UPPER WHARFEDALE SCHOOL FUND

Registered charity 1049761 · accounts filings on the Charity Commission register

Fundraising for school, purchase and sale of Fairtrade items, numerous day trips and 10 residential trips - Paris, Kingswood, Bewerley Park, Italy, Netball Weekend, Poland, Belfast, Climbing Trip, London, Belgium.

Objects

TO ADVANCE THE EDUCATION OF THE PUPILS OF UPPER WHARFEDALE SCHOOL

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 · Amateur Sport · website · Get email alerts

Latest income

£209k

Latest spending

£159k

Registered

1995

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £125,652.87 at the end of the financial year, held to cover trips running over the year-end and unallocated income. The charity reported a net increase in funds of £50,185.40 for the period, with total receipts of £209,211.85 against payments of £159,026.45.

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

What the accounts disclose

Reserves policy: to account for trips which run over the end of the financial year and also any income which has not yet been allocated to any expenditure (held: £126k)

“The reserves are held to account for trips which run over the end of the financial year and also any income which has not yet been allocated to any expenditure.”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Crag &Co. Discloses 5 of 6 completeness components.

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
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

Adam Winthrop
Ian Chapman
Stuart Bond

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

Operates in: North Yorkshire

Income and spending

Financial year end	Income	Spending
31/03/2025	£209k	£159k
31/03/2024	£209k	£201k
31/03/2023	£155k	£125k
31/03/2022	£101k	£83k
31/03/2021	£37k	£59k

Common questions

Is UPPER WHARFEDALE SCHOOL FUND financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £125,652.87 at the end of the financial year, held to cover trips running over the year-end and unallocated income. The charity reported a net increase in funds of £50,185.40 for the period, with total receipts of £209,211.85 against payments of £159,026.45. Its FY2025 accounts were audited by Crag &Co.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Community Fund	24/07/2006	£10k	Upper Whalfdale Community Clubs

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
MATER ECCLESIAE CIO	1	£190k
HERMES TRUST	1	£4k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MAYFIELD GRAMMAR SCHOOL GRAVESEND.

MAYFIELD GRAMMAR SCHOOL GRAVESEND income £488k
RICKMANSWORTH SCHOOL PTA income £145k
SWALCLIFFE PARK SCHOOL CIO income £7.8m
ST MARY'S EDUCATIONAL AND CHARITABLE TRUST income £214k
Highworth Grammar School Trust, School Fund income £565k
CHISWICK COMMUNITY SCHOOL PTA income £149k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
UPPER WHARFEDALE SCHOOL FUND	£209k	—	0	above	—	no doubt
MAYFIELD GRAMMAR SCHOOL GRAVESEND FY2025	£488k	—	0	unclear	—	no doubt
RICKMANSWORTH SCHOOL PTA FY2025	£145k	—	0	unclear	—	no doubt
SWALCLIFFE PARK SCHOOL CIO FY2025	£7.8m	—	—	unclear	—	no doubt
ST MARY'S EDUCATIONAL AND CHARITABLE TRUST FY2025	£214k	—	0	unclear	—	no doubt
Highworth Grammar School Trust, School Fund FY2025	£565k	—	0	unclear	—	no doubt

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