01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Overdue
- Charity type
- Charitable company
- Registered
- 10 October 1986
- Removed
- Not supplied
- Company number supplied
- 02059659
- Financial period
- 1 September 2023 – 31 August 2024
- Latest income
- £3,302,154
- Latest expenditure
- £4,231,392
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: LUCTON SCHOOL, LUCTON, LEOMINSTER, HR6 9PN
Website recorded by the regulator: www.luctonschool.org (displayed as text)
02 Activities
What the charity does
Lucton Pierrepont School Educational Trust operates Lucton School in North Herefordshire, where local children from 6 months are taken into the nursery and school pupils are able to study from leaving nursery, right up to taking their A-levels, prior to leaving for higher and further education. The school is co-educational and also provides boarding for nearly one-third of the school's pupils.
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
- Date Annual Return Received
- 6 January 2026
- Date Accounts Received
- 6 January 2026
- Total Gross Income
- £3,302,154
- Total Gross Expenditure
- £4,231,392
- 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
- 11 October 2024
- Date Accounts Received
- 5 December 2024
- Total Gross Income
- £2,883,997
- Total Gross Expenditure
- £3,946,289
- 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
- 10 October 2024
- Date Accounts Received
- 10 October 2024
- Total Gross Income
- £3,467,076
- Total Gross Expenditure
- £4,262,758
- 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
- 17 November 2022
- Date Accounts Received
- 17 November 2022
- Total Gross Income
- £3,939,699
- Total Gross Expenditure
- £4,274,340
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- 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
- 6 January 2026
- Total Gross Income
- £3,302,154
- Total Gross Expenditure
- £4,231,392
- 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 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 11 October 2024
- Total Gross Income
- £2,883,997
- Total Gross Expenditure
- £3,946,289
- 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
- 3
- 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
- 10 October 2024
- Total Gross Income
- £3,467,076
- Total Gross Expenditure
- £4,262,758
- 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
- 4
- 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
- 17 November 2022
- Total Gross Income
- £3,939,699
- Total Gross Expenditure
- £4,274,340
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 30 June 2021
- Total Gross Income
- £4,698,059
- Total Gross Expenditure
- £4,790,339
- 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
- £3
- Income From Government Grants
- £424,369
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 1
- Count Salary Band 120001 130000
- 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
- AR24
- Fin Period Start Date
- 1 September 2023
- Fin Period End Date
- 31 August 2024
- Ar Due Date
- 30 June 2025
- Ar Received Date
- 6 January 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 30889
- Income Charitable Activities
- 3271265
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 3302154
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £11,500
- Expenditure Charitable Expenditure
- £4,219,892
- Expenditure Other
- 0
- Expenditure Total
- 4231392
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 86892
- Expenditure Depreciation
- 45780
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 3346501
- Assets Own Use
- 3179758
- Assets Long Term Investment
- 166743
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,248,958
- Assets Total Liabilities
- £7,425,179
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- −£2,829,720
- Creditors One Year Total Current
- 6489846
- Creditors Falling Due After One Year
- 935333
- Assets Cash
- £344,526
- Funds Endowment
- 0
- Funds Unrestricted
- -2840797
- Funds Restricted
- 11077
- Funds Total
- -2829720
- Count Employees
- 45
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 11 October 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2883997
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 2883997
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £3,946,289
- Expenditure Other
- 0
- Expenditure Total
- 3946289
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 81480
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 3409761
- Assets Own Use
- 3409761
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £296,159
- Assets Total Liabilities
- £5,602,399
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- −£1,896,479
- Creditors One Year Total Current
- 5602399
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £0
- Funds Endowment
- 0
- Funds Unrestricted
- -1907556
- Funds Restricted
- 11077
- Funds Total
- -1896479
- Count Employees
- 55
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 10 October 2024
- Income Donations And Legacies
- 54974
- Income Other Trading Activities
- 28603
- Income Charitable Activities
- 3373382
- Income Investments
- 117
- Income Other
- 0
- Income Total Income And Endowments
- 3457076
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £75,251
- Expenditure Charitable Expenditure
- £4,055,696
- Expenditure Other
- 131811
- Expenditure Total
- 4262758
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 446593
- Expenditure Depreciation
- 107315
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 3484693
- Assets Own Use
- 3317950
- Assets Long Term Investment
- 166743
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £672,291
- Assets Total Liabilities
- £4,991,445
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- −£834,461
- Creditors One Year Total Current
- 3807974
- Creditors Falling Due After One Year
- 1183471
- Assets Cash
- £24
- Funds Endowment
- 0
- Funds Unrestricted
- -845538
- Funds Restricted
- 11077
- Funds Total
- -834461
- Count Employees
- 50
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 17 November 2022
- Income Donations And Legacies
- 131325
- Income Other Trading Activities
- 166674
- Income Charitable Activities
- 3641634
- Income Investments
- 66
- Income Other
- 0
- Income Total Income And Endowments
- 3939699
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £141,532
- Expenditure Charitable Expenditure
- £4,132,808
- Expenditure Other
- 0
- Expenditure Total
- 4274340
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 918170
- Expenditure Depreciation
- 107511
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 3601250
- Assets Own Use
- 3601250
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £204,784
- Assets Total Liabilities
- £3,842,605
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- −£36,571
- Creditors One Year Total Current
- 3315736
- Creditors Falling Due After One Year
- 526869
- Assets Cash
- £725
- Funds Endowment
- 0
- Funds Unrestricted
- -36571
- Funds Restricted
- 0
- Funds Total
- -36571
- Count Employees
- 103
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 30 June 2021
- Income Donations And Legacies
- 482057
- Income Other Trading Activities
- 114535
- Income Charitable Activities
- 4062362
- Income Investments
- 39105
- Income Other
- 0
- Income Total Income And Endowments
- 4698059
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £82,908
- Expenditure Charitable Expenditure
- £4,700,231
- Expenditure Other
- 7200
- Expenditure Total
- 4790339
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 37498
- Expenditure Support Costs
- 1062813
- Expenditure Depreciation
- 119524
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 3730381
- Assets Own Use
- 3730311
- Assets Long Term Investment
- 70
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £314,053
- Assets Total Liabilities
- £3,746,364
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £298,070
- Creditors One Year Total Current
- 3020373
- Creditors Falling Due After One Year
- 725991
- Assets Cash
- £1,258
- Funds Endowment
- 0
- Funds Unrestricted
- 259867
- Funds Restricted
- 38203
- Funds Total
- 298070
- Count Employees
- 112
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Herefordshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
08 Official extract
Charity Event History
- Charity Name
- LUCTON PIERREPONT SCHOOL EDUCATIONAL TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1986-10-10T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 29 SEPTEMBER 1986
- Charitable Objects
- THE TRUST IS ESTABLISHED TO PROMOTE AND PROVIDE FOR THE ADVANCEMENT OF EDUCATION OF CHILDREN IN THE UNITED KINGDOM AND ELSEWHERE, SUCH EDUCATION TO BE DESIGNED TO GIVE A SOUND RELIGIOUS AND MORAL BASIS TO ALL PUPILS.
- Area Of Benefit
- UNITED KINGDOM AND ELSEWHERE
10 Official extract
Charity Other Names
- Charity Name Id
- 228614
- Charity Name Type
- Working name
- Charity Name
- LUCTON SCHOOL
- Charity Name Id
- 228606
- Charity Name Type
- Previous name
- Charity Name
- LUCTON PIERREPOINT SCHOOL EDUCATIONAL TRUST
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Ofsted (Office For Standards In Education)
12 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Social media policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Conflicting interests
- Policy Name
- Risk management
- Policy Name
- Complaints handling
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures