01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 26 May 2004
- Removed
- Not supplied
- Company number supplied
- 05114710
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £15,297,660
- Latest expenditure
- £15,063,416
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Ebley House, 235 Westward Road, Ebley, Stroud, Gloucestershire, GL5 4SX
Website recorded by the regulator: www.novalis-trust.org.uk (displayed as text)
02 Activities
What the charity does
Operates Cotswold Chine School and William Morris School (both of which are special schools for children with complex learning needs) and Paradise House (a residential care home for adults with learning difficulties).
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
- 22 June 2026
- Date Accounts Received
- 22 June 2026
- Total Gross Income
- £15,297,660
- Total Gross Expenditure
- £15,063,416
- 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
- 11 June 2025
- Date Accounts Received
- 11 June 2025
- Total Gross Income
- £14,498,090
- Total Gross Expenditure
- £14,717,988
- 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
- £13,594,892
- Total Gross Expenditure
- £13,311,806
- 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
- 26 April 2023
- Date Accounts Received
- 26 April 2023
- Total Gross Income
- £12,985,024
- Total Gross Expenditure
- £12,104,281
- 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
- 1 June 2022
- Date Accounts Received
- 1 June 2022
- Total Gross Income
- £12,234,827
- Total Gross Expenditure
- £12,334,802
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
- 22 June 2026
- Total Gross Income
- £15,297,660
- Total Gross Expenditure
- £15,063,416
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 45
- Count Govt Grants
- £0
- Income From Government Contracts
- 15174520
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- Yes
- Count Salary Band 60001 70000
- 3
- Count Salary Band 70001 80000
- 2
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 1
- 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
- 11 June 2025
- Total Gross Income
- £14,498,090
- Total Gross Expenditure
- £14,717,988
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 45
- Count Govt Grants
- £0
- Income From Government Contracts
- 14384702
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 100001 110000
- 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
- 30 June 2024
- Total Gross Income
- £13,594,892
- Total Gross Expenditure
- £13,311,806
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 50
- Count Govt Grants
- £0
- Income From Government Contracts
- 13433945
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- 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
- 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
- 26 April 2023
- Total Gross Income
- £12,985,024
- Total Gross Expenditure
- £12,104,281
- 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
- 1
- Count Salary Band 100001 110000
- 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
- 1 June 2022
- Total Gross Income
- £12,234,827
- Total Gross Expenditure
- £12,334,802
- 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
- 1
- Count Salary Band 100001 110000
- 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
- 22 June 2026
- Income Donations And Legacies
- 1341
- Income Other Trading Activities
- 15174520
- Income Charitable Activities
- 0
- Income Investments
- 54656
- Income Other
- 67143
- Income Total Income And Endowments
- 15297660
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £15,063,416
- Expenditure Other
- 0
- Expenditure Total
- 15063416
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 2124273
- Expenditure Depreciation
- 864315
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £21,054,057
- Assets Total Fixed
- 18317579
- Assets Own Use
- 18317578
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £8,785,754
- Assets Total Liabilities
- £6,049,276
- Assets Current Investment
- 425458
- Assets Total Assets And Liabilities
- £21,054,057
- Creditors One Year Total Current
- 6049276
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £4,737,665
- Funds Endowment
- 0
- Funds Unrestricted
- 20964396
- Funds Restricted
- 89661
- Funds Total
- 21054057
- Count Employees
- 318
- 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
- 11 June 2025
- Income Donations And Legacies
- 1164
- Income Other Trading Activities
- 14384702
- Income Charitable Activities
- 0
- Income Investments
- 57542
- Income Other
- 54682
- Income Total Income And Endowments
- 14498090
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £14,717,988
- Expenditure Other
- 0
- Expenditure Total
- 14717988
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 2256504
- Expenditure Depreciation
- 901717
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £20,819,813
- Assets Total Fixed
- 18903294
- Assets Own Use
- 18903293
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,904,747
- Assets Total Liabilities
- £4,988,228
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £20,819,813
- Creditors One Year Total Current
- 4988228
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,978,687
- Funds Endowment
- 0
- Funds Unrestricted
- 20729816
- Funds Restricted
- 89997
- Funds Total
- 20819813
- Count Employees
- 309
- 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
- 30 June 2024
- Income Donations And Legacies
- 4823
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 13433945
- Income Investments
- 27165
- Income Other
- 128959
- Income Total Income And Endowments
- 13594892
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £13,311,806
- Expenditure Other
- 0
- Expenditure Total
- 13311806
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 2260472
- Expenditure Depreciation
- 808925
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £20,949,164
- Assets Total Fixed
- 18914145
- Assets Own Use
- 18914144
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,630,527
- Assets Total Liabilities
- £4,504,961
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,039,711
- Creditors One Year Total Current
- 4504961
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £4,679,712
- Funds Endowment
- 0
- Funds Unrestricted
- 20949164
- Funds Restricted
- 90547
- Funds Total
- 21039711
- Count Employees
- 304
- 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
- 26 April 2023
- Income Donations And Legacies
- 477
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 12869855
- Income Investments
- 9916
- Income Other
- 104776
- Income Total Income And Endowments
- 12985024
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £12,104,281
- Expenditure Other
- 0
- Expenditure Total
- 12104281
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 2220999
- Expenditure Depreciation
- 696393
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £20,756,625
- Assets Total Fixed
- 17870665
- Assets Own Use
- 17870664
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £7,217,579
- Assets Total Liabilities
- £4,331,619
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £20,756,625
- Creditors One Year Total Current
- 4331619
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,695,855
- Funds Endowment
- 0
- Funds Unrestricted
- 20665895
- Funds Restricted
- 90730
- Funds Total
- 20756625
- Count Employees
- 290
- 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
- 1 June 2022
- Income Donations And Legacies
- 2788
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 12139902
- Income Investments
- 4330
- Income Other
- 87807
- Income Total Income And Endowments
- 12234827
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £12,334,802
- Expenditure Other
- 0
- Expenditure Total
- 12334802
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 2130932
- Expenditure Depreciation
- 430376
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £19,564,407
- Assets Total Fixed
- 18220330
- Assets Own Use
- 18220329
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,647,640
- Assets Total Liabilities
- £3,303,563
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £19,564,407
- Creditors One Year Total Current
- 3303563
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,033,192
- Funds Endowment
- 0
- Funds Unrestricted
- 19456280
- Funds Restricted
- 108127
- Funds Total
- 19564407
- Count Employees
- 290
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Gloucestershire
- 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
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
08 Official extract
Charity Event History
- Charity Name
- NOVALIS TRUST
- Charity Event Order
- 4
- Event Type
- Asset transfer in
- Date Of Event
- 2022-04-26T00:00:00
- Assoc Organisation Number
- 263293
- Assoc Registered Charity Number
- 263293
- Assoc Charity Name
- PARADISE HOUSE ASSOCIATION LIMITED
- Charity Name
- NOVALIS TRUST
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2020-11-18T00:00:00
- Assoc Organisation Number
- 278760
- Assoc Registered Charity Number
- 278760
- Assoc Charity Name
- William Morris College Limited
- Charity Name
- NOVALIS TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2014-09-15T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 1016890
- Assoc Registered Charity Number
- 1016890
- Assoc Charity Name
- SAFE HANDS CHARITABLE TRUST
- Charity Name
- NOVALIS TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2004-05-26T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 28/04/2004AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/01/2012AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20 MAY 2016
- Charitable Objects
- TO PURSUE SUCH GENERAL CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION AND CARE AND TO CONDUCT SUCH RESIDENTIAL AND DAY SETTINGS AS THE TRUSTEES CONSIDER NECESSARY FOR THE EDUCATION AND CARE OF CHILDREN, YOUNG PEOPLE AND ADULTS AND IN PARTICULAR THOSE WITH COMPLEX EMOTIONAL AND BEHAVIOURAL DIFFICULTIES AND SPECIAL LEARNING NEEDS.
- Area Of Benefit
- GLOUCESTERSHIRE
10 Official extract
Charity Other Names
- Charity Name Id
- 321268
- Charity Name Type
- Previous name
- Charity Name
- COTSWOLD CHINE SCHOOL
- Charity Name Id
- 321311
- Charity Name Type
- Previous name
- Charity Name
- THE NOVALIS TRUST LIMITED
- Charity Name Id
- 321250
- Charity Name Type
- Previous name
- Charity Name
- COTSWOLD CHINE AND PARADISE HOUSE LIMITED
11 Official extract
Charity Other Regulators
- Regulator Order
- 2
- Regulator Name
- Ofsted (Office For Standards In Education)
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Complaints handling
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Conflicting interests
- Policy Name
- Risk management
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures