CHARD SCHOOL — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 25 March 1963
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £365,883
Latest expenditure: £425,256
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: CHARD SCHOOL, FORE STREET, CHARD, TA20 1QA

Website recorded by the regulator: www.chardschool.co.uk (displayed as text)

02 Activities

What the charity does

Chard School is an non-selective independent day school for pupils aged 4 - 11 years based in Chard, Somerset. It is the only independent school in Chard, and therefore attracts pupils from a wide area, including some from Devon and Dorset. An extensive and varied curriculum is offered, and fees are kept deliberately low to help make the school accessible to a wider number of people.

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: 30 June 2026
Date Accounts Received: 30 June 2026
Total Gross Income: £365,883
Total Gross Expenditure: £425,256

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 29 June 2025
Date Accounts Received: 29 June 2025
Total Gross Income: £484,493
Total Gross Expenditure: £563,364

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 30 June 2024
Date Accounts Received: 30 June 2024
Total Gross Income: £553,056
Total Gross Expenditure: £587,403

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 2 May 2023
Date Accounts Received: 2 May 2023
Total Gross Income: £606,375
Total Gross Expenditure: £577,642

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 14 June 2022
Date Accounts Received: 14 June 2022
Total Gross Income: £500,078
Total Gross Expenditure: £536,593

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: 30 June 2026
Total Gross Income: £365,883
Total Gross Expenditure: £425,256
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £3,643
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 29 June 2025
Total Gross Income: £484,493
Total Gross Expenditure: £563,364
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £3,891
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 30 June 2024
Total Gross Income: £553,056
Total Gross Expenditure: £587,403
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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 80001 90000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 2 May 2023
Total Gross Income: £606,375
Total Gross Expenditure: £577,642
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £6,682
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: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 14 June 2022
Total Gross Income: £500,078
Total Gross Expenditure: £536,593
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £24,257
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Due Date: 30 June 2024
Ar Received Date: 30 June 2024
Income Donations And Legacies: 3987
Income Other Trading Activities: 0
Income Charitable Activities: 531348
Income Investments: 36
Income Other: 17685
Income Total Income And Endowments: 553056
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £587,403
Expenditure Other: 0
Expenditure Total: 587403
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 13927
Expenditure Support Costs: 46021
Expenditure Depreciation: 2988
Gain Loss Investment: -116
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £149,424
Assets Total Fixed: 50587
Assets Own Use: 49384
Assets Long Term Investment: 1203
Defined Benefit Pension Scheme: 0
Assets Other Assets: £344,346
Assets Total Liabilities: £242,474
Assets Current Investment: 0
Assets Total Assets And Liabilities: £152,459
Creditors One Year Total Current: 42468
Creditors Falling Due After One Year: 200006
Assets Cash: £201,665
Funds Endowment: 3035
Funds Unrestricted: 149424
Funds Restricted: 0
Funds Total: 152459
Count Employees: 22
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 2 May 2023
Income Donations And Legacies: 15603
Income Other Trading Activities: 0
Income Charitable Activities: 474743
Income Investments: 14
Income Other: 116015
Income Total Income And Endowments: 606375
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £577,642
Expenditure Other: 0
Expenditure Total: 577642
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 10534
Expenditure Support Costs: 43788
Expenditure Depreciation: 2951
Gain Loss Investment: -300
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £178,811
Assets Total Fixed: 53102
Assets Own Use: 51783
Assets Long Term Investment: 1319
Defined Benefit Pension Scheme: 0
Assets Other Assets: £387,828
Assets Total Liabilities: £254,008
Assets Current Investment: 0
Assets Total Assets And Liabilities: £186,922
Creditors One Year Total Current: 41522
Creditors Falling Due After One Year: 212486
Assets Cash: £255,943
Funds Endowment: 8111
Funds Unrestricted: 178811
Funds Restricted: 0
Funds Total: 186922
Count Employees: 23
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 14 June 2022
Income Donations And Legacies: 28122
Income Other Trading Activities: 0
Income Charitable Activities: 456535
Income Investments: 19
Income Other: 15402
Income Total Income And Endowments: 500078
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £536,593
Expenditure Other: 0
Expenditure Total: 536593
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 14356
Expenditure Support Costs: 46407
Expenditure Depreciation: 2948
Gain Loss Investment: -44
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £148,956
Assets Total Fixed: 56353
Assets Own Use: 54734
Assets Long Term Investment: 1619
Defined Benefit Pension Scheme: 0
Assets Other Assets: £333,832
Assets Total Liabilities: £231,696
Assets Current Investment: 0
Assets Total Assets And Liabilities: £158,489
Creditors One Year Total Current: 38100
Creditors Falling Due After One Year: 193596
Assets Cash: £176,427
Funds Endowment: 9533
Funds Unrestricted: 148956
Funds Restricted: 0
Funds Total: 158489
Count Employees: 22
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Somerset
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

08 Official extract

Charity Event History

Charity Name: CHARD SCHOOL
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-03-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 08/05/1997AS AMENDED BY RESOLUTION DATED 14/06/2001AS AMENDED BY RESOLUTION DATED 08/03/2014AS AMENDED BY RESOLUTION DATED 24/07/2014
Charitable Objects: A DAY AND BOARDING SCHOOL FOR BOYS AND GIRLS.
Area Of Benefit: NOT DEFINED.

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Ofsted (Office For Standards In Education)

11 Official extract

Charity Policy

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investing charity funds policy and procedures