CCEW Charity Commission profile

OSWESTRY SCHOOL

Registered charity 1079822 · organisation 3968056

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
10 March 2000
Removed
Not supplied
Company number supplied
03931222
Financial period
1 September 2024 – 31 August 2025
Latest income
£9,765,315
Latest expenditure
£8,941,796
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Oswestry School, Upper Brook Street, Oswestry, SY11 2TL

Website recorded by the regulator: www.oswestryschool.com (displayed as text)

02 Activities

What the charity does

Independent day and boarding school providing full educational curriculum to boys and girls aged 4 to 18 years.

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 May 2026
Date Accounts Received
4 May 2026
Total Gross Income
£9,765,315
Total Gross Expenditure
£8,941,796
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
27 June 2025
Date Accounts Received
27 June 2025
Total Gross Income
£9,055,176
Total Gross Expenditure
£8,851,277
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
24 June 2024
Date Accounts Received
24 June 2024
Total Gross Income
£7,887,140
Total Gross Expenditure
£7,678,622
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
29 June 2023
Date Accounts Received
29 June 2023
Total Gross Income
£6,749,242
Total Gross Expenditure
£6,627,344
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
21 December 2021
Date Accounts Received
21 December 2021
Total Gross Income
£5,965,028
Total Gross Expenditure
£5,621,724

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 May 2026
Total Gross Income
£9,765,315
Total Gross Expenditure
£8,941,796
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
2
Count Salary Band 100001 110000
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
27 June 2025
Total Gross Income
£9,055,176
Total Gross Expenditure
£8,851,277
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 120001 130000
1
Count Volunteers
10
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
24 June 2024
Total Gross Income
£7,887,140
Total Gross Expenditure
£7,678,622
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 110001 120000
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
29 June 2023
Total Gross Income
£6,749,242
Total Gross Expenditure
£6,627,344
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 60001 70000
2
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
21 December 2021
Total Gross Income
£5,965,028
Total Gross Expenditure
£5,621,724
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£311,584
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
4 May 2026
Income Donations And Legacies
930458
Income Other Trading Activities
405642
Income Charitable Activities
8338413
Income Investments
90802
Income Other
0
Income Total Income And Endowments
9765315
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£594,110
Expenditure Charitable Expenditure
£8,347,686
Expenditure Other
0
Expenditure Total
8941796
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
90656
Expenditure Support Costs
1651473
Expenditure Depreciation
393564
Gain Loss Investment
789
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
8894710
Assets Own Use
8797646
Assets Long Term Investment
97064
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,574,654
Assets Total Liabilities
£6,086,748
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,382,616
Creditors One Year Total Current
3574839
Creditors Falling Due After One Year
2511909
Assets Cash
£3,330,756
Funds Endowment
779817
Funds Unrestricted
4499139
Funds Restricted
1103660
Funds Total
6382616
Count Employees
165
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
27 June 2025
Income Donations And Legacies
64455
Income Other Trading Activities
273765
Income Charitable Activities
8634342
Income Investments
82614
Income Other
0
Income Total Income And Endowments
9055176
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£472,868
Expenditure Charitable Expenditure
£8,378,409
Expenditure Other
0
Expenditure Total
8851277
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
105786
Expenditure Support Costs
1687267
Expenditure Depreciation
353079
Gain Loss Investment
8721
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
8884876
Assets Own Use
8788602
Assets Long Term Investment
96274
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,559,760
Assets Total Liabilities
£6,886,328
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,558,308
Creditors One Year Total Current
4546233
Creditors Falling Due After One Year
2340095
Assets Cash
£3,198,172
Funds Endowment
779767
Funds Unrestricted
4329074
Funds Restricted
449467
Funds Total
5558308
Count Employees
162
Charity Only 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
24 June 2024
Income Donations And Legacies
141441
Income Other Trading Activities
289687
Income Charitable Activities
7423530
Income Investments
32482
Income Other
0
Income Total Income And Endowments
7887140
Income Legacies
50000
Income Endowments
0
Expenditure Raising Funds
£315,904
Expenditure Charitable Expenditure
£7,362,718
Expenditure Other
0
Expenditure Total
7678622
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1466187
Expenditure Depreciation
344152
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
127
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
8240129
Assets Own Use
8152576
Assets Long Term Investment
87553
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,438,208
Assets Total Liabilities
£5,332,649
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,345,688
Creditors One Year Total Current
3787952
Creditors Falling Due After One Year
1544697
Assets Cash
£2,162,956
Funds Endowment
771599
Funds Unrestricted
4156487
Funds Restricted
417602
Funds Total
5345688
Count Employees
140
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
29 June 2023
Income Donations And Legacies
68837
Income Other Trading Activities
223667
Income Charitable Activities
6448441
Income Investments
8297
Income Other
0
Income Total Income And Endowments
6749242
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£220,955
Expenditure Charitable Expenditure
£6,406,389
Expenditure Other
0
Expenditure Total
6627344
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
42875
Expenditure Support Costs
1150358
Expenditure Depreciation
281875
Gain Loss Investment
-5087
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
7946882
Assets Own Use
7859456
Assets Long Term Investment
87426
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,129,669
Assets Total Liabilities
£4,939,508
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,137,043
Creditors One Year Total Current
3060224
Creditors Falling Due After One Year
1879284
Assets Cash
£1,934,803
Funds Endowment
770165
Funds Unrestricted
4060975
Funds Restricted
305903
Funds Total
5137043
Count Employees
139
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
21 December 2021
Income Donations And Legacies
69209
Income Other Trading Activities
182079
Income Charitable Activities
5379614
Income Investments
4619
Income Other
329507
Income Total Income And Endowments
5965028
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£186,960
Expenditure Charitable Expenditure
£5,434,764
Expenditure Other
0
Expenditure Total
5621724
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
34972
Expenditure Support Costs
1031998
Expenditure Depreciation
252168
Gain Loss Investment
11050
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
7935769
Assets Own Use
7843256
Assets Long Term Investment
92513
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,267,208
Assets Total Liabilities
£4,182,745
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,020,232
Creditors One Year Total Current
2553417
Creditors Falling Due After One Year
1629328
Assets Cash
£1,117,104
Funds Endowment
774002
Funds Unrestricted
3933058
Funds Restricted
313172
Funds Total
5020232
Count Employees
138
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
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
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
OSWESTRY SCHOOL
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2000-03-10T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 22 FEBRUARY 2000
Charitable Objects
TO PROMOTE THE ADVANCEMENT OF EDUCATION
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
Paying staff
Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints handling
Policy Name
Trustee expenses policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Risk management
Policy Name
Complaints policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal risk management policy and procedures