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Data for financial year ending 31 August 2017

Moreton Hall Educational Trust Limited

  • Income

    £9.7M

  • Spending

    £9.3M

  • Status

    Up-to-date

Charity no. 528409 Company no. 787642

Contact details

Public address

  • Moreton Hall School, Weston Rhyn, Oswestry, SY11 3EW

Aims & activities

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.

What the charity does

  • Education/training
  • Other charitable purposes

Who the charity helps

  • Children/young people

How the charity works

  • Makes grants to individuals
  • Provides human resources
  • Provides buildings/facilities/open space
  • Provides services
  • Provides advocacy/advice/information
  • Other charitable activities

Income and Endowments:

£9.7M

* £0.6K investment gains(losses)

Expenditure:

£9.3M

Assets and liabilities

  • £9.0M Own use assets
  • £10.8K Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £1.8M Other assets
  • £5.4M Total liabilities
Financial history
Compliance history

Trading

This charity has one or more trading subsidiaries

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

96%
100%
4%

Charitable objects

TO ACQUIRE AND CARRY ON MORETON HALL SCHOOL FOR GIRLS, OSWESTRY, AND TO ACQUIRE AND TO CARRY ON ANY OTHER SCHOOL OR ESTABLISHMENT FOR THE PROVISION AND ADVANCEMENT OF THE GENERAL EDUCATION OF GIRLS UNDER THE AGE OF 19 YEARS.

Governing document

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 JANUARY 1964

Organisation type

Standard registration

Other names

Moreton Hall

Other Regulators

FINANCIAL CONDUCT AUTHORITY
Financial Conduct Authority
OFSTED
Ofsted (Office For Standards In Education)

Policies

Risk management
Safeguarding vulnerable beneficiaries
Conflicts of interest
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property. Some or all of this land or property must be used for the charity’s purposes.

  • 13 Trustees
  • 230 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Dr Jeremy John Dixey None on record
Mrs Katie Neilson None on record
Doctor Lynne Veronica Boon None on record
Susan Margaret Tunstall None on record
Mr Martyn Heath None on record
Laura Virginia Yule None on record
Eithne Josephine Flynn None on record
Charles Norman Pursglove None on record
Anthony Leonard Stockdale None on record
Dr Melissa Mackay Grant None on record
Annabel Gillian Foulger None on record
Susan Elizabeth Groves None on record
Carol Angela Jones None on record

Areas of operation

List of regions

  • Shropshire