01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 12 November 1963
- Removed
- Not supplied
- Company number supplied
- 00631045
- Financial period
- 1 September 2024 – 31 August 2025
- Latest income
- £7,811,075
- Latest expenditure
- £8,015,513
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: HALLFIELD SCHOOL TRUST, 48 CHURCH ROAD, EDGBASTON, BIRMINGHAM, B15 3SJ
Website recorded by the regulator: www.hallfieldschool.co.uk (displayed as text)
02 Activities
What the charity does
INDEPENDENT PREPARATORY SCHOOL WITH NURSERIES FOR CHILDREN AGED 3 MONTHS TO 16 YEARS
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
- 10 June 2026
- Date Accounts Received
- 10 June 2026
- Total Gross Income
- £7,811,075
- Total Gross Expenditure
- £8,015,513
- 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
- 19 May 2025
- Date Accounts Received
- 19 May 2025
- Total Gross Income
- £8,616,406
- Total Gross Expenditure
- £8,163,168
- 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
- 24 May 2024
- Date Accounts Received
- 24 May 2024
- Total Gross Income
- £8,151,497
- Total Gross Expenditure
- £7,582,302
- 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
- 6 April 2023
- Date Accounts Received
- 6 April 2023
- Total Gross Income
- £7,616,310
- Total Gross Expenditure
- £6,678,284
- 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
- 30 June 2022
- Date Accounts Received
- 30 June 2022
- Total Gross Income
- £6,806,376
- Total Gross Expenditure
- £5,813,539
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
- 10 June 2026
- Total Gross Income
- £7,811,075
- Total Gross Expenditure
- £8,015,513
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £286,830
- 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 60001 70000
- 3
- Count Salary Band 70001 80000
- 4
- Count Salary Band 80001 90000
- 1
- Count Salary Band 150001 200000
- 1
- 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
- 19 May 2025
- Total Gross Income
- £8,616,406
- Total Gross Expenditure
- £8,163,168
- 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 60001 70000
- 2
- Count Salary Band 70001 80000
- 3
- Count Salary Band 150001 200000
- 1
- 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
- 24 May 2024
- Total Gross Income
- £8,151,497
- Total Gross Expenditure
- £7,582,302
- 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 60001 70000
- 1
- Count Salary Band 70001 80000
- 3
- Count Salary Band 150001 200000
- 1
- 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
- 6 April 2023
- Total Gross Income
- £7,616,310
- Total Gross Expenditure
- £6,678,284
- 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
- £240,576
- 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
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 150001 200000
- 1
- 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
- 30 June 2022
- Total Gross Income
- £6,806,376
- Total Gross Expenditure
- £5,813,539
- 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
- £3
- Income From Government Grants
- £368,915
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 150001 200000
- 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
- AR25
- Fin Period Start Date
- 1 September 2024
- Fin Period End Date
- 31 August 2025
- Ar Due Date
- 30 June 2026
- Ar Received Date
- 10 June 2026
- Income Donations And Legacies
- 14088
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 7712151
- Income Investments
- 84836
- Income Other
- 0
- Income Total Income And Endowments
- 7811075
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £8,015,513
- Expenditure Other
- 0
- Expenditure Total
- 8015513
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 1886
- Expenditure Support Costs
- 1229471
- Expenditure Depreciation
- 598102
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 233037
- Gain Loss Other
- 0
- Reserves
- £10,137,940
- Assets Total Fixed
- 8364308
- Assets Own Use
- 6857279
- Assets Long Term Investment
- 1507029
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,629,817
- Assets Total Liabilities
- £3,806,494
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £10,187,631
- Creditors One Year Total Current
- 3477347
- Creditors Falling Due After One Year
- 329147
- Assets Cash
- £2,993,633
- Funds Endowment
- 0
- Funds Unrestricted
- 10137940
- Funds Restricted
- 49691
- Funds Total
- 10187631
- Count Employees
- 127
- 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
- 19 May 2025
- Income Donations And Legacies
- 20968
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 8524677
- Income Investments
- 70761
- Income Other
- 0
- Income Total Income And Endowments
- 8616406
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £8,163,168
- Expenditure Other
- 0
- Expenditure Total
- 8163168
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 10008
- Expenditure Support Costs
- 2530482
- Expenditure Depreciation
- 587466
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 466627
- Gain Loss Other
- 0
- Reserves
- £1,059,733
- Assets Total Fixed
- 8022721
- Assets Own Use
- 7542721
- Assets Long Term Investment
- 480000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,094,499
- Assets Total Liabilities
- £1,958,187
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £10,159,033
- Creditors One Year Total Current
- 1571292
- Creditors Falling Due After One Year
- 386895
- Assets Cash
- £3,206,381
- Funds Endowment
- 0
- Funds Unrestricted
- 10108848
- Funds Restricted
- 50185
- Funds Total
- 10159033
- Count Employees
- 126
- 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
- 24 May 2024
- Income Donations And Legacies
- 13018
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 8076987
- Income Investments
- 61492
- Income Other
- 0
- Income Total Income And Endowments
- 8151497
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £7,582,302
- Expenditure Other
- 0
- Expenditure Total
- 7582302
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8094
- Expenditure Support Costs
- 2339589
- Expenditure Depreciation
- 549986
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,939,462
- Assets Total Fixed
- 6225257
- Assets Own Use
- 6225257
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,891,451
- Assets Total Liabilities
- £1,877,540
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £9,239,168
- Creditors One Year Total Current
- 1680242
- Creditors Falling Due After One Year
- 197298
- Assets Cash
- £3,949,938
- Funds Endowment
- 0
- Funds Unrestricted
- 9194280
- Funds Restricted
- 44888
- Funds Total
- 9239168
- Count Employees
- 116
- 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
- 6 April 2023
- Income Donations And Legacies
- 6240
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 7606567
- Income Investments
- 3503
- Income Other
- 0
- Income Total Income And Endowments
- 7616310
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £6,678,284
- Expenditure Other
- 0
- Expenditure Total
- 6678284
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 1096076
- Expenditure Depreciation
- 438224
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £8,623,928
- Assets Total Fixed
- 5997338
- Assets Own Use
- 5997338
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,314,028
- Assets Total Liabilities
- £1,641,393
- Assets Current Investment
- 1500049
- Assets Total Assets And Liabilities
- £8,669,973
- Creditors One Year Total Current
- 1440041
- Creditors Falling Due After One Year
- 201352
- Assets Cash
- £1,767,934
- Funds Endowment
- 0
- Funds Unrestricted
- 8623928
- Funds Restricted
- 46045
- Funds Total
- 8669973
- Count Employees
- 117
- 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
- 30 June 2022
- Income Donations And Legacies
- 12147
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 6793175
- Income Investments
- 1054
- Income Other
- 0
- Income Total Income And Endowments
- 6806376
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £5,813,539
- Expenditure Other
- 0
- Expenditure Total
- 5813539
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 14913
- Expenditure Support Costs
- 963093
- Expenditure Depreciation
- 387106
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,758,727
- Assets Total Fixed
- 4880854
- Assets Own Use
- 4880854
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,240,045
- Assets Total Liabilities
- £1,388,952
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £7,731,947
- Creditors One Year Total Current
- 1183547
- Creditors Falling Due After One Year
- 205405
- Assets Cash
- £3,201,679
- Funds Endowment
- 0
- Funds Unrestricted
- 7685495
- Funds Restricted
- 46452
- Funds Total
- 7731947
- Count Employees
- 114
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Birmingham City
- 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
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
08 Official extract
Charity Event History
- Charity Name
- HALLFIELD SCHOOL TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1963-11-12T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 24TH JUNE 1959. as amended on 27 Jul 2022 as amended on 01 Jun 2023
- Charitable Objects
- The objects of the Charity (Objects) are to advance education including but not limited to the provision of a preparatory school in or near the City of Birmingham.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 12976
- Charity Name Type
- Working name
- Charity Name
- HALLFIELD SCHOOL
- Charity Name Id
- 12978
- Charity Name Type
- Previous name
- Charity Name
- THE EDGBASTON PREPARATORY SCHOOL (HALLFIELD SCHOOL 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
- Bullying and harassment policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures