01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 8 July 1969
- Removed
- Not supplied
- Company number supplied
- 00936838
- Financial period
- 1 August 2024 – 31 July 2025
- Latest income
- £9,233,631
- Latest expenditure
- £8,141,141
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: CROWN LANE, FARNHAM ROYAL, BUCKS, SL2 3SL
Website recorded by the regulator: http://www.caldicott.com (displayed as text)
02 Activities
What the charity does
Educational Charity for the education of boys at Caldicott school.
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
- 12 March 2026
- Date Accounts Received
- 12 March 2026
- Total Gross Income
- £9,233,631
- Total Gross Expenditure
- £8,141,141
- 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
- 16 April 2025
- Date Accounts Received
- 16 April 2025
- Total Gross Income
- £9,321,502
- Total Gross Expenditure
- £7,333,295
- 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
- £6,727,339
- Total Gross Expenditure
- £6,921,556
- 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
- 13 April 2023
- Date Accounts Received
- 13 April 2023
- Total Gross Income
- £8,375,149
- Total Gross Expenditure
- £6,396,147
- 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
- 5 April 2022
- Date Accounts Received
- 5 April 2022
- Total Gross Income
- £6,571,579
- Total Gross Expenditure
- £5,855,101
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
- 12 March 2026
- Total Gross Income
- £9,233,631
- Total Gross Expenditure
- £8,141,141
- 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 60001 70000
- 3
- Count Salary Band 70001 80000
- 2
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 140001 150000
- 1
- Count Volunteers
- 15
- 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
- 16 April 2025
- Total Gross Income
- £9,321,502
- Total Gross Expenditure
- £7,333,295
- 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 60001 70000
- 3
- Count Salary Band 70001 80000
- 1
- Count Salary Band 100001 110000
- 2
- 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
- £6,727,339
- Total Gross Expenditure
- £6,921,556
- 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 60001 70000
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 0
- 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
- 13 April 2023
- Total Gross Income
- £8,375,149
- Total Gross Expenditure
- £6,396,147
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 150001 200000
- 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
- 5 April 2022
- Total Gross Income
- £6,571,579
- Total Gross Expenditure
- £5,855,101
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £240,011
- 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 Salary Band 80001 90000
- 2
- Count Salary Band 100001 110000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 140001 150000
- 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
- 12 March 2026
- Income Donations And Legacies
- 1395587
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 7685067
- Income Investments
- 139351
- Income Other
- 13626
- Income Total Income And Endowments
- 9233631
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £65,711
- Expenditure Charitable Expenditure
- £8,075,430
- Expenditure Other
- 0
- Expenditure Total
- 8141141
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 30750
- Expenditure Support Costs
- 1639267
- Expenditure Depreciation
- 339440
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 8488721
- Assets Own Use
- 8488721
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,197,051
- Assets Total Liabilities
- £2,167,919
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £12,517,853
- Creditors One Year Total Current
- 1417919
- Creditors Falling Due After One Year
- 750000
- Assets Cash
- £5,351,403
- Funds Endowment
- 0
- Funds Unrestricted
- 7772482
- Funds Restricted
- 4745371
- Funds Total
- 12517853
- Count Employees
- 154
- 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
- 16 April 2025
- Income Donations And Legacies
- 2491950
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 6744301
- Income Investments
- 60652
- Income Other
- 24599
- Income Total Income And Endowments
- 9321502
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £61,190
- Expenditure Charitable Expenditure
- £7,272,105
- Expenditure Other
- 0
- Expenditure Total
- 7333295
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 689828
- Expenditure Depreciation
- 310384
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £11,141,588
- Assets Total Fixed
- 8032643
- Assets Own Use
- 8032643
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £7,934,263
- Assets Total Liabilities
- £4,825,318
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £11,141,588
- Creditors One Year Total Current
- 3670661
- Creditors Falling Due After One Year
- 1154657
- Assets Cash
- £5,487,701
- Funds Endowment
- 0
- Funds Unrestricted
- 6051996
- Funds Restricted
- 5089592
- Funds Total
- 11141588
- Count Employees
- 149
- Charity Only 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
- 199846
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 6477653
- Income Investments
- 0
- Income Other
- 49840
- Income Total Income And Endowments
- 6727339
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £5,241
- Expenditure Charitable Expenditure
- £6,916,315
- Expenditure Other
- 0
- Expenditure Total
- 6921556
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 653106
- Expenditure Depreciation
- 322950
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,153,381
- Assets Total Fixed
- 7529620
- Assets Own Use
- 7529620
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,044,213
- Assets Total Liabilities
- £2,420,452
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £9,153,381
- Creditors One Year Total Current
- 1224223
- Creditors Falling Due After One Year
- 1196229
- Assets Cash
- £3,741,064
- Funds Endowment
- 0
- Funds Unrestricted
- 6269319
- Funds Restricted
- 2884062
- Funds Total
- 9153381
- Count Employees
- 137
- 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
- 13 April 2023
- Income Donations And Legacies
- 2250666
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 6089591
- Income Investments
- 0
- Income Other
- 34892
- Income Total Income And Endowments
- 8375149
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £8,526
- Expenditure Charitable Expenditure
- £6,387,621
- Expenditure Other
- 0
- Expenditure Total
- 6396147
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 506571
- Expenditure Depreciation
- 340661
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,347,601
- Assets Total Fixed
- 7555820
- Assets Own Use
- 7555820
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,297,971
- Assets Total Liabilities
- £1,506,190
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £9,347,601
- Creditors One Year Total Current
- 1016190
- Creditors Falling Due After One Year
- 490000
- Assets Cash
- £3,015,816
- Funds Endowment
- 0
- Funds Unrestricted
- 6396188
- Funds Restricted
- 2951413
- Funds Total
- 9347601
- Count Employees
- 137
- 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
- 5 April 2022
- Income Donations And Legacies
- 809485
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 5512104
- Income Investments
- 0
- Income Other
- 249990
- Income Total Income And Endowments
- 6571579
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £6,218
- Expenditure Charitable Expenditure
- £5,848,883
- Expenditure Other
- 0
- Expenditure Total
- 5855101
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 16440
- Expenditure Depreciation
- 329346
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £7,368,599
- Assets Total Fixed
- 7582794
- Assets Own Use
- 7582794
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,213,951
- Assets Total Liabilities
- £1,428,146
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £7,368,599
- Creditors One Year Total Current
- 1000146
- Creditors Falling Due After One Year
- 428000
- Assets Cash
- £925,514
- Funds Endowment
- 0
- Funds Unrestricted
- 6650854
- Funds Restricted
- 717745
- Funds Total
- 7368599
- Count Employees
- 136
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Buckinghamshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
08 Official extract
Charity Event History
- Charity Name
- CALDICOTT TRUST LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1969-07-08T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 07 AUG 1968AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07 NOV 1995AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 FEB 2016
- Charitable Objects
- TO ADVANCE EDUCATION BY THE PROVISION OF A SCHOOL OR SCHOOLS (TO EDUCATE CHILDREN AND YOUNG PEOPLE TO THE HIGHEST POSSIBLE STANDARD).
- Area Of Benefit
- NOT DEFINED - IN PRACTICE FARNHAM ROYAL
10 Official extract
Charity Other Names
- Charity Name Id
- 114422
- Charity Name Type
- Previous name
- Charity Name
- CALDICOTT EDUCATIONAL TRUST LIMITED
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Ofsted (Office For Standards In Education)
12 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Risk management
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Safeguarding vulnerable beneficiaries