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.

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

Latest income

£4.3m

Latest spending

£3.8m

Registered

1994

Accounts read

FY2025

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

Highest-paid employee band: £100,001 - £110,000 — in the top quarter for charities its size (median £70k)

“Between £100,000 and £110,000 was 1 (2024- 1)” — page 20

Per its FY2025 accounts as filed with the Charity Commission.

Employees paid over £60,000: 3

“The number of employees whose employee benefits (excluding employer pension costs and employer national insurance contributions) exceeded £60,000 was: Between £60,000 and £70,000 was 1 (2024 - 2) Between £70,000 and £80,000 was 1 (2024 - nil) Between £100,000 and £110,000 was 1 (2024- 1)” — page 20

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Donations and non-monetary gifts

“The Leo Lion Foundation, whose members were among the founders of the school, made donations to the charity comprising £2,000 towards sports equipment, £11,500 from the proceeds of an auction held on behalf of the school, a £5,000 donation in connection with Founders Day and £276 relating to the annual Sundial event. The Leo Lion Foundation provides non-monetary gifts to the staff as a sign of appreciation. These totalled approximately £4,300 in value.” — page 25

“The DFN Charitable Foundation, whose members were among the founders of the school and which owns the premises from which the school operates, donated £5,000 towards Founders Day and charged rent, including building insurance, totalling £123,860 during the year.” — page 26

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Rent charged by DFN Foundation

“The Leo Lion Foundation, whose members were among the founders of the school, made donations to the charity comprising £2,000 towards sports equipment, £11,500 from the proceeds of an auction held on behalf of the school, a £5,000 donation in connection with Founders Day and £276 relating to the annual Sundial event. The Leo Lion Foundation provides non-monetary gifts to the staff as a sign of appreciation. These totalled approximately £4,300 in value.” — page 25

“The DFN Charitable Foundation, whose members were among the founders of the school and which owns the premises from which the school operates, donated £5,000 towards Founders Day and charged rent, including building insurance, totalling £123,860 during the year.” — page 26

Per its FY2025 accounts as filed with the Charity Commission.

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

Corporate structure

Registered company of the charity Companies House 02889781

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)

Total income

£4.3m

Total spending

£3.8m

Reserves (reported)

£2.1m

Employees

Reported reserves equal ~6.5 months of spending — above the median for charities its size (median 4.8 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 (5.2%) (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

Claire Felicia Cookson
Clare Chesworth
Joanne PICKFORD · trustee of 2 other charities
Jonathan Robards
Karen Heath
Leilah Sheridan
Nicky Birchwood
Oliver Jones
PHILIPPA CHARLES · trustee of 1 other charity
Tracy Stone
William Karlsen

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/08/2025	£4.3m	£3.8m
31/08/2024	£3.6m	£3.7m
31/08/2023	£3.9m	£3.6m
31/08/2022	£3.3m	£3.1m
31/08/2021	£3.4m	£3.3m

Common questions

Is Undershaw Education Trust financially healthy?

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. Its FY2025 accounts were audited by Westmore Accounting Limited.

What does the highest-paid employee of Undershaw Education Trust earn?

Per its FY2025 accounts, the highest-paid employee was in the £100,001 - £110,000 band, and 3 employees earned over £60,000.

Who funds Undershaw Education Trust?

Funders whose own accounts filings name Undershaw Education Trust as a grant recipient include DAVID FORBES-NIXON FAMILY CHARITABLE FOUNDATION, Leo Lion Foundation.

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.

Funder	Year	Amount	Purpose (as stated by the funder)
DAVID FORBES-NIXON FAMILY CHARITABLE FOUNDATION	FY2022	£62k	Education and Employability
DAVID FORBES-NIXON FAMILY CHARITABLE FOUNDATION	FY2024	£15k	Grant funding of activities
Leo Lion Foundation	FY2025	£13k
Leo Lion Foundation	FY2024	£3k	Not specified in detail
DAVID FORBES-NIXON FAMILY CHARITABLE FOUNDATION	FY2023	£988	Education and Employability

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.

Funder	Similar charities funded	Amount to them
THE NUFFIELD FOUNDATION	1	£246k
COUNTYPIER LIMITED	1	£116k
THE STEVEN BLOCH IMAGE OF DISABILITY CHARITABLE TRUST	1	£91k
THE DULVERTON TRUST	1	£40k
SWEATY BETTY FOUNDATION	1	£37k
THE HARGREAVES FOUNDATION	1	£25k
REIFER MEMORIAL LIMITED	1	£20k
TALLOW CHANDLERS BENEVOLENT FUND NO 2	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DOWNRIGHT EXCELLENT.

DOWNRIGHT EXCELLENT income £224k
THE CAVENDISH SCHOOL CHARITABLE TRUST LIMITED income £4.0m
THE SHANLEY CHARITABLE TRUST income £224k
CAUSEWAY EDUCATION LTD income £772k
AL RISALAH EDUCATION TRUST income £1.5m
CAREDUCATION TRUST LTD income £133k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
Undershaw Education Trust	£4.3m	£100,001 - £110,000	3	unclear	—	no doubt
DOWNRIGHT EXCELLENT FY2025	£224k	—	0	below	—	no doubt
THE CAVENDISH SCHOOL CHARITABLE TRUST LIMITED FY2025	£4.0m	—	—	unclear	—	no doubt
THE SHANLEY CHARITABLE TRUST FY2025	£224k	—	0	unclear	—	no doubt
CAUSEWAY EDUCATION LTD FY2025	£772k	—	—	above	—	no doubt
AL RISALAH EDUCATION TRUST FY2025	£1.5m	—	0	unclear	—	no doubt

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