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Registered charity · No. 1079822 · OswestryiSource and licenceOfficial record from the Charity Commission register for England and Wales. Governance Register calculates the connections.Register edition compiled 25 October 2026.Anything added by an organisation or person is labelled as provided by them.Contains public sector information licensed under the Open Government Licence v3.0.How we handle data

Oswestry School

Income
£9.8m
▲ 7.8% on 2024
Expenditure
£8.9m
▲ 1.0% on 2024
Assets besides buildings
£3.7m
owes £6.1m
Runway
5 months
at most, before debts
Spent on charitable work
93%
▼ 1.3 pts on 2024
Trustees
15
6.3y av 14 of 15 known
Staff
165
▲ 3 staff on 2024
Volunteers
N/A
Not reported
How am I connected?

Overview

Oswestry School's network

16 people6 organisationsi15 listed on the board plus 1 company secretary. 6 organisations share a board member with this charity.The large node is Oswestry School. The map shows two steps out from the public record. Hover a node to focus its connections; click one to open it.

The board

15 listed + 1 company secretaryiCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.
NameRoleSinceOn the board
Peter Trevor Wilcox-JonesChair
Andrea Jane LeeTrustee2017
9 yrs
Andrew John GroveTrustee2024
2 yrs
Brian WeltiTrustee2014
12 yrs
Christopher Joel DillonTrustee2020
6 yrs
Claire Alexandra BelkTrustee2026
new
David Paul EvisonTrustee2012
14 yrs
Edward BowenTrustee2014
12 yrs
Philip Adrian BowdCompany secretary (charitable company)2011
15 yrs
Under 5 years5 to 6 years6 years or moreShow all 15 →

Subsidiaries

1 companyiEach company here has this charity named as an owner on the Companies House register of people with significant control (PSC).A charity is matched to a PSC entry by registration number, or by exact name and postcode. An entry that matches only by name (postcode differs) is marked likely. Names shared by several charities are never linked. Current directors are from Companies House.
Oswestry School International Ltd 15748196 Subsidiary Active iOfficial. The PSC entry gives Companies House number 03931222, this charity's own company number, and its name matches the charity's name exactly.
Source: Companies House register of people with significant control.The PSC entry names Oswestry School as a corporate owner of this company, notified 29 May 2024. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares and votes, appoints directors (notified 29 May 2024)
Current directors
  • Loading directors...
Full board, including past officers

Source: Companies House register of people with significant control. Control levels are as filed by the company.

Board

The board

15 listed + 1 company secretaryiCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.
NameRoleSinceOn the board
Peter Trevor Wilcox-JonesChair
Andrea Jane LeeTrustee2017
9 yrs
Andrew John GroveTrustee2024
2 yrs
Brian WeltiTrustee2014
12 yrs
Christopher Joel DillonTrustee2020
6 yrs
Claire Alexandra BelkTrustee2026
new
David Paul EvisonTrustee2012
14 yrs
Edward BowenTrustee2014
12 yrs
Helen Victoria CoxTrustee2021
5 yrs
James David LloydTrustee2021
5 yrs
Jo BeaverTrustee2026
new
Lyndsay Margaret Guy JenkinsTrustee2021
5 yrs
Rachel WarnerTrustee2014
12 yrs
Sara Lyn Ellis-AndersonTrustee2024
2 yrs
Victoria Ann Louise SugdenTrustee2026
new
Philip Adrian BowdCompany secretary (charitable company)2011
15 yrs
Under 5 years5 to 6 years6 years or more

Former company secretaries of the charitable company: Simon James Malkin (2007-2011), John Michael Larby (2001-2007), David Mountain (2000-2001), Raymond William Frederick Card (2000). Full officer list

Subsidiaries

1 companyiEach company here has this charity named as an owner on the Companies House register of people with significant control (PSC).A charity is matched to a PSC entry by registration number, or by exact name and postcode. An entry that matches only by name (postcode differs) is marked likely. Names shared by several charities are never linked. Current directors are from Companies House.
Oswestry School International Ltd 15748196 Subsidiary Active iOfficial. The PSC entry gives Companies House number 03931222, this charity's own company number, and its name matches the charity's name exactly.
Source: Companies House register of people with significant control.The PSC entry names Oswestry School as a corporate owner of this company, notified 29 May 2024. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares and votes, appoints directors (notified 29 May 2024)
Current directors
  • Loading directors...
Full board, including past officers

Source: Companies House register of people with significant control. Control levels are as filed by the company.

Board DNA

iCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.
Average tenure
6y
median 5y
Longest tenure
14y
since 2012
Years in governance
11.3y
per person, across all their boards
Also company directors
14
also sit on company boards
Joined in the last 3 years
5
of 14 on the board

15 trustees on the board

Trustees past 6 years

First-time vs portfolio trustees

First-time (3)

Portfolio (12)

Sector coverageiThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Education/training 15Accommodation/housing 1Disability 1Religious Activities 1

Commercial experienceiThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Education 17Professional services 4Construction 2

Succession forecast

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Network

Network

iThe large node is Oswestry School. Red nodes are organisations, white nodes are people. Dashed links are historical or inferred. Dashed blue-grey links are company secretaries. Click any node to explore.

Most connected

Working out who is most connected...

Finances

5 financial years held, 2021 to 2025, years ending 31 August.

Income and expenditure

5 years · years end 31 AugustiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.
Series shown: Totals
£0£2m£4m£6m£8m£10m20252024202320222021£9.77m£8.94m£311.58k
Income and expenditure by financial year, oldest on the left, newest on the right
Financial year20212022202320242025
Totals
Total income£5.97m£6.75m£7.89m£9.06m£9.77m
Total expenditure£5.62m£6.63m£7.68m£8.85m£8.94m
Government income
Government contractsNot reportedNot reportedNot reportedNot reportedNot reported
Government grants£311.58kNot reportedNot reportedNot reportedNot reported
Income by source
Donations and legacies£69.21k£68.84k£141.44k£64.46k£930.46k
Legaciespart of donations and legacies£0£0£50.00k£0£0
Charitable activities£5.38m£6.45m£7.42m£8.63m£8.34m
Other trading activities£182.08k£223.67k£289.69k£273.77k£405.64k
Investments£4.62k£8.30k£32.48k£82.61k£90.80k
Endowments£0£0£0£0£0
Other income£329.51k£0£0£0£0
Expenditure by type
Charitable activities£5.43m£6.41m£7.36m£8.38m£8.35m
Raising funds£186.96k£220.96k£315.90k£472.87k£594.11k
Grants to institutionspart of charitable activities£0£0£0£0£0
Governance£34.97k£42.88k£0£105.79k£90.66k
Investment management£0£0£0£0£0
Other expenditure£0£0£0£0£0
Definitions
Total income
Everything the charity received in the year, from all sources, as shown on its annual return.
Total expenditure
Everything the charity spent in the year.
Government contracts
Income from contracts with central or local government or other public bodies, as the charity declared it. Not reported means the register shows no amount (N/A), which can mean none or that the question was not answered.
Government grants
Grants received from central or local government or other public bodies, as declared.
Donations and legacies
Gifts and donations, including Gift Aid, and money left to the charity in wills.
Legacies
Money left to the charity in wills. Legacies are part of donations and legacies, not extra to them.
Charitable activities (income)
Income earned by doing the charity's work, such as fees and contracts for services.
Other trading activities
Fundraising trading, such as charity shops, events and sponsorship.
Investments
Dividends, interest and rent from the charity's investments.
Endowments
New endowment funds received in the year.
Charitable activities (expenditure)
Spending on the charity's purposes, including any grants it makes.
Raising funds
The cost of fundraising and trading.
Grants to institutions
Grants paid to other organisations. Part of spending on charitable activities.
Governance
The cost of running the charity as an organisation, such as the audit and trustee meetings.
Investment management
The cost of managing the charity's investments.

Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.

Assets and liabilities

5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.
Series shown
-£10m-£5m£0£5m£10m£15m20252024202320222021£6.38m
Assets and liabilities by financial year, oldest on the left, newest on the right
Financial year20212022202320242025
Own use assets£7.84m£7.86m£8.15m£8.79m£8.80m
Long-term investments£92.51k£87.43k£87.55k£96.27k£97.06k
Other assets£1.27m£2.13m£2.44m£3.56m£3.57m
Defined benefit pension schemea minus figure is a deficit£0£0£0£0£0
Total liabilities£4.18m£4.94m£5.33m£6.89m£6.09m
Net assetsassets minus liabilities£5.02m£5.14m£5.35m£5.56m£6.38m
Definitions
Own use assets
Land, buildings, equipment and other fixed assets the charity uses for its work.
Long-term investments
Investments held for the long term, such as shares, bonds or property let to others.
Other assets
Current assets: cash, money owed to the charity and short-term investments.
Defined benefit pension scheme
The surplus (above zero) or deficit (below zero) on a final-salary type pension scheme.
Total liabilities
What the charity owes: creditors due within a year and after a year, and provisions. Drawn below zero in the chart and shown as a positive figure in the table, as the register does.
Net assets
Assets minus liabilities, including any pension surplus or deficit. Equal to total funds.

Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.

Funds and reserves

5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.
£0£2m£4m£6m£8m20252024202320222021
Funds and reserves by financial year, oldest on the left, newest on the right
Financial year20212022202320242025
Unrestricted funds£3.93m£4.06m£4.16m£4.33m£4.50m
Restricted funds£313.17k£305.90k£417.60k£449.47k£1.10m
Endowment funds£774.00k£770.17k£771.60k£779.77k£779.82k
Total funds£5.02m£5.14m£5.35m£5.56m£6.38m
Reservesas declared by the charity£0£0£0£0£0
Assets besides buildingsinvestments, cash and money owed to it, before debts£1.36m£2.22m£2.53m£3.66m£3.67m
Definitions
Unrestricted funds
Money the trustees can spend on any of the charity's purposes, including funds they have set aside (designated) themselves.
Restricted funds
Money that must be spent on particular purposes set by the donor or the terms of an appeal.
Endowment funds
Capital the charity must keep, either permanently or until the terms allow it to be spent.
Total funds
All funds together. Equal to net assets.
Reserves
The charity's own figure for unrestricted funds that are freely available, after setting aside fixed assets and designated funds. Charities explain their reserves policy in their annual report.
Assets besides buildings
Long-term investments plus other assets (cash, money owed to the charity and short-term investments), before its debts are paid. If declared reserves are larger than this, they must include buildings.

Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.

Accounts and annual returns

Register page (opens in a new tab)iPlain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.

Reporting up to date

Every annual return and set of accounts arrived on time for 5 years.

Annual returns and accounts by financial year, newest first
Year endingDue byAnnual returnAccountsStatusDocuments
31 August 202530 June 20264 May 20264 May 2026On timeOn the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF
31 August 202430 June 202527 June 202527 June 2025On timeOn the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF
31 August 202330 June 202424 June 202424 June 2024On timeOn the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF
31 August 202230 June 202329 June 202329 June 2023On timeOn the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF
31 August 202130 June 202221 December 202121 December 2021On timeOn the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF

Accounts filed at Companies House

Company 03931222 has made 25 accounts filings since 2001. Each links to the copy at Companies House where it has been published online.

Accounts filed at Companies House, newest first
Made up toFiled onTypeDocument
31 August 202519 December 2025Full accountsView PDF (opens in a new tab)46 pages
31 August 202418 December 2024Full accountsView PDF (opens in a new tab)48 pages
31 August 202318 January 2024Full accountsView PDF (opens in a new tab)47 pages
31 August 20224 January 2023Full accountsView PDF (opens in a new tab)46 pages
31 August 202122 December 2021Full accountsView PDF (opens in a new tab)46 pages
31 August 202028 May 2021Full accountsView PDF (opens in a new tab)46 pages
31 August 201914 January 2020Full accountsView PDF (opens in a new tab)38 pages
31 August 20184 January 2019Full accountsView PDF (opens in a new tab)37 pages
31 August 201728 December 2017Full accountsView PDF (opens in a new tab)37 pages
31 August 201623 December 2016Full accountsView PDF (opens in a new tab)36 pages
31 August 201521 December 2015Full accountsView PDF (opens in a new tab)35 pages
31 August 201419 June 2015Full accountsView PDF (opens in a new tab)36 pages
31 August 201310 March 2014Full accountsView PDF (opens in a new tab)33 pages
31 August 20123 June 2013Group accountsView PDF (opens in a new tab)32 pages
31 August 201128 May 2012Dormant accountsView PDF (opens in a new tab)3 pages
31 August 20103 June 2011Total exemption small accountsView PDF (opens in a new tab)3 pages
31 August 200922 January 2010Dormant accountsView PDF (opens in a new tab)3 pages
31 August 200810 March 2009Dormant accountsView PDF (opens in a new tab)3 pages
31 July 200726 November 2007Dormant accountsView PDF (opens in a new tab)1 page
31 July 200611 June 2007Dormant accountsView PDF (opens in a new tab)1 page
31 July 200531 May 2006Dormant accountsView PDF (opens in a new tab)1 page
31 July 20047 April 2005Dormant accountsView PDF (opens in a new tab)1 page
31 July 200323 April 2004Dormant accountsView PDF (opens in a new tab)1 page
31 July 200227 April 2003Dormant accountsView PDF (opens in a new tab)1 page
31 July 200128 December 2001Dormant accountsView PDF (opens in a new tab)1 page
Definitions
Annual return
The yearly return a charity sends to the Charity Commission. It is due 10 months after the end of the financial year. Charities with income over £10,000, and every CIO, must send one.
Accounts
The accounts and trustees' annual report. Required from charities with income over £25,000 and from every CIO; otherwise shown as Not required.
On time
Received on or before the due date.
Late
Received after the due date. The number of days is counted from the due date.
Overdue
Not received, and the due date has passed. Counted to today, or to the date a removed charity left the register.
Qualified accounts
The auditor or examiner raised a reservation about the accounts.

Source: Charity Commission for England and Wales, register of charities (annual return history), Open Government Licence v3.0. The register keeps the latest five years; earlier years come from older copies we hold. Accounts documents link to the Charity Commission register and to Companies House (filing history, Open Government Licence v3.0). Days late and overdue are worked out from the dates, as of 30 October 2026.

About

Purposes and governing document

Register page (opens in a new tab)

Charitable objectsiAs filed with the Charity Commission. Clause breaks added for reading; the wording and capitals are unchanged.

TO PROMOTE THE ADVANCEMENT OF EDUCATION

What it does

  • Education/training

Who it helps

  • Children/young people

How it helps

  • Provides buildings/facilities/open space
  • Provides services
  • Other charitable activities
Where it operates
Local authority: Shropshire
Area of benefit
NOT DEFINED as filed
Governing document
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 22 FEBRUARY 2000 as filed
Register history
  • 10 March 2000Registered

Policies the charity says it has

  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Conflicting interests
  • Complaints handling
  • Paying staff
  • Investing charity funds policy and procedures
  • Social media policy and procedures
  • Safeguarding policy and procedures
  • Internal risk management policy and procedures
  • Financial reserves policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Complaints policy and procedures
  • Bullying and harassment policy and procedures
  • Internal charity financial controls policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures

Governing documents at Companies House

  • 17 June 2003Resolution
  • 29 November 2001Memorandum and articles
  • 29 November 2001Resolution
  • 22 February 2000Incorporation documents

Read them in the filing history at Companies House (opens in a new tab)

Source: Charity Commission for England and Wales, register of charities (governing document, classification, area of operation, register history and policies), and Companies House filing history, Open Government Licence v3.0.

About

Website
www.oswestryschool.com (opens in a new tab)
Linked company
Oswestry School
Registered
2000

Full finances, balance sheet and filing record →