LUMIAR STOWFORD — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 2 August 2019
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £345,961
Latest expenditure: £317,963
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Stowford Manor Farm, Wingfield, TROWBRIDGE, BA14 9LH

Website recorded by the regulator: https://www.lumiar.co.uk/ (displayed as text)

02 Activities

What the charity does

To advance for the public benefit education in the United Kingdom, in particular by establishing, maintaining carrying on and managing Lumiar Stowford as a school. To promote for the benefit of local inhabitants the provision of facilities for education, recreation or other leisure time .

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 March 2026
Date Accounts Received: 19 March 2026
Total Gross Income: £345,961
Total Gross Expenditure: £317,963

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: £388,016
Total Gross Expenditure: £322,890
Accounts Qualified: Yes

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: £226,826
Total Gross Expenditure: £234,070
Accounts Qualified: Yes

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: 17 July 2023
Date Accounts Received: 17 July 2023
Total Gross Income: £281,434
Total Gross Expenditure: £276,312

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: 30 June 2022
Date Accounts Received: 30 June 2022
Total Gross Income: £206,743
Total Gross Expenditure: £215,147

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 March 2026
Total Gross Income: £345,961
Total Gross Expenditure: £317,963
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: No
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: £388,016
Total Gross Expenditure: £322,890
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: No
Count Volunteers: 1

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: £226,826
Total Gross Expenditure: £234,070
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: No
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: 17 July 2023
Total Gross Income: £281,434
Total Gross Expenditure: £276,312
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: No
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: 30 June 2022
Total Gross Income: £206,743
Total Gross Expenditure: £215,147
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: No
Count Volunteers: 3

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

07 Official extract

Charity Event History

Charity Name: LUMIAR STOWFORD
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-08-02T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 02 Aug 2019
Charitable Objects: Ò TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE UNITED KINGDOM, IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY ESTABLISHING, MAINTAINING, CARRYING ON AND MANAGING LUMIAR STOWFORD AS A SCHOOL FOR THE EDUCATION OF CHILDREN AS DAY PUPILS IN ACCORDANCE WITH THE PRINCIPLES OF THE LUMIAR METHODOLOGY.Ò TO PROMOTE FOR THE BENEFIT OF THE OF THE INHABITANTS OF WILTSHIRE AND SOMERSET AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR EDUCATION, RECREATION OR OTHER LEISURE TIME OCCUPATION IF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS.

09 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Paying staff

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Volunteer management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures