APPLEBY GRAMMAR SCHOOL
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-03-15 (in 10mo)
Last made up 2026-03-01
Watchouts
Cash
£460K
-12.3% vs 2024
Net assets
£3M
-6.3% vs 2024
Employees
60
+1.7% vs 2024
Profit before tax
—
Period ending 2025-08-31
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
5 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · latest reflected 2025-08-31
| Metric | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Turnover | £2,641,774 | £2,756,255 | |
| Operating profit | -£542,116 | -£555,047 | |
| Profit before tax | — | — | |
| Net profit | -£542,116 | -£555,047 | |
| Cash | £524,634 | £459,949 | |
| Total assets less current liabilities | £3,547,510 | £2,949,463 | |
| Net assets | £3,547,510 | £3,325,463 | |
| Equity | £3,547,510 | £3,325,463 | |
| Average employees | 59 | 60 | |
| Wages | £1,483,119 | £1,590,704 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Operating margin | -20.5% | -20.1% | |
| Net margin | -20.5% | -20.1% | |
| Return on capital employed | -15.3% | -18.8% | |
| Current ratio | 2.75x | 2.55x | |
| Interest cover | -180.71x | -277.52x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Saint and Co
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making appropriate enquiries, the governing body has a reasonable expectation that the Academy Trust has adequate resources to continue in operational existence for the foreseeable future. For this reason it continues to adopt the going concern basis in preparing the financial statements.”
Significant events
- “The Trust has been selected to be within the second set of 50 schools to be part of the DfE Schools Rebuilding Programme. This will entail a significant rebuilding and refurbishment programme at the school. Contracts for this work were signed between the DfE and the contractors in early September 2025.”
- “During the year, a significant capital donation of £175,993 was received from the Whitehead Trust. This will be used to equip the new school buildings.”
- “During the year, the Governing body was strengthened by the appointment of four new governors to the board (1 staff, 1 parent and 2 co-opted).”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
12 active · 15 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| HIPWELL, Nicola Jayne | Secretary | 2026-01-30 | — | — |
| ANDERTON, Dorothy May | Director | 2015-07-13 | Oct 1948 | British |
| AUCHTERLONIE, Louise | Director | 2024-09-20 | Apr 1966 | British |
| BELL, Jenny Anne | Director | 2023-09-28 | Nov 1959 | British |
| BIRTLES, Alastair Clemmet | Director | 2023-02-01 | Jun 1980 | British |
| BURGESS, Joanna | Director | 2023-02-01 | Aug 1981 | British |
| BURNS, Christopher | Director | 2025-02-11 | Feb 1968 | British |
| COLLINSON, Bridget | Director | 2025-03-20 | Apr 1952 | British |
| CULLEN, Deirdre Louise | Director | 2023-02-01 | Jan 1969 | British |
| MCVIETY, Alan | Director | 2023-02-01 | Sep 1953 | British |
| NICHOLSON, Philip James | Director | 2024-09-01 | Sep 1973 | British |
| RICHARDSON, Carl Hugh, Dr | Director | 2024-09-26 | Dec 1957 | British |
Show 15 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DUNHAM, Jonathan Spencer | Secretary | 2011-07-08 | 2025-12-31 |
| CLARK, Michelle | Director | 2023-09-28 | 2025-02-25 |
| DAVIS, Susan Georgina | Director | 2023-02-01 | 2025-07-07 |
| ELLIOTT, Philip Robinson | Director | 2011-07-08 | 2012-12-17 |
| HOBSON, Terry | Director | 2023-02-01 | 2024-07-11 |
| LINSLEY, Sally Jane | Director | 2015-07-13 | 2018-05-20 |
| MOORE, Kristian George | Director | 2024-04-15 | 2024-08-31 |
| PATTERSON, William | Director | 2023-02-01 | 2026-02-09 |
| ROSTRON, Jonathan | Director | 2011-07-08 | 2022-08-31 |
| SAINT, Michael Boulton | Director | 2012-12-17 | 2015-08-01 |
| SARGENT, Elaine Tracy | Director | 2023-02-01 | 2024-04-14 |
| STEPHENSON, Martin | Director | 2015-07-13 | 2019-08-01 |
| TAYLOR, Helen Jane | Director | 2011-07-08 | 2025-07-31 |
| WATKINSON, David Godfrey | Director | 2015-07-13 | 2025-07-31 |
| WRIGHT, Gideon Jonathan | Director | 2023-02-01 | 2024-08-31 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Reverend Andrew Burrell | Individual | Appoints directors | 2025-03-20 | Active |
| Reverend Frances Anne Parkinson | Individual | Appoints directors | 2024-01-09 | Ceased 2025-02-10 |
| Martin Stephenson | Individual | Appoints directors, right-to-appoint-and-remove-directors-as-firm, significant-influence-or-control-as-firm | 2022-03-22 | Ceased 2023-09-15 |
| Mr David Godfrey Watkinson | Individual | right-to-appoint-and-remove-directors-as-trust | 2016-04-06 | Active |
| Helen Jane Taylor | Individual | right-to-appoint-and-remove-directors-as-trust | 2016-04-06 | Active |
| Jonathan Rostron | Individual | right-to-appoint-and-remove-directors-as-trust | 2016-04-06 | Active |
Filing timeline
Last 20 of 78 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-01 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2026-03-23 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-03 | TM02 | officers | Termination secretary company with name termination date | |
| 2026-02-03 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-12-16 | AA | accounts | Accounts with accounts type full | |
| 2025-12-08 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-17 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-17 | TM01 | officers | Termination director company with name termination date | |
| 2025-07-08 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-08 | TM01 | officers | Termination director company with name termination date | |
| 2025-07-08 | AP01 | officers | Appoint person director company with name date | |
| 2025-03-24 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-03-24 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-03-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-02-27 | TM01 | officers | Termination director company with name termination date | |
| 2024-12-17 | AA | accounts | Accounts with accounts type full | |
| 2024-12-09 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-07 | AP01 | officers | Appoint person director company with name date | |
| 2024-09-26 | TM01 | officers | Termination director company with name termination date | |
| 2024-09-26 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 5
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-08-31 vs 2024-08-31
-
Turnover
+4.3%
£2,641,774 £2,756,255
-
Cash
-12.3%
£524,634 £459,949
-
Net assets
-6.3%
£3,547,510 £3,325,463
-
Employees
+1.7%
59 60
-
Operating profit
-2.4%
-£542,116 -£555,047
-
Wages
+7.3%
£1,483,119 £1,590,704
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers