Undershaw Education Trust

Registered charity 1039622 · accounts filings on the Charity Commission register · also known as C S B SELF HELP FUND LIMITED, CSB SELF HELP FUND / STEPPING STONES SCHOOL / NATIONAL HEMIPLEGIA ORGANISATION, STEPPING STONES SCHOOL HINDHEAD LIMITED

Advancement & promotion of health, relief of poverty, advancement of education to special needs children.

Objects

1(A) THE ADVANCEMENT AND PROMOTION OF HEALTH THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION IN THE UNITED KINGDOM AND ELSEWHERE (B) TO ASSIST OTHER ESTABLISHED CHATITIES WITH SIMILAR OBJECTS TO THE COMPANY IN THE UNITED KINGDOM AND ELSEWHERE

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Disability · The Prevention Or Relief Of Poverty · website · Get email alerts

Registered contact address: Waverley, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a financial surplus for the year ended 31 August 2025, with total income increasing to £4,278,459 from £3,592,620 in the prior period. Net assets grew to £2,071,511, supported by unrestricted reserves of £2,071,337, which the trustees note are significantly higher than their policy target of one term's operating costs (£1,300,000). The trustees attribute the surplus to a temporary halt in planned building projects and recruitment pauses, designating these funds for future maintenance and expansion.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Westmore Accounting Limited. Discloses 5 of 6 completeness components.

Inspection and regulatory ratings

Matched to this charity by name; verify provider identity on the regulator’s site.

• Ofsted — Undershaw Education Trust: Outstanding (NULL) · Ofsted

In its annual return the charity told the Commission it is also regulated by: Ofsted (Office For Standards In Education). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/08/2023 (received 04/07/2024, 4 days after the 30/06/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 02889781 · Financial health read from its filings

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• CHARLES, Philippa — director, appointed 06/01/2025on trustee list
• BIRCHWOOD, Nicky — director, appointed 10/07/2024on trustee list
• ROBARDS, Jonathan — director, appointed 10/10/2023on trustee list
• SHERIDAN, Leilah — director, appointed 26/09/2023on trustee list
• CHESWORTH, Clare Joanna — director, appointed 26/09/2023on trustee list
• JONES, Oliver — director, appointed 26/09/2023on trustee list
• KARLSEN, William — director, appointed 01/09/2021on trustee list
• HEATH, Karen Bernadette — director, appointed 01/09/2021on trustee list
• COOKSON, Claire Felicia — director, appointed 01/02/2019on trustee list

Official officers record.

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Reported reserves equal ~6.5 months of spending — above the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Charitable activities (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Register events

• Received assets from another charity (21/12/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Joanne PICKFORDchair · trustee of 2 other charities
• Claire Felicia Cookson
• Clare Chesworth
• Jonathan Robards
• Karen Heath
• Leilah Sheridan
• Nicky Birchwood
• Oliver Jones
• PHILIPPA CHARLES · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

• Joanne PICKFORD — trustee here and at Leo Lion Foundation

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CHAIGELEY EDUCATIONAL FOUNDATION.

• CHAIGELEY EDUCATIONAL FOUNDATION income £3.8m
• N D EDUCATIONAL TRUST income £27k
• LETCHWORTH EDUCATIONAL SETTLEMENT income £385k
• BIRSTALL PRE-SCHOOL income £448k
• MEDESHAMSTEDE EDUCATION TRUST income £1.7m
• HENSHAW NURSERY income £324k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.