CCEW Charity Commission profile

HOMEFIELD PREPARATORY SCHOOL TRUST LIMITED

Registered charity 312753 · organisation 312753

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
1 March 1967
Removed
Not supplied
Company number supplied
00887719
Financial period
1 September 2024 – 31 August 2025
Latest income
£4,419,344
Latest expenditure
£4,338,998
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Homefield Preparatory School, Western Road, Sutton, SM1 2TE

Website recorded by the regulator: www.homefield.sutton.sch.uk (displayed as text)

02 Activities

What the charity does

The school aims to provide high standards of learning and teaching for all, and to set high expectations within a caring atmosphere. It seeks to provide a thorough preparation for each pupil's next school and a secure foundation for each pupil's future life

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
4 March 2026
Date Accounts Received
4 March 2026
Total Gross Income
£4,419,344
Total Gross Expenditure
£4,338,998
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
21 May 2025
Date Accounts Received
21 May 2025
Total Gross Income
£4,455,908
Total Gross Expenditure
£4,670,482
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
2 February 2024
Date Accounts Received
2 February 2024
Total Gross Income
£4,827,334
Total Gross Expenditure
£4,429,448
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
1 March 2023
Date Accounts Received
1 March 2023
Total Gross Income
£4,665,394
Total Gross Expenditure
£4,150,360
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
17 June 2022
Date Accounts Received
17 June 2022
Total Gross Income
£4,177,998
Total Gross Expenditure
£3,829,173

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
4 March 2026
Total Gross Income
£4,419,344
Total Gross Expenditure
£4,338,998
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
1
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
1
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
21 May 2025
Total Gross Income
£4,455,908
Total Gross Expenditure
£4,670,482
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
1
Count Salary Band 70001 80000
1
Count Salary Band 120001 130000
1
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
2 February 2024
Total Gross Income
£4,827,334
Total Gross Expenditure
£4,429,448
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
2
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
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
10
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
1 March 2023
Total Gross Income
£4,665,394
Total Gross Expenditure
£4,150,360
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£2,045
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 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 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
17 June 2022
Total Gross Income
£4,177,998
Total Gross Expenditure
£3,829,173
Charity Raises Funds From Public
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£4
Income From Government Grants
£33,730
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 130001 140000
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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
4 March 2026
Income Donations And Legacies
1023
Income Other Trading Activities
0
Income Charitable Activities
4347181
Income Investments
9186
Income Other
61900
Income Total Income And Endowments
4419290
Income Legacies
1000
Income Endowments
0
Expenditure Raising Funds
£840
Expenditure Charitable Expenditure
£4,338,158
Expenditure Other
0
Expenditure Total
4338998
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
54419
Expenditure Support Costs
1584301
Expenditure Depreciation
318720
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
9632119
Assets Own Use
9632119
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,659,301
Assets Total Liabilities
£1,550,398
Assets Current Investment
500000
Assets Total Assets And Liabilities
£9,741,022
Creditors One Year Total Current
594819
Creditors Falling Due After One Year
955579
Assets Cash
£924,733
Funds Endowment
0
Funds Unrestricted
9739805
Funds Restricted
1217
Funds Total
9741022
Count Employees
57
Charity Only Accounts
Yes
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
21 May 2025
Income Donations And Legacies
4980
Income Other Trading Activities
107
Income Charitable Activities
4401954
Income Investments
21145
Income Other
27722
Income Total Income And Endowments
4455908
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,423
Expenditure Charitable Expenditure
£4,669,059
Expenditure Other
0
Expenditure Total
4670482
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
46124
Expenditure Support Costs
1010204
Expenditure Depreciation
337450
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£9,657,230
Assets Total Fixed
9821543
Assets Own Use
9821541
Assets Long Term Investment
2
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,821,733
Assets Total Liabilities
£1,982,600
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,660,676
Creditors One Year Total Current
949472
Creditors Falling Due After One Year
1033128
Assets Cash
£1,251,353
Funds Endowment
0
Funds Unrestricted
9657230
Funds Restricted
3446
Funds Total
9660676
Count Employees
63
Consolidated Accounts
Yes
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
2 February 2024
Income Donations And Legacies
23335
Income Other Trading Activities
103
Income Charitable Activities
4583078
Income Investments
5442
Income Other
215376
Income Total Income And Endowments
4827334
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£2,012
Expenditure Charitable Expenditure
£4,427,436
Expenditure Other
0
Expenditure Total
4429448
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
64297
Expenditure Support Costs
1835907
Expenditure Depreciation
341787
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£9,871,802
Assets Total Fixed
10080780
Assets Own Use
10080778
Assets Long Term Investment
2
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,792,322
Assets Total Liabilities
£1,997,854
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,875,248
Creditors One Year Total Current
901700
Creditors Falling Due After One Year
1096154
Assets Cash
£1,718,850
Funds Endowment
0
Funds Unrestricted
9871802
Funds Restricted
3446
Funds Total
9875248
Count Employees
62
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
1 March 2023
Income Donations And Legacies
1552
Income Other Trading Activities
299
Income Charitable Activities
4653833
Income Investments
172
Income Other
9538
Income Total Income And Endowments
4665394
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£195
Expenditure Charitable Expenditure
£4,150,165
Expenditure Other
0
Expenditure Total
4150360
Expenditure Investment Management
0
Expenditure Grants Institution
4090887
Expenditure Governance
59278
Expenditure Support Costs
1728224
Expenditure Depreciation
328274
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
10168764
Assets Own Use
10168762
Assets Long Term Investment
2
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,944,428
Assets Total Liabilities
£3,635,830
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,477,362
Creditors One Year Total Current
1287831
Creditors Falling Due After One Year
2347999
Assets Cash
£2,868,061
Funds Endowment
0
Funds Unrestricted
9473916
Funds Restricted
3446
Funds Total
9477362
Count Employees
60
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
17 June 2022
Income Donations And Legacies
5594
Income Other Trading Activities
206
Income Charitable Activities
4027571
Income Investments
6735
Income Other
137892
Income Total Income And Endowments
4177998
Income Legacies
5594
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,826,271
Expenditure Other
2902
Expenditure Total
3829173
Expenditure Investment Management
0
Expenditure Grants Institution
3753338
Expenditure Governance
72933
Expenditure Support Costs
970132
Expenditure Depreciation
370093
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£75,139
Assets Total Fixed
8883745
Assets Own Use
8883743
Assets Long Term Investment
2
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,022,522
Assets Total Liabilities
£943,939
Assets Current Investment
0
Assets Total Assets And Liabilities
£8,962,328
Creditors One Year Total Current
943939
Creditors Falling Due After One Year
0
Assets Cash
£908,866
Funds Endowment
0
Funds Unrestricted
8958882
Funds Restricted
3446
Funds Total
8962328
Count Employees
60
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Surrey
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Sutton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
HOMEFIELD PREPARATORY SCHOOL TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1967-03-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 15 SEP 1966AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 12 AUG 2021
Charitable Objects
The objects of the Trust (Objects) are the advancement of education including, but not exclusively by providing in the United Kingdom any boarding or day school or schools for the education of children of either or both sexes.
Area Of Benefit
NOT DEFINED.

10 Official extract

Charity Other Names

Charity Name Id
143608
Charity Name Type
Working name
Charity Name
HOMEFIELD SCHOOL

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority
Regulator Order
2
Regulator Name
Ofsted (Office For Standards In Education)

12 Official extract

Charity Policy

Policy Name
Volunteer management
Policy Name
Paying staff
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures