THE WELLINGTON SCHOOL FOUNDATION

Registered charity 1105256 · accounts filings on the Charity Commission register

To promote the charitable work of Wellington School by the raising of funds for new scholarships and bursaries and investing the funds to maximise their value to support Wellington School in its aim of providing an education for children from all walks of life no matter what their financial circumstances.

Objects

3. OBJECTS3.1. The objects of the Charity are:3.1.1. to promote the charitable work of Wellington School 1837 (being a company registered with Companies House for England and Wales under number 09316033, and registered with the Charity Commission for England and Wales under number 1161447);3.1.2. to further the education and the advancement in life of present and past pupils of Wellington School through the provision of scholarships, bursaries and grants, and such other means as the Trustees shall consider appropriate from time to time;3.1.3. to preserve for the benefit of the public the school Chapel and such other parts of the school site as are worthy of preservation in view of their historical, architectural or environmental significance;3.1.4. to promote the education principally but not exclusively of persons resident or working in Wellington and its environs through the provision of teaching and the facilities for learning and in such other ways and on such terms as the Trustees shall consider appropriate;3.1.5. to promote community participation in healthy recreation for the benefit of persons resident or working in Wellington and its environs by the provision of instruction and facilities for the same on such terms as the Trustees shall consider appropriate; and3.1.6. to further such other charitable purposes as the Trustees shall from time to time decide;(the “Objects”).3.2. This Article 3 may be amended by special resolution but only with the prior written consent of the Commission.

Area of benefit: WELLINGTON, SOMERSET

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

Causes: General Charitable Purposes · Education/training · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Somerset, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £70,828 for the year ended 31 August 2025, driven by a significant loss on investment properties. Despite this deficit, the trustees confirm that free reserves of £42,959 are adequate to meet charitable objectives and that the charity has sufficient resources to continue as a going concern.

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

What the accounts disclose

Accounts audited by Crowe U.K. LLP. Discloses 4 of 6 completeness components.

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
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

Corporate structure

• Registered company of the charity Companies House 05176879

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.

• DARVALL, John Patrick — director, appointed 06/12/2021on trustee list
• LUNGLEY, David Rolfe, Dr — director, appointed 14/06/2021on trustee list
• PALFREY, Robert John, Mr. — director, appointed 01/07/2018on trustee list
• PHILLIPS, Kevin Bernard — director, appointed 27/02/2014on trustee list
• WEEKES, Alison — director, appointed 27/02/2014not on trustee list
• TAYLOR, Fiona Amanda Victoria — secretary, appointed 01/08/2020

Official officers record.

Property (HM Land Registry)

8 registered titles in England and Wales held by the charity’s company or corporate body (8 freehold); recorded price paid £1.7m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Register events

• Received assets from another charity (05/11/2017) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• ALISON WEEKES BA
• Dr David Rolfe Lungley · trustee of 1 other charity
• John Darvall
• Kevin Phillips
• Robert Palfrey

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

Operates in: Somerset

Income and spending

Common questions

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 WILLINGTON SCHOOL FOUNDATION LIMITED.

• WILLINGTON SCHOOL FOUNDATION LIMITED income £3.9m
• WELLINGBOROUGH SCHOOL FOUNDATION income £132k
• WELLINGTON SCHOOL 1837 income £18.3m
• THE WESTMINSTER SCHOOL FOUNDATION (UK) LIMITED income £105
• WITHAM HALL SCHOOL TRUST LIMITED income £4.5m
• WILLINGTOTS income £78k

Side by side with its peers

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