01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 8 October 1964
- Removed
- Not supplied
- Company number supplied
- 00787642
- Financial period
- 1 March 2024 – 28 February 2025
- Latest income
- £0
- Latest expenditure
- £0
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: MORETON HALL SCHOOL, WESTON RHYN, OSWESTRY, SY11 3EW
Website recorded by the regulator: www.moretonhall.com (displayed as text)
02 Activities
What the charity does
The principal activity during the year has been the education of pupils in the widest sense. In addition to its core academic activities the School has provided a wide range of sporting, musical, dramatic and other extra-curricular pursuits. The School has sought to attract pupils from a variety of social backgrounds and has made grants in the form of bursaries to this end.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 March 2024
- Fin Period End Date
- 28 February 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 28 December 2025
- Date Annual Return Received
- 8 April 2026
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
- Fin Period Start Date
- 1 March 2023
- Fin Period End Date
- 29 February 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 29 December 2024
- Date Annual Return Received
- 8 April 2026
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 28 February 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 28 December 2023
- Date Annual Return Received
- 8 April 2026
- Date Accounts Received
- 28 December 2023
- Total Gross Income
- £9,096,925
- Total Gross Expenditure
- £10,780,161
- 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 December 2022
- Date Accounts Received
- 20 December 2022
- Total Gross Income
- £8,683,934
- Total Gross Expenditure
- £9,741,353
- Fin Period Start Date
- 1 September 2019
- Fin Period End Date
- 31 August 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 30 June 2021
- Date Annual Return Received
- 4 June 2021
- Date Accounts Received
- 4 June 2021
- Total Gross Income
- £9,220,160
- Total Gross Expenditure
- £9,347,489
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 28 February 2023
- Ar Due Date
- 28 December 2023
- Ar Received Date
- 8 April 2026
- Total Gross Income
- £9,096,925
- Total Gross Expenditure
- £10,780,161
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of 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
- Yes
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 3
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- 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
- 20 December 2022
- Total Gross Income
- £8,683,934
- Total Gross Expenditure
- £9,741,353
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £923,129
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 120001 130000
- 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
- 4 June 2021
- Total Gross Income
- £9,220,160
- Total Gross Expenditure
- £9,347,489
- 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
- Yes
- Count Salary Band 80001 90000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 September 2021
- Fin Period End Date
- 28 February 2023
- Ar Due Date
- 28 December 2023
- Ar Received Date
- 8 April 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 9096246
- Income Investments
- 569
- Income Other
- 110
- Income Total Income And Endowments
- 9096925
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £10,780,161
- Expenditure Other
- 0
- Expenditure Total
- 10780161
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 1940763
- Expenditure Depreciation
- 433602
- Gain Loss Investment
- -3987271
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £102,582
- Assets Total Liabilities
- £0
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £102,582
- Creditors One Year Total Current
- 0
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £102,582
- Funds Endowment
- 0
- Funds Unrestricted
- 102582
- Funds Restricted
- 0
- Funds Total
- 102582
- Count Employees
- 219
- Consolidated 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
- 20 December 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 16805
- Income Charitable Activities
- 7744000
- Income Investments
- 0
- Income Other
- 923129
- Income Total Income And Endowments
- 8683934
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £14,838
- Expenditure Charitable Expenditure
- £8,861,169
- Expenditure Other
- 865346
- Expenditure Total
- 9741353
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 78866
- Expenditure Support Costs
- 1334470
- Expenditure Depreciation
- 384460
- Gain Loss Investment
- 1403
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 8941723
- Assets Own Use
- 8932511
- Assets Long Term Investment
- 9212
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,186,077
- Assets Total Liabilities
- £5,354,711
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,773,089
- Creditors One Year Total Current
- 2886216
- Creditors Falling Due After One Year
- 2468495
- Assets Cash
- £1,863,596
- Funds Endowment
- 0
- Funds Unrestricted
- 4602962
- Funds Restricted
- 1170127
- Funds Total
- 5773089
- Count Employees
- 215
- Consolidated 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
- 4 June 2021
- Income Donations And Legacies
- 23928
- Income Other Trading Activities
- 18967
- Income Charitable Activities
- 8479070
- Income Investments
- 1737
- Income Other
- 696458
- Income Total Income And Endowments
- 9220160
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £40,831
- Expenditure Charitable Expenditure
- £9,287,736
- Expenditure Other
- 18922
- Expenditure Total
- 9347489
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 82382
- Expenditure Support Costs
- 1152243
- Expenditure Depreciation
- 378977
- Gain Loss Investment
- -2945
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 10061074
- Assets Own Use
- 10053265
- Assets Long Term Investment
- 7809
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £593,345
- Assets Total Liabilities
- £3,825,314
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £6,829,105
- Creditors One Year Total Current
- 2473141
- Creditors Falling Due After One Year
- 1352173
- Assets Cash
- £304,575
- Funds Endowment
- 0
- Funds Unrestricted
- 5621124
- Funds Restricted
- 1207981
- Funds Total
- 6829105
- Count Employees
- 241
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Shropshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
08 Official extract
Charity Event History
- Charity Name
- MORETON HALL EDUCATIONAL TRUST LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1964-10-08T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 JANUARY 1964AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 27 SEP 2002AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14 MAR 2022
- Charitable Objects
- THE PROMOTION OF EDUCATION
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 12268
- Charity Name Type
- Working name
- Charity Name
- MORETON HALL
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
- Regulator Order
- 2
- Regulator Name
- Ofsted (Office For Standards In Education)
12 Official extract
Charity Policy
- Policy Name
- Paying staff
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Conflicting interests