MOON HALL SCHOOLS EDUCATIONAL TRUST

Charity number: 803481
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The promotion and provision of advancement of education, particularly for dyslexic children. The Trust runs a school in Surrey which specialises in teaching dyslexic children. The school is primary and secondary up to Year 11 and GCSE and provides a full mainstream curriculum including a range of extra-curricular activities.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£5,161,454

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Donations and legacies £810
Charitable activities £5.14m
Other trading activities £0
Investments £16.33k
Other £0

Total expenditure:
£4,481,543

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Raising funds £0
Charitable activities £4.48m
Other £0

£0 investments gains (losses)

Total income includes £3,065,070 from 107 government contract(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 £4.48m
Retained for future use £679.91k

People

79 Employee(s)

10 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£80k to £90k 1
£100k to £110k 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
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bromley
  • Croydon
  • Kingston Upon Thames
  • Lambeth
  • Merton
  • Surrey
  • Sutton
  • West Sussex

Governance

Registration history:
  • 30 May 1990: Standard registration
Organisation type:
Charitable company
Other names:
  • BURYS COURT SCHOOL (Working name)
  • MOON HALL SCHOOL (Previous name)
Company number:
02485159 Open in new window
Gift aid:
Not 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
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Adrian Turner Chair 21 February 2019
None on record
Trevor Jenkins Trustee 04 March 2025
None on record
Alex Gear Trustee 22 March 2023
None on record
Lawrence Grabau Trustee 22 March 2023
None on record
Andrew Rodney Kitley Trustee 29 June 2022
None on record
Oliver Newhall Trustee 22 March 2022
None on record
Emmy Sarah Hames Trustee 26 November 2020
None on record
Graham Humphries Trustee 03 December 2019
None on record
Elizabeth Fitzgibbons Trustee 01 September 2019
None on record
Adam Walford Trustee 04 June 2019
THE SEBASTIAN HUNTER MEMORIAL TRUST
Received: On time

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 £3.41m £3.51m £4.39m £4.63m £5.16m
Total expenditure £3.47m £3.14m £3.53m £3.87m £4.48m
Income from government contracts N/A N/A N/A N/A £3.07m
Income from government grants N/A £88.57k N/A N/A N/A
Income - Donations and legacies £33.88k £89.26k £42.47k £34.84k £810
Income - Other trading activities £5.29k £0 £0 £0 £0
Income - Charitable activities £3.38m £3.42m £4.04m £4.60m £5.14m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £16.33k
Income - Other £0 £0 £307.89k £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £3.47m £3.14m £3.53m £3.87m £4.48m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £111.09k £0 £0 £0 £0
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 £1.87m £1.87m £2.17m £3.14m £3.49m
Long-term investments £0 £0 £0 £0 £0
Other assets £958.91k £1.49m £2.44m £3.26m £2.31m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.01m £2.17m £2.56m £3.59m £2.31m

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 23 May 2024 On Time
Accounts and TAR 31 August 2023 23 May 2024 On Time Download Open in new window
Annual return 31 August 2022 19 May 2023 On Time
Accounts and TAR 31 August 2022 19 May 2023 On Time Download Open in new window
Annual return 31 August 2021 30 June 2022 On Time
Accounts and TAR 31 August 2021 30 June 2022 On Time Download Open in new window
Annual return 31 August 2020 29 June 2021 On Time
Accounts and TAR 31 August 2020 29 June 2021 On Time Download Open in new window
Annual return 31 August 2019 29 June 2020 On Time
Accounts and TAR 31 August 2019 29 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 26TH MARCH 1990 AND AMENDED 28TH JUNE 2004.AS AMENDED BY SPECIAL RESOLUTION 13 MARCH 2008

Charitable objects

TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND IN CONNECTION THEREWITH TO CONDUCT, CARRY ON ACQUIRE AND DEVELOP IN THE UNITED KINGDOM ANY BOARDING OR DAY SCHOOL OR SCHOOLS FOR THE EDUCATION OF CHILDREN OF EITHER SEX OR BOTH SEXES.

Area of benefit

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

UNITED KINGDOM

Contact information

Address:
Moon Hall School
Flanchford Road
Leigh
REIGATE
RH2 8RE
Phone:
01306611372
Email:
SchoolOffice@moonhall.co.uk
Website:

www.moonhallschoolreigate.co.uk Open in new window