DALLAM SCHOOL — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 11 April 1986
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £311,633
Latest expenditure: £112,404
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Dallam School, MILNTHORPE, LA7 7DD

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

02 Activities

What the charity does

HOLD INVESTMENT ASSETS & PROPERTY TO:i) FUND ADMIN EXPENSESii) REPAIR & INSURE PROPERTYiii) ASSIST SCHOOL GOVS FINANCIALLY IN MAINTAINING SCHOOLiv) PROVIDE FURTHER FINANCIAL ASSISTANCE TO SCHOOLv) PROMOTE EDUCATION OF STUDENTS WHO ATTEND/ATTENDED THE SCHOOL

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 10 December 2025
Date Accounts Received: 10 December 2025
Total Gross Income: £311,633
Total Gross Expenditure: £112,404

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 11 December 2024
Date Accounts Received: 11 December 2024
Total Gross Income: £310,149
Total Gross Expenditure: £122,665

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 22 March 2024
Date Accounts Received: 22 March 2024
Total Gross Income: £313,393
Total Gross Expenditure: £133,026

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 19 December 2022
Date Accounts Received: 19 December 2022
Total Gross Income: £309,172
Total Gross Expenditure: £133,139

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 11 March 2022
Date Accounts Received: 11 March 2022
Total Gross Income: £306,532
Total Gross Expenditure: £143,337

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 10 December 2025
Total Gross Income: £311,633
Total Gross Expenditure: £112,404
Grant Making Is Main Activity: Yes
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 11 December 2024
Total Gross Income: £310,149
Total Gross Expenditure: £122,665
Grant Making Is Main Activity: Yes
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
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 22 March 2024
Total Gross Income: £313,393
Total Gross Expenditure: £133,026
Grant Making Is Main Activity: Yes
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
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 19 December 2022
Total Gross Income: £309,172
Total Gross Expenditure: £133,139
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 11 March 2022
Total Gross Income: £306,532
Total Gross Expenditure: £143,337
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
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: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

07 Official extract

Charity Event History

Charity Name: DALLAM SCHOOL
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2015-12-07T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 526960
Assoc Registered Charity Number: 526960
Assoc Charity Name: THE CURWEN CHARITABLE TRUST (IN CONNECTION WITH DALLAM SCHOOL)

Charity Name: DALLAM SCHOOL
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1986-04-11T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 11/04/1986AS AMENDED BY SCHEME DATED 31/07/1996AS AMENDED BY SCHEME DATED 29/12/2010AS AMENDED BY RESOLUTION DATED 18/01/2011AS AMENDED BY RESOLUTION DATED 03/07/2012
Charitable Objects: THE INCOME SHALL BE APPLIED IN ONE OR MORE OF THE FOLLOWING WAYS: (1) IN ASSISTING THE GOVERNORS OF THE SCHOOL TO DEFRAY THE COST OF MEETING THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944 TO 1981 WITH RESPECT TO THE MAINTENANCE OF THE SCHOOL. (2) IN PROVIDING OR ASSISTING IN PROVIDING SPECIAL BENEFITS AT THE SCHOOL OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY. (3) IN PROMOTING THE EDUCATION OF PERSONS WHO ARE ATTENDING OR WHO HAVE ATTENDED THE FORMER HEVERSHAM GRAMMAR SCHOOL IN SUCH WAYS AS THE GOVERNORS THINK FIT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints handling