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.

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

Latest income

£320k

Latest spending

£243k

Registered

2004

Accounts read

FY2025

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

Related-party transaction: Wellington School 1837 paid administrative expenses of £18,658 (2024: £19,116) on behalf of the Foundation during the year. These expenses have been recharged to the Foundation.

“Wellington School 1837 paid administrative expenses of £18,658 (2024: £19,116) on behalf of the Foundation during the year. These expenses have been recharged to the Foundation.” — page 21

“The Foundation donated £220,000 (2024: £144,000) for bursaries during the year.” — page 21

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Foundation donated £220,000 (2024: £144,000) for bursaries during the year.

“Wellington School 1837 paid administrative expenses of £18,658 (2024: £19,116) on behalf of the Foundation during the year. These expenses have been recharged to the Foundation.” — page 21

“The Foundation donated £220,000 (2024: £144,000) for bursaries during the year.” — page 21

Per its FY2025 accounts as filed with the Charity Commission.

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

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

Financial year end	Income	Spending
31/08/2025	£320k	£243k
31/08/2024	£185k	£165k
31/08/2023	£308k	£181k
31/08/2022	£187k	£119k
31/08/2021	£174k	£160k

Common questions

Is THE WELLINGTON SCHOOL FOUNDATION financially healthy?

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. Its FY2025 accounts were audited by Crowe U.K. LLP.

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 COPPING JOYCE FOUNDATION	1	£173k
TARA GETTY FOUNDATION	1	£168k
THE EDWARD & CATHERINE WRAY CHARITABLE TRUST	1	£100k
THE WHEELER FAMILY CHARITABLE TRUST	1	£100k
THE JMCMRJ SORRELL FOUNDATION	1	£25k
BERKSHIRE COMMUNITY FOUNDATION	1	£0

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WELLINGTON SCHOOL 1837.

WELLINGTON SCHOOL 1837 income £18.3m
THE WELLS CATHEDRAL SCHOOL FOUNDATION income £240k
WILLINGTON SCHOOL FOUNDATION LIMITED income £3.9m
WELLINGBOROUGH SCHOOL FOUNDATION income £132k
THE WELLINGTON COLLEGE income £76.2m
WELLINGTON MANAGEMENT UK FOUNDATION income £1000k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE WELLINGTON SCHOOL FOUNDATION	£320k	—	0	unclear	—	no doubt
WELLINGTON SCHOOL 1837 FY2025	£18.3m	—	—	below	—	no doubt
THE WELLS CATHEDRAL SCHOOL FOUNDATION FY2025	£240k	—	0	unclear	—	no doubt
WILLINGTON SCHOOL FOUNDATION LIMITED FY2025	£3.9m	—	—	below	—	no doubt
WELLINGBOROUGH SCHOOL FOUNDATION FY2025	£132k	—	0	below	—	no doubt
THE WELLINGTON COLLEGE FY2025	£76.2m	—	—	unclear	—	no doubt

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