CARLETON HOUSE PREPARATORY SCHOOL LIMITED

Registered charity 505310 · accounts filings on the Charity Commission register

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Latest income
£2.0m
Latest spending
£1.8m
Registered
1976
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity reported a surplus of £200,302 for the year ended 31 August 2023, with unrestricted funds increasing to £1,421,964. The trustees confirm that these reserves are within the agreed policy range of three to six months' operating costs, indicating adequate financial resources to continue in operational existence.

What the accounts disclose

Reserves policy: three to six months costs for business as usual operations (held: £1.4m)
As a general rule, the Board of Trustees have decided that the school should have cash reserves equivalent to between three and six months costs for business as usual operations — page 5
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Xeinadin Audit Limited. Discloses 4 of 6 completeness components.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/08/2025)

Total income
£2.0m
Total spending
£1.8m
Reserves (reported)
£1.8m
Employees
35

Reported reserves equal ~11.5 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

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Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Liverpool City

Income and spending

Financial year endIncomeSpending
31/08/2025£2.0m£1.8m
31/08/2024£1.9m£1.7m
31/08/2023£1.8m£1.6m
31/08/2022£1.6m£1.4m
31/08/2021£1.4m£1.3m

Common questions

Is CARLETON HOUSE PREPARATORY SCHOOL LIMITED financially healthy?

The accounts state that the charity reported a surplus of £200,302 for the year ended 31 August 2023, with unrestricted funds increasing to £1,421,964. The trustees confirm that these reserves are within the agreed policy range of three to six months' operating costs, indicating adequate financial resources to continue in operational existence. Its FY2023 accounts were audited by Xeinadin Audit Limited.