01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 15 August 2001
- Removed
- Not supplied
- Company number supplied
- 04050603
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £1,172,062
- Latest expenditure
- £1,392,826
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Avalon School, 27 Caldy Road, West Kirby, Wirral, CH48 2HE
Website recorded by the regulator: avalon-school.co.uk (displayed as text)
02 Activities
What the charity does
The charity exists to further the education of children between the ages of 2 and 11 years, by operating, managing and developing the facilities of Avalon School.
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
- £1,172,062
- Total Gross Expenditure
- £1,392,826
- 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
- 7 March 2025
- Date Accounts Received
- 7 March 2025
- Total Gross Income
- £1,275,239
- Total Gross Expenditure
- £1,414,805
- 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
- 12 June 2024
- Date Accounts Received
- 12 June 2024
- Total Gross Income
- £1,295,545
- Total Gross Expenditure
- £1,319,834
- 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
- 18 May 2023
- Date Accounts Received
- 18 May 2023
- Total Gross Income
- £1,126,657
- Total Gross Expenditure
- £1,129,036
- 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
- 25 April 2022
- Date Accounts Received
- 25 April 2022
- Total Gross Income
- £1,058,694
- Total Gross Expenditure
- £1,018,889
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
- £1,172,062
- Total Gross Expenditure
- £1,392,826
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- 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 70001 80000
- 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
- 7 March 2025
- Total Gross Income
- £1,275,239
- Total Gross Expenditure
- £1,414,805
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- 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 70001 80000
- 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
- 12 June 2024
- Total Gross Income
- £1,295,545
- Total Gross Expenditure
- £1,319,834
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 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
- 18 May 2023
- Total Gross Income
- £1,126,657
- Total Gross Expenditure
- £1,129,036
- 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
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 3
- 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
- 25 April 2022
- Total Gross Income
- £1,058,694
- Total Gross Expenditure
- £1,018,889
- 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
- £14,417
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 3
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
- 30 June 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1166225
- Income Investments
- 5837
- Income Other
- 0
- Income Total Income And Endowments
- 1172062
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,392,826
- Expenditure Other
- 0
- Expenditure Total
- 1392826
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 20982
- Expenditure Support Costs
- 422466
- Expenditure Depreciation
- 47601
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,046,667
- Assets Total Fixed
- 1831483
- Assets Own Use
- 1831483
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £348,927
- Assets Total Liabilities
- £133,743
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,046,667
- Creditors One Year Total Current
- 133743
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £301,022
- Funds Endowment
- 0
- Funds Unrestricted
- 2046667
- Funds Restricted
- 0
- Funds Total
- 2046667
- Count Employees
- 38
- 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
- 7 March 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1266532
- Income Investments
- 8707
- Income Other
- 0
- Income Total Income And Endowments
- 1275239
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,414,805
- Expenditure Other
- 0
- Expenditure Total
- 1414805
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 22969
- Expenditure Support Costs
- 452819
- Expenditure Depreciation
- 51066
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,267,431
- Assets Total Fixed
- 1878516
- Assets Own Use
- 1878516
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £500,766
- Assets Total Liabilities
- £111,851
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,267,431
- Creditors One Year Total Current
- 111851
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £441,865
- Funds Endowment
- 0
- Funds Unrestricted
- 2267431
- Funds Restricted
- 0
- Funds Total
- 2267431
- Count Employees
- 35
- 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
- 12 June 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1291779
- Income Investments
- 3766
- Income Other
- 0
- Income Total Income And Endowments
- 1295545
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,319,834
- Expenditure Other
- 0
- Expenditure Total
- 1319834
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 450581
- Expenditure Depreciation
- 51942
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,406,997
- Assets Total Fixed
- 1925961
- Assets Own Use
- 1925961
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £739,586
- Assets Total Liabilities
- £258,550
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,406,997
- Creditors One Year Total Current
- 166063
- Creditors Falling Due After One Year
- 92487
- Assets Cash
- £679,654
- Funds Endowment
- 0
- Funds Unrestricted
- 2406997
- Funds Restricted
- 0
- Funds Total
- 2406997
- Count Employees
- 35
- 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
- 18 May 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1126553
- Income Investments
- 164
- Income Other
- 0
- Income Total Income And Endowments
- 1126717
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,129,036
- Expenditure Other
- 0
- Expenditure Total
- 1129036
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 14467
- Expenditure Support Costs
- 354966
- Expenditure Depreciation
- 62478
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,431,286
- Assets Total Fixed
- 1974522
- Assets Own Use
- 1974522
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £673,268
- Assets Total Liabilities
- £216,504
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,431,286
- Creditors One Year Total Current
- 117035
- Creditors Falling Due After One Year
- 99469
- Assets Cash
- £619,846
- Funds Endowment
- 0
- Funds Unrestricted
- 2431286
- Funds Restricted
- 0
- Funds Total
- 2431286
- Count Employees
- 35
- 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
- 25 April 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1044113
- Income Investments
- 164
- Income Other
- 14417
- Income Total Income And Endowments
- 1058694
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,018,889
- Expenditure Other
- 0
- Expenditure Total
- 1018889
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10149
- Expenditure Support Costs
- 312330
- Expenditure Depreciation
- 55980
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,433,665
- Assets Total Fixed
- 2030781
- Assets Own Use
- 2030781
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £629,521
- Assets Total Liabilities
- £226,637
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,433,665
- Creditors One Year Total Current
- 119483
- Creditors Falling Due After One Year
- 107154
- Assets Cash
- £566,519
- Funds Endowment
- 0
- Funds Unrestricted
- 2433665
- Funds Restricted
- 0
- Funds Total
- 2433665
- Count Employees
- 33
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wirral
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
08 Official extract
Charity Event History
- Charity Name
- AVALON SCHOOL EDUCATIONAL TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2001-08-15T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 AUGUST 2001 AS AMENDED BY SPECIAL RESOLUTIONS DATED 12 DECEMBER 2006, 25 NOVEMBER 2008 AND 3 FEBRUARY 2009
- Charitable Objects
- TO FURTHER THE EDUCATION OF CHILDREN BETWEEN THE AGES OF 2-11 AND TO MAINTAIN, MANAGE, DEVELOP AND CARRY ON A NURSERY, INFANT AND JUNIOR SCHOOL AND TO SUPPLY TO PUPILS GENERAL INSTRUCTION OF THE HIGHEST CLASS.
- 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
- Conflicting interests
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investment
- Policy Name
- Paying staff
- Policy Name
- Volunteer management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Risk management