CCEW Charity Commission profile

ELMFIELD RUDOLF STEINER SCHOOL LIMITED

Registered charity 527521 · organisation 527521

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
6 December 1973
Removed
Not supplied
Company number supplied
01141571
Financial period
1 September 2024 – 31 August 2025
Latest income
£2,367,289
Latest expenditure
£2,122,700
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Elmfield School, Love Lane, STOURBRIDGE, DY8 2EA

Website recorded by the regulator: www.elmfield.com (displayed as text)

02 Activities

What the charity does

Provision of Steiner Waldorf education for children aged 3 to 17. Elmfield Rudolf Steiner School is an award-winning school, providing the only real alternative to mainstream education in the region. We offer heavily discounted fees to families on low incomes, as well as a bursary scheme.

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
8 June 2026
Date Accounts Received
8 June 2026
Total Gross Income
£2,367,289
Total Gross Expenditure
£2,122,700
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
8 September 2025
Date Accounts Received
8 September 2025
Total Gross Income
£3,626,428
Total Gross Expenditure
£1,988,063
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
6 June 2024
Date Accounts Received
6 June 2024
Total Gross Income
£1,485,858
Total Gross Expenditure
£2,229,914
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
25 April 2024
Date Accounts Received
25 April 2024
Total Gross Income
£1,683,659
Total Gross Expenditure
£1,772,906
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
20 July 2022
Date Accounts Received
10 January 2023
Total Gross Income
£1,624,392
Total Gross Expenditure
£1,463,127

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
8 June 2026
Total Gross Income
£2,367,289
Total Gross Expenditure
£2,122,700
Grant Making Is Main Activity
No
Count Govt Contracts
38
Count Govt Grants
£0
Income From Government Contracts
1064968
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
24
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
8 September 2025
Total Gross Income
£3,626,428
Total Gross Expenditure
£1,988,063
Grant Making Is Main Activity
No
Count Govt Contracts
3
Count Govt Grants
£1
Income From Government Contracts
1077281
Income From Government Grants
£44,515
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
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
6 June 2024
Total Gross Income
£1,485,858
Total Gross Expenditure
£2,229,914
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
25 April 2024
Total Gross Income
£1,683,659
Total Gross Expenditure
£1,772,906
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
10
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
20 July 2022
Total Gross Income
£1,624,392
Total Gross Expenditure
£1,463,127
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
£12
Income From Government Grants
£11,048
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

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
8 June 2026
Income Donations And Legacies
24507
Income Other Trading Activities
0
Income Charitable Activities
2328417
Income Investments
14365
Income Other
0
Income Total Income And Endowments
2367289
Income Legacies
4466
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,830,119
Expenditure Other
292581
Expenditure Total
2122700
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
112676
Expenditure Support Costs
292581
Expenditure Depreciation
36363
Gain Loss Investment
0
Gain Loss Pension Fund
82000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,595,060
Assets Total Fixed
1301674
Assets Own Use
1301674
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-258000
Assets Other Assets
£711,290
Assets Total Liabilities
£361,276
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,393,688
Creditors One Year Total Current
357076
Creditors Falling Due After One Year
4200
Assets Cash
£361,155
Funds Endowment
0
Funds Unrestricted
1595060
Funds Restricted
-201372
Funds Total
1393688
Count Employees
56
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
8 September 2025
Income Donations And Legacies
1227637
Income Other Trading Activities
0
Income Charitable Activities
2277056
Income Investments
9745
Income Other
111990
Income Total Income And Endowments
3626428
Income Legacies
0
Income Endowments
1200000
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,988,063
Expenditure Other
0
Expenditure Total
1988063
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
72995
Expenditure Support Costs
183689
Expenditure Depreciation
37669
Gain Loss Investment
0
Gain Loss Pension Fund
-148000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
1337645
Assets Own Use
1337645
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-486000
Assets Other Assets
£1,262,198
Assets Total Liabilities
£936,242
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,177,601
Creditors One Year Total Current
936242
Creditors Falling Due After One Year
0
Assets Cash
£74,831
Funds Endowment
0
Funds Unrestricted
1603559
Funds Restricted
-425958
Funds Total
1177601
Count Employees
65
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
6 June 2024
Income Donations And Legacies
68320
Income Other Trading Activities
0
Income Charitable Activities
1404335
Income Investments
4527
Income Other
8676
Income Total Income And Endowments
1485858
Income Legacies
67012
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,904,648
Expenditure Other
325266
Expenditure Total
2229914
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
53718
Expenditure Support Costs
286073
Expenditure Depreciation
11945
Gain Loss Investment
0
Gain Loss Pension Fund
329000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
164525
Assets Own Use
164525
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-568000
Assets Other Assets
£1,016,404
Assets Total Liabilities
£1,154,813
Assets Current Investment
0
Assets Total Assets And Liabilities
−£541,884
Creditors One Year Total Current
1154813
Creditors Falling Due After One Year
0
Assets Cash
£147,650
Funds Endowment
0
Funds Unrestricted
-514003
Funds Restricted
-27881
Funds Total
-541884
Count Employees
66
Charity Only Accounts
Yes
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
25 April 2024
Income Donations And Legacies
110
Income Other Trading Activities
0
Income Charitable Activities
1620292
Income Investments
1271
Income Other
61986
Income Total Income And Endowments
1683659
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,591,176
Expenditure Other
181730
Expenditure Total
1772906
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
11007
Expenditure Depreciation
12599
Gain Loss Investment
0
Gain Loss Pension Fund
209000
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£583,657
Assets Total Fixed
176470
Assets Own Use
176470
Assets Long Term Investment
0
Defined Benefit Pension Scheme
-765000
Assets Other Assets
£576,236
Assets Total Liabilities
£114,534
Assets Current Investment
0
Assets Total Assets And Liabilities
−£126,828
Creditors One Year Total Current
114534
Creditors Falling Due After One Year
0
Assets Cash
£94,256
Funds Endowment
0
Funds Unrestricted
583657
Funds Restricted
-710485
Funds Total
-126828
Count Employees
63
Charity Only Accounts
Yes
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
20 July 2022
Income Donations And Legacies
12326
Income Other Trading Activities
1394
Income Charitable Activities
1607011
Income Investments
2233
Income Other
1428
Income Total Income And Endowments
1624392
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£11,584
Expenditure Charitable Expenditure
£1,451,543
Expenditure Other
0
Expenditure Total
1463127
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
13721
Expenditure Support Costs
13721
Expenditure Depreciation
13772
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£703,916
Assets Total Fixed
185357
Assets Own Use
185357
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£754,029
Assets Total Liabilities
£151,967
Assets Current Investment
0
Assets Total Assets And Liabilities
£787,419
Creditors One Year Total Current
151967
Creditors Falling Due After One Year
0
Assets Cash
£290,743
Funds Endowment
0
Funds Unrestricted
732904
Funds Restricted
54515
Funds Total
787419
Count Employees
74
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Dudley
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Midlands
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
ELMFIELD RUDOLF STEINER SCHOOL LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1973-12-06T00:00:00
Charity Name
ELMFIELD RUDOLF STEINER SCHOOL LIMITED
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2023-01-26T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
5076274
Assoc Registered Charity Number
1168334
Assoc Charity Name
ELMFIELD PARENT TEACHER AND FRIEND ASSOCIATION
Charity Name
ELMFIELD RUDOLF STEINER SCHOOL LIMITED
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2019-04-30T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
327994
Assoc Registered Charity Number
327994
Assoc Charity Name
EILEEN HUTCHINS MEMORIAL TRUST

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 25TH OCTOBER 1973 AS AMENDED BY A SPECIAL RESOLUTION ON 23RD NOVEMBER 1989 AND 8TH FEBRUARY 1990
Charitable Objects
TO ADVANCE THE EDUCATION OF CHILDREN IN ACCORDANCE WITH THE PRINCIPLES AND METHODS ENUNCIATED BY THE LATE DOCTOR RUDOLF STEINER WITH OR WITHOUT SUCH VARIATIONS, AMENDMENTS, ADDITIONS OR OMISSIONS AS THE COMPANY MAY DETERMINE; OR THE EDUCATION OF CHILDREN ACCORDING TO SUCH OTHER PRINCIPLES AND METHODS AS THE COMPANY MAY DETERMINE, AND GENERALLY TO PROMOTE THE EDUCATION OF CHILDREN IN THE ARTS AND SCIENCES OR ANY OF THEM AND TO SET UP, MAINTAIN AND CARRY ON SCHOOLS, COLLEGES OR OTHER EDUCATIONAL ESTABLISHMENTS OR OTHERWISE PROVIDE INSTRUCTION. IN FURTHERANCE OF THE ABOVE; TO ACQUIRE AND CARRY ON THE SCHOOL KNOWN AS ELMFIELD SCHOOL, PRESENTLY SITUATED AT STOURBRIDGE, WORCESTERSHIRE.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
11090
Charity Name Type
Working name
Charity Name
ELMFIELD SCHOOL
Charity Name Id
11089
Charity Name Type
Working name
Charity Name
ELMFIELD RUDOLF STEINER SCHOOL LTD
Charity Name Id
11091
Charity Name Type
Previous name
Charity Name
ELMFIELD SCHOOL LIMITED

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Ofsted (Office For Standards In Education)

12 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Complaints handling
Policy Name
Conflicting interests
Policy Name
Internal risk management policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Paying staff
Policy Name
Volunteer management