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

i*
",1* 4P. •.':* =*4
liv
47

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.

3. 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

4. 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)

5. 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.

6. 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.

7. 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).

10. 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

12. 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<urrent investment
2,288,469
1,450,259
The non-cuffent asset Investment 18 8 bank deposit greater than 1 year.
L18tedl unlisted investments were 88 follows=
LS8tedlunll8téd
Investment$
As at 31 August 2023
Additlons
1,450,259
152,716
{174,032>
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