CCEW Charity Commission profile

LUCKLEY HOUSE SCHOOL LIMITED

Registered charity 309099 · organisation 309099

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received Late
Charity type
Charitable company
Registered
24 July 1962
Removed
Not supplied
Company number supplied
01091938
Financial period
1 August 2024 – 31 July 2025
Latest income
£8,732,966
Latest expenditure
£9,048,100
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Luckley House School, Luckley Road, Wokingham, RG40 3EU

Website recorded by the regulator: www.luckleyhouseschool.org (displayed as text)

02 Activities

What the charity does

To provide an individually focused,high quality education based on Christian principles that inspire boys and girls to fulfil their potential

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 May 2026
Date Annual Return Received
9 July 2026
Date Accounts Received
9 July 2026
Total Gross Income
£8,732,966
Total Gross Expenditure
£9,048,100
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 May 2025
Date Annual Return Received
27 August 2025
Date Accounts Received
27 August 2025
Total Gross Income
£8,137,367
Total Gross Expenditure
£8,498,682
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 May 2024
Date Annual Return Received
10 May 2024
Date Accounts Received
10 May 2024
Total Gross Income
£8,939,636
Total Gross Expenditure
£7,664,088
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 May 2023
Date Annual Return Received
18 May 2023
Date Accounts Received
18 May 2023
Total Gross Income
£6,531,981
Total Gross Expenditure
£6,416,055
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 May 2022
Date Annual Return Received
27 May 2022
Date Accounts Received
27 May 2022
Total Gross Income
£5,728,855
Total Gross Expenditure
£5,129,516

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
9 July 2026
Total Gross Income
£8,732,966
Total Gross Expenditure
£9,048,100
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
5
Count Salary Band 70001 80000
2
Count Salary Band 140001 150000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
27 August 2025
Total Gross Income
£8,137,367
Total Gross Expenditure
£8,498,682
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
5
Count Salary Band 70001 80000
1
Count Salary Band 130001 140000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
10 May 2024
Total Gross Income
£8,939,636
Total Gross Expenditure
£7,664,088
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
5
Count Salary Band 70001 80000
0
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
1
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
10
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
18 May 2023
Total Gross Income
£6,531,981
Total Gross Expenditure
£6,416,055
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
No
Income From Government Contracts
116434
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 80001 90000
1
Count Salary Band 120001 130000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
27 May 2022
Total Gross Income
£5,728,855
Total Gross Expenditure
£5,129,516
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
4
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Contracts
107033
Income From Government Grants
£57,801
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Salary Band 120001 130000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
9 July 2026
Income Donations And Legacies
10377
Income Other Trading Activities
0
Income Charitable Activities
8654649
Income Investments
67940
Income Other
0
Income Total Income And Endowments
8732966
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£38,070
Expenditure Charitable Expenditure
£9,010,030
Expenditure Other
0
Expenditure Total
9048100
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
53600
Expenditure Support Costs
1281369
Expenditure Depreciation
476981
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£10,566,360
Assets Total Fixed
10887679
Assets Own Use
10887678
Assets Long Term Investment
1
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,488,806
Assets Total Liabilities
£2,485,993
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,890,492
Creditors One Year Total Current
1678555
Creditors Falling Due After One Year
807438
Assets Cash
£1,714,918
Funds Endowment
0
Funds Unrestricted
10566360
Funds Restricted
324132
Funds Total
10890492
Count Employees
140
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
27 August 2025
Income Donations And Legacies
161176
Income Other Trading Activities
0
Income Charitable Activities
7922357
Income Investments
53834
Income Other
0
Income Total Income And Endowments
8137367
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£39,056
Expenditure Charitable Expenditure
£8,459,626
Expenditure Other
0
Expenditure Total
8498682
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
22809
Expenditure Support Costs
1129923
Expenditure Depreciation
588483
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£10,927,514
Assets Total Fixed
11474537
Assets Own Use
11474536
Assets Long Term Investment
1
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,780,022
Assets Total Liabilities
£3,048,933
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,205,626
Creditors One Year Total Current
1765874
Creditors Falling Due After One Year
1283059
Assets Cash
£2,393,086
Funds Endowment
0
Funds Unrestricted
10698205
Funds Restricted
507421
Funds Total
11205626
Count Employees
144
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
10 May 2024
Income Donations And Legacies
1877953
Income Other Trading Activities
0
Income Charitable Activities
7042741
Income Investments
18942
Income Other
0
Income Total Income And Endowments
8939636
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£24,058
Expenditure Charitable Expenditure
£7,640,030
Expenditure Other
0
Expenditure Total
7664088
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
38293
Expenditure Support Costs
1231201
Expenditure Depreciation
516944
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£10,927,514
Assets Total Fixed
11930449
Assets Own Use
11930448
Assets Long Term Investment
1
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,845,703
Assets Total Liabilities
£2,209,221
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,566,931
Creditors One Year Total Current
1340392
Creditors Falling Due After One Year
868829
Assets Cash
£1,156,998
Funds Endowment
0
Funds Unrestricted
10927504
Funds Restricted
639427
Funds Total
11566931
Count Employees
132
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
18 May 2023
Income Donations And Legacies
758653
Income Other Trading Activities
0
Income Charitable Activities
5772429
Income Investments
899
Income Other
0
Income Total Income And Endowments
6531981
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£20,053
Expenditure Charitable Expenditure
£6,396,002
Expenditure Other
0
Expenditure Total
6416055
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
15863
Expenditure Support Costs
944102
Expenditure Depreciation
525244
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
10129783
Assets Own Use
10129782
Assets Long Term Investment
1
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,989,018
Assets Total Liabilities
£1,827,408
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,291,393
Creditors One Year Total Current
1207154
Creditors Falling Due After One Year
620254
Assets Cash
£1,591,191
Funds Endowment
0
Funds Unrestricted
9557482
Funds Restricted
733911
Funds Total
10291393
Count Employees
125
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
27 May 2022
Income Donations And Legacies
796572
Income Other Trading Activities
0
Income Charitable Activities
4874346
Income Investments
136
Income Other
57801
Income Total Income And Endowments
5728855
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£7,588
Expenditure Charitable Expenditure
£5,121,928
Expenditure Other
0
Expenditure Total
5129516
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
18314
Expenditure Support Costs
794329
Expenditure Depreciation
370200
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£65,000
Assets Total Fixed
9820489
Assets Own Use
9820488
Assets Long Term Investment
1
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,897,155
Assets Total Liabilities
£1,542,177
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,175,467
Creditors One Year Total Current
921431
Creditors Falling Due After One Year
620746
Assets Cash
£1,607,940
Funds Endowment
0
Funds Unrestricted
9524989
Funds Restricted
650478
Funds Total
10175467
Count Employees
114
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Wokingham
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
LUCKLEY HOUSE SCHOOL LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1962-07-24T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 23/01/1973AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 05/08/2013 as amended on 24 Dec 2020
Charitable Objects
The Objects of the Company are to advance in accordance with the Christian Faith (as defined in these Articles) the mental, physical, emotional and spiritual education of children, by the provision and conduct of a school or schools for boys and girls, and insofar as it is incidental or ancillary to the advancement of education, such other purposes for the benefit of the public as shall be exclusively charitable.
Area Of Benefit
NOT DEFINED.

10 Official extract

Charity Other Names

Charity Name Id
93542
Charity Name Type
Working name
Charity Name
LUCKLEY-OAKFIELD SCHOOL
Charity Name Id
93547
Charity Name Type
Previous name
Charity Name
LUCKLEY-OAKFIELD SCHOOL TRUST LTD

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Financial reserves policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints handling
Policy Name
Risk management