OAKWOOD SCHOOL — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 22 July 2004
Removed: Not supplied
Company number supplied: 05055346
Financial period: 1 September 2024 – 31 August 2025
Latest income: £4,321,737
Latest expenditure: £4,309,787
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: OAKWOOD SCHOOL, CHICHESTER, WEST SUSSEX, PO18 9AN

Website recorded by the regulator: www.oakwoodschool.co.uk (displayed as text)

02 Activities

What the charity does

Oakwood School exists to provide education of the highest quality and variety. Oakwood gives children: a well-balanced education, developing intellectual, creative and physical talents and nurturing moral/spiritual awareness; a stimulating learning environment to ensure they achieve their full academic potential; encouragement to develop confidence, try new challenges and discover new aptitudes.

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: 19 May 2026
Date Accounts Received: 19 May 2026
Total Gross Income: £4,321,737
Total Gross Expenditure: £4,309,787

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: £4,533,772
Total Gross Expenditure: £4,293,360

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: 26 May 2024
Date Accounts Received: 26 May 2024
Total Gross Income: £4,066,359
Total Gross Expenditure: £3,994,863

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: 9 May 2023
Date Accounts Received: 9 May 2023
Total Gross Income: £3,770,329
Total Gross Expenditure: £3,617,714

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: 19 May 2022
Date Accounts Received: 19 May 2022
Total Gross Income: £3,316,699
Total Gross Expenditure: £3,296,245

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: 19 May 2026
Total Gross Income: £4,321,737
Total Gross Expenditure: £4,309,787
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 90001 100000: 1
Count Volunteers: 25

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: £4,533,772
Total Gross Expenditure: £4,293,360
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 90001 100000: 1
Count Volunteers: 24

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: 26 May 2024
Total Gross Income: £4,066,359
Total Gross Expenditure: £3,994,863
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 90001 100000: 1
Count Volunteers: 25

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: 9 May 2023
Total Gross Income: £3,770,329
Total Gross Expenditure: £3,617,714
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: 1
Count Volunteers: 35

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: 19 May 2022
Total Gross Income: £3,316,699
Total Gross Expenditure: £3,296,245
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: £52,380
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 70001 80000: 1
Count Volunteers: 35

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: 19 May 2026
Income Donations And Legacies: 42246
Income Other Trading Activities: 0
Income Charitable Activities: 4224484
Income Investments: 55007
Income Other: 0
Income Total Income And Endowments: 4321737
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £4,309,787
Expenditure Other: 0
Expenditure Total: 4309787
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 796069
Expenditure Depreciation: 145752
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,497,661
Assets Total Fixed: 933273
Assets Own Use: 933273
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,629,024
Assets Total Liabilities: £2,064,636
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,497,661
Creditors One Year Total Current: 2013362
Creditors Falling Due After One Year: 51274
Assets Cash: £1,501,670
Funds Endowment: 0
Funds Unrestricted: 1497661
Funds Restricted: 0
Funds Total: 1497661
Count Employees: 58
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: 29752
Income Other Trading Activities: 0
Income Charitable Activities: 4463250
Income Investments: 40770
Income Other: 0
Income Total Income And Endowments: 4533772
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £4,293,360
Expenditure Other: 0
Expenditure Total: 4293360
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 11000
Expenditure Support Costs: 751959
Expenditure Depreciation: 132598
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,485,711
Assets Total Fixed: 1016573
Assets Own Use: 1016573
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,679,161
Assets Total Liabilities: £2,210,023
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,485,711
Creditors One Year Total Current: 1862055
Creditors Falling Due After One Year: 347968
Assets Cash: £1,598,638
Funds Endowment: 0
Funds Unrestricted: 1485711
Funds Restricted: 0
Funds Total: 1485711
Count Employees: 59
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: 26 May 2024
Income Donations And Legacies: 39336
Income Other Trading Activities: 0
Income Charitable Activities: 4014382
Income Investments: 12641
Income Other: 0
Income Total Income And Endowments: 4066359
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £3,994,863
Expenditure Other: 0
Expenditure Total: 3994863
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 717309
Expenditure Depreciation: 124562
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,245,299
Assets Total Fixed: 980757
Assets Own Use: 980757
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,999,274
Assets Total Liabilities: £1,734,732
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,245,299
Creditors One Year Total Current: 1643065
Creditors Falling Due After One Year: 91667
Assets Cash: £911,130
Funds Endowment: 0
Funds Unrestricted: 1245299
Funds Restricted: 0
Funds Total: 1245299
Count Employees: 89
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: 9 May 2023
Income Donations And Legacies: 24739
Income Other Trading Activities: 0
Income Charitable Activities: 3745082
Income Investments: 508
Income Other: 0
Income Total Income And Endowments: 3770329
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £3,617,714
Expenditure Other: 0
Expenditure Total: 3617714
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 636402
Expenditure Depreciation: 99933
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,173,803
Assets Total Fixed: 927351
Assets Own Use: 927351
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,832,794
Assets Total Liabilities: £1,586,342
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,173,803
Creditors One Year Total Current: 1444675
Creditors Falling Due After One Year: 141667
Assets Cash: £933,445
Funds Endowment: 0
Funds Unrestricted: 1173803
Funds Restricted: 0
Funds Total: 1173803
Count Employees: 83
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: 19 May 2022
Income Donations And Legacies: 27527
Income Other Trading Activities: 0
Income Charitable Activities: 3236675
Income Investments: 117
Income Other: 52380
Income Total Income And Endowments: 3316699
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £3,296,245
Expenditure Other: 0
Expenditure Total: 3296245
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 4500
Expenditure Support Costs: 221195
Expenditure Depreciation: 87879
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,017,577
Assets Total Fixed: 871047
Assets Own Use: 871047
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,728,922
Assets Total Liabilities: £1,578,781
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,021,188
Creditors One Year Total Current: 1387114
Creditors Falling Due After One Year: 191667
Assets Cash: £935,552
Funds Endowment: 0
Funds Unrestricted: 1017577
Funds Restricted: 3611
Funds Total: 1021188
Count Employees: 56
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Hampshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Portsmouth City
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: West Sussex
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

08 Official extract

Charity Event History

Charity Name: OAKWOOD SCHOOL
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-07-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 25 FEBRUARY 2004 AND AMENDED ON 17 NOVEMBER 2004.
Charitable Objects: TO ADVANCE THE EDUCATION OF THE PUPILS AT OAKWOOD SCHOOL, CHICHESTER, BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES FOR EDUCATION AT THE SCHOOL.
Area Of Benefit: FOR THE PUPILS AT OAKWOOD SCHOOL, CHICHESTER.

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Ofsted (Office For Standards In Education)

11 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints handling

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Volunteer management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Bullying and harassment policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Social media policy and procedures