HABERDASHER'S ADAMS' GRAMMAR SCHOOL CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 8 February 1965
Removed: Not supplied
Financial period: 1 September 2024 – 31 August 2025
Latest income: £1,006,900
Latest expenditure: £384,657
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: THE CLERK, HABERDASHERS HALL, 18 WEST SMITHFIELD, LONDON, EC1A 9HQ

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

02 Activities

What the charity does

Owns the site of Adams' Grammar School, Newport, Shropshire and provides financial support for the school.

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: 23 June 2026
Date Accounts Received: 23 June 2026
Total Gross Income: £1,006,900
Total Gross Expenditure: £384,657

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: 22 July 2025
Date Accounts Received: 22 July 2025
Total Gross Income: £182,782
Total Gross Expenditure: £381,762

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: 28 June 2024
Date Accounts Received: 28 June 2024
Total Gross Income: £185,278
Total Gross Expenditure: £164,116

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: 28 June 2023
Date Accounts Received: 28 June 2023
Total Gross Income: £203,664
Total Gross Expenditure: £128,167

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: 29 June 2022
Date Accounts Received: 29 June 2022
Total Gross Income: £179,726
Total Gross Expenditure: £224,965

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: 23 June 2026
Total Gross Income: £1,006,900
Total Gross Expenditure: £384,657
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 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 22 July 2025
Total Gross Income: £182,782
Total Gross Expenditure: £381,762
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: 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: 28 June 2024
Total Gross Income: £185,278
Total Gross Expenditure: £164,116
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
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: 28 June 2023
Total Gross Income: £203,664
Total Gross Expenditure: £128,167
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: 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: 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: 29 June 2022
Total Gross Income: £179,726
Total Gross Expenditure: £224,965
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: No
Does Trustee Receive Any 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: 23 June 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 50000
Income Investments: 2471
Income Other: 954429
Income Total Income And Endowments: 1006900
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £2,180
Expenditure Charitable Expenditure: £382,477
Expenditure Other: 0
Expenditure Total: 384657
Expenditure Investment Management: 0
Expenditure Grants Institution: 207088
Expenditure Governance: 65739
Expenditure Support Costs: 179
Expenditure Depreciation: 36891
Gain Loss Investment: 280242
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £147,194
Assets Total Fixed: 5427956
Assets Own Use: 1367056
Assets Long Term Investment: 4060900
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,131,794
Assets Total Liabilities: £295,390
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,264,360
Creditors One Year Total Current: 295390
Creditors Falling Due After One Year: 0
Assets Cash: £1,097,409
Funds Endowment: 5778440
Funds Unrestricted: 147194
Funds Restricted: 338726
Funds Total: 6264360
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Telford & Wrekin
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

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

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

08 Official extract

Charity Event History

Charity Name: HABERDASHER'S ADAMS' GRAMMAR SCHOOL CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-02-08T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 29 SEPTEMBER 1988 AS AMENDED BY A FURTHER SCHEME OF 26 MARCH 2009 AS AMENDED BY TRUST MODIFICATION ORDER DATED 1 SEPTEMBER 2011
Charitable Objects: THE NET INCOME OF THE CHARITY SHALL BE APPLY IN THE FOLLOWING MANNER: 1) ONE AND A HALF PERCENT TO THE PAROCHAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. NICHOLAS, NEWPORT, FOR THE PROMOTION OF RELIGIOUS INSTRUCTION IN THAT PARISH. 2) ONE AND HALF PERCENT THEREOF IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY FREEMEN OF THE HABERDASHERS' COMPANY OF THE CITY OF LONDON WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. 3) ONE AND A HALF PERCENT THEREOF FOR THE TRUSTEES FOR THE TIME BEING OF WILLIAM ADAMS FOR APPRENTICING IN NEWPORT. 4) FOUR AND A HALF PERCENT THEREOF TO THE TRUSTEES FOR THE TIME BEING OF WILLIAM ADAMS ALMSHOUSE CHARITY, AT NEWPORT. 4) AS TO THE REMAINING NINTY ONE PERCENT THEREOF, FOR ASSISTING THE GOVERNORS OF THE SCHOOL TO DISCHARGE THEIR OBLIGATIONS WITH RESPECT TO THE MAINTENANCE OF THE SCHOOL.(SEE CLAUSE 10 OF THE SCHEME OF 29/09/1988 FOR FULL DETAILS)
Area Of Benefit: URBAN DISTRICT OF NEWPORT

10 Official extract

Charity Other Regulators

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

11 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Paying staff

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures