Grants institution £0
Expenditure - Investment management £0
Expenditure - Other £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 31/08/2023
Own use assets £6.55m
Long-term investments £3.80m
Other assets £837.84k
Defined benefit pension scheme asset or liability -£197.34k
Total liabilities £2.06m

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 Overdue Charity reporting is overdue by 13 days
Accounts and TAR 31 August 2024 Overdue Charity reporting is overdue by 13 days
Annual return 31 August 2023 04 March 2024 On Time
Accounts and TAR 31 August 2023 04 March 2024 On Time
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 23 FEB 2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30 NOV 2016 as amended on 18 Apr 2023

Charitable objects

THE CHARITY'S OBJECTS (THE OBJECTS):- TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE BY THE PROVISION OF SCHOOLS IN OR NEAR OLDHAM AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Linked charities

Linked charities
Linked charity 1201820-11 AIREY SCHOLARSHIP FUND
Governing document
TRUST DEED DATED 22 MARCH 1967, SCHEME OF 13 JULY 1977, AND RESOLUTION MADE UNDER SECTION UNDER SECTION 75 OF THE CHARITIES ACT 1993.
Charitable objects
PROVIDED THAT THE INCOME IS NOT REQUIRED UPON THE SUBSISTING TRUSTS THEREOF THE TRUSTEES MAY APPLY THE SAME IN AUGMENTATION OF THE INCOME OF THE HULME GRAMMAR SCHOOLS BURSARY FUND OR IN OTHERWISE PROMOTING THE EDUCATION OF THE PUPILS ATTENDING THE SCHOOLS.
Area of benefit
NOT DEFINED.
Registration history
  • 13 July 1977 : Standard registration
  • 05 July 2006 : Removed

Contact information

Address:
HULME GRAMMAR SCHOOL
CHAMBER ROAD
OLDHAM
OL8 4BX
Phone:
01616244497
Email:
clerk-to-governors@ohgs.co.uk
Website:

www.hulmegrammar.org Open in new window