01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 31 December 1963
- Removed
- Not supplied
- Company number supplied
- 00618973
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £3,908,160
- Latest expenditure
- £3,845,791
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Marchant Holliday School, North Cheriton, TEMPLECOMBE, BA8 0AH
Website recorded by the regulator: www.marchant-holliday.co.uk (displayed as text)
02 Activities
What the charity does
We are an Independent, Residential Special School, approved by the DfE for Boys aged from 5 to 13 years, who present with Behavioural, Emotional & Social Difficulties, as well as Mental Health issues, including aspects of Autistic Spectrum Disorder & other conditions.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 June 2026
- Date Annual Return Received
- 24 June 2026
- Date Accounts Received
- 24 June 2026
- Total Gross Income
- £3,908,160
- Total Gross Expenditure
- £3,845,791
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 August 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 June 2025
- Date Annual Return Received
- 3 June 2025
- Date Accounts Received
- 3 June 2025
- Total Gross Income
- £4,567,190
- Total Gross Expenditure
- £4,760,182
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 3 April 2024
- Date Accounts Received
- 3 April 2024
- Total Gross Income
- £3,036,525
- Total Gross Expenditure
- £3,166,602
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 30 January 2023
- Date Accounts Received
- 30 January 2023
- Total Gross Income
- £3,159,065
- Total Gross Expenditure
- £2,812,418
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 20 January 2022
- Date Accounts Received
- 20 January 2022
- Total Gross Income
- £2,977,417
- Total Gross Expenditure
- £2,598,190
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 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 24 June 2026
- Total Gross Income
- £3,908,160
- Total Gross Expenditure
- £3,845,791
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 6
- Count Govt Grants
- £1
- Income From Government Contracts
- 3769487
- Income From Government Grants
- £8,000
- Charity Has Trading 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
- 1
- Count Salary Band 70001 80000
- 2
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 3 June 2025
- Total Gross Income
- £4,567,190
- Total Gross Expenditure
- £4,760,182
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 69
- Count Govt Grants
- £6
- Income From Government Contracts
- 4441913
- Income From Government Grants
- £4,141
- Charity Has Trading 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
- Yes
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 3
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 3 April 2024
- Total Gross Income
- £3,036,525
- Total Gross Expenditure
- £3,166,602
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 50
- Count Govt Grants
- £0
- Income From Government Contracts
- 3010527
- Charity Has Trading 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
- 2
- Count Salary Band 80001 90000
- 1
- Count Salary Band 140001 150000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 30 January 2023
- Total Gross Income
- £3,159,065
- Total Gross Expenditure
- £2,812,418
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 7
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 3151175
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 20 January 2022
- Total Gross Income
- £2,977,417
- Total Gross Expenditure
- £2,598,190
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 7
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 2965614
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 0
- Count Salary Band 80001 90000
- 0
- Count Salary Band 90001 100000
- 1
- Count Salary Band 130001 140000
- 0
- 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
- 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 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 24 June 2026
- Income Donations And Legacies
- 85
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 3769487
- Income Investments
- 121098
- Income Other
- 17490
- Income Total Income And Endowments
- 3908160
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £3,845,791
- Expenditure Other
- 0
- Expenditure Total
- 3845791
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 32630
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 196080
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,209,918
- Assets Total Fixed
- 3690382
- Assets Own Use
- 3690382
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,590,200
- Assets Total Liabilities
- £2,070,664
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,209,918
- Creditors One Year Total Current
- 2070664
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,686,372
- Funds Endowment
- 0
- Funds Unrestricted
- 6209918
- Funds Restricted
- 0
- Funds Total
- 6209918
- Count Employees
- 67
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 3 June 2025
- Income Donations And Legacies
- 85
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 4446054
- Income Investments
- 120214
- Income Other
- 837
- Income Total Income And Endowments
- 4567190
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £4,760,182
- Expenditure Other
- 0
- Expenditure Total
- 4760182
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 15657
- Expenditure Support Costs
- 229239
- Expenditure Depreciation
- 222317
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,147,549
- Assets Total Fixed
- 4570481
- Assets Own Use
- 3570481
- Assets Long Term Investment
- 1000000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,000,989
- Assets Total Liabilities
- £1,423,921
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,147,549
- Creditors One Year Total Current
- 1423921
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,072,473
- Funds Endowment
- 0
- Funds Unrestricted
- 6146126
- Funds Restricted
- 1423
- Funds Total
- 6147549
- Count Employees
- 70
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 3 April 2024
- Income Donations And Legacies
- 60
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 3010527
- Income Investments
- 25763
- Income Other
- 175
- Income Total Income And Endowments
- 3036525
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £3,166,602
- Expenditure Other
- 0
- Expenditure Total
- 3166602
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 234595
- Expenditure Support Costs
- 234595
- Expenditure Depreciation
- 155632
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,340,541
- Assets Total Fixed
- 4437652
- Assets Own Use
- 3437652
- Assets Long Term Investment
- 1000000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,065,291
- Assets Total Liabilities
- £162,402
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,340,541
- Creditors One Year Total Current
- 162402
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,979,120
- Funds Endowment
- 0
- Funds Unrestricted
- 6339051
- Funds Restricted
- 1490
- Funds Total
- 6340541
- Count Employees
- 65
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 30 January 2023
- Income Donations And Legacies
- 60
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 3151175
- Income Investments
- 1290
- Income Other
- 6540
- Income Total Income And Endowments
- 3159065
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £2,812,418
- Expenditure Other
- 0
- Expenditure Total
- 2812418
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 153881
- Expenditure Support Costs
- 153981
- Expenditure Depreciation
- 155792
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,470,618
- Assets Total Fixed
- 4447168
- Assets Own Use
- 3447168
- Assets Long Term Investment
- 1000000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,187,459
- Assets Total Liabilities
- £164,009
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,470,618
- Creditors One Year Total Current
- 164009
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,870,558
- Funds Endowment
- 0
- Funds Unrestricted
- 6470618
- Funds Restricted
- 0
- Funds Total
- 6470618
- Count Employees
- 63
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 20 January 2022
- Income Donations And Legacies
- 592
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2965614
- Income Investments
- 9010
- Income Other
- 2201
- Income Total Income And Endowments
- 2977417
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £2,598,190
- Expenditure Other
- 0
- Expenditure Total
- 2598190
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 125568
- Expenditure Support Costs
- 125568
- Expenditure Depreciation
- 151639
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,123,971
- Assets Total Fixed
- 4388403
- Assets Own Use
- 3388403
- Assets Long Term Investment
- 1000000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,883,005
- Assets Total Liabilities
- £147,437
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,123,971
- Creditors One Year Total Current
- 147437
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,792,623
- Funds Endowment
- 0
- Funds Unrestricted
- 6123971
- Funds Restricted
- 0
- Funds Total
- 6123971
- Count Employees
- 62
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Somerset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Dorset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cornwall
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bath And North East Somerset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Somerset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wiltshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- West Berkshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 115
- Classification Type
- What
- Classification Description
- Human Rights/religious Or Racial Harmony/equality Or Diversity
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
08 Official extract
Charity Event History
- Charity Name
- MARCHANT-HOLLIDAY SCHOOL LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1963-12-31T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15 JANUARY 1959 as amended on 30 Jan 2020 as amended on 30 Jan 2020
- Charitable Objects
- 4 The charity’s objects (‘Objects’) are specifically restricted to the following:To advance for the public benefit education in the United Kingdom, in particular but without prejudice to the generality of the foregoing:(1) To carry on Marchant-Holliday School and as an independent object to acquire as a going concern, establish, carry on or manage elsewhere, any subsidiary, affiliated or other schools or other education related services, for the education of boys and girls and to give pupils general or specialised instruction of the highest class, including, without limitation, making special educational provision for pupils with special educational needs and offering a broad and balanced curriculum.(2) To carry on any schools or other education related services acquired by the Charity as educational charities for the promotion of education generally including provision for the education and training of intending entrants to any private or state funded schools or places of education and to use and apply for that purpose all moneys and property coming to it.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 108701
- Charity Name Type
- Previous name
- Charity Name
- MARCHANT-HOLLIDAY SCHOOL (FORMERLY WHATCOMBE HOUSE SCHOOL LTD )
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Ofsted (Office For Standards In Education)
12 Official extract
Charity Policy
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Investment
- Policy Name
- Complaints handling
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Risk management
- Policy Name
- Internal charity financial controls policy and procedures