01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received Late
- Charity type
- Charitable company
- Registered
- 9 March 2021
- Removed
- Not supplied
- Company number supplied
- 12792114
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £651,984
- Latest expenditure
- £651,645
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: CHARLTON HOUSE SCHOOL, 57 MIDANBURY LANE, SOUTHAMPTON, SO18 4DJ
Website recorded by the regulator: www.charltonhouseindependentschool.co.uk (displayed as text)
02 Activities
What the charity does
The principal activity of the charity is the maintenance of a Catholic school offering a broad and balanced curriculum for pupils from nursery to eleven years old, conducted in accordance with the principles of the Catholic Church both generally and in particular in relation to arranging for religious education and daily acts of worship, and supporting the development of the whole person.
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
- 27 August 2026
- Date Accounts Received
- 27 August 2026
- Total Gross Income
- £651,984
- Total Gross Expenditure
- £651,645
- 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
- 12 June 2025
- Date Accounts Received
- 12 June 2025
- Total Gross Income
- £555,845
- Total Gross Expenditure
- £567,862
- 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
- 27 June 2024
- Date Accounts Received
- 27 June 2024
- Total Gross Income
- £551,320
- Total Gross Expenditure
- £539,828
- 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
- 14 June 2023
- Date Accounts Received
- 14 June 2023
- Total Gross Income
- £463,573
- Total Gross Expenditure
- £486,530
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
- 27 August 2026
- Total Gross Income
- £651,984
- Total Gross Expenditure
- £651,645
- 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
- 10
- 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
- 12 June 2025
- Total Gross Income
- £555,845
- Total Gross Expenditure
- £567,862
- 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
- 10
- 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
- 27 June 2024
- Total Gross Income
- £551,320
- Total Gross Expenditure
- £539,828
- 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
- 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
- 14 June 2023
- Total Gross Income
- £463,573
- Total Gross Expenditure
- £486,530
- 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 Volunteers
- 2
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
- 27 August 2026
- Income Donations And Legacies
- 156197
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 495787
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 651984
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £651,645
- Expenditure Other
- 0
- Expenditure Total
- 651645
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 3160
- Expenditure Support Costs
- 4699
- Expenditure Depreciation
- 2256
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £23,981
- Assets Total Fixed
- 11965
- Assets Own Use
- 11965
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £101,369
- Assets Total Liabilities
- £89,353
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,981
- Creditors One Year Total Current
- 89353
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £22,045
- Funds Endowment
- 0
- Funds Unrestricted
- 23981
- Funds Restricted
- 0
- Funds Total
- 23981
- Count Employees
- 15
- 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
- 12 June 2025
- Income Donations And Legacies
- 147224
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 408621
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 555845
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £567,862
- Expenditure Other
- 0
- Expenditure Total
- 567862
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 2860
- Expenditure Support Costs
- 4955
- Expenditure Depreciation
- 2163
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £23,642
- Assets Total Fixed
- 13138
- Assets Own Use
- 13138
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £45,048
- Assets Total Liabilities
- £34,544
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,642
- Creditors One Year Total Current
- 34544
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £38,445
- Funds Endowment
- 0
- Funds Unrestricted
- 23642
- Funds Restricted
- 0
- Funds Total
- 23642
- Count Employees
- 15
- 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
- 27 June 2024
- Income Donations And Legacies
- 238430
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 312890
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 551320
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £539,828
- Expenditure Other
- 0
- Expenditure Total
- 539828
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 1470
- Expenditure Support Costs
- 5180
- Expenditure Depreciation
- 2163
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £35,659
- Assets Total Fixed
- 15301
- Assets Own Use
- 15301
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £60,484
- Assets Total Liabilities
- £40,126
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £35,659
- Creditors One Year Total Current
- 40126
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £52,548
- Funds Endowment
- 0
- Funds Unrestricted
- 35659
- Funds Restricted
- 0
- Funds Total
- 35659
- Count Employees
- 13
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
08 Official extract
Charity Event History
- Charity Name
- CHARLTON HOUSE SCHOOL LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2021-03-09T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 04 AUG 2020
- Charitable Objects
- THE SCHOOLÆS OBJECT (THE "OBJECT") IS SPECIFICALLY RESTRICTED TO THE FOLLOWING:(A) 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, MANAGING AND DEVELOPING A CATHOLIC SCHOOL DESIGNATED AS SUCH WHICH SHALL OFFER A BROAD AND BALANCED CURRICULUM FOR PUPILS ACROSS THE AGE RANGE FROM NURSERY TO 16 YEARS OLD AND SHALL BE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES, PRACTICES AND TENETS OF THE CATHOLIC CHURCH BOTH GENERALLY AND IN PARTICULAR IN RELATION TO ARRANGING FOR RELIGIOUS EDUCATION AND DAILY ACTS OF WORSHIP AND TO SUPPORT THE DEVELOPMENT OF THE WHOLE PERSON;(B) ANCILLARY TO THE OBJECT SET OUT IN ARTICLE (A), TO PROVIDE EXTRACURRICULAR ACTIVITIES FOR THE WELLBEING, DEVELOPMENT AND SUPPORT OF THE PUPILS ATTENDING THE SCHOOL;(C) FURTHER AND ANCILLARY TO THE OBJECT IN ARTICLE (B), THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION WHICH ARE ANCILLARY TO THE PURPOSES THAT ARE SET OUT FOR THE BENEFIT OF INDIVIDUALS WHO HAVE NEED FOR SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF THE LIFE OF SAID INHABITANTS.
10 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Ofsted (Office For Standards In Education)
11 Official extract
Charity Policy
- Policy Name
- Complaints handling
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Conflicting interests
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries