2024-08-31-accounts

Swalcliffe Park School 114 DFE No.. 93 117007 CIO R89lStered Charity No.. 1173 113 Principal.. Robert Piner CEO.. Kiran Hingorani NIEd Swalcliffe Park School Swalcliffe B8nbury Oxford5hire OXI 5 SEP T.. 01295 780 302 swalcliffepark.co.uk fep2rk.co.uk Notionol i Autism Speciolist Autistic Award Advanced Society 202 O(ittiandi sw8lcli

Annual Report For year ended 31st August 2024 l. Introduction 2. Charitable Objectives 3. Activities 4. Student Profile and Numbers 5. Working With Students 6, Working With Families 7. Working With Partners 8. Working With Resources 9. Strategic Report Structure, Governance, Leadership and Management 10. Reference and Administration Detail 11. Strategic Goals 2024-27 12. Statement of Trustees Responsibilities Section B: ALiditor'5 Rei)ort ancJ finaiicicil Slatpnienls l. Report of the Independent Auditors 2. Statement of Financial Activities 3. Balance Sheet 4. Cash Flow Statement 5. Notes to the Cash Flow Statements 6. Nntp.s tn thp Financ.ial £t.atpments

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l. Introduction This is the sixth Annual Report of the Charitable Incorporated Organisation (CIO) and is due to be presented to the Resources meeting in the first half of the Spring Term 2025 in advance ofthe Annual General Meeting (AGM) on February 6th, The Trustees have adopted the provisions of the Statement of Recommended Practice (SORP) for Accounting and Reporting by Charities in preparing thi5 Annual Report and Financial Statements. The Financial Statements have been prepared This report is an overarching document for in accordance with thp ap.c.ounting policies set organisational 5elf-evaluation and as such out in the notes to the accounts and complv needs to be read in conjunction with a range of with the charity's governing document, the additional reports including.. Charities Act 2011 and Accounting and Reporting SORP applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Reputilic of Ireland, published in 2019. School Improvement Plan 2023/24 Exam results and destinations 2024 Staff Training Plan 2023/24 Safeguarding Audit 2023124 Ofsted residential inspection report February 2024 Advanced Autism Accrediiation: May 2024 Reports from external quality assurance partners.. Education (Will Morgan) Residential Care (Standard 20) Therapy support (Nicola Kenny) Independent visitor (Sarah Mullen) Health and Safety related reports including Fire Risk Assessment, Health and Safety, Water Risk Assessment and British Engineering Service report. Financial audit CEO Business reports.. x 5 across the year Headlines newsletters. x 6 (2 per term) Quality of Life newsletters.. x 6 (2 per term) Governor monitoring activities and reports Indeperidence Plus curriculum outcomes Animations for aspects of policy and practice Quality of Life.. small scale action research projects The audited accounts are included in Section B of this report.

yi: 112 2. Charitable Objectives SW.alcliff&.:Par.k. e.v,alu'ation.

1. Activities Swalcliffe Park is a CIO which operates a non- maintained specialist school offering residential and day places for 71 students, aged 10-19, who are on the Autism Spectrum. All students have an Education, Health and Care Plan (EHCP) and their placernents are sponsored by their home Local Authority (LA). Duririg 2023/24 we have been working with 14 LAS. Our overall aim is to improve the Quality of Life (QOL) of our students and their families, now and for the future. We do this by providing Outstanding Education, Therapy and Residential Care to our students and high levels of support to their families. The CIO also operates the QOL Network for sharing best practice amongst schools, colleges who are interested in implementing a QOL approach in their organisations. Staff contribute to the wider pool of autism knowledge through national and international conference presentations and conducting small scale action research projects. Staff also contribute to a number of national special education bodies including NASS (National Association of Special Schools), SWALSS (South and West Leaders in Special Schools) the National SEND Forum and the National Association for Advancing Autism Education (NAAAE). vjl

2023L24 ANNUAL REPORT Prirk £Lkiuo)I In overseeing and guiding the work of the CIO, Trustees have given careful consideration to the Charities Commission's public benefit guidance and have ensured that the organisation has continued to be focussed on: These aspects of operation can be tracked through the documents listed in the introduction above which are from a range of internal and external authors. In 202 1, the school produced a set of strategic Ensuring the reputation of the organisation goals which were to run from the time of is based on best practice in safeguarding writing for a 3-year period 2021-2024. These youno people. are set out below and the information in this Maintain the 'Outstanding' Ofsted report is organised under these headings. judgements for the education, therapy and These goals were formally reviewed and residential care we provide. updated by Governors during the Summer Maintaining our'Advanced Level, Autism term 2024 and are included at the end of this accreditation. document and will provide the headings for the Building on our reputation for innovation next 3 Annual Reports for the year 2024/27. through the development of our 'Quality of Life, framework, approach and the QOL network. Raising the profile of the school locally, nationally and internationally through outreach work, conference presentations, research and partnership working, Developing the academic, vocational and independence strands of our curriculum Developing our therapeutic provision in the school-day and after school Attracting high calibre staff to all disciplines and ensuring they receive ongoing training and support. Maintaining a high number of students on roll which guarantees the financial stability and sustainability of the school. Ensuring the site and facilities are safe, flt for purpose and promote student and staff wellbeing. l-he Quality of Life (Qol_) ethos is firinly embedded. Students attending the residential provision develop socially and emotionally to ensure they are i-eady for their next steps. Ofsted, Residential Report Feb 2024

,S.w,AILliff Pdrk SL'.kioL)I 2023-24 ANNUAL REPORT QOL MYQOL /e OurFamlly QOL FQOL atxxrt rre • All aLvyJt . W17a( mak& u5 ha * What￿vIOnt totrj . to<b StLKJent surv5 ar(1 Cryi￿rSatiOnS Keywarker r41 Issues & Provlslon & Actlon StLKrfent Plan Keyworklng Farn￿ Plan Provislon & Actlon F2F oo•o- QOL We all feel better FQOL Our Qualty of Life Framework

1. Student Profile and Numbers The tsble below show how student numbers have increased over the past 6 years as the reputstion of the school has grown. We are delighted with this growth as it helps us to achieve our charitable objective on a larger scale as well as helping to guarantee the financial future of the CIO. Start of Term Projected Actual Autumn 2018 41 45 48 43 51 54 Spring 2019 Summer 2019 Autumn 2019 45 49 53 48 56 58 Spring 2020 Summer 2020 Autumn 2020 60 65 68/69 71 68/69 71 Spring 2021 Summer 2021

Start of Term Projected Actual Autumn 2021 64 66 71 72 Spring 2022 ummer 2022 Autumn 2022 67 73 76 73 73 76 Spring 2023 Summer 2023 Autumn 2023 68 71 73 68 73 76 Sprlng 2024 Summer 2024 The school has terms of approval from the DfE which is reflected in our admissions process and enables u5 to provide residential and day places for autistic boys aged 10-19. The school is open to referrals from all Local Authorities in England and Wales who meet these criteria, and at any age within the agreed range. The school offers assessments for admission throughout the aca¢emic year. Within these terms of approval the school accommodates a wide range of indlvidual needs of students including religion, medical, diet and culture and our'Quality of Life, approach helps to foster a safe, inclusive, tolerant and respectful community. As in previous years the Strategic Goals is organised under the 4 headings whlch are used in our School Improvement Plan. meeting agendas. school policies and job descriptions. These headings support our commitment to being a Highly Reliable Organisation (Reynolds).. Worklng With Students (WWS), Working With Families (WWF), Working With Partners (WWP), Working With Resources (WWR)

1. Working with Students (WWS): Strategic Goals 2021-24 Goal I Increase and maintain student numbers to 78 over three years: fifty percent of places to be residential. Goal 2 Improve QOL outcomes for current and ex-students. a13 Ensure the school day and waking day curricula are meaningful for all students and include an integral focus on safeguarding. Cioal 4 Continue to develop ways of hearing and responding to student voice.

*) Goal I: Increase and maintain numbers to 78, fifty per cent of places should be residential As we come to the end of this current set of Strategic goals there is acknowledgment that the fifty per cent target for residential placements is unrealistic and will be revised down to match numbers of rooms available in the next set of strategic goals. This means there will be no requirement to build additional accommodation. .However, we have continued to place emphasis on increasing student numbers through direct contact with families and LAS in a number of ways.. Parents are directed to a range of resources to support them through the referrals and admissions process, and they have a dedicated Lead on Referrals (Vice Principal) to maintain contact with throughout the process. Sla ff go to oji-eat effc)rls to olJiaiii as InLich infoi"lllcil'101i rl. s possilile 3hi)Ilt. i)1 o.qi.)ective 51 ULleiits lo enable tl'iei'ri to niake well-irifoi-liipd and oi/idence_based decisions clL)OLIt ViilieLliei- t'he pi"ovision is i-igPIt Ir)r th,. Website Ha- had a focu.￿ on the benefits of residential places including opportunities for students through the revised 'lndependence PIu5' curriculum. Prospective parents We hosted 12 online prospective parents, afternoons throughout the year which generated interest not just for immediate placements but also in one or two years to come. Ofsted, Residential Report Feb 2024

f waliliffe .Pdrk %c-.I IUL)I 3023-24 ANNUAL REPORT Supporting information Autism Show We have further developed our Youtube channel so that it is easier to find the films and animations on particular subjects such as Referrals an Admissions and Independence Plus. We were invited to present at the Autism show in London and sent out free tickets to LA representatives to come and meet us on our newly designed stand. Whilst this did not generate the specific leads we were intending, our presence at the show was worthwhile in showcasing the value of residential placements. The complete collection now includes the following titles.. vis Autism Eye fLif S de This year we wrote a further 4 articles for publication and combined these with our previous 4 in a small tsoLL£L to share with families and LAS. These were very well received at the Autism Show. rud ntr Representatlon and profile raising . StaViagJLI￿v. We continue to be members of a number of national bodies, (see Working With Partners section), and are invited to present our work at a range of national and international conferences. We also lead the QOL network which is a best practice sharing forum for school interested in adopting a QOL approach. OFSTED In February 2024 we had our annual inspection for the school's residential provision. which resulted in another'outstanding, judgement. This was communicated to all our LAS and a number of new ones who currently don't use us for placements. Communlcations strategy Senior leaders, a sample of Governors and staff attended a marketing and communications workshop run by Tala a local agency. This helped to formulate ideas for profile raising with a focus on residential placements. This was then actioned by SLT in a number of ways with a view to developing a more coherent longer-term strategy to overlap with the next set of strategic Goals 2024-27.

Communicatioii., spe3.kto eacb,olh.F:th',,. I ndependence; Be in the rignt placea',",qe a',1 Te, Iiag m ? nt,; Respeci.e?cji otliels Girterep, Achievement: Be a source ofinsFira QP, io vour.oli a,, IC ￿1h jr; Improve QOL outcomes for current and ex- students Induction training on appraisal for all staff was on using the new Independence Plus curriculum across the curriculum during the school day, during dedicated Project sessions and during residential time. This year we updated the induction training package for new keyworkers, which included a booklet of tasks to complete during their probationary period. This has our Quality of Life framework and approach at its core and how different members of staff contribute to improving outcomes for students and families, for all roles within the organ isation. This includes Level l QOL training and aspects of Level 2 training. Action research The school's culture of reflective practice is an important aspect of our internal quality assurance. Projects were conducted on Keyworking and improvements in QOL from transition and through student and family journeys through the school. These were shared with staff, Governors, families and externally. Whole school training Each year the school has a training plan which includes a range of tOPiC5 which contribute to our QOL approach. See staff training in Section 8 Working With Resources. Appraisal As our QOL approach underpins our whole school ethos and practice, all staff appraisal targets are linked to upskilling ourselves in the contributions we make. In 2023/24 the focus

I¥L-I,'REPFJ,REF Policies As well as weekly discussion session5 keyworkers also support students to complete end of term Quality of Life surveys so they can tell us about the issues of importance to them. This helps us to work with them to identify Areas of Focus for the term ahead and who will be best placed to help them. As policies andjob descriptions reach theii- forecast review dates they are all being updated to ensure they make direct reference to how they support improving QOL outcomes for students and families. Keyworking We also use whole school Quality of Life survey data to inform our curriculum, operational and strategic planning to ensure that we al-e hearing st.udent voice across the school and responding to needs. This links directly with our Independence Plus curriculum, which provides end of Key Stage outcomes to work towards week by week, and term by term. This is timetabled for every student each week and is the most important session in their weekly timet2ble. This 15 because keyworking is the backbone of our QOL framework and approach through bLiilding trusting relationships with our students and staff.

Heriot-watt University (Conditional) Burton on Trent College- L3 Motor Vehicle Northampton College L2/3 Extended dlploma, Media Derby County Football Club work placement Banbur. Colleg_e L3 Protect'ive Services Holmer Green Junior School, Buckinghamshire TA apprenticeship NHS Hospitals, Oxford L4 apprenticeship London Muslc course Premler Education, Tunbrldge Wells Sports coaching apprenticeship Fox's College, Mlnehead Wing College, Bournemouth Destinatlons for School Leaver5 Headlines As in previous years school is proud to be able to say that we have ensured each of our leavers has a confirmed pathway for after leaving school. This list is always very varied and there is no set pattern for leavers, destiric]tiUl1S d5 Wé wul'k on an iiidividual basis according to student interest, aptitude, ambition and qualifications. This means that destinations cannot be benchmarked against previous years, but in Government terms this means we have no NEEfs (Not in Education, Employment or Training). Every half term the school produces a newsletter which highl ights, opportunities experiences and Quality of Life. This is circulated to Staff, families and Governors as well as sitting on the school website for prospective parcnt- to JCC We 3lJO uce Headlines to publish information of which section we are working on from the Independence Plus curriculum each half term. The destinations for leavers in JLJIY 2024 are listed above.

tÈ Goal 3: Ensure the school day and waking day curricula are meaningful for all students and include an integral focus on safeguarding Safeguarding In February 2024 we had our annual Ofsted inspection for our residential provision, under the National Miniimum Standards for Residential Special Schools framework. This resulted in another overall judgement of 'Outstanding' to add to our longstanding track record. Every year we complete and return our Annual Safeguarding Audit for Oxfordshire which fulfils our statutory obligation. We are pleased to say that there were no recommended actions to be taken as a result and this was reinforced in our residential OFSTED inspection in February which resulted in an 'Outstanding' judgement for our Safeguarding culture and practice as part of a wider overall 'Outstanding' Judgement for the whole inspection. 'Independence Plus. At the end of the summer term in 2023 we carried out an evaluation of how well the new Independence Plus curriculum was working. The following points were raised.. Increased staff motivation Increased student engagement and enjoyment More innovative project work Better evidence collection from across the curriculum Better linkage to identify areas of focus from Independence Plus curriculum More off-site activities and opportunities for learning Regular training and updates for all staff and Governors throughout the year ensure that we are always up to date with the latest information and best practice. All members of the school's Safeguarding Team have the relevant training for their roll, which includes two Safeguarding Governors. They met on a regular basis throughout the year, feed into the CEO 8usiness report and are item l of every Governors, meeting.

Better information for individual student risk assessments Better quality and quantity of information for Annual Review reports and Sixth Form proposals As well as being great fun and a chance to go somewhere different and try some new activities, these trips provide genuine opportunities for all students to develop and generalise their communication, Self- anagement and Independence skills and strategies. With the above in mind. we continued to work in the same way for 2023/24 using the same premise of student generated projects on a half termly basis in order to cover the outcomes section by section each half term. This year we took a different approach and decided not to plan a trip abroad, and to focus on outward bound style experiences. Residentl81 trips All students returned to school having had an enjoyable and memorable experience and participation helps to increase self-confidence and resilience by providing opportunities to generalise and develop new skills in a wider range of contexts. We always like to round off the academic year with the opportunity to join a residential trip. l+

What makes JE)rl vnii happy. -yqqsrl Lioal 4: Continue to develop ways of hearing and responding to student voice The school's Quality of Life framework and approach is based on hearing student voice on the issues of importance to them. This therefore requires careful thought as to how practice to ensure we do this equally well for all students, irrespective of their communication preference and style. As a result, building strong and trusting relationships between keyworkers and students is an essential aspect of hearing student voice. Quality of Life surveys In the penultimate week of each term all students are encouraged to complete a survey which was specifically written for autistic adolescents. The survey is in two parts, A) which asks questions about their QOL in general and B) which asks them about the impact of their autism on their QOL. Keyworkers use these survey responses to agree three areas of focus with the student and his family, for the following term. They also discuss the most appropriate strategies to address these issues. At the end of term when the student completed the next QOL survey, his new answers provide an evaluation of how he now feels about these particular areas as well a5 identifying new issues to be considered as areas of focu5 for the following term. Keyworking Provides a weekly l..1 opportunity for student5 to raise any issues they wish to with their keyworker. There is no prescribed way for effective keywvorking as it is based on individual student preferences. Keyworking is a goals- based practice, with a focus on keeping up to date with what is going on in each student's life and whether their Quality of Life priorities have changed from week to week.

SW(alcliffe P<ark SGkiuol 2023-.24 ANNUAL REPORT Student Council Annual Review Like all schools we have a Student Council which meets on a regular basis. It includes of member from each class group so that all students can have their views represented. A Governor is always invited to join the meetings and reports back to the Full Governing aody at their Conference Day meetings. All students are invited to contribute to their Annual Review reports in the All About Me section and issues which they feel impact on their quality of life. They are also encouraged to give their feedback, with support, on how they think they have progressed in terms of their Communication, Self-management, Independence and Achievement. The style of the meetings ensures that all student voices are reflects and not just those who represent their class group at the meeting. This is done through a combination of surveys, discussions and collation of feedback from whole class groups. Once all reports have been collated and sent out, students are invited to join part or all of their Annual Review meeting. This allows them to have their voice heard in a formal meeting forum with their LA representative present. Depending on the age of the student, they will be encouraged to share their views on if they are happy in school, how they feel they are making progress, where they might need any additional support and what they might like to do in the future when they leave school. For those making the transition into Sixth Form they will also be asked whether they would like to remain at school or move to an alternative provision. Following each meeting the points of discussion and outcomes are shared on noticeboards across the school site. House meetings Resident students in each of the 4 houses all have the opportunity to attend their weekly house meetings where they can raise issues such as staying safe, evening and weekend activities, food and any other issues they wish to raise. Minute5 of meetings are kept and displayed on a noticeboard. so they are available for all to see and revisited at the beginning of subsequent meetings. Staff recruitment As part of the school's safer recruitment policy and practice. students are always involved in the appointment of new staff. This can take a number of forms including a panel discussion, Q and A session or joining them for lunch. Students, views are then fed into the wider decision-making process and included in discussions relating to candidate suitability. Governor Conference Day meetings Students always have an item nn thp. agp,nda for Governor Conference meetings, where they are invited to come and share their views, ideas and experiences a variety of aspects of school life. Over the past year they shared their thoughts on topics including exam preparations, careers week, use of the school grounds and reading.

Independent Careers Advisor Childline/Ofsted As part of the school's Careers Education and Guidance curriculum all students from Year 9 upwards have the opportunity to meet with the Independent Careers advisor to discuss their future education/training and career aspirations. S/he helps them to investigate local options in their home area foi. work experience, college placements, apprenticeships and employment opportunities. This is embedded within the Independence Plus curriculum section on 'Transitions through and out of school,. The school achieved the Quality on Careers kitemark in 20213nd is due for re.8ssessment in September 2024. All residential houses and school noticeboards contain information, including telephone numbers of who students can call if they don't feel safe or wish to report anything out of school through official channels. This is in compliance with the requirements of the National Minimum Standards for Residential Special Schools. Independent visitor The school has an 'lndependent Visitor, who comes on site every two weeks and is available for resident students to talk to if they have any concerns. This can be helpful if they do not feel there is anyone in school with whom they wish to share specific information.

1. Working with Families (WWF): Strategic Goals 2021-24 Goal Continue to develop ways of hearing and responding to family voice oal Develop ways to support siblings G a13 Introduction of mentoring for new families Goal 4 Improvement in QOL outcomes for families -*-4T

Sw,".41Lliffo" Pc.4rk 8Lliuol 2023-24 ANNUAL REP.ORT Goal I, Continue to develop ways of hearing and responding to family voice Our Quality of Life framework and approach. This information is combined with student QOL highlights the emphasis we put on hearing surveys and issues raised through weekly family voice. This is in recognition of Emily keyworking to assess how well issues raised Gardener's research into what she calls 'Family previously have been addressed and agree on Systems.. In short this implies that unless you new student areas of focus for the term ahead. work closely with the family you won't fully It also provides information for Senior Leaders understand the young person, their impact to plan events and support for families in the within the family or how best to support the term ahead so that we are responsive to family. emerging needs. Keyworking Famlly events All families are allocated the same keyworker as their son and have the opportunity for weekly contact in ways that are mutually agreeable, This allows families a guaranteed channel into school to share information on Family Quality of Life and any changes in circumstances. Keyworkers are able to liaise with relevant staff in school to ensure this information is shared with the relevant staff. Progress Days: for all students in October and February provided an opportunity for families to talk to staff from all disciplines about progress and provision for education, therapy and residential care. Pathways Day. March (Yr 9 and above) This event focussed on course and accreditation options for the following academic year. This included options available at Banbury college courses and The Warriner, our local mainstream Sixth Form. FQOL surveys All families also have the opportunity to complete a survey in the penultimate week of term, which highlights the QOL issues of importance to them. Term First half term Second half term Autumn Annual Reviews, EHCP outcomes and transition planning Literacy interventions and reading for pleasure Spring Collaborating with families to develop Independence Residential Trips 2024 Summer Work Experience Family Voice and School Improvement Planning

. fth'ojloliffe F)14rk .ScliuL)I 2023-24 ANNUAL REPORT Family Forum.. We held a number of online events covering topics requested by families. These were presented by a combination of speakers from within school and external professionals working in particular fields. Prospective parents Due to significantly increased numbers of families interested in the school we made a policy decision to continue holding all prospective parents afternoons as online meetings. This proved to be very popular as these meetings were easier to fit into busy schedules and so had less impact on work and family commitments. Graduation Day: For leavers and their families was held to celebrate their Swalcliffe Park School (SPS) journeys, relive some special moments and hear about their destination safter leaving school. Families were encouraged to bring relatives to have a look around the school, meet with staff and join the celebrations. Parent Governors As in previous years we have had two current parents fulfilling the role of Parent Governor and one ex-parent. They provide the Board with a family insight and act as representative parents rather than a representative of the parents. Parent Governors attend Conference Day meetings to hear about the work of the school and provide a family perspective. However, it is important to note that they are not there in the capacity of representing all families. Headlines Families are encouraged to use the half termly newsletter to share articles of interest, ideas and events. The newsletter is also used to encourage families to join in research projects and reviewing school policies. Soclal media There is a Family Facebook group which is independent of school. However, the two Parent Governors are members of the group and have permission to report any ideas/issues to the Principal and Governing Body at the half termly Conference Day meetings, Parent Governors do not participate in Governor Resources meetings, in order to protect them from any conflicts of interest

11 11 Iiii Goal 2: Develop ways to support siblings During the course of the year the school held a number ofevents to which siblings were invited. These included- 'TNe sLI'iool h7s cFiaiiLJed nol oi'ily OLJI- cliilcl's life, bLJt OLJI faii"I',ly's life l)eyoncl qLiesti()11. Autumn Family Day Christmas Show Open Day Graduation Day End of Year Family Day These all included activities for siblings and wider family members to join in and included science and technology workshops, sale of enterprise items, as well as a range of outdoor games and activities. Parent, Ofsted, Residential Report Feb 2024

'.? A*1 ' Goal 3: Introduction of mentoring for new families We are deligkited Ihai we have recruited two family meiitors lo providp additional support to families, I l'ie Si-I'ir,ioI li Ll'i Ilirfoi'eiiie IieiKllPQlI :? lifp 'hese roles were thoLight to be helpful for fainilies who would like sompone with lived experip.nce to tiilk to abnut vihal they arp goirig tlirough and what they cari expec,t with respect Lo school adiyiissions, Ii-an5ilions an(J daily liFe, We have nnp. mentor whose son is re5iclpnt and one whose soli is a day boy. These roles will evolve over time and we viould like to increase the number of meiitors in the team next year, Parent, Ofsted, Resideniial Report Feb 2024

Ir Goal 4 Improvement in QOL outcomes for families Keyworking and QOL surveys Annual Reviews As mentioned in the section on Family Voice, the role of the keyworkei- includes contacting families on a weekly basis to hear the issues which are important to them and how the school might be able to support them. Families also have the opportunity to complete an end of term QOL survey which asks questions about the impact of having a young person with autism on familv Quality of Life. Families are asked to include comments about improvement in Family Quality of Life when sharing their views on progress in Annual Review reports. These comments are then anonymised and included in the half termly Headlines newsletter so that other families can see the wide range of benefits to the school's QOL approach. Information from these surveys is collated and this helps to inform the programme of training and family focussed events throughout the year.

1. Working with Partners (WWP): Strategic Goals 2021-24 Goal I Development ofQoL Network Goal 2 Development of outreach training 17, Development of links with Universities Maintain links with national bodies such as NASS, SWALSS. SEND Forum, DfE

SvvialiliffE P,:4rk 8Lk.IUL)I 2023-24 ANNUAL REPORT Goal l. Development of QOL Network Quality of Life network The PIE (library of resources for Planning, Implementstion and Evaluation) was remodelled and a significant number of new resources added. Access to the PIE and QOL suNeys will be through eh new QOL website. During 2023/24 was another busy and productive year for the QOL network. The network has continued to flourish with new membersjoining throughout the year. The pattern of half termly newsletters and workshops was maintained and included 3 online workshops and 3 live ones based at SPS. The final workshop of the year in July was a 2 day event and included a specific focus on QOL training modules. Main projects completed include: QOL Minimum standards QOL and the Education Inspection Framework QOL and the Minimum Standards for Residential Special Schools QOL training modules "Joint research project SPS/Breckenbrough as part of Prof Eapen's international collaboration QOL website Development of the PIE In addition to new members joining, we also set up a working group and ran a series of focussed activities at Demeter House School Lincs, and Breckenbrough School, Thirsk. These led to the production of the QOL minimum standards and some QOL training modules. The thinking behind the minimum standards was to maintain the integrity of the QOL framework and approach as it is introduced and implemented in a wider range of organisations. A QOL website has been set up to showcase the work of the network and what is going on in individual schools. This is currently being populated with content by all participating schools and will be used to raise the profile of the network and for best practice sharing.

--p Goal . Development of outreach training Autism Education Trust (AET) Beyond Autism The school is a licenced provider of post 16 training for the AET. Trdinirig has been trialled internally wilh all staff and in the year 23124 will be available to external aLidiences by their reqLiest. We. established liiil<s with 2 London based schools in the Beyond Autism Charity and visited both sites. We also hosted visitors from the school. Liberty Trust 'l-.-If'l I'(JLeiiJL! |)icJl i- aii(I btr:Ii Ic.Ilie tl-cill-IiiicI. Lo e.Ilcl. blc tlieiii l_q 111-11-liÉl-lQgS1-ii. Ll-jl-l L.)LbL 1.11 j l-C.)cJ i-'I"13 I'irl to i )i e@l IICJnific cil Id pvpi.. cl-Icll)L)11 ICJ IIP@ds ol: The school was invited to contribute to a Masters Degree course being run by the trust in collaboration with the University of Warwick. Our contribution was based on QOL and how this can be implemented in schools. Sessions took place at ChLirch Lawton School, Stoke on Treni and Vanguard School, Lambeth. These schools are now part of the QOL network. Ofsted, Residential Report Feb 2024

Level Goal 3; Development of links with Universities Research and presentations In addition to being included in Professor Eapen's final cross cultural report, we wrote up our own findings and produced a poster. 'An abstract for the international research project was accepted for a speaking and poster presentation at the International Neuropsychiatry Conference in Melbourne in Dec 2024. More information about this will be included in the 2024/25 Annual Report. In 2023/24 we continued our reflective practice activities by joining Professor Eapen's international study on the impact of student behaviour and communication on Family QOL. This project was shared with QOL network schools and Breckenbrough School also contributed data to the findings.

nAI , Maintain links with national bodies such as NASS, SWALSS, SEND Forum, DfE National bodies As in the previous year we continue to contribute to the wider to special education community and debate through our representation on the Executive Boards for National association of Special Schools (NASS), South and West Leaders in Special Schools (SWALSS) National SEND Forum and the National Association for Advancing Autism Education (NAAAE). IIISDII ciLioi-')iil IL" ' f.IcILJI'sIIip lid prc)rrint. ci IItLlI'e £sll'if)C Cir I :] )lJil rlf,i <1 I lil￿rit. ci Ofsted, Residential Report Feb 2024

lil 8. Working with Resources (WWR). Strategic Goals 2021-24 Goal I Develop facilities and resources in line with student, family and staff training needs Quiet Roo,m 7 Goal Ensure financial stability and sustainability for the CIO Develop Staff, Management and Leadership teams (including Governors), to reflect school size and strategic evolution Goal 4 II, Ensure we recruit and retain the best staff and Governors and support with meaningful Continuing Professional Development (CPD)

Develop facilities and resources in line with student, family and staff training needs Facilities Health and Safety Developments to school facilities included.. Outdoor learning spaces/equipment/woods/sensory Sk)ace/bike track/vocational Accessibility of site improvements Reception developments 3D Printer Music Technology and hardware - Additional Mac and drum kit (which is volunie adjustable) Media subject investment Software development for independence plus Annual assessment by Oxfordshire Health and Safety team resulted in the following judgement'Excellent. Mark and the team continue to maintain the compliance on site to the highest standard. I have made a few observations, but these are all very minor. June 2023. Sustainability The school is keen to ensure that we are both energy effiLièr IL arid iiot wasteful when it comes to buying, usirig and recycling materials and food. There has been a strategy to increase the amount of energy generated through the installation of solar panels, and data collected is incorporated into the Science and Maths curricula. Library As part of the school's focus on reading and literacy, we created a new library and a separate and less formal reading room, This ha5 had a significant Positive impact on the interest and engagement in reading related activities which have also been promoted by all subjects across the curriculum. Promotion of Literacy and reading was also included in all staff appraisal target5 for the year.

SKiJlcliffo P,.4rk 8c:Pi(JLII 2023-24 ANNUAL REPORT Goal 2, Ensure financial stability and sustainability for the cio Trustee Governors The school has also purchased two properties which border the perimeter of the school site. These will be used to support our charitable aims. The CIO is overseen by a Board of Trustee Governors ('The Trustees,) which includes the Chief Executive Officer and the school Principal. There is an elected Chair and Vice Chair, as well as positions with specific areas of responsibility such as Safeguarding, Health and The Trustees voted to increase fees for new Safety. students by 50/0 at the Resources meeting in November, This was to help offset the impact There are also two elected Staff Governors and of the higher-than-expected inflation in terms two elected Parent Governors. The whole of energy and food costs as well as national group meet at half termly Conference Day wage inflation. meetings (6 per year) to monitor and scrutinise aspects of practice within the school, receive training and to meeting staff and hear student and family voice. Trustee Governors are seen as part of the organisations Leadership and Management within Ofsted's inspection frameworks. Fees Staff recruitment and retention: The school has remained successful in retaining full establishment staffing and recruiting suitable staff in a timely manner. We have remained creative and agile in our approach to how we do recruitment, using short films to promote the school and specific roles we were recruiting for. We also used generic and targeted social media recruitment campaigns, including Facebook and 'You tube, to advertise these roles. Resources meetings The Trustees meet for a half termly meeting which has a focus on Finance, HR and Site. A business report is submitted in advance of the meeting which includes annotated cash flow and management accounts. The report also includes information regarding student numbers which are the main source of income to the CIO. This group does not include Staff or Parent Governors in order to avoid potential conflicts of interest. The Employee Referral Bonus Scheme has remained effective in introducing potential new staff to the school, whose values and behaviours align with the school's Quality of Life approach and ethos. Work commenced on a new school web51te in 2023-24 which has included a refreshed and updated approach to presenting the school's competitive Compensation & Benefits packages and a fully on line web based application process. Accounts The audited account5 for the year are included within this Annual Report. As the school is a Charitable Incorporated Organisation (CIO) any surplus funds are recycled for the purpose of improving Quality of Life outcomes for students and families.

IL Goal '-. Develop Staff, Management and Leadership teams (including Governors), to reflect school size and strategic evolution People Strategy Training and Development A strategy for developing our 'People' and a People Evaluation Scorecard was developed during 2023-2024 and was launched in January 2024. The People Strategy has enabled: There is an ongoing prograrrme of training and development for all staff and Governors, including mandatory topics such as Safeguarding, Safer Recruitment and Administering Medication. Whole School Training (INSET) in 2023-2024 included.. A means of recommunicating to staff why the school exists, (our purpose), what we believe in (our ethos) and our culture (the way we do things around here), underpinned by four Core Values which have become applicable to all our staff and Governors, which has provided a framework of how the school can model and set expected standards of behaviour and performance. Safeguarding including a briefing by the Oxfordshire ESAT Safeguarding Team on KCSIE 2023 and in house half termly Safeguarding quizzes to test knowledge Emergency First at Work Certificate Medication Administration Training via PCMA, refresher training on the 'Access Education Medication Management, system and Medication Administration Competency Assessments Medication - Diabetes Awareness and Insulin Management Risk Assessment writing and safe working practices The People Strategy has given focus to four main areas: Providing Inspirational Leadership & Management for all staff. Having a safe, health and inclusive workplace., Enabling and faci litating professional growth and development. and Being an employer of choice in our sector and locality. A People Strategy Self-Evaluation Scorecard became operational in February 2024 that complemented the above to set out Key Performance Indicators and Measures to track RAG rated progress and also ensure that the Governing Body and SLT/Management Team were aware of key People Metrics, for example. voluntary staff turnover rates, sickness absence rates, Safer Recruitment etc with outputs, narrative/making meaning and outcomes (the difference being made). Stsff member. Ofsted, Residential Report Feb 2024

Fire Marshal Training RNID Deaf Awareness Training Preparation for Adulthood Briefing Independence Plus New Curriculum Declarative Language Brook Traffic Light Tool Training on Sexual Behaviours in children and young people Team Teach Levels l and 2 courses Trauma Informed Practice (2 parts) AET Autism Awareness Annual Review and Report Writing Training Staff Well-being Equal ity, Diversity & Inclusion Project with Richard Grant, Poet, "Dreadlockalien" Refresher/introduction to the new Access HR Education system Self Service & Manager Modules Warner Interview Training Educare/TES Develop online refresher modules on a variety of mandatory and optional topics Individual staff have also been supported to progress through a range of professional qualifications relevant to their roles, such as MSC modules in Sensory Integration for Occupational Therapists, QCF Level 3 for Residential Care Worker, SENCO for the Assistant SENCO and a Post Graduate Certificate in Safeguarding for the Head of Care and DSL The school had a continued focus on Staff Well-being throughout the year, and this included further development of the dedicated 'Sharepoint' resource,. introduction of a more comprehensive Employee Assistance Programme package and the launch of a four- part Staff Wellbeing Webinar Series, complementing the Trauma Informed Practice approach working with students. p45

2023-24 ANNUAL REPORTJ Goal 4: Ensure we recruit and retain the best staff and Governors and support with meaningful CPD We have remained creative in our approach to recruitment, utilising short film5 made to promote the school and specific roles we were recruiting for and giving access to these films on social media platforms such as Facebook. 'YouTube' and Instagram and to targeted audiences and geographical locations. This approach has reduced our individual recruitment campaign cost to around 500/0 of a typical external recruitment campaign cost benchmark. The Employee Referral Bonus Scheme which rewards any eligible member of staff who successfully introduced a new recruit, subject to certain criteria being met., remains effective (4 in the last year) at bringing in new staff to the organisation. Our Staff Stability Index remains high at 920/0 again shows a healthy position in terms of staff retention but also allows new staff to join the school, bringing their experiences and ideas. During this reporting period, the school has,. Had an acceptance rate for offers of employment of IOOO/o No leavers during their probationary periods. An average length of continuous seNice for staff of 6 years Demonstrated a commitment to accommodating flexible working requests and part time working options 15 cases) whilst sti51 putting the students, needs for continuity of provision and keyworking support at the centre of our decision making. The school's voluntary turnover of staff remains very low compared to relevant sector averages, 10.20/0 which compares extremely favourably with the Education sector (18-200/0 voluntary turnover for teachers, higher for support staffj and Social Care sector (250/0 voluntary turnover of care stafo in general. During the academic year, the following positions were vacated and recruited to between 1st September 2023 and 31 August 2024; Assistant Psychologist (fixed term contract) x l effective 01/09/2023 Assistant Psychologists left as planned at the end of the fixed term contract to a new placement 23/07/24. Research Associate replacement appointment. Learning Support Assistants- replacement appointments due to internal promotion or development opportunity externally. Housekeeper replacement post a retirement Admini5trator- additional capacity in Support Services. Teachers- long term sickness cover, additional capacity and replacemenL I x Research Associate fixed term contract- 18 months effective 01/07/24 Learning Support Assistants x 3 KS3 and KS4 I x part time Housekeeper I x Administrator Term Time Only 3 xTeachers- 2 permanenL I full time and I part time. I x fixed term contract Science Teacher

g. Strategic Report Structure, Governance, Leadership and Management Governing document TrLlStee Governors are responsible for the overall management and control of Swalcliffe Park CIO. The group meets six times a year for a Business and Resources meeting with a focus on financial management, site management/ development and human resource management and development. In addition to these meetings there are three half The Board of Trustees requires breadth and day and three whole day conference meetings depth of experience to carry out Its duties which have a focus on strategic development, effectively and efficiently. When recruiting new training and monitoring of organisational Trustees consideration is given to the skills and performance. experience and specific requirements that have been identified by the vacancy. The Charity is controlled by it5 Constitution (2018). Recruitment and appointment of new Trustees All Trustee Governors are invited to all meetings and there are no sub committees in operation. Where additional pieces of project work are required a temporary 'working group, of willing volunteers is established and then disbanded on completion of the task. All working groups report directly to the Resources and Conference Day meetings Organisational structure, Governance and Leadership There is a Board of Trustees which includes 8 Chair and Vice Chair. The Chief Executive Officer and the Principal are also Trustee Governors.

-S￿li]ILlIffe ,Pdrk .Sck,iUL)I 2023-24 ANNUAL REPORT The work on implementing policies is carried The Trustees set the level of these reserves at out by the Trustees together with the Senior a minimum of £3,250,000 after undertaking an Leadership Team. which comprises of the Chief assessment of the Charity's needs. Executive Officer, Principal. Vice Principal and 5 Assistant Principals. The Principal and senior staff pay is set by the Trustees and is kept under annual review. The criteria used in setting pay includes the nature of the role and responsibilities, the sector salary for comparable positions and competitor salaries in the region and related work. At the end of the year the unrestricted reserves stood at £8.930.705 and restricted reserves stood at £47,113. Related partles All Trustees give their time freely and no remuneration or expenses were paid in the year. Any connection between a Trustee or Senior Leader with a third-party contractor must be dlsclosed to the full Board of Trustees, In the current year no such related party transactions were disclosed. Reserves and Financial Health Our primary source of income is from student fees with additional amounts received in grants and donations, all of which are directed into providing Outstanding education and residential care for our students. We benefit from certain tax exemptions on charitable activities, however, we are unable to reclaim VAT input tax on our costs as our fees are exempt from VAT. Fundralsing Standards Information The CIO does not carry out significant fundraising activities and does not use a third- party fundraiser. The Trustees regularly review the finances, budgets and spend against budget with a monthly cash flow analysis as part of the effective stewardship of the school. This is conducted through half termly Resource meeting5, to which all Trustee Governors are invited. Risk management The Trustees have a duty to identify and review the risks to which the CIO is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. There is a documented process to identify and assess potential risks and implement proportionate controls. A formal review of the Charlty's risk management process is undertaken on an annual basis by Senior Leaders and a group of Trustees. In recent years substantial sums have been invested into refurbishment and improvements to maintain excellent educational and residential facilities for our pupils. Investment activities are managed in line with the requirements of the Trustee Act 2000. The Governors have appointed Evelyn Partners as investment manager. Our investment policy is a medium-risk approach for the growth of the portfolio of investments. It is the policy of the Charity to hold cash reserves in its unrestricted funds.

SvkicJliliffL Po4rk Sc',1 iuc)I 2023-24 ANNUAL,REP.ORT This is then shared with the full Board of Trustees. A rigorous framework for quality assurance (QA) across the organisation ensures Trustees are satisfied that the major risks identified have been adequately addressed. However, it is recognised that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed. The current main risks and plans to manage them are: Funding Our financial viability is based on student fees funded by Local Authorities. This risk is managed by enhancing our reputation for the highest quality practice and innovation in order to give Local Authorities and prospective parents confidence in choosing Swalcliffe Park as their preferred school. Show casing the quality of our work through a range of profile- raising activities is an important aspect our operational and strategic planning, in conjunction with building relationships with Local Authorities and active cash-flow management. Governors were invited to join a range of QA activities online including: Referral meetings. attendance meeting. Student Council meetings,. Careers meetings,. Daily handover meetings and whole school events such as Progress Days and meetings for Prospective Parents. Business continuity planning Maintaining the intellectual capital and sector experience within the organisation was an aspect of risk management that Trustees actively addressed through a strategic review of Governance and Leadership. This resulted in the creation of a new leadership Team including the creation of 5 Assistant Principals with the responsibilities for Referrals. Communication and Independence. Self Management,. Residential Care and Achievement. Reputation The school's success is also built on its reputation for the care and well-being of our students and work to support families. We manage this risk through policies and best practice in: Safeguarding Safer Recruitment Health and Safety Quality of Life framework Key working Quality assurance The school also places significant reputational value on external evaluations of performance though bodies such as Ofsted and Autism Accreditation. Significant effort is devoted to ensuring the school maintains its current outstanding status and advanced level Autism Accreditation (Feb 2021).

1. Reference and Administration Details Trustee Governors Peter Everett Carollne Sancroft-Baker Klran Hlngoranl Chlef Executlve Glll Manthorpe Vlce Chalr Rob PSner Prlnclp81 Paula Protherough Chair Rachel Sands JohnTasker Klm Hannan Wendy Murphy Ryan Smith Reslgned 31st December 2024

Staff and Parent Governors Denis,e,BaYs.tow Aaron'moore Dr Karen,Nokes ,Parent ,Ap.pointed 1st Octobor 2023 Michelle Wh'ite, Parent Résigned 21st March 2024 44

SK,uliliffL P(4rk SLt.IL)L)I 2023-24 ANNUAL.REPO'RT 11. Strategic Goals 2024-27 Following the 3 years of working towards the first set of strategic goals 2021-24 the Senior Leadership Team and Governors drew up a further set of goals for the academic years 2024-27, these are listed below. Flnancial management Resource allocation Recruitment AII CEO business report5 to Trustees will continue to be Structured using the strateglc goals as part of the school's self*valuation and internal quality assurance process. While the new goals set out the broad vision for the school for the next three years, Trustees and Senior Leaders will continue to monitor their relevance to take account of any changes In the wlder educational, political and financial landscape. These goals will be used to drive: Curriculum, operational and strateglc planning Appraisal Training and CPD Pollcy review Goal I For the school to be full each year.. 30 places to be residential Goal 2 Use our QOL framework and approach to improve QOL outcomes for students and ex students through trauma informed practice Goal 3 To ensure the school day and waking day curricula are meaningful for all students with safeguarding and preparation for adu thood embedded Goal 4 Continue to develop ways of hearing and responding to student voice Goal I Continue to develop ways of hearing and responding to family voice Goal 2 To ensure families are up to date and knowledgeable about all aspects of our QOL approach and howwe can effectively work together Goal 3 Develop and improve communication for families Goal 4 Use our Qi)L r'rc)nicyJi41'ork and approach to improve QOL outcome5 for families and ex- families thr!)I I". ',1 Ima informed practice

2023-24 ANNUAL REPORT P(4rk S£:t.l(JL)I Goal I Development of QOL network and project work Goal 2 Development of outreach training for schools, community, employers, and Further and Higher Education Goal 3 Di55eminatioN of SPS practice through research, peer review and dedicated Further and Higher Education links Goal 4 Maintain purposeful links with national bodies such as NASS..SWALSS',SEND Forum, DfE and NAAAE Goal I Ensure the site, facilitie5 and technolog evolve to meet student, fainily and sta are maintained to the highest standards and needs Goal 2 Erisure financlal stability and sustainability for the CIO Goal 3 Promote the working practice and reputation of school locally, nationally and internationally Lhrough a variety of channels Goal 4 Use our People Strategy to recruit, retain and develop our staff and Governors and be nationally recognised as an ernployer of choice

1. Statement of Trustees Responsibilities The Trustees are. responsible for preparing Ihe Report of the Trustees and the finaiicial statements in accordanc.p with applicahlp law and United Kingdom Accounting Standards (United Kingdom Gcnerally Accepted Accounting Practice). charity and to enable them to ensure that Ihe finaricial stateme.nlra coryiply witl) the Chcirities Act 2011, the Charities (Accounts and Reports) Rpgulation 20U8 arid the prr)visions of its ConstitLltion (20 18). They are c?150 responsible for safe'guarding the assets of thv charity arid hence for taking reasonable steps for tFie prevpntion and deteLtion of fraud and other irregular ities. The law applicablp. lo charitie5 in England and Wales requires the I rustees to prepare financial statements for each financial year which give a trije and fair view of thl￿ Stdte of affairs of the charity and The Trustees are responsible for t.he mairitenance of the iricoming resources and 8ppIiLatiori of and integrity of Lho cFiarity aiid financial informslion resourr.es, for that period. In preparing those irnclude.d on Lhe charity's websitp.. Legislation inthe rinancial statements, thp Trustoes are required to.. United Kingdorn governing the preparation and dissemination of financial statements may differ from legislation in otherjurisdictions. select suitable accounting policies and then apply Ihem consistenlly., observe the methods and principles in the Charity SORP 2019 (FRS 102). makejudgements and estimates that are reasonable and prudent., state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements., prepare the financial statements on the going concern basis unless it is inappropriate to presume Lhat the charity will continue in business. Auditors Tlie dudiLui s, Dafferns LLP, will be propoJcd for re appointment at the forthcoming Annual General Meeting. Report ol the Trustees, incorporating a strategic report appr ved by order of the Board ofTrustees on6F ru3 2025 and signed on the board's behalf The Trustees are I'e5ponsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Kiran Hin ra i- Trustee and Chief ve Officer

1111

l. Report of the Independent Auditors Opinion We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. We have audited the financial statements of Swalcliffe Park School CIO (the 'charity') for the year ended 31 August 2024 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and iiotes to the In auditing the financial statements, we have financial statements, including a summary of Loric'luded tliat the trustees, use of the going significant accounting policies, The financial concern basis of accounting in the preparation of reporting framework that has been applied in the financial statements is appropriate. their preparation is a pplicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice). Conclusions relating to going concern Based on the work we have performed, we have not identitied any materia l uncertainties relatirig tu events or condition5 that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. In OLJr opinion the financial statements.. -give a true and fair view of the state of the charity's affairs as at 31 August 2024 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended., -have been properly prepared in accordance with United Kingdom Generally Acceptecl Accounting Practice,, and -have been prepared in accordance with the requirements of the Charities Act 2011. Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report. Basis for opinion We conducted our audit in accordance with International Standards on Auditing (UK) (ISAS (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit off the financial statements in the UK, including the FRC'S Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. IrAI

S￿l411Ll1ffe PL4rk SLhoL)I 2023-24 ANNUAL REPORT Other information the charity has not kept adequate accounting records,. or the financial statements are not in agreement with the accounting records and returns; or we have not received all the information and explanations we require for our audit. The other information comprises the information included in the Trustees annual report, other than the financial statements and our auditor's report thereon. The Trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit or othetwise appears to be materially misstated. If we identify such material inconsistencie5 or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. Responsibilities of Trustees As explained more fully in the Statement of Trustees Responsibilities set out in section 12, the Trustees are responsible for the preparation of the financial ststements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, the Trustees are responsible for assessing the charity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so. We have nothing to report in this regard. Our responsibilities for the audit of the financlal statements Matters on whlch we are requlred to report by exception We have been appointed as auditor under section 144 of the Charities Act 2011 and report in accordance with regulations made under section 154 of that Act. We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion.. Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to Issue an auditor's report that includes our opinion. information given in the financial statements is inconsistent in any material respect with the Trustees, report. or

,Swdliliffe &rk .8ckiuo)I 2023-24 ANNUAL, REPORr Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAS (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation. A further description of our responsibilities is available on the Financial Reporting Council's website at.. trttp￿￿￿ fro0[g￿￿￿. rk/A -assuranc tan Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which audrtlkn'oLLow￿p￿￿tsLliL￿Lf￿. our procedures are capable of detecting This description forms part of our irregularities, including fraud is detailed below: auditor's report. 8nc an ar In response to the risk of irregularities and non- compliance with laws and regulations, including fraud, we designed procedures which include.. Use of our report This report is made solely to the charity's Trustees, as a body, in accordance Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity's Trustees those matters we are required to state to them in an auditors, report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity's as a body, for our audit work, for this report, or for the opinions we have formed. Enquiry of management and those charged with around actual and potential litigation and claims,. Enquiry of entity Staff in compliance functions to identify any instances of non- compliance and laws and regulations; Reviewing minutes of meetings of those charged with governance., Reviewing financial statement disclosures and testing to supporting documentation to access compliance with applicable laws and regulations. Pcrforming audit work over the risk of management override of controls, including testing ofjournal entries and other adjustments for appropriateness, evaluating business rationale of significant transactions outside the normal course of business, and reviewing accounting estimates for bias. Dafferns LLP (Statutory Auditors) Chartered Accountants One Eastwood Binley Business Park Coventry CV3 2U8 Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, includi ng those leading to a material misstatement in the financial statements or non-compliance with regulation. Date Dafferns LLP is eligible to act as an auditor . in tem)s of section 1212 of the Companies Act 2006.

2023-24 ANNUAL REPORT P.drk .SctlUL)I Statement of Financial Activities For the year endecl JI August 2U24 'Restated Year ended Year ended Unrestricted Restricted End0￿ment 31.08.24 31.08.23 funds funds fund Total funds Total funds Not69 INCOME AND ENDOWMENTS FROM: Charitable activities Swaldiffe Park School CIO 6,664,293 318.022 6.982.315 111,519 7,313,571 Inv&stm8nt In￿Me 111.519 64,574 Total 6,775,812 318,022 7,093,834 7,378.145 EXPENDITURE ON: R8l$lng funds Charltable activilles Swaldiffe Park School CIO 13,063 13.063 15,140 5,680,235 15,976 271,358 149,101 8,100,694 15,976 6,611,348 12.286 Other Tol81 5,709,274 271,358 149,101 6,129,733 6,538,774 NET INCOME I (EXPENDrruRE) BEFORE GAINS AND LOSSES 1,066,538 46,864 {149,1011 964,101 839,371 109,526 109,526 178.9361 Net gains l (losses} on Investrngrrts Remeasuremenl gain l (loss) on defined benefit Penslon scheme 17 (43,0001 {43,000) {361,000} NET INCOME 1,133,064 46,664 {149,1011 1,030.627 399.435 Transfer be￿89n funds Not movom•nt In funds 1,133,064 48,664 {149,101} 1,030,627 399.435 RECONCIUATION OF FUNDS Total fund brought forward Prior year adJustm8nt Total fund brought forward as restated 8,524.641 449 3.048,071 11.573,161 10,446,726 {727,000) 7,797.641 1727,0001 10.846.161 449 3.048,071 10,446,726 TOTAL FUND CARRIED FORWARD 8.930,705 47,113 2,898,970 11,876,788 10.846,161 See note 21 for details on the prior year adjustments. The notes form part of these financial statements

2023-24 ANNUAL REPORT rk .QGIIuL)I Balance Sheet nL I nuyuai LVL "Restated Year ended Year ended Unrestricted Restricted Endowmént 31.08.24 31.08.23 Jnds funds lund Total funds Total funds Notes FIXED ASSETS Tanglbl8 fixed as5et$ Investments 10 2,972.805 2,288,469 1,309,761 2.898,970 5,871.775 6,133,559 1,450.259 11 2,288,469 1,309.761 9,470.005 Investment property 12 753,761 6,571,035 2,898,970 8.337.579 CURRENT ASSETS Debtors 13 385.138 385,138 1.450,000 2.331,683 489.972 Investrnonts 14 1,450,000 2,284,570 1,000,000 Cash at bank 47,113 3,388,532 4,119,708 47,113 4.166,821 4,878,504 CREDITORS Amounts lalling due wthin one year 15 11,760,038) {1.760,038) {2,369,922) CURRENT ASSETS 2,359,670 47.113 2,406,783 2,508,582 TOTAL ASSETS LESS CURRENT LIABILITIES ,930.705 47,113 2,898,970 11,876.788 10,846,161 Defined benefll ponsion 88set NET ASSETS 17 8,930,705 47,113 2,898,970 11,876,788 10,846,161 FUNDS Unrestricted funds 18 8,930,705 47,113 2,898,970 7,797,641 R&8lrfcled funds 18 449 Endowment funds TOTAL FUNDS 18 3,048,071 11,876,788 10,846,161 See note 21 for details on the prior year adjuslmenls. The financial statements were approved by th8 Board of Trustees on 6th February 2025 and were signed on it's behalf by: Gill Manthorpe - Trustee ula Prother gh-T ust8e The notes form part of these financial statements

|i',liffL &i<-.Irk .Scl iuiil 2023-24 ANNUAL REPORT Cash Flow Ststement or Ine year enaea o i August 2024 'Reslated Year 8nded Year ended 31.08.24 31.08.23 Not88 Cash Ilows from opgraling activitl68: Cash generated from operations 812,581 2,018,509 Not cash provlded by {used Inl operating activities 812.581 2,018,509 Ca8h flows from Inv•stlng acllvltl•s: Purchase of tsngiblfr fixed assets Pur¢ha$e of fixed a$88ts Inve8tm6nl8 {335,264) {152,716} 174,032 (750.0001 {1,450,000) 1556,0001 88,999 1.000,000 {474,834) {129,182) 80,178 Dlsposal of flxed assets investments Purchase of non4urrent fixed a$$o1 Investments Pur¢hase of current asg81 Investments {1,000,000) {328,761} Purchage of inv8slm8nt property Sale of tanglble fixed assets Disposal of current asset Invagtments Inv8slm8nt income 111,519 64,574 Net Cash provided by {used Inl Investing actlviti88 {1,869.430) 11,788,027) Change In and cash equivalents in reporting period Cash and cash equivalents at the beglnning of the reporting perlod 11,056,849} 230,482 3,388,532 3,158,050 Cash and o8sh equlvalenls at the end of the raporting period 2,331,683 3,388,532 S88 note 21 for detsils on the prior year adjustments Year ended Year ended 31.08.23 Cashflows 31.08.24 Analys18 of ¢hang•s in not d•bt: Cash and cash equivalonts 3,388.532 {1.056.849} 2,331.683 The notes fomi part of these financial statements

Svk'JicliFto P,'.4rk; .%o".ki(JL)I 2023-24 ANNUAL REPORT Notes to the Cash Flow Statement For the year ended 31 August 2024 1. Reconciliation of net income to net cash flow from operating activities 'Reslaled Ye8r ended Year ended 31.08.24 31.08.23 Not incoma for tha roportlng pèrlod (a8 por th8 8tstémént of financlal aGtivitios 1,030,627 399,435 Adjustment3 for.. Depreclation d)arges {Gainl / loss on investment {PToflt} I loss on disposal of fixed assets Inve8tment Income 521,179 (109,5261 113,1301 (111,519> 505,910 78.840 7,613 {64.574) 413,000 Defined benefit pension movements le88 paymonts Decrease l {inGr8ase) In debtors In¢rease I (decrease) In creditors 104,834 489,596 (609,884) 188,889 N•t Q￿h providod by I (used Inl operatlng acllvltlo• 812,581 2,018,509 Seè not6 21 for datalls on the prior year 8djuslments. 2. Cash and cash equivaleiits Cash equivalents represents the Charitys reserve pollcy of £3,250.000 and future capilal commitments. The notes fonn part of thes8 financial slaternents

Swo41cliffe tldrik S(.".kiuL)I 2023-24,A,NNUAL REPORT Notes to the Financial Statements For the year ended 31 August 2024 l. Accounting policies prpn•rinq +h- lin£lrtthi¢*l o+attsnlgnl. The financial ststements of the charity, which is a public benefit entity under FRS 102, have been prep8red in accordance with the Charlties SORP {FRS 102) 'Accounting and Reporting by Ch8rities- Statement of Recommended Practice applicable to ¢harilies preparing their accounts in accordance with the Fin8ncial Reporting Standard applicabl8 in the UK and Republic of Ireland issued in October 2019, Financial Reporting Standard 102 'The Financial Reportlng Stsnd8rd applicable in the UK and Republic of Ireland,, and the Charities Act 2011. The financial statements have been prepared under the historical co8t convention with the exceplion of investments which are included at m8rket value, as modified by the revaluation of certain assets. The financial statements have been prepared to give 8 'tru8 and fair, view and have departed from the Charities (Accounts and Reports) Regulation 2008 only to the extent required to provide a 'true and fair, view. Thls d8parture has involved following the Accounting and Reporting by Charilie$.' Statement of Rocommended Practice applicable to Charilles preparing accounts in accordanc8 with the Financial RepoTting Standard applicable In Ihfj UK and Republic of Ir81and issued in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practlc8 affectlve from 1 April 2005 which has $lnc8 been withdrawn. Th8 presentation curr8ncy of the flnancial statements Is th8 Pound Sterfing {£1. All monetary amounts are rounded to the noare8t pound. Inconie All incom8 is recognised in the Statement of Financial Activrties once the charity has entidement to Ihe funds. 5t is probable that the income will be recelved and th8 amount can be measured reliably. Iicom¢' Inve8tm6nt incoma relates lo rents incoming from investment property and interest receiv8d from financial institutions. Capit81 grants are recognlsed evenly over the lrfe of the associated asset and capital gr8nts ar8 recognised a5 and when relevant expenditure 1$ incurred. xDpndiliJre Ll8biliti88 are recognised as expendlture as soon as thare Is a legal or constructive obligation committing the charity to that expenditur8. It Is probable that a transfer of economic benefits wlll be rgquir6d in sewement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related lo the category. Where costs cannot be directly attributed to particular he8dings they have been allocated lo activities on a basis consistent wlth the usg of resourG88. Allocalioii drid cipporlioiiirenl of ¢?L sls Costs have been fully apportioned to th8 charllable activity. Depreciation is provided al the followSng annual rates in order to wrlte off each gsset OV8r its 8Stimated useful life. Freehold property 2% on cost and Strdight line over 20 years Fixlures gnd fittings 33'/., 25% and 200/0 reducing balance Motor vehicles 33 /D on reducing balan¢e Investment propety is shown at most recent valualion. Any aggregate surplus or d8ficit arising from changes in fflarkel value is transferred lo a revaluation reserye.

,Sw(.alLliffL ' Park .£ckioL)I 2023-24 ANNUII REPGRT, Notes to the Financial Statements For tlie yeai" ended J l Augubt 2024 l. Accounting policies (coiit_j iiued) Taxatioi) The charity is exempt from corporation tax on ils charitable aclivities 'oiJnling Unrestrlcted funds can be used In accordance wlth the charitable objectlves at the dlscration of the Trustees. Restricted funds o8n only be used for particular restricted purposes within the objects of th8 charily. Re81riclions ari58 when specified by the donor or when funds are r8lS8d for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in th8 notes to the finanoal ststemenls. Peiision I".osls aiicl ollier posl-relireiiient benef,Is The charitable cornpany operates 8 defined contribution penslon scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in Ihe p6riod lowhich they relate. Th8 charity opèral8s a defined beneflt plan for th8 ben8flt of Its employees, A Ilability for th8 charity's obligations under the plan is recognised net of plan assets. Thè n8t change in the net deflned b8n8fit Ilabilityls recognised as the cost of the defined benefit plan during the perlod. Pension plan assets are measured at fair value end Ihe defined benefit obligation is measured on an actuarial bas18 using the projected unit molhod. Lasli aiid tsrish dquiwalviils Cash and cash equivalents include cash held at bank and short temi hlghly Ilquld Inv8Stments with a maturlty of thre8 months or18ss from the date of acquisillon, I￿On-Ll￿rrellI li <1 b￿rrellI ass￿, IiivHsli)Iianl. Non-current Inv8strnents include bank depo8lt account8 Wlth a malurily of mor8 then one year from the year-end. Wher8 the maturity of a deposit account is below one year and il does not qualify as cash or a cash equivalent. il is recogni59d as a current asset. Year ended Ye8r endad 31.Q8.24 31.08.23 Rent receNed 26,694 38,796 46,029 13,655 37.768 Inve$tmgnt portfolio Income Interest receivable 13,153 111,519 64,574

S￿1..]1clIffC PAF.k SGfiuo)I 2023-24 ANNUAL.REPORT Notes to the Financial Statements For the year ended 31 August 2024 3. Income fi'om charitable activities Year ended Year ended 31.08.24 31.08.23 Activity Swakllffe Park School CIO Local authority fe&s Other incomg 6.652,513 12,426 317,376 6,940,881 6.108 366.582 Swaldiffe Park SGhool CIO Grants Swaldiffe Park School CIO 6,982,315 7.313,571 Grants received Included In the above are as follows: DFE 8rants 317.376 366.582 4. Raising funds Year ended Yoar ended 31.08,24 31.08.23 Inv••lment managomont ¢08ts: Portfolio management 13,063 15,140 5. Clia i-itable activities costs Year ended Year ended 31.08.24 31.08.23 Swalcllffa Park Schwl CIO 6,100,694 6,511.348 6. Support costs Year ended Year ended 31.08.24 31.08.23 Other resources expended 15,976 12,286 7. Net incoine/expenditure Year ended Year ènded 31.08.24 31.0823 Auditors rernuneration 14.100 11,710 505,909 Depreciation- owned assets (Surplus) I loss on disposal of fixed asset 521.179 113,130} 8.457

, STr*lc31Llifft:' (ark ..8LI:,ioc)I 2023-24 A'NNUAL. R.ÈpoRIT' Notes to the Financial Statements For the year ended 31 August 2024 There weie no Trustee remuneration or other benefits for the year end8d 31 August 2024 nor for th8 period ended 31 August 2023. The Trustees who arè m8mbers of staff are r6munerated at market values for their role in the day-to-day oparation of the school. they have not received remuneration for their services as a Trustee. ,lee p.xpenses There were no Trustees, expenses paid for the year ended 31 August 2024 nor for the p8riod ended 31 August 2023. Yèar ended Year ended 31.08.24 31.08.23 Wag88 and 8alari•$ Social security costs Defined conlrlbullon pfrn$lon costs Defined benefit p8nslon operatlng Costs 3,283,076 335,925 333,943 104,000 3.288,706 330,772 293.918 175.000 4,056.944 4,068,396 The key management personnel of the CIO comprises of the CEO, Principal and Vice Prln¢ipals. The total employee benefit of the key management personnel of the CIO was £391,904 (2023: £352,030). The 8verage monthly number of employee8 during the year was as follows.. Yearanded Year end8d 31.08.24 31.08.23 Senlor lead8rship Te8chlng Care 41 38 33 32 Administration 16 18 94

-Svki,-.alili ffo- .'P.,4rk %0".1 i(J(.)I 2023-24 ANNUALIREP.ORT Notes to the Financial Statements For the year ended 31 August 2024 P. f taff cnfts (cnntinL14ad) The number of employees whose employee benefits (excludlng Erf8 NIC and employers pension costs) exceeded £60,000 was: Year ended Year ended 31.08.24 31.08.23 £60.001- £70.000 £70,001- £80.000 £80.001- £90,000 £90,001- £100.000 £100,001- £110.000 £110,001- £120,1)00 £120.001- £130,000 10. Tangible fixed asset5 Freahold Flxturag and Motor propety fittings vohiGles Total COST AS al 31 August 2023 Addllions 6.285,438 3.200,104 147.449 (214,368) 149,417 9.634.959 187,815 {134,4161 335,264 1348,7841 Disposals As 8131 August 2024 6,285.438 3,133.185 202,816 9,621.439 DEPRECIATION As at 31 August 2023 Charge for the year Eliminated on dlsposal 1,550,291 191,387 1,857,910 93,199 3,501,400 521,179 (272,9151 280,964 1183,407) 48,828 (89,508) As at 31 August 2024 1,741,678 1,955,467 52,519 3,749,684 NET BOOK VALUE As a131 August 2024 4,543,760 1,177,718 150,297 5.871.775 As at 31 August 2023 4,735,147 1,342,194 56,218 6,133,559

'2023'2+,.A,N- UAL&RÉp. Notes to the Financial Statements For the year ended 31 August 2024 11, Fixed assets investment 2024 2023 Llsledl unlisted Investments 1.538,469 750,0(M) 1.450,259 Non 109,526 Dl$posals Revaluations As al 31 August 2024 1,538,469 NET BOOKVALUE AS al 31 Augu8t 2024 1.538,469 As at 31 August 2023 1,450,259 MARKET VALUE As al 31 Augu512023 Addition8 753,761 556,000 As at 31 August 2024 1,309,761 The Inv8Stmenl property has been valued by the Trustees at 31 August 2024 2024 2023 Trade debtors 253,147 390,486 Prepayments and aocrued income 131.991 99,486 385,138 489,972

Vbi,-)ILliffL li(.4rk .8cl i(JLil 2023-24 ANNUA'L.REPOftTI I Notes to the Financial Statements For the year ended 31 August 2024 14. Current asset investments 'Restatad 2023 2024 Bank deposit aGcounts < 1 year 1,450,000 1,000,000 1,450,000 1,000.000 See not8 21 for details on the prior year adjuslmonls, Current asset bank deposit accounts are compTlsed of cash deposfts with an initial maturfty of more than three mnlh8, and maturrty dale of less than ono year from the y8ar end. 15. Creditors: amounts falling due within one year 2024 2023 Trade credrtors 316,952 256,645 78.238 Social security and other18X8S Other uedllors 79,181 159,135 1,132,978 14,789 Deferred income 2,007,218 Accrued expan988 71.792 13,032 1,760,038 2,369.922 Deferred income relates to fegs received in advance. Ib I Mlnimum lease payments under nonrycancellable operating1&888s fall due as follows.. 2024 2023 withln one year 88￿een one and flve ye8r8 16,104 13,420 16,384 29,524 29,524 45.908 17. Pension commitments The charity's 8rnploy8es belong to three principal p8nslon schemes., the Teachers, Pension Scheme England and Wales ITP51 for academic and related staff., the Local Gov8mm8nt Pension Scheme ILGPSI for non-teaching stsff. which is managed by Oxfordshire Pension Fund., and NEST. The first are mulli-employer defined benefit schemes. The latest actuarial valuation of the TPS related to the year ended 31 March 2020 and ofthe LGPS 31 March 2019. Contributions were payable to the schemes which amounted to £nil as at 31 August 202412023 - £nil) and are included within creditors.

fjw,:IliliffL Fi'4rk SLI i(Jol 2023-24 ANNUAL RÉPORT Notes to the Financial Statements For the year ended 31 August 2024 17.Pensioii conimitments (continued} TgaGhor8' Pension Schem• The TPS is a statutory, contributory, defined benefit Stheme, gov8m8d by the Teacher5, Pension Scheme Regulations 2014. Membership is automatic for full-time teachers. All teachers have the option to opt-out of the TPS following enrolment. The TPS is an unfunded scheme to which both the member and employers makes contrlbutions, as 8 percentag8 of salary- these conlributions are credited to the Exchequer. R8tirement and other pension benefits are paid by public funds provided by Parliament. Valuatlon of th• Teachers, Pènslon Sch•me The Governmenl Actuary, using nomial actuarlal prlnciples, conducts a fomal a¢tuari81 revlew of the TPS In a¢cordance with the Public Service Pensions (Valuations and Employer Cost Capl Dlrections 2014 published by HM Treasury every 4 years. The aim of the rovlew is to $p8crfy the level of future contribullon5. Actuarial schem8 valuations are dependent on assumptions about thg value of futurg costs, design of benefits and many other factor5. The latest actuarial valuation of the TPS was carried out as at 31 March 2020. The valu81ion report Was published by the Department for Education on 28 Octob8r 2023. The key elements of the valuation and subsequent consullalion are-. Employer contrSbution ral0$ Set at 28.6% of pensionable pay {induding a 0.08Yo adminlslrallon levyl. Tot81 scheme liabilities {pension currently in payment and the estimated cost of future benefits} for setvice to the effective date of £262,000 million and notional assets (eslimaled future contributions together with the notional investments held al the valuation dale} of £222,200 million, giving 8 notional past service deficit of £39,800 million. The cor& cost cap cost of scheme lies within the 3¥0 Cost cap corridor. As there is no breach of the cost control mechanism, there is no requirement for the Secretary of State for Education lo congult on changes of the scheme. The next valuation result is due to be implemented from 1 April 2027. The employer's pension costs paid lo TPS in the year amounted to £288,780 {2023 - £251.7511 A copy of the valuatlon report and supporting documentatlon Is on the techers, Penslons webslte t￿ew-2o20- valuatlon-results-report--26_10_23-(002).ashx {teacherspenslons.co.uk) Under the definitions set out in FRS102, the TPS is an unfunded multi-employer pensSon scheme. Th& charity h8s accounted for Its conlriublions to the scheme as if it Were a defined contribution scheme. The charity has 88t out above the informallon available on the scheme. Local Government Pension Scheme The LGPS is a funded defined b6nefit pension scheme, wlth the assets held in $6par81e Iruslee-adminisler6d funds. The employ8r's contributions totalled £108.674 12023- £108,826). From 1 April 2020 the agreed contrlbullons r8les are 16.34/0 for employers and an averago of 6.5Yo for employees. Defined benefit penslon plan *Resiated 2023 2024 Falr value of plan assets Present value of funded obligatlons Net assets before unrecognised surplus Unrecognised surplus due lo asset ceiling 7.531,000 6,865,000 6,138,000 6.381,000 1.150,000 {1.150.0001 727.000 {727,0001 Net assets

s￿1071ClIffQ. .Pdik .8Llioi)I 2023-24 ANNUAL REP.ORT Notes to the Financial Statements For the year ended 31 August 2024 17.Pension commitments Icontinuedl The total cost recogni88d in tha year was 88 follow8: 2024 2023 Current setvice costs 104.000 (38,0001 175,000 (16,0001 Net interest from defined benefft liability Total defined benefit cost recognised in Statement of Financial Actwitles 66.000 159,000 2024 2023 Changes In falr value of s¢heme a$88ts were as follo￿. Openlng fair value of scheme assets Inl•rest Incomo 6,865,000 6,856,000 354,000 109,000 290,000 107,000 48,000 (197,000} 32,000 (271,0001 Employers, contributions Partidpanls, contrlbutlons Esllmaled benefits pald Other expenses Return on assets excludlng amounts Included In net Intarest 47.000 1263,0001 419.000 7,531,000 6,865,000 2024 2023 Changes In present V81ue of the defined benefit obllgalion were a8 follows: Opening d6finad benefit obllgatlon Current service cost 6,138,000 6,443,000 104,000 316.000 47.000 175,000 274,000 48,000 Inl6resl cost Particlpants, conlrlbutions Estimated b8nefrts paid Actuarial gains I IIoss651 Changes in financial a8sumptlon8 Other experience galns {263,0001 {160,0001 113,0001 212,000 1197,0001 11,297,000) 18,000 674,000 6.381,000 6,138.000 The remeasurements recognised in Slat•ment of Financial A¢tivillgs aro as follows: Defined benefit pen8lon plan 'Restated 2023 2024 Changes in financial assumptions Other experience gains Changes in demographic assumptions Relum of assgts excluding amounts induded in nel interest 160,000 13,0(10 {212,000) 419,000 1,297,000 (18,CH)O} {642,000) {271,000}

S￿1(41L]iffE ,Pdrk .8LI'I(Jc,)I 2023-24 ANNUAL REPORT Notes to the Financial Statements For the year ended 31 August 2024 17. Pens ion con) mitments Icontinuedl 2024 2023 Effect of changes in th6 amount of surplus not recovèrable g8ln l {loss) (423,0001 1727.000} {43.000) 1361,0001 The major categories of sch8me assets as a percentage of the total scheme 8ssets ar8 as follows: 2024 2023 Equity Bonds 720 72% 18% 16% Propety Cash 9'A 10% 1% 2% Principal actuarfal a$$umptions al the balance 8heot data.. 2024 2023 Pension increase rale (CPI) Salary incr8as6 rate Di8count rate 3.00% 2.65'A 3.OOVo 5.000 5.20% The mortality assumption8 used for longevity {in year81 on retlrement at age 65 are: Current pensioners Males 2024 2023 20.8 years 24.5 years 20.9 y8ar8 24.6 year8 Females Future pensioner8 (assumes members aged 45 as al talest formal valuation) Current pensioners Males 2024 2023 22.5 years 25.8 years 22.6 yèars 25.9 yeor8 Females See not8 21 for details on the prfor yèar adjustments. NEST NEST is a defined contribution scheme for certaln 8mploy8es. The amounts recoginised 88 an expense in Ih P8riod was £41,159 12023 - £41,028). Al 31 August 2024 there were £nil contribulions that had not been paid over to the pension scheme (2023 - £nil}.

2023-24.ANNUAL REPORT Pdrk qo-.I IUL)I Notes to the Financial Statements For the year ended 31 August 2024 18.Movenient in funds Net Transfers 'Restated At 01.09.23 movement be￿een In fvnds funds At 31.08.24 Unrestrlcted funds: General fund 7,797,641 1,133, 8,930,705 Reslricled funds: Capital grant and malntenance grants EFSA grant$ 44,869 1,795 44,869 2,244 449 449 46,684 47,113 Endowment funds: Freahold property 3,048.071 (149,101) 2.898.970 TOTAL FUNDS 10,846,161 1,030,627 11,876.788 Net movement in fiJnd5, Included in the above as follows: Incoming Resources Gains and Movam8nt resource8 ExpeTMled losses In fiJnd8 UnreslrlGtad funds.. General fund 6,775,812 {5,709,2741 66,526 1,133.064 Restricted fiJnd8: Covid 19 funding National tutoring grant Teachers pay and pen8lon grant Capi181 grant and malntenance grants EFSA funding 20,918 {2,6641 163,850 124,421 11,497 120,918) 2,664 {163,850) 179,5521 {9.702) 44,869 1,795 318,022 (271.358) 46,664 Endowment funds: Freehold property (149,101) 1149,101) TOTAL FUNDS 7,093,834 (6.129,733) 66.526 1,030,627 See note 21 for details on the prior year adjustments.

ILliffe ,Pdrk Sclioul 2023-24 ANNUAL REPORT Notes to the Financial Statements For the year ended 31 August 2024 18.Movement in funds (continued) The specific purpose8 for which the fvnds are to be applied are as foll¢)WS'. Covid19 Funding The Covid Recovery premium 1$ part of the government's package of funding to support pupils whose education has been impacted by COVID-19. The total grant received in the yoar wa8 £20.91812023 - £21,268) National Tutiil iiiq (-riint The National Tutoring Programme INTPI provides primary and secondary s¢hools with funding to spend on trageted academic support, deliever8d by trained and experienGgd tutors and mentors. The total grant received In the year was £2.664 {2023 - £3,384) Teachers Pay and Pensions Grants The Teachers P8y and Pensions Grants are grants received from the DFE lo offsèt th8 Cost of the increase in the te8chers' pay scales and the increase in the percentage of the employers contribution into the Teachers Pension Scheme. The total amount received in the financial year was £163.85012023- £77,786) Lapilal Grant arid Maintenance Fund The Capital Grant fund is grants received from the DFE that are solely for the use for the maintenance and upkeep of the school. The total grants received in the year was £124,421 (2023 - £134,916) of which £nil has been carried forward to the next financial year. Ef FA CJl'ants Th6 school receives various funding from the ESFA for pupil premlum and pupil p18cemenls. Th6 balance of the funding is carfled forward to the next financial year. le.¢ losures There were no related party disclosures during the current and previous financial years. iilr71enls The capllal commitments as at 31 August 2024 was £nil (2023 - £652.7101.

-!Mi,Jlili.ffi P,4rk, £LhuL)I 2023-24 ANNUAL REPORT Notes to the Financial Statements For the year ended 31 August 2024 21. Prior year adjustments Prior year adjustrnents relate to the derecognltion of the pansion asset capping th8 assel ceiling to £nll. The change has resulted in a decre8se in the charities funds of £727,000 for the year ended 31 August 2023. 2023 Decreas• in pen$lon asset (727,0001 De¢r•a$e In funds {727,000} In addition cash held In a deposll account with a maturity of over thr88 months has bean movad to current asGets. There is no overall change lo Ihe charllies funds for the year ended 31 August 2023. 2023 Decrease In Gash {1,000,0001 Irtcrease in current assets 1,000.000 Change In funds

S￿l,)IllIffL Piirk SLh(Ji)I 2023-24 ANNUAL REPORT Notes to the Financial Statements For the year ended 31 August 2024 22.Analysis of the Statement of Finui I I1.1.-41 Activities for the year ended 31 ALigust 2023 by The 2024 statemenl of Financial Activity only shows lh8 2023 comparative data In total. The ststsment b81ow shows the 2023 ¢omparalive date by fund as well. 'Restaled Unrestdcted 'Restatsd Total Reslrict8d Endowment fvnds fundg fund funds INCOME AND ENDOWMENTS FROM: Charitable activities,. Swalcliffe Park School CIO 7,064,970 248,601 7,313.571 Investrnent Income 64,574 64,574 Total 7,129,544 248,601 7,378.145 EXPENDITURE ON: Raising fvnds Charitabl8 actlvllla$,' Swalclilfe Park School CIO 15,140 15,140 5,993,513 368,733 149,102 6,511.348 Other 12,286 12,286 Total 6,020,939 368,733 149,102 6,538,774 Net gains l (Ios8e81 on investments {78,936} 178,9361 Reme8surement galn I Ilossl on defined benefll penslon $¢h¢m8 1361,000) {361,0001 NET INCOME 668,689 {120,1321 {149,1021 399,435 Transfer between funds Nel movement in funds 668,669 (120,1321 1149,1021 399,435 RECONCILIATION OF FUNDS Total fund brought forward 7,128,972 120,581 3,197,173 10,446,726 TOTAL FUND CARRIED FORWARD 7,797,641 449 3,048,071 10,846.161 Se8 note 21 for details Dn the prior year adjustments

kIl￿1,,,.1, Glossary of acronyms AGM AR cio CEO cp CPD DofE EHCP FQOL Headllnes Annual General Meeting Annual Review Charltable Incorporated Organlsatlon Chief Executlve Officer Cllnlcal Psychology Continulng professional development Duke of Edinburgh Educatlon Health and Care Plan Famlly Quallty of Llfe Half-termly newsletter for parents, staff and Governors Local'Authority. Natlonal Assoclatlon of Sp8clal Schools Occupatlonal Therap.y Quallty Assurancè Quality of Llfe School Improvement Plan Statement of Recommended Practlce Swalcllffe Park School Speech and Language Therapy South and West Leaders In Speclal Schools NASS OT QA QOL sip SORP sps SaLT SWALSS 4 'Whys' for students Communlcation Self-management Independence Achievement SM 4 strands of support for families School Family to Famlly Home Training F2F

Swalcliffe Park School swalcliffepark.co.uk