01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Suppressed
- Charity type
- Charitable company
- Registered
- 22 November 1985
- Removed
- Not supplied
- Company number supplied
- 01911659
- Financial period
- 1 September 2022 – 31 August 2023
- Latest income
- £472,782
- Latest expenditure
- £454,135
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- Yes
- CIO
- No
Public contact address: IRWIN MITCHELL, 2 WELLINGTON PLACE, LEEDS, LS1 4BZ
Website recorded by the regulator: IRWINMITCHELL.COM (displayed as text)
02 Activities
What the charity does
PROVIDING EDUCATION ACCORDING TO THE PRINCIPLES OF RUDOLF STEINER FOR PRIMARY SCHOOL AGED CHILDREN.
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
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 June 2025
- 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
- 18 July 2024
- Date Accounts Received
- 18 July 2024
- Total Gross Income
- £472,782
- Total Gross Expenditure
- £454,135
- 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
- 15 July 2024
- Date Accounts Received
- 15 July 2024
- Total Gross Income
- £432,989
- Total Gross Expenditure
- £476,162
- 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
- 2 August 2022
- Date Accounts Received
- 2 August 2022
- Total Gross Income
- £433,662
- Total Gross Expenditure
- £503,949
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- 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
- 18 July 2024
- Total Gross Income
- £472,782
- Total Gross Expenditure
- £454,135
- 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
- 4
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 15 July 2024
- Total Gross Income
- £432,989
- Total Gross Expenditure
- £476,162
- 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
- £4,499
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 3
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 2 August 2022
- Total Gross Income
- £433,662
- Total Gross Expenditure
- £503,949
- 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
- £4,499
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 3
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 September 2019
- Fin Period End Date
- 31 August 2020
- Ar Due Date
- 30 June 2021
- Ar Received Date
- 22 June 2021
- Total Gross Income
- £504,873
- Total Gross Expenditure
- £490,797
- 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
- £22,772
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 5
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR19
- Fin Period Start Date
- 1 September 2018
- Fin Period End Date
- 31 August 2019
- Ar Due Date
- 30 June 2020
- Ar Received Date
- 4 June 2020
- Total Gross Income
- £622,370
- Total Gross Expenditure
- £612,623
- 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
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 6
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 September 2019
- Fin Period End Date
- 31 August 2020
- Ar Due Date
- 30 June 2021
- Ar Received Date
- 22 June 2021
- Income Donations And Legacies
- 42897
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 426091
- Income Investments
- 168
- Income Other
- 35717
- Income Total Income And Endowments
- 504873
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £992
- Expenditure Charitable Expenditure
- £489,805
- Expenditure Other
- 0
- Expenditure Total
- 490797
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 155101
- Expenditure Depreciation
- 6055
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £330,549
- Assets Total Fixed
- 775315
- Assets Own Use
- 775315
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- -255863
- Assets Other Assets
- £118,252
- Assets Total Liabilities
- £97,461
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £540,243
- Creditors One Year Total Current
- 67419
- Creditors Falling Due After One Year
- 30042
- Assets Cash
- £53,524
- Funds Endowment
- 0
- Funds Unrestricted
- 540243
- Funds Restricted
- 0
- Funds Total
- 540243
- Count Employees
- 18
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR19
- Fin Period Start Date
- 1 September 2018
- Fin Period End Date
- 31 August 2019
- Ar Due Date
- 30 June 2020
- Ar Received Date
- 4 June 2020
- Income Donations And Legacies
- 13998
- Income Other Trading Activities
- 30994
- Income Charitable Activities
- 576934
- Income Investments
- 444
- Income Other
- 2050
- Income Total Income And Endowments
- 624420
- Income Legacies
- 9892
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,892
- Expenditure Charitable Expenditure
- £602,499
- Expenditure Other
- 6232
- Expenditure Total
- 612623
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 6232
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 6232
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 781159
- Assets Own Use
- 781159
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- -294000
- Assets Other Assets
- £122,639
- Assets Total Liabilities
- £83,631
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £526,167
- Creditors One Year Total Current
- 48142
- Creditors Falling Due After One Year
- 35489
- Assets Cash
- £69,586
- Funds Endowment
- 0
- Funds Unrestricted
- 526167
- Funds Restricted
- 0
- Funds Total
- 526167
- Count Employees
- 71
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lincolnshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Derbyshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Nottinghamshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Leicestershire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
08 Official extract
Charity Event History
- Charity Name
- IONA SCHOOL ASSOCIATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1985-11-22T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 7 MAY 1985 AS AMENDED BY SPECIAL RESOLUTION DATED 2 OCTOBER 1985
- Charitable Objects
- TO PROVIDE FOR AND CONDUCT THE EDUCATION OF CHILDREN IN ACCORDANCE WITH THE PRINCIPLES AND METHODS ENUNCIATED BY RUDOLF STEINER.
- 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
- Serious incident reporting policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Risk management
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Trustee expenses policy and procedures